1. How do I get started with Sales Orchestration?
  2. Create a Sales Play

Create a Sales Play

Create a sales play to provide the sales collateral required to sell products to the market segments defined in sales motions.

  1. Go to Navigator > Configuration > Sales Administration and select the Sales Plays tile.
  2. From the Sales Play, select Create to display the following Create Sales Play screen:

    Screenshot highlighting the prompt and attachment icon in the Create Sales Play UI

  3. Upload documents related to the products that are part of the sales play. These can include slide decks, spreadsheets, and PDFs.

    The AI agents use these documents as source material for recommendations and for drafting emails and talking points.

    If you want salespeople to view and use the source documents themselves, you must also store them in a separate repository. The documents you upload must include a URL to that repository. The link allows salespeople to view and download the documents for use in presentations and customer communications.

  4. Enter a prompt that describes the sales play. Include the industry or market segment and any other details that determine where the sales play should be applied.

  5. The agent generates a draft sales play that includes:

    • The filters used to apply the sales play to the appropriate opportunities.

      For example, the sales play could apply only to customers in the high-technology or medical industries.

    • The products, product groups, or SKUs the sales play applies to.

    • A suggested list of supporting materials for you to upload.

  6. Upload the documents the agent requests. You don’t have to upload them all if you don’t think they’re required.

    The agent checks off the suggested documents as you upload them.

  7. Edit the draft as needed. Pay close attention to the filters and the products used to decide where to apply the sales play.

    The AI makes educated guesses if your initial wording doesn’t match the classifications and product names in your Sales application.

  8. Associate the sales play with one or more sales motions. You can create different sales plays for the same products.

  9. If needed, rephrase your prompt and generate a new version. Each version remains available in the chat window.

  10. When you’re satisfied, save the sales play and activate it.