Salesforce He has announced one agricultural tool designed specifically for professionals in the sales sector. It’s about Agentforce for Revenueand offers AI agents capable of taking care of the most routine tasks that these professionals have to do regularly. Among them, budgeting, monitoring or data introduction.
The solution, integrated in Revenue Cloud, allows combining the expertise and knowledge of professionals with AI agents to optimize the entire sales process, from the preparation of the budget to the collection, through hiring, order and billing. In addition, from Salesforce they ensure that the whole process can be carried out more quickly and precision.
Agentforce allows commercials to generate precise and personalized budgets in a few seconds. To do this, sales professionals only have to describe what they need, and the solution is responsible for generating the budget, automatically selecting products, prices and correct conditions. Salesforce is already using agentforce internally, and has registered a significant reduction in the time it takes in the preparation of budgets.
But the budget generation is the first step that can be given with this solution. Once agentforce starts the budget, commercials use the improved Revenue Cloud product configurator to quickly adapt complex offers. Among them, budgets with more than a thousand articles.
The new Logical Salesforce engine improves the approaches to the tools traditionally used in sales, based on rigid systems and with many rules, and offers greater flexibility thanks to the use of bidirectional rules and simple templates to reduce the maintenance time and creation of rules. In addition, the company has renamed its CPQ solution, also renowing it as Revenue Cloud, and has transformed it into a platform that transforms income management, with an architecture focused on APIS and advanced APA capabilities.
Combining Revenue Cloud with agentforce, the platform allows you to deploy autonomous agents that reason and act from structured and unstructured data harmonized in Data Cloud. These agents not only suggest actions, since they execute them from beginning to end, which releases commercial teams to focus on other tasks of greater relevance.
Also, thanks to Trust Layer, the data is always protected, and agents have specific permits to guarantee compliance with policies, regulations and security standards. This accelerates the creation of budgets and improves the efficiency in income management.
Although Salesforce Haya evolved CPQ to create Revenue Cloudthe company maintains its commitment to support current Salesforce CPQ customers, allowing them to renew their contracts, add licenses and have a full support.