Agentforce Sales
Sales insights to close deals.
How it works
Get CRM context on every deal directly in ChatGPT, so reps can research, plan, and close faster; while enriching Salesforce with the key insights so everyone can make smarter decisions.
Speed up deal preparation
Instantly pull key records and upcoming meetings from Salesforce, then generate call prep, summaries, and next steps that reduce CRM navigation and allow reps to focus on closing.
Improve CRM data quality
Add researched summaries, notes, and updates directly to Salesforce records to reduce manual entry, keep data current, and ensure teams rely on accurate, shared customer context.
Strengthen account planning
Create and review account plans using live Salesforce data to align goals, stakeholders, and actions so teams can prioritize effort, coordinate teams, and grow high-value accounts.
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Bring your organization’s data and tools into OpenAI products and accelerate what your teams can do.