Four solutions that make up the complete Agentic Enterprise stack

• 01
  Lead / opportunity management

  Reps see a live pipeline, not a spreadsheet.
• 02
  Forecast & Territory

  Forecasts backed by real data, so managers stop chasing reps every week.
• 03
  CPQ · quote to contract

  Complex quoting automated — discount approvals, product bundles and contract output in one flow.
• 04
  Einstein sales guidance

  Who to call next, which deal is most likely to land — AI tells the rep directly.

Typical results · −30% sales cycle · +25% forecast accuracy

• 01
  Omni-channel intake

  Phone, email, LINE and web forms — all funnelled into one case system.
• 02
  Case Routing & SLA

  Automatic routing by product, customer tier and skill, with the SLA countdown in plain sight.
• 03
  Knowledge base & field dispatch

  Field Service covers on-site technician scheduling, parts and reporting.
• 04
  Agent-assisted replies

  Agentforce handles common questions on the front line while human agents take the complex cases.

Typical results · −45% first response time · −30% repeat cases

• JOURNEYS
  Welcome series, cart reminders, birthday rewards, repeat purchase — journeys built by dragging in Journey Builder, no code required.
• CHANNELS
  Email, push, SMS, LINE and ad audiences — synchronised across channels with personalised content.
• SEGMENT
  Dynamic segmentation on behaviour, attributes and RFM — marketing no longer has to ask IT to pull a list.
• EINSTEIN
  Send-time optimisation, product recommendations, engagement scores — AI tuning every touchpoint in the background.

Best for · retail · e-commerce · travel · airlines · consumer finance

• ACCOUNTS
  An account-based view — one company, many contacts, one funnel.
• SCORING
  Lead scoring plus engagement scoring — marketing hands warm leads straight to sales.
• NURTURE
  A three-dimensional content matrix by industry, role and stage to educate the market and grow pipeline over time.
• ALIGNMENT
  Marketing KPIs flow straight into the Sales Cloud pipeline — both sides read the same numbers.

Best for · manufacturing · SaaS · professional services · high-value B2B

Consumer-facing — content, recommendations and loyalty turning traffic into repeat purchase.

• STOREFRONT
  PWA / headless architecture — marketing updates the homepage and campaigns without a release every time.
• PERSONALIZE
  Einstein product recommendations plus content blocks — every member sees a different homepage.
• CHECKOUT
  One-page checkout, multiple payment providers, convenience-store pickup, subscription products — Taiwan scenarios work out of the box.
• LOYALTY
  Direct Loyalty Cloud integration — points, tiers and benefits apply right at checkout.

Best for · retail chains · beauty · food · D2C brands

For dealers and business customers — they see their own contract pricing and place their own replenishment orders.

• ACCOUNT
  Customer tiers and dealer levels — different accounts see different products at different prices.
• PRICING
  Contract pricing, tiered discounts and annual volume commitments — quoting logic synced with Sales Cloud CPQ.
• ORDERING
  Bulk purchasing, SKU upload, reorders and expected delivery dates — dealers replenish on their own.
• SELF-SERVE
  Order, invoice and RMA lookup — your back office moves from taking orders to handling exceptions.

Best for · manufacturing · medical devices · food distribution · industrial consumables