Salesforce AI offers a comprehensive set of intelligent tools to its CRM customers that allows them to harness the power of data-driven insights and custom predictive models. Businesses should also equip their teams with dynamic digital sales playbooks to fully realize the value of AI technology.
What's inside this article:
- Salesforce AI Is Found on Einstein
- Data-Driven Prioritization on Einstein Discovery
- Actionable Recommendations Are Key
- Salesforce AI Keeps Teams up to Date
- Focus on Complex Client Situations
- Don't Undervalue Ethical AI
- Intelligent Tools Are the Future of Work
AI on the Mind for the Future of Work
Remote teams and career transitions are the new normal—what industries decide to do with technology now matters for what comes next. In times of uncertainty, AI remains in our thoughts about the future of work. As a popular CRM, Salesforce has become an AI leader in cloud-based software. As these intelligent features become increasingly popular, customers continue to reap the benefits of these advanced tools seamlessly integrated into workflows.
Salesforce AI Is Found on Einstein
Salesforce Einstein offers a comprehensive set of AI tools to Sales Cloud customers. It uses AI technologies like machine learning, natural language processing, and computer vision to power a range of tools that improve the standard CRM experience. Salesforce AI also makes it easy to work with additional intelligent features like opportunity research tools that operate directly in the Salesforce dashboard. This means that any business can maximize their Salesforce investment to get the most value out of AI.
Machine Learning Requires Human Intelligence
Machine learning powers much of what Salesforce AI can do in 2020. Many of Einstein's most valuable features use machine learning in some way. If the thought of digital tools learning on their own gives pause, fear not. Humans are integral to machine learning processes and people remain at the core of what makes AI relevant today.
Intelligent Recommendations From Salesforce AI
Salesforce boasts about increased productivity and meaningful data insights with Einstein Discovery. This is a feature that can find essential patterns in a business's data and then offer recommendations to the team. These suggestions are based on data sources already stored on the CRM platform—a big plus for Salesforce AI. These smart insights are made even more comprehensive when an intelligent market monitor is added to help analyze the billions of external signals not otherwise found through Salesforce.
Data-Driven Prioritization on Einstein Discovery
Before moving on to what else Salesforce AI can do, a deep dive into what Einstein Discovery offers is helpful. Consider a sales team wanting to predict the time to close on their active deals. With Einstein Discovery they can use sales data to do so and then more accurately arrange their resources and focus accordingly. This avoids prioritization challenges that may impede successful deals.
Salesforce AI Makes Meaningful Predictions
After data insights and recommendations, Salesforce AI is well equipped to help any team build custom models to predict relevant business outcomes. Einstein Prediction Builder embodies the Salesforce notion of "AI for everyone" as these models are easy to build and do not require hours of coding. Instead, any Salesforce admin can use the feature as long as they have a familiar knowledge of their data sources and an end goal in mind. To ensure that these models are getting the full picture, an external opportunity identification tool can be added to the Salesforce dashboard.
Einstein Prediction Builder Uses Past Data
As we go over everything Salesforce AI can do in 2020, you'll realize that data begins the intelligent process in many of these examples. For Einstein Prediction Builder, teams can use data of past marketing tactics to predict lead generation per tactic. Marketing teams can move forward with this knowledge and make better business decisions in the future.
Actionable Recommendations Are Key
Rounding out the machine learning features brought to users by Salesforce AI is Einstein Next Best Action. Similar to the previous features, this one delivers intelligent recommendations for teams so that they can accomplish more. For AI to positively influence a business it has to offer value to the team. When this Einstein feature is used with the right intelligent market monitor, team members receive actionable recommendations at the point of impact.