Salesforce Extends Generative AI Capabilities to Channel Sales Teams

Salesforce, the global leader in CRM, unveiled groundbreaking AI, CRM, and Slack sales innovations designed to enhance its Partner Relationship Management (PRM) solution. These advancements aim to empower channel managers, third-party resellers, brokers, and all forms of indirect sellers with state-of-the-art tools to streamline channel management and drive partner sales.

Key Highlights:

1. AI-Powered Enhancements:

  • Generative AI Integration: Salesforce’s latest generative and predictive AI is now integrated directly into PRM, providing capabilities that help channel managers and partners stay focused on high-priority opportunities.
  • Einstein Copilot: This feature saves time by automating administrative tasks and proactively sharing insights on the most promising leads and opportunities, allowing channel managers to focus on strategic activities at scale.

2. Enhanced CRM Capabilities:

  • Einstein Sales Emails in PRM: Generative AI enhances communication, enabling scalable partner engagement with rich CRM context.
  • Account Summarization: Einstein Copilot provides comprehensive visibility across partner deals, summarizing accounts and partner performance efficiently.

3. Slack-Integrated Solutions:

  • Slack AI: Native generative AI in Slack delivers instant conversation summaries and advanced search capabilities, helping users quickly access deal conversations and data from the PRM for Slack app.
  • Collaborative Tools: Internal and external partners can seamlessly share data and insights, fostering improved collaboration and quicker decision-making.

Also Read: integrates seamlessly with Salesforce for unlimited customization and business intelligence

Why These Innovations Matter:

With 75% of global commerce conducted through third-party channels or indirect sales and 90% of sales professionals acknowledging that intelligent insights significantly cut closing times, these new tools are critical for modern channel management.

What’s New:

  • Enhanced Communication: Einstein Sales Emails in PRM leverages generative AI to scale partner communications with contextual CRM insights.
  • Comprehensive Insights: Einstein Copilot offers a unified view of accounts and partner performance, helping channel managers stay informed and proactive.
  • Knowledge Distillation: Slack AI helps find and distill collective knowledge on deals, ensuring all stakeholders are up-to-date with the latest data and conversations.
  • Pipeline Growth Strategy: Pipeline Inspection in PRM provides a real-time, unified view of the pipeline, moving beyond spreadsheets for tracking prospecting efforts.
  • Lead and Opportunity Scoring: AI-driven scoring at individual lead and opportunity levels ensures focus on the best deals, optimizing efforts for maximum impact.

Salesforce Perspective:

“New generative AI, data, and automation capabilities in a Slack-first PRM will offer channel sales teams practical tools to enhance partner and internal processes,” said Ryan Nunez, VP of Industry Solutions at Salesforce. “This will help Salesforce partners and sellers increase collaboration, improve seller productivity on both sides, deepen relationships, and enable growth.”

SOURCE: Salesforce

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