Salesforce brings Agentforce Sales as an app to ChatGPT
Salesforce couples its AI-powered CRM with ChatGPT. Sales reps can evaluate customer data and advance deals via the chatbot.
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CRM developer Salesforce is integrating its AI-powered agent system Agentforce Sales into OpenAI's ChatGPT. This should prevent sales representatives from having to constantly switch between applications. Via the ChatGPT integration, they should be able to prioritize sales opportunities, create customer strategies, and retrieve and modify CRM entries there.
Less context switching
Sales representatives typically copy data from profiles, company descriptions, or conversation notes manually into the respective AI chatbot. Via the Agentforce Sales app, ChatGPT directly accesses Salesforce data such as sales pipeline, customer history, or prospects not yet contacted. For requests like "Show me my new, not yet contacted prospects," the application delivers a current list directly from the CRM system.
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For evaluating prospects and sales opportunities, Agentforce Sales combines internal CRM metrics – such as scoring and pipeline status – with external information like market news.
Salesforce thereby promises prioritization that considers both the company's own customer relationship and the current environment, thus enabling better decisions in everyday sales.
Initiate CRM tasks in ChatGPT
The integration is not limited to analysis. According to Salesforce, sales employees can initiate tasks from within the chat, such as handing over less important prospects to automatic contact programs or setting sales opportunities to "won" with a command.
For important customers, the system creates structured customer plans with goals, key figures, risks, and growth opportunities upon request and saves them directly in Salesforce.
Security and access control
The data exchange between Salesforce and ChatGPT is regulated by the Agentforce Trust Layer. It checks access rights and ensures that only authorized persons can access customer data.
In this way, ChatGPT only receives access to information that the respective user is also allowed to see in the Salesforce system. Company data is subject to Salesforce security policies in full.
Available in open beta phase
The Agentforce Sales app for ChatGPT is now available in an open beta phase for customers of the "Agentforce for Sales Add-on" and "Agentforce 1 Edition" offerings. The connection is made via ChatGPT's app directory.
(akr)
