These top six Salesforce Einstein features can unlock salespeople's potential to refocus their attention on high-value tasks and sell with the most accurate intelligent insights. Offering simple dynamic sales playbooks created by billions of buying signals can also best equip salespeople to successfully engage with clients.
What's inside this article:
- Learn the Top Six Features for Salespeople
- Data-Driven Forecast Help Predict What's Next
- Does Salesforce Einstein Need Data?
- Salesforce Einstein Helps Improve Critical KPIs
- Unlock Salesforce Einstein for Salespeople
Salespeople Need the Best Sales Tools
Sales teams are an important part of any business—there's even a lot written about the best strategies for recruiting better salespeople. Expert salespeople are skilled in forming positive client relationships that cultivate meaningful opportunities for everyone. Unfortunately, most salespeople are consumed with low-value obligatory tasks like data-entry and simple researching. But when salespeople have the best sales tools, they can maximize their time and accomplish their best work.
Salesforce Einstein Is an Intelligent Platform
One of the ways salespeople can break free from repetitive work is by using an intelligent platform like Salesforce Einstein. As a Salesforce product, Einstein offers everything users appreciate about the CRM with the added bonus of AI. Users can also search through the AppExchange marketplace to add extra capabilities that are specific to an industry or business challenge. This allows for any sales team to customize their AI CRM experience.
Learn the Top Six Features for Salespeople
As this article explores the different Salesforce Einstein features for salespeople, the attention to detail to these intelligent tools can be appreciated. Each is designed to bring AI to everyone, thus breaking down the barriers smaller businesses may face when considering more complex technologies. For a more comprehensive overview of AI in the popular CRM, read Everything to Know About Salesforce Einstein.
- Einstein Automated Contact
- Einstein Lead Scoring
- Einstein Opportunity Insights
- Einstein Sales Analytics
- Einstein Forecasting
- Einstein Account Insights
Feature #1: Start With Sales Automation
Sales automation can be a great start for integrating intelligent processes into a business. With a feature like Einstein Automated Contact, salespeople can worry less about the manual input of information and instead focus on the high-value tasks that only they can accomplish. Salesforce describes this feature as automatically adding new contacts and events to CRMs. This is the kind of sales automation that best equips salespeople to perform their most successful work.
Feature #2: Lead Scoring Prioritizes Resources
After automation, another intelligent process that businesses value is predictive lead scoring. The best features in Salesforce Einstein are the ones that allow salespeople to more appropriately manage their time based on intelligent insights. Einstein Lead Scoring ranks the leads most likely to convert, thus helping prioritize where salespeople should focus their energy first.
Feature #3: Use Intelligent Opportunity Insights
Salespeople receive a data-driven understanding when they use features like Einstein Opportunity Insights. By observing key developments, Einstein creates dashboards related to emerging opportunities. This prepares salespeople with a more robust awareness of what's going on in the sales process. Digital tools that go further to uncover hidden opportunities are an excellent complement to this feature.