Einstein Copilot Sales Actions for Sellers: Quick Look | Maximize Sales Performance with Einstein

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Einstein Copilot Sales Actions for Sellers: Quick Look : • Einstein Copilot Sales...
She asks the Copilot to create a close plan for this opportunity to plan her best next steps. Einstein Copilot triggers the Create Close Plans action to provide detailed next steps for her to close this deal successfully. Following this advice, Mireille thoroughly reviews and refines the draft proposal.
Send Meeting Request
With a quick approval from Alyosha, her sales manager, Mireille is ready to schedule a meeting with Kelsier Smith. She's aware of Einstein Copilot’s Send Meeting Request action that can help her do this. She asks Einstein to set up a meeting, which drafts a meeting request with three meeting slots, based on Mireille’s availability and a link to her calendar.
Note
If specific dates are mentioned in the question, the Copilot uses this information to suggest meeting times.
Kelsier can choose from these options or select a different time directly from Mireille’s calendar.
Einstein providing three options to set up a meeting.
Call Explorer
Mireille had a productive video call with Kelsier, where she presented her proposal and addressed all his questions. The meeting concluded with discussions on the next steps. Kelsier informed her that after consulting with his Operations team, they had chosen a location for their new office and requested additional follow-up items from her. She skipped the usual note-taking, sparing herself the difficulty of deciphering her own handwriting later. She grabs lunch and sits down to review the call summary. The insights she seeks are the key information she needs to add to her proposal, along with any suggestions Einstein can provide to help close this stage of the sales process and move to the next. She asks Einstein Copilot specific questions to gather the required insights, which in turn triggers the Call Explorer action to provide all the information she needs.