Discovering Gen AI features

Objective

After completing this lesson, you will be able to explain how embedded generative AI integrates and applies across various systems and processes

Generative AI

Generative AI (Gen AI) is an Artificial Intelligence feature that creates novel output in text, images, sound, or video based on simple user input (called "prompts"). Generative AI elevates business AI by combining large language models with enterprise data. SAP Sales Cloud Version 2 uses Gen AI to generate insights and optimizations by connecting relevant business knowledge and processing data.

Note

Generative AI Features are available for use with a valid SAP AI Units license.

Let’s check the Generative AI features in Sales Cloud Version 2.

Lead Booster

Leads Booster generates tailored information that improves the sales team’s understanding of the account’s needs and increases the likelihood of successful sales conversion. The information generated is specific to the products that are likely to be of interest to the account.

The Lead page shows the Lead overview, timelines, custom tab, and engagement. It also shows information in the Lead Boster tab related to business objectives, including information about the company, challenges, and alignment with customer goals.

Business Benefits:

It improves understanding of the lead’s account needs and challenges.
It enables the sales teams to take a customized approach to build rapport and trust as the account feels understood and valued.
It improves the sales pitch by aligning product offerings with each account's relevant strategic goals.
It easily adapts to the account's changing needs.
It helps the sales team to increase their efficiency and effectiveness in converting leads to opportunities.

Account Synopsis

Account Synopsis offers a comprehensive view of the sales account across dimensions such as business, culture, market landscape, and others. It helps the sales team in gathering real-time information.

Business Benefits:

It improves business relationships by showing an understanding of the account’s journey.
It equips the sales team with knowledge of the account’s market landscape.
It enables targeted, relevant sales conversations by addressing specific pain points.
It helps sales teams to identify opportunities for collaboration based on shared objectives.

Email Draft Recommender

Drafting an email from scratch is often time-consuming and prone to spelling/grammatical errors. Email Draft Recommender generates a response email based on the user-selected purpose, making it easier for sales executives to focus on deal closures.

Let’s watch the Service Cloud video, as the functionality works the same in Sales Cloud.

Business Benefits:

It saves the sales team’s time and effort spent drafting emails and helps them focus more on other tasks.
It generates emails correctly with correct spelling and grammar, without having to worry about spell check and corrections.

Survey Trend Summary

The Survey Trend Summary offers insights, including the survey summary, survey recommendations, and survey differences. It analyzes the past three surveys from previous visits to the customer, which are currently applicable only to checklist surveys. The sales teams use these insights for their upcoming visits to improve customer interactions.

The Visit page shows the overview, timeline, and meeting location details. It also offers information in the General tab, including pre-visit brief details, visit updates, past interaction insights, post-visit summary, and objectives.

Business Benefits:

It offers insight for effective customer interaction during customer visits.
It generates survey differences based on past responses and offers survey actionable survey recommendations for future visits.

Summary

During this lesson, you explored these key features:

Generative AI Overview: Gen AI creates novel outputs (text, image, sound, video) from simple prompts by combining large language models with enterprise data to generate actionable business insights.
Lead Booster: It generates customized, account-specific insights that help sales teams understand lead needs, enabling tailored sales approaches and boosting conversion chances.
Account Synopsis: It offers a real-time, comprehensive view of the account’s business context, culture, and market landscape, helping sales teams build stronger relationships and engage in relevant conversations.
Email Draft Recommender: It automatically drafts purpose-driven, grammatically correct emails to save time and let sales reps focus on closing deals.
Survey Trend Summary: It analyzes past surveys to offer actionable insights and recommendations for customer visits, improving interaction quality, and effectively targeting customer needs.

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