Sales is changing. Fast.
We’ve talked about AI a lot recently, and that’s because it’s literally changing the Salesforce ecosystem in real-time. AI isn’t just something to keep an eye on anymore, because it’s already reshaping how successful teams sell.
And here's the thing: companies that embrace AI in their sales process aren't just working smarter, they're seeing real results. Think faster deal cycles, higher conversion rates, and more accurate forecasting.
With customers expecting personalized, real-time experiences, the pressure’s on. You have to scale without losing that human touch. That’s where Salesforce AI tools—like Einstein Copilot, Einstein Conversation Insights, and Sales Emails—are becoming game changers.
You might think of these tools as “nice-to-haves.” But if you're aiming to boost rep productivity and close more deals, they’re more like “must-haves.”
It’s not about throwing technology at your team. It’s about making sure the AI fits your process, people, and goals.
Salesforce’s Einstein Copilot is built right into Sales Cloud. But it’s important to clarify that, at this point, Einstein Copilot only works contextually within records (accounts, opportunities, leads) to make the assistant even smarter.
And while it’s still evolving, it already delivers significant value, especially when working within records like accounts or opportunities. Need to prep for a call? Just ask Copilot:
Even better, when you pair it with Einstein Relationship Insights (ERI), reps get context like company news, exec changes, and key signals—right inside Salesforce—no more hopping across tabs to figure out what’s happening.
Bottom line? Your reps spend less time researching and more time connecting with people. That means better conversations and faster sales cycles.
Sales leaders! You know how hard it can be to coach at scale. That’s where Einstein Conversation Insights (ECI) comes into play.
It doesn’t just record calls (you’ll still need tools like Zoom or Teams for that). But once you have those calls recorded, ECI dives in and pulls out the good stuff:
And the real win? It turns those insights into coaching gold. Managers can give targeted feedback, and reps can learn faster, cutting down ramp time and making everyone better at what they do.
The result? Fewer missed opportunities. Stronger team performance. And yes, measurable ROI.
We’ve all seen it. Your top reps are stuck updating opportunity stages, logging calls, or scheduling follow-ups instead of doing their job—selling your product. With Salesforce Flow and Einstein automation, you can let the platform deal with those repetitive, mundane tasks.
Here’s how we’ll help put that into action for you:
And though it’s a huge bonus, this is not just about saving time. It’s also about cleaner data, better pipeline visibility, and more accurate forecasts. All of these AI innovations free your reps to spend more time selling, improving data quality and forecasting accuracy, which directly impacts sales planning and revenue predictability.
Pro Tip: You can even trigger changes in opportunity stages based on Einstein Forecasting insights. That’s next-level automation.
Everyone loves personalization, but no one has time to write a custom message for every prospect (and reps shouldn’t have to choose between speed and relevance). That’s where AI really shines in Salesforce by:
And with Copilot and Sales Cloud working together, your best rep has a personal assistant helping them prep every deal. We help plug these tools into your sales playbooks, so personalization happens automatically, without burning out your team.
What’s the return? Higher engagement, more meetings booked, and stronger customer relationships over time.
There’s a difference between flipping on some AI features and realizing how to make AI work for your business. That’s what we do.
DSG specializes in:
Whether you’re just starting with AI or ready to scale it across teams, DSG will build you a roadmap that delivers measurable results.
Salesforce isn’t just a CRM anymore. It’s a smart, AI-powered selling platform. And when you use the right tools the right way, you can:
Companies that have embraced AI-powered selling are already reaping the benefits. Increased efficiency. Better pipeline visibility. More closed deals.
Now it’s your turn. If you're ready to unlock those outcomes, let’s get together.
Contact us today to explore what AI can do for your Salesforce org.