Sales Copilot
Plan the perfect sales day: a route-optimized itinerary, engagement-ranked stops, ready-to-use talking points, and auto-created calendar events, right inside Salesforce.
5 stops
Sequenced automatically
41.7 mi
Most efficient route
80+
Engagement-ranked stops
See it in action, stage by stage
Step through the accelerator by stage. Autoplay walks you through each screen and clip, or jump to any stage.
Your day, mapped
5 stops, 41.7 miles, 4 high-engagement accounts, sequenced into the most efficient route across your territory.
Every stop is actionable
Each stop carries its own actions: get Directions or Open the linked Event without hunting through records.
A briefing for every stop
Each card summarizes the opportunity or lead: stage, amount, close date, and a marketing engagement score out of 100.
Know exactly what to say
Expand any card for AI talking points: reference the deal, align to its stage, reinforce ROI, and confirm the timeline.
The day is on the calendar
Every stop becomes a timed “Visit” event: Today, From Plan, and linked to the right record for full context.
A clear path through every stage
Plan the day
5 stops, 41.7 miles, 4 high-engagement accounts, sequenced into the most efficient route across your territory.
In the field
The same plan travels with the rep on mobile: swipe through route-ordered stops and flash cards between meetings.
Talking points
Each card summarizes the opportunity or lead: stage, amount, close date, and a marketing engagement score out of 100.
Take action
The live map lists every stop in route order. Select one to get Directions or Open Event, no hunting through records.
Agentforce
The same planning engine powers Flows and Agentforce, so reps can build and adjust the day in natural language.
Bring Sales Copilot to your org
We'll adapt the accelerator to your objects, processes, and business rules, and have it running fast.