Meet Einstein SDR and Einstein Sales Coach: Two New Autonomous AI Sales Agents By Salesforce

Salesforce, the #1 CRM for sales, introduced two new fully autonomous AI sales agents: Einstein Sales Development Rep (SDR) Agent and Einstein Sales Coach Agent. Generally available in October, these sales agents are built on Salesforce’s Einstein 1 Agentforce Platform to help sales teams accelerate growth.

Einstein SDR Agent autonomously engages with inbound prospects to nurture pipeline 24/7. Unlike chatbots that can only answer specific programmed questions, Einstein SDR Agent makes decisions and prioritizes actions that align with the desired outcomes and analyzes a prospect’s question to autonomously determine what to do next — whether that’s answering product questions, handling objections, or scheduling a meeting. Each response is trusted, accurate, and personalized because it is grounded in a company’s CRM and harmonized external data using Agentforce’s retrieval augmented generation (RAG) service. Einstein SDR Agent seamlessly transitions leads to sellers and can handle multiple leads at once, across channels, and in various languages. This means sellers can offload time-consuming, top-of-the-funnel activities and focus on connecting with customers.

Einstein Sales Coach Agent coaches sellers by autonomously facilitating role-plays, tailored to each deal, providing personalized and objective feedback afterward. During the role-play, Einstein simulates a buyer, using generative AI to convert text into speech. Einstein uses RAG to emulate how a buyer might respond, grounding every response in relevant information stored in Salesforce — such as information on the deal, account, and previous correspondence with that customer. This means sellers can practice pitching, handling objections, or negotiating before meeting with real customers.

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Built on the Einstein 1 Agentforce Platform, the new autonomous sales agents can be quickly set up using no-code actions, workflows, and pre-built templates infused with Salesforce’s proven selling best practices. Using Salesforce Data Cloud, customers can further enhance generative models by uploading relevant external information such as existing selling and training documents, leading to more accurate, relevant, and contextual outputs from the agents. Both agents leverage the Einstein Trust Layer to ensure secure, trusted responses.

Customer perspective:

“Accenture is committed to providing our sales practitioners with advanced technology and processes‌ — ‌fueled by AI, data, and insights‌ — ‌to drive more intelligent customer conversations and accelerate revenue. We are teaming with Salesforce to develop and optimize Einstein Sales Agents to improve deal team effectiveness, scale to support more deals, and allow our people to focus their time and effort on our most complex deals.” – Sara Porter, Global Sales Excellence Lead, Accenture

“We are teaming with Salesforce to develop and optimize Einstein Sales Agents to improve deal team effectiveness, scale to support more deals, and allow our people to focus their time and effort on our most complex deals. Sara Porter, Global Sales Excellence Lead, Accenture”

Salesforce perspective: 

“We are excited about the potential of humans with AI to scale and close deals faster with this groundbreaking AI innovation to close deals with greater velocity and value. By integrating AI agents that can generate high fidelity pipeline and provide personalized coaching, our reps will be able to focus on higher value deals and better prepare for them.” – Sam Allen, EVP & Chief Pipeline Officer, Salesforce

SOURCE: Salesforce