How can Agentforce enhance the quoting experience?

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In sales, speed and accuracy matter. The faster and more correct a quote is, the better chance you have of closing the deal. But making a good quote can be hard. You need to pick the right products, set the right price, and make sure the customer sees the value. This is where AgentForce can help.

AgentForce is a tool that uses smart technology and customer data to make quoting faster and better in Salesforce. It looks at past customer actions, what they like, and trends in the market. This helps sales teams make quotes that match what a customer needs.

How AgentForce Helps with Quoting

Making a quote is like solving a puzzle. You have different pieces such as products, pricing, and customer needs. These must fit together perfectly. If you do not have the right tools, it can take a long time and might not be as good.

AgentForce makes this easier by:

• Looking at past customer actions to understand what they like
• Finding patterns in what customers usually order
• Suggesting new products or trends that could interest the customer

For example, imagine you are Sarah, a sales rep at a company. You are working on a big deal with an important customer. Based on past orders, AgentForce finds three key facts:

• The customer prefers eco-friendly materials
• They order in bulk and look for low-cost shipping
• A new biodegradable product in their industry is becoming popular

With this information, AgentForce helps create a great quote, including

• Eco-friendly products to match what they like
• Bulk pricing discounts to encourage a larger order
• A special offer on the trending biodegradable product

And it does not stop there. AgentForce even suggests how to present the quote in a way that makes the customer more likely to say yes. It might recommend focusing on the benefits of eco-friendly materials or offering a time-limited discount.

Real Results, Real Impact

By using AgentForce, Sarah impresses her customer. The customer approves the deal right away and increases their order.

One sales rep shared this feedback:

“AgentForce helps us make quotes that feel personal and relevant. It makes closing deals easier and faster.”

Why Use AgentForce

• Saves time so you do not waste hours making quotes
• Makes more correct quotes that fit customer needs
• Helps increase sales with personalized quotes
• Makes customers happy because they feel understood

Ready to Improve Your Quoting

With AgentForce, you are not just sending out quotes. You are offering solutions that make your customers feel valued. Faster quotes, better results, and happy clients. That is what AgentForce delivers.

Want to see it in action Contact us today and let us help make your quoting process better.

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