Overview of Sales Orchestration

With Sales Orchestration, salespeople focus on customer engagement and selling. AI agents do the rest.

As salespeople engage with customers, Sales Orchestration AI agents:

• Summarize customer interactions, so salespeople don’t need to read through email threads and notes.

• Recommend the next best actions to move the sale forward, with the goal of completing the sales strategy objectives you set up.

• Capture opportunity information automatically from interactions, eliminating data entry.

  For example, the agent automatically updates fields and attributes and supports the automatic capture and summarization of transcripts from zoom meetings.

• Draft emails and talking points.

• Answer questions about the products you sell and provide the collateral salespeople need to sell them.

  For example, the agent can provide answers to sellers questions related to the deal, including product questions about the customer reference, unique selling propositions (USPs), customer objections and so on.

• Recommend new contacts to add to the opportunity.

Trust and Security

Salespeople can always review email drafts and suggested opportunity updates. No email is sent and no product is added to the opportunity without a human in the loop. Sales Orchestration is built into the sales application, so it respects your existing setup and security.

Salespeople aren’t led astray by misleading information on the web. Only the initial sales motion setup can source information from the internet. Recommendations and drafts used during the sale are sourced only from your sales application and from the documents you upload.