Driving Sales Excellence: CRM Analytics for Lead-to-Revenue Success with Agent Force

Mar 1, 3:30 – 8:00 AM (UTC)

Salesforce Nonprofit User Group, Hyderabad, India

Join us for an engaging session on leveraging Salesforce CRM Analytics to transform raw data into strategic assets that empower both sales teams and executives.

Agentforce

About this event

Learn how our Lead Insights Dashboard provides clarity on high-performing lead-generation channels, while the End-to-End Opportunity Revenue Insights Dashboard delivers deep pipeline visibility, revenue trends, and performance leaderboards. This unified analytics ecosystem streamlines operations by aligning strategic goals, optimizing efforts around top-performing products, and enabling proactive resource allocation through real-time insights and predictive analytics.

In addition, we will showcase how Agent-Force (formerly known as Copilot) complements CRMA by operationalizing predictive insights from Einstein Discovery models. Through targeted prompts, Agent-Force surfaces key records and highlights accounts requiring immediate action, ensuring sales reps can engage with at-risk opportunities swiftly and efficiently.

Together, these tools foster a collaborative, data-driven environment that drives revenue growth and sets a new standard for retail excellence.

When

When

Saturday, March 1, 2025
3:30 AM – 8:00 AM (UTC)

Agenda

Registrations
Welcome Note & Introductions
Demonstrate CRMA Reports and Dashboards around Leads and Opportunities
Refreshments & Networking
Demonstrate Einstein Discovery Model and Agentforce
Q&A Session
Fun & Trivia
Awards/Felicitation
Closing Note & Selfie

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