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Partnering to Optimize the Lead Flow Process

Partnering to Optimize the Lead Flow Process

Be inspired by this first-hand experience of working cross-functionally to streamline the lead flow process and get practical advice on aligning teams, leaning into automation, and setting up sales to win.

Using Agentforce to Personalize Outreach & Auto-Update CRM for Sales

Using Agentforce to Personalize Outreach & Auto-Update CRM for Sales

In this quick demo, see how sales reps use Agentforce and Einstein AI to generate personalized sales POVs in seconds based on real-time opportunity and account data from your CRM. Instead of starting from scratch, reps get a ready-to-go draft they can tweak, approve, and use right away. It’s faster, smarter messaging that keeps your […]

Using Data Cloud and Agentforce to Improve Student Retention

Using Data Cloud and Agentforce to Improve Student Retention

In this demo, you’ll see how a connected tech stack on Salesforce helps higher education improve retention by supporting at-risk students before it’s too late. It starts with the Unified Student Profile powered by Data Cloud, which pulls in key signals from across systems to proactively flag students who may be at risk. Then, Marketing […]