Crexi Empowers Sales with Salesforce AI

Crexi, a leading marketplace and technology platform for commercial real estate, transformed its sales operations by leveraging Salesforce Sales Cloud and Einstein AI. Recognizing that deals are forged through conversations, Crexi sought to alleviate the burden of administrative tasks that consumed a significant portion of their sales representatives' time.

By implementing Sales Cloud and Einstein AI, Crexi empowered its sales teams to dedicate 80% of their time to customer engagement. Einstein AI automates time-consuming research, generating concise summaries of key insights for each prospect, enabling sales reps to tailor their strategies effectively. Furthermore, generative AI acts as a virtual assistant, producing call summaries that capture key takeaways, action items, and customer sentiment, ensuring consistent communication across teams and with customers.

Einstein AI also accelerates follow-up processes by auto-generating personalized customer responses based on comprehensive data. The Next Best Action feature provides AI-powered recommendations, guiding reps on the most relevant next steps. By capturing and storing data in Sales Cloud, AI gathers institutional knowledge from top performers, disseminating best practices across the entire sales team.

Value Results:

• Time Savings: Sales representatives save an average of 5 hours per day, freeing them from administrative tasks.

• Increased Customer Focus: Sales teams dedicate 80% of their time to customer engagement, fostering stronger relationships.

• Improved Efficiency: AI-generated summaries and email responses accelerate sales processes and enhance productivity.

• Enhanced Communication: Consistent and structured call summaries ensure seamless communication within teams and with customers.