Struggling to improve your sales outcomes? The answer could be in utilizing the state-of-the-art AI features of Salesforce. Salesforce Einstein, a sophisticated AI component seamlessly integrated into the CRM, is engineered to transform the sales workflow. By employing predictive analytics, natural language processing, and machine learning, Salesforce Einstein AI provides unmatched insights and productivity. This robust AI solution not only streamlines the use of Salesforce but also enhances sales, service, marketing, and beyond, making it an essential instrument for elevating overall performance and propelling business prosperity.
In this blog, we will discuss how IT/ITES companies can use Salesforce Einstein AI to improve their sales pipeline management and increase revenue and ROI. Let’s dive in!
What is Salesforce Einstein AI?
Salesforce Einstein is an AI solution developed by Salesforce, which harnesses the power of machine learning, natural language processing, predictive analytics, and other AI methodologies to dissect data, reveal insights, and automate tasks.
Ultimately, this empowers businesses to enhance their efficiency and foster superior client engagement. The platform provides them with the necessary tools to forecast outcomes, identify data trends, and extract information that would be difficult to gather using traditional techniques.
Features of Einstein AI
To have a comprehensive understanding about Einstein AI, let’s have a look at its features:
How Salesforce Einstein AI helps IT/ITES companies in Sales Pipeline Management?
- Provides Lead Scoring: Einstein AI leverages insights from previously converted leads to identify patterns among new leads. This allows it to prioritize leads that are more likely to convert, optimizing sales efficiency by focusing on promising prospects, driving revenue growth.
- Facilitates Opportunity Insights: With the correct implementation of Einstein AI, historical sales data can be analyzed to predict the probability of closing an opportunity. AI assigns a likelihood score, enabling sales representatives to prioritize leads based on their success potential. These valuable AI analytical insights within the sales pipeline management system assist sales reps in effectively prioritizing leads and making informed decisions.
- Optimizes Predictive Forecasting: Einstein AI gathers sales data from various stages of the sales pipeline system and analyzes it to identify factors associated with successful sales deals, such as sales rep activities, past customer behavior, and preferences. Based on these historical data patterns, Einstein AI generates forecasts about the future performance of the company’s current sales pipeline by estimating the likelihood of each sales deal closing.
- Enhances Automated Email Responses: Salesforce AI monitors past interactions between sales reps and customers to prioritize customers based on their level of engagement. It then generates personalized email responses based on the customer’s interaction history and preferences.
- Gives Recommendations: Einstein AI generates meaningful conversations to assist sales reps in engaging with target customers for higher conversion rates. These advanced Einstein recommendations help strengthen customer relationships and close more deals.
- Provides Churn Prediction: Salesforce AI uses advanced analytics to collect data, identify customers at risk of churn, and segment them based on past interactions and demographics. Sales professionals use this data to send personalized emails, promotions, and discounts to different customer segments, thereby reducing churn and retaining valuable customers.
- Increases Customer Satisfaction: AI analyzes customer data to identify their queries. With these data insights, businesses can resolve queries promptly with automated responses and timely follow-ups, improving customer satisfaction.
- Minimal Entry Barrier: Einstein AI doesn’t require the IT/ITES company’s sales team to have specialized AI training. The platform autonomously handles complex tasks such as data processing and AI model building, making it easy for anyone to start using it.
How IT/ITES Companies can Implement and Integrate Einstein AI with Salesforce Cloud?
Follow these simple steps to easily implement and integrate Einstein AI with Salesforce Cloud:
- Step 1: You need to understand the organization’s needs and goals to determine how Salesforce Einstein can help achieve goals. Determine which operational functions AI can optimize, provide support in decision-making, and improve customers’ relations with the business.
- Step 2: Involves some sensitization of the employees through training sessions or workshops to make them aware of the existence of the Salesforce Einstein AI, and how it works. Make sure that all the team members know about Salesforce implementation services and how they can take full advantage of the Einstein application. This should ensure that every participant is active and gets used to the platform so that they can always post information as required.
- Step 3: Implement Salesforce Einstein AI that fits the organization’s existing Salesforce CRM systems. This in turn enables businesses to apply their artificial intelligence functionality to many business processes. There are also options on integration services for Salesforce with other business applications often used and these can be easily configured with the existing applications. It also simplifies data management and decision-making, reduces organizational complexity, and improves collaboration.
Key Areas IT/ITES Companies can Use Einstein AI
- Einstein for Service: Specialized in enhancing customer service delivery. It employs artificial intelligence to self-manage support activities, case classification, and customer experiences. Intelligent case classification, sentiment analysis, and Chatbot integration are some of the features by which the service teams can attend to the issues faster and intuit the customers’ needs to improve the satisfaction rate.
- Einstein for Marketing: Enables the marketer to stay abreast and execute campaigns by infusing AI across the digital touch points. It has features such as predicting enriched segments, automating email marketing, and recommending content. It also helps marketers to achieve the interaction, get conversions, and gain a higher ROI.
- Einstein for the Lightning Platform: Enables a specific integration of intelligent features into personal applications by developers. It offers ready-to-use artificial intelligence models, application programming interfaces, and development platforms for IoT – which increases efficiency and generates new, smart solutions with value added for users.
- Einstein for Analytics: Enables organizations to tap into the optimum value of the data they collect. It is an analytics and AI platform solution that helps organizations discover invisible links, gain insights, and make the right decisions for business success. Some of the characteristics are predictive analytics, auto-analyzed findings, and a voice interface for information searching.
Why Choose Kasmo?
As a proud Salesforce partner, we help clients to increase their sales efficiency and increase productivity. We leveraged Salesforce Einstein AI to create innovative solutions for our client – FTD Infocom. We created dashboards and integrated their Outlook with the help of Einstein Activity Capture. This enabled them to consolidate all their notifications about their business and client’s data on a single platform. Read more about how we helped FTD Infocom.
