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.
Instant knowledge, instant insights
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.
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.
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.
More ways to use Coveo for Salesforce
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AI-Powered Dealer Portals
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B2B Commerce
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Service Cloud
Improve Sales Execution with an Intelligent CRM Experience
Leading a modern sales organization comes with a set of universal goals that we all strive to achieve. We all want our sellers to be informed, agile, and decisive. We want to shorten our sales cycles and improve our conversion rate at every stage of the funnel.
- 50 min
KCS Aligned Series: Jacobs Engineering Group Uses Coveo for KCS Beyond Service and Support