Discover a world of possibilities with einstein ai capabilities
Posted: Tue Jan 21, 2025 9:07 am
Overall, Einstein AI capabilities can be applied to workflows for any user, department, and industry across all Salesforce clouds.
With Einstein integrations with Salesforce Customer 360 , you’ll gain access to a host of new intelligent capabilities. For example, you can natively create and deploy AI support experiences, allowing your customers and employees to chat directly with Einstein bot to resolve issues faster and work smarter. AI tools powered by trusted customer data will enable you to reach new milestones in the experience you deliver to your customers and the impact this has on your organization.
Below we'll look at specific Einstein AI capabilities, which you can find across all 4 major Salesforce clouds: Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, and Salesforce Commerce Cloud.
Einstein AI can be used in sales to automate and optimize various sales activities.
Einstein Features for Salesforce Sales Cloud
Einstein AI can be used in sales to automate thailand whatsapp lead optimize a variety of sales activities. Examples include lead scoring, customer segmentation, personalized messaging, and sales forecasting. Einstein AI with Sales Cloud enables businesses to make data-driven decisions, free up time, and improve sales efficiency. Below are some of the Einstein capabilities you'll get at your fingertips when you purchase Salesforce Cloud.
Sell faster with trusted AI for sales : Einstein's ability to compose data-rich emails, generate concise summaries of your sales calls, and provide actionable insights to use in conversations. You'll be able to make real-time predictions to guide salespeople in closing deals on time, automate the sales process, and build stronger relationships.
Sales Emails : As we saw above, Einstein can automatically generate personalized emails based on CRM data with just one click, however in this sense, it is also possible to automate personalized communications, enriched with Salesforce and external data, from anywhere you work, including Microsoft Outlook, Gmail or even LinkedIn.
Einstein AI enables you to quickly generate concise, actionable summaries from your sales calls.
Einstein AI enables you to quickly generate concise, actionable summaries from your sales calls.
Call Summaries – Einstein’s call capabilities don’t stop at just transcripts. The tool lets you quickly generate concise, actionable summaries from your sales calls. From these summaries, it can point out key takeaways, identify customer sentiment, and recommend next steps to help your sales team move deals forward. Edit summaries and share them on Slack or send them via email to increase cross-functional deal collaboration.
Einstein Copilot for Sales: Einstein helps you throughout the entire sales cycle. Automate account and prospect research right from where you work. Leverage external data and your existing customer data to prepare for meetings and automatically update CRM records based on what you find externally.
Einstein Copilot for Sales helps you throughout the entire sales cycle.
Einstein Copilot for Sales helps you throughout the entire sales cycle.
Customer signals : Einstein AI is able to identify signals about your customers so you can act on this new knowledge. Examples include key insights like objections, competitors, and pricing, all based on information gleaned from one-on-one conversations with your customers. Visualize conversation trends to refine your sales programs and establish competitive selling strategies. Einstein also gives you the option to quickly catch up on specific calls by jumping to critical moments in the conversation.
Self-Service Sales Onboarding : Teach every one of your reps to sell like the best. Improve the learning curve for new hires by sharing successful sales calls and circulating best practices across the team. Create milestone-based sales programs that drive results.
Buyer Assistant : Incorporate your marketing funnel with your sales funnel quickly. Replace web forms with live conversations. Qualify and transfer leads to reps directly from your website. Provide an easy option for your qualified leads to connect with a rep instantly or schedule an effective meeting time that translates into increased sales opportunities.
Relationship Charts : Discover relationship networks without spending time on manual research. Analyze your entire network of prospects and discover new connections. Build strong relationships with key decision makers that will help you close deals.
Identifying next best actions is just one of Einstein AI’s capabilities.
Identifying next best actions is just one of Einstein AI’s capabilities.
Automated Research Assistant: Automate lead and account research. Get crucial context from relevant sources across the web right in your CRM. Automatically update your existing records as you gain more information.
AI-powered deal insights : One of Einstein’s key capabilities is to help you distinguish between prospects who are close to closing and those who are not. Prioritize the most critical deals. Avoid guesswork and anticipate risks by understanding and acting on prospect potential, opportunity status, and relevant sales activities.
Activity Data Sync and Contact Creation: One of the key benefits of Einstein's many features is that it eliminates manual data entry once and for all. Automatically capture and sync relevant customer and sales information from your email and calendar. Keep your CRM records and metrics up to date with ease.
Predictive Forecasting : Improve the accuracy of your sales forecasts with AI predictions. Get the relevant business logic, factors, and trends that go into your predictions. Easily assess potential gaps in your sales funnel and process.
With Einstein integrations with Salesforce Customer 360 , you’ll gain access to a host of new intelligent capabilities. For example, you can natively create and deploy AI support experiences, allowing your customers and employees to chat directly with Einstein bot to resolve issues faster and work smarter. AI tools powered by trusted customer data will enable you to reach new milestones in the experience you deliver to your customers and the impact this has on your organization.
Below we'll look at specific Einstein AI capabilities, which you can find across all 4 major Salesforce clouds: Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, and Salesforce Commerce Cloud.
Einstein AI can be used in sales to automate and optimize various sales activities.
Einstein Features for Salesforce Sales Cloud
Einstein AI can be used in sales to automate thailand whatsapp lead optimize a variety of sales activities. Examples include lead scoring, customer segmentation, personalized messaging, and sales forecasting. Einstein AI with Sales Cloud enables businesses to make data-driven decisions, free up time, and improve sales efficiency. Below are some of the Einstein capabilities you'll get at your fingertips when you purchase Salesforce Cloud.
Sell faster with trusted AI for sales : Einstein's ability to compose data-rich emails, generate concise summaries of your sales calls, and provide actionable insights to use in conversations. You'll be able to make real-time predictions to guide salespeople in closing deals on time, automate the sales process, and build stronger relationships.
Sales Emails : As we saw above, Einstein can automatically generate personalized emails based on CRM data with just one click, however in this sense, it is also possible to automate personalized communications, enriched with Salesforce and external data, from anywhere you work, including Microsoft Outlook, Gmail or even LinkedIn.
Einstein AI enables you to quickly generate concise, actionable summaries from your sales calls.
Einstein AI enables you to quickly generate concise, actionable summaries from your sales calls.
Call Summaries – Einstein’s call capabilities don’t stop at just transcripts. The tool lets you quickly generate concise, actionable summaries from your sales calls. From these summaries, it can point out key takeaways, identify customer sentiment, and recommend next steps to help your sales team move deals forward. Edit summaries and share them on Slack or send them via email to increase cross-functional deal collaboration.
Einstein Copilot for Sales: Einstein helps you throughout the entire sales cycle. Automate account and prospect research right from where you work. Leverage external data and your existing customer data to prepare for meetings and automatically update CRM records based on what you find externally.
Einstein Copilot for Sales helps you throughout the entire sales cycle.
Einstein Copilot for Sales helps you throughout the entire sales cycle.
Customer signals : Einstein AI is able to identify signals about your customers so you can act on this new knowledge. Examples include key insights like objections, competitors, and pricing, all based on information gleaned from one-on-one conversations with your customers. Visualize conversation trends to refine your sales programs and establish competitive selling strategies. Einstein also gives you the option to quickly catch up on specific calls by jumping to critical moments in the conversation.
Self-Service Sales Onboarding : Teach every one of your reps to sell like the best. Improve the learning curve for new hires by sharing successful sales calls and circulating best practices across the team. Create milestone-based sales programs that drive results.
Buyer Assistant : Incorporate your marketing funnel with your sales funnel quickly. Replace web forms with live conversations. Qualify and transfer leads to reps directly from your website. Provide an easy option for your qualified leads to connect with a rep instantly or schedule an effective meeting time that translates into increased sales opportunities.
Relationship Charts : Discover relationship networks without spending time on manual research. Analyze your entire network of prospects and discover new connections. Build strong relationships with key decision makers that will help you close deals.
Identifying next best actions is just one of Einstein AI’s capabilities.
Identifying next best actions is just one of Einstein AI’s capabilities.
Automated Research Assistant: Automate lead and account research. Get crucial context from relevant sources across the web right in your CRM. Automatically update your existing records as you gain more information.
AI-powered deal insights : One of Einstein’s key capabilities is to help you distinguish between prospects who are close to closing and those who are not. Prioritize the most critical deals. Avoid guesswork and anticipate risks by understanding and acting on prospect potential, opportunity status, and relevant sales activities.
Activity Data Sync and Contact Creation: One of the key benefits of Einstein's many features is that it eliminates manual data entry once and for all. Automatically capture and sync relevant customer and sales information from your email and calendar. Keep your CRM records and metrics up to date with ease.
Predictive Forecasting : Improve the accuracy of your sales forecasts with AI predictions. Get the relevant business logic, factors, and trends that go into your predictions. Easily assess potential gaps in your sales funnel and process.