Sales Cloud for Manufacturing

Generate Sales Agreement Insights with Sales Cloud for Manufacturing
Enhance decision-making and forecasting accuracy by summarizing sales agreements to highlight deviations between planned and actual quantities and revenue. This feature analyzes sales agreement data, evaluating revenue and margin impacts, and provides actionable recommendations to improve decision-making and strengthen customer relationships.

Key Features:

Sales Agreement Insights: Compare planned vs. actual quantities and revenue, offering recommendations for optimization.
Time Phased Data Analysis: Analyze sales agreements over time, focusing on product performance, revenue, and margins.
Actionable Insights: Drive better business decisions with comprehensive deviation reports and tailored recommendations.

Referenced Objects:
Sales Agreement, Product, Schedule

Data Sources:
CRM, Asset, Manufacturing Cloud, Flow

How to Access:

Navigate to the Sales Agreement record page.
Open the Einstein window.
Select the prompt “Analyze Deviations.”

Availability:
GA Oct ’24

Get Customer Interaction Insights
Provide service agents with a summarized view of past customer interactions to enhance service quality and efficiency. This feature compiles interaction timelines, enabling agents to quickly access a customer’s history, leading to improved support and satisfaction.

Key Features:

Comprehensive Interaction Summary: Gives agents a quick overview of previous interactions to provide better, more informed support.
Enhanced Customer Service: Streamlines access to customer history, helping agents respond more efficiently.

Referenced Objects:
Contact, Case, Interaction

Data Sources:
CRM, Interaction Timeline

How to Access: