xGen-Sales: Next-Gen AI for Sales Cloud
World’s #1 CRM introduces its first sales LLM
Sales reps are constantly on the move, transitioning from one customer site to another, with meetings scheduled back-to-back. The demands of managing a complex pipeline and the need to context shift can be overwhelming. Not to mention, sales reps might not have the luxury of time to pen down comprehensive notes after each customer call. This could mean losing out on crucial information and potential opportunities.
What if instead of sifting through pages of notes, sales reps could simply request a summary of their sales calls, readily available within their Salesforce UI? Today, we are excited to introduce xGen-Sales, a cutting-edge proprietary model designed by our Salesforce AI Research team to revolutionize sales tasks with its generative capabilities. Einstein Call Summaries is just one of many crucial AI applications where xGen-Sales can come to the rescue.
Supercharging Einstein Call Summaries with xGen-Sales
We first piloted xGen-Sales for Einstein Call Summaries. With the power of xGen-Sales, sales reps can say goodbye to the days of looking through notes to find the information they need. Instead, they can ask Einstein to summarize the important call information in seconds, allowing them to create concise and actionable summaries from their sales calls quickly. They can also tell Einstein to identify key takeaways and customer sentiment. This way, they can focus on what's most important: closing deals.
While Einstein Call Summaries was part of our existing Sales Cloud offering, what was truly groundbreaking was the introduction of our in-house LLM, xGen-Sales. At Salesforce, we have a steadfast commitment to trust - our #1 value. By building our in-house LLMs, we can proudly provide an option where all data remains secure within the Salesforce ecosystem, offering our clients complete confidence in their data management practices. Not only is it trusted, but we found that xGen-Sales is not only as robust as leading LLM options but upping the game when it comes to trust.
When we developed xGen-Sales, we had sustainability in mind. This model is far more efficient, requiring less computational power than traditional LLMs. That means less energy consumption and a smaller carbon footprint. By choosing xGen-Sales, you’re choosing an AI model that’s not only highly effective but also environmentally friendly.
Our Approach to Building xGen-Sales
The Power of Fine-tuning: Elevating Accuracy and Efficiency
At its core, xGen-Sale is a finely tuned model that delivers precise and rapid responses, optimizing sales operations and empowering sales teams to achieve peak performance. By meticulously training and designing the model, we have achieved remarkable precision in executing various sales tasks. These include generating insightful customer profiles, enriching contact lists with valuable information, swiftly summarizing calls, and diligently tracking the sales pipeline, ensuring that no opportunity slips through the cracks.
xGen-Sales was created by refining our most advanced large language models with human-in-the-loop reinforcement learning, using vast datasets from diverse sources. Moreover, we curated dialogues with external data, such as product guides, customer success stories, and industry best practices. This comprehensive training dataset empowered xGen-Sales to capture crucial customer information, comprehend contexts, and produce summaries with impact.
We even conducted a human evaluation to estimate the quality of the call summaries generated by xGen-Sales. As a result of this study, we found that the summaries generated by xGen-Sales set a new standard, outperforming the alternatives on the market.
Looking Ahead: xGen-Sales for Agentforce
Today xGen-Sales is only available to a subset of pilot customers. As we look into the future, there is a plan to bring xGen-Sales to Agentforce - our groundbreaking suite of autonomous AI agents that augment employees and handle tasks, driving unprecedented efficiency and customer satisfaction. The future of autonomous AI is here, and with the power of xGen-Sales, we can unlock a new realm of possibilities in AI-powered sales automation.
Agentforce will take the performance of sales agents to new heights, enabling them to benefit from autonomous nurturing and coaching. This intelligent system proactively manages the sales pipeline, identifies the most promising leads, and delivers tailored advice to sales representatives in real time.
Undeniably, this is a game-changer in sales technology. By fusing cutting-edge language capabilities, ethical AI, and CRM fine-tuning, xGen-Sales equips sales teams to excel in the digital era, fostering productivity and sustainable business expansion.
Resources
To learn more about xGen-Sales, read our Newsroom article.
Try our xGen model on GitHub. Note: This is a research model and is not the fine-tuned model used in production.