Universal Containers wants to utilize Einstein for Sales to help sales reps reach their sales quotas by providing Al-generated plans containing guidance and steps for closing deals.
Which feature should the AI Specialist recommend to the sales team?
The "Create Close Plan" feature is designed to help sales reps by providing AI-generated strategies and steps specifically focused on closing deals. This feature leverages AI to analyze the current state of opportunities and generate a plan that outlines the actions, timelines, and key steps required to move deals toward closure. It aligns directly with the sales team’s need to meet quotas by offering actionable insights and structured plans.
Find Similar Deals (Option A) helps sales reps discover opportunities similar to their current deals but doesn’t offer a plan for closing.
Create Account Plan (Option B) focuses on long-term strategies for managing accounts, which might include customer engagement and retention, but doesn’t focus on deal closure.
Salesforce AI Specialist References:For more information on using AI for sales, visit: https://help.salesforce.com/s/articleView?id=sf.einstein_for_sales_overview.htm
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