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Customer service, sales, marketing, and e-commerce companies need artificial intelligence technology to gain a strategic advantage over their competitors. That’s why Salesforce spent $4 billion gaining nine AI-related companies and attracted 175 data scientists to scale up Einstein AI. Partnership with IBM has enabled better use of unstructured data.

What is Salesforce Einstein?

It is an exceptional technology developed for the core cloud products of Salesforce. The analysis of customer data resulting from Einstein’s CRM integration assists sales teams streamline the entire sales process, automate workflows, and, as a result, improve customer service. In addition, AI collects valuable information about customer behavior, shopping habits, support requests, and more.

According to IDC’s calculations, the artificial intelligence embedded in CRM will increase the business’s revenue by $1.1 trillion from the beginning of 2017 to the end of 2021. With the Salesforce Einstein implementation, you can increase sales by 15 percent and reduce customer churn by 10 percent.

So what does Einstein for service Salesforce offer?

For sales

With Einstein predictions Salesforce, you can forecast where potential clients are in the sales cycle and track channels they will respond to. Proceed faster with Sales Cloud Einstein Salesforce smart case classification, best practices recommendations and actions, forecasting and assessing leads and opportunities.

For service

Using artificial intelligence and analytics enriches CRM processes. Traditional CRM is often a digital filing cabinet containing standard user information such as addresses, service requests, and sales orders. Salesforce Einstein for Service Cloud brings valuable context and direction. Context provides insight into the relationship with the customer, and direction defines and prioritizes the next steps.

For marketing

Einstein in Salesforce Marketing Cloud allows you to increase the conversion rate by Einstein forecasting the likelihood of an email visit with engagement scores and recommendations.

For commerce

Einstein enables the prognosis of suitable content, channel, and timing for marketing messages based on customer preferences, and even images and social media conversations. In both retail and digital trading, AI uses customer data to select and offer them the products they want. Einstein’s bots connect to CRM and work through different digital channels. They automatically process customer requests, freeing up time for more important tasks. The sales system is continuously adapting to new data, looking for patterns, and determining the probabilities necessary for the rapid development of business processes.

Einstein is the concept term for all the AI ​​solutions that Salesforce has integrated into its platform. It includes many analytics and artificial intelligence features, including analyst, developer, and end-user tools. Essentially, AI implements machine learning to change the sales process and apply algorithms directly to the user’s workflow.

Salesforce Einstein Customer Success Metrics Survey

20%
Increased Win Rate
83%
Of Chat Interactions Handled by Einstein Bots
90%
Of Cases Automated

Einstein AI Salesforce Features

Einstein Forecasting

Einstein Forecasting

Artificial Intelligence enables forecasting accuracy, predicts results, and tracks Salesforce productivity. Einstein uses existing data to create its own predictive model.

Einstein Lead & Opportunity Scoring

Einstein Lead & Opportunity Scoring

Components help sales reps convert leads faster. Artificial intelligence automatically analyzes sales data and determines if the lead will be enough to convert into an opportunity.

Einstein Opportunity and Account Insights

Einstein Opportunity and Account Insights

Einstein Account Insights helps you maintain customer relationships and stay on top of business developments that affect customer relationships. Einstein Opportunity Insights provides up-to-date information about opportunities that can help close more deals.

Einstein Automated Contacts

Einstein Automated Contacts

The feature finds new contacts and contact roles to add to Salesforce in email and events, regardless of your setup.

Einstein Activity Capture

Einstein Activity Capture

Einstein keeps data up to date between Salesforce, your email, and your calendar. With Activity Capture, events and emails are automatically added and synchronized.

Einstein Data Insights

Einstein Data Insights

Data Insights deeply analyzes report data, explores underlying patterns, identifies ideas, and brings them to the surface with charts and explanations.

Einstein Predictions

Einstein Predictions

The Einstein Predictions component displays predictions and recommendations for a custom or standard entity on the Lightning community page. When the user views this page, the forecasts update in real-time.

Einstein Prediction Builder

Einstein Prediction Builder

This component for the administrators helps you create your own predictions about the future of your business, without needing to write in code. The answers come as ratings and insights about the records.

Einstein Discovery

Einstein Discovery

This feature complements your business intelligence by identifying and visualizing your business data using statistical modeling and machine learning.

Salesforce Einstein demo: How it looks

Before you get started, look at the Salesforce Einstein Marketing Cloud demo video to learn how to use it.

Einstein Salesforce Pricing

Salesforce Einstein lets you work with Salesforce and other CRM or ERP data. Check out the editions and features to see which one best suits your business.

Inbox & Einstein to Sales Cloud
Einstein Predictions
Tableau CRM Growth
Tableau CRM Plus
Inbox & Einstein to Sales Cloud
  • Einstein Forecasting
  • Einstein Lead & Opportunity Scoring
  • Sales Analytics
  • Einstein Opportunity and Account Insights
  • Einstein Automated Contacts
$50 user/month
Einstein Predictions
  • Einstein Prediction Builder
  • Einstein Discovery
$75 user/month
Tableau CRM Growth
  • Sales Analytics and Service Analytics
  • Data Platform
  • Analytics Studio
$125 user/month
Tableau CRM Plus
  • Einstein Data Insights
  • Einstein Discovery
  • Einstein Prediction Builder
  • Sales Analytics and Service Analytics
  • Analytics Studio
  • Data Platform
$150 user/month

How We Can Help

It is important to understand that Einstein is an innovative generation of CRM software that requires the latest implementation method. A skillful Salesforce Einstein implementation determines how quickly you can benefit from AI capabilities. This will require much more than just technical expertise. The strategic thinking and deep domain knowledge of the Ergonized team are critical.

Setting expectations and defining business goals

Before implementing, we recommend you conduct Einstein Salesforce training so you can learn how AI works. An important point is defining your expectations for implementing AI and planning clear business goals for your company. In Salesforce, Lightning Einstein should be part of everyday use, but you can plug it into another CRM and use it for general business intelligence.

Collection of technical requirements and data modeling

The next step is to collect the technical requirements and define the project. The team then moves to the data architecture, and data and process transformation. After transforming and segmenting, we connect and set up key data warehouse integrations with Einstein cloud Salesforce.

Deployment and support

By combining advanced artificial intelligence and analytics into a user-friendly model, our Salesforce certified Einstein analytics and discovery consultant puts these capabilities directly into the hands of your employees. It is also important to plan for future service and support during the development phase.

Einstein AI Salesforce will drive business transformation and boost future growth and success. It can help you reduce business costs and always be one step ahead.

 
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