Coveo for Salesforce Sales Cloud

Power up your sales with intelligent search

Use AI-powered search and recommendations to help sales reps find that perfect piece of content that’ll help them move opportunities to the next stage.

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Overview

Instant knowledge, instant insights

Accelerate revenue contribution and sales rep productivity by giving your team access to the latest and greatest content, no matter where it resides. With Coveo for Salesforce inside Sales Cloud, your sales reps spend less time searching and validating sales assets, and more time engaging with clients.

Advance sales cycles with deal-closing collateral

You’ve invested time and effort in getting sales reps to use Salesforce. Now let’s make sure they find what they need. Reduce the amount of “swivel chair” searching by delivering that perfect piece of collateral directly inside the Sales Cloud.

With more than 55 content source connectors readily available, your team can locate the best sales presentations, collateral, case studies, or proposals others have found useful in closing similar deals.

Get proactive sales insights at every turn

Equip your sales team to succeed with customized rules to search for content based on any Salesforce object such as Opportunity Name, Account, Industry, or Region.

Working on a late-stage financial services opportunity? Coveo can auto-query for financial industry content across file types and sources to save your sales rep time hunting for the most appropriate content to close the deal.

Tailor content by stage with contextual recommendations

Different sales stages require different types of content. Take the guesswork out of content discovery by allowing Coveo Machine Learning to serve up the right content at the appropriate moment in the sales stage.

Enable sales and partner communities

Launch internal sales and partner communities so teams can quickly and effortlessly find collateral, presentations, price sheets, and case studies regardless of where the data resides.

With Coveo Usage Analytics, Sales Operations can understand which content the field finds useful. Dashboards show which topics your sales team is searching for, but yield no results, so managers can work on addressing content gaps.

People have been reluctant to change their siloed repositories. So part of our [knowledge] transformation was to leverage Coveo to have an interface where I can go in and find this information. We’re able to bring it together through Coveo.

Tammy Willey

Knowledge Management Transformation Leader, Jacobs Engineering Group