Exploring Gen AI features

Objective

After completing this lesson, you will be able to understand the integration and application of embedded generative AI in various systems and processes.

What is Generative AI (GenAI)?

Generative AI(GenAI) is an artificial intelligence capability that can create novel output in text, images, sound, or video based on simple user input (called "prompts"). Generative AI elevates business AI to the next level by combining large language models with enterprise data.

SAP Sales Cloud Version 2 uses GenAI to generate insights and optimizations by connecting relevant business knowledge and process data.

Note

Generative AI Features are available for usage with valid license for of SAP AI Units.

Embedded Generative AI (GenAI) in Sales Cloud V2

Key Generative AI capabilities in Sales Cloud Version 2 are :

Lead Booster

Leads Booster generates tailored information that enhances 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 most likely to be of interest to the account.

Lead Booster Screenshot

Business Benefits:

  • Improved understanding of the needs and challenges of the lead's account.
  • Enables the sales teams to take a personalized approach to build rapport and trust as the account feels understood and valued.
  • Enhances the sales pitch by aligning the benefits of the product offerings with the account's strategic goals that are most relevant to the lead.
  • Easily adapt to the changing needs of the account.
  • Empower the sales team to increase their efficiency and effectiveness in converting leads to opportunities.

Account Synopsis

Account Synopsis provides a holistic view of the sales account in different dimensions, such as business, culture, competitive landscape, etc. It assists the sales team in gathering information in real-time.

Account Synopsis Screenshot

Business Benefits:

  • Improves business relationships by showing an understanding of the account's journey.
  • Equips the sales team with knowledge of the account's competitive landscape.
  • Facilitates targeted and relevant sales conversations by addressing specific pain points.
  • 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 purpose selected by the user for which an email needs to be drafted, which makes it easier for sales executives to focus on deal closures.

Email Draft Recommender Screenshot

Business Benefits:

  • Saves the sales team's time and effort spent drafting emails and helps them focus more on other productive tasks.
  • Generates emails accurately with correct spelling and grammar without having to worry about spell check and corrections

Survey Trend Summary

Survey Trend Summary provides insights such as survey summary, survey recommendations, and survey differences by analyzing the past three surveys from previous visits to the customer (currently applicable to checklist surveys only). The sales teams can use these insights for their upcoming visits to enhance customer interactions.

Survey Trend Summary Screenshot

Business Benefits:

  • Provides insight for effective customer interaction during customer visits.
  • Generates survey differences based on past responses and provides survey actionable survey recommendations for future visits.

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