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Quick Estimate Agent
Use Agents to get a Quick Estimate and help with Guided Selling
Overview
Agent solves the problem of getting an informed estimate rapidly, building customer trust, improving responsiveness, and helping customers get budgetary estimates.
See How Quick Estimate Agent Works
Agent identifies relevant customer information and requirements based on account and opportunity information
Agent maintains permissions by summarizing information across Salesforce and Salesforce CPQ to help your reps get relevant information without breaking information sharing policies.
Agents can create a comparable estimate using history in Salesforce and Salesforce CPQ and/or generate a bottoms up estimate using Revenue Cloud
Agent matches relevancy of response to give a score for reps to understand how accurate the Agent answer is to the customer requirements
Agent can use information in Data Cloud to further enrich responses
The Quick Estimate Agent helps your reps be more responsive, trusted, and educated about the customer and your products, while allowing you to take an incremental approach to adopting Revenue Cloud. Quick Estimate helps you use Agents to help take a step forward for your Revenue Cloud journey while leveraging what's available in your SF CPQ system today. Quick Estimate provides estimates for your customers given their requirements, comparing the customer profile to similar customer needs, providing detailed summaries of what is driving costs, and giving your reps tangible numbers to lock in the discovery meeting. The Agent helps your reps fill in missing requirements to get a qualified appraisal of the customer's situation and needs, while guiding the reps to with precise information of all prior orders in a relevant summary. Now your reps and sales development team can intelligently respond to customers, use Agents to fill in the most likely missing requirements, and provide a tangible reason to take the next discovery call. As another benefit, Quick Estimate will allow your reps to learn about the customer and your company's products faster and productively as well.
Categories
- Business Needs
- SalesLead & Opportunity ManagementQuotes & Orders
- Industries
- Healthcare & Life SciencesHigh TechManufacturing
- Personas
- Sales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package