The future of work will be built by intelligent tools like those created by Salesforce AI—they're backed by research and offer data-driven insights, thus proving to be important features for regular users. To ensure that a business has the best resources for its sales team, remember to add intelligent market monitors to the tool kit so that salespeople stay in the know.
What's inside this article:
- Salesforce AI Leads in Research
- Salesforce Einstein Is an Early AI Adopter
- Make Basic Improvements With Automation
- Salesforce AI Works for the Whole Team
- Put Salesforce AI to the Test
- The Future of Work Means Salesforce AI
- Salesforce AI at Its Full Potential
Salesforce Has an AI Focus
Salesforce is a popular CRM solution that's embraced AI for the benefits to its customers. It's put years of effort into research and development to make intelligent tools a reality for every business regardless of size or industry. With some experimentation that has sometimes failed, but mostly succeeds, Salesforce has introduced AI as the new standard of work. This article explores the most important Salesforce AI features as they apply to current users of the CRM platform.
Salesforce AI Leads in Research
A basic understanding of AI is required before diving into the sometimes-dense topic. The current state of AI is based on decades of academic scholarship that's now brought it to the mainstream of business. The field of research has come far and now reaches into new areas of software, including sales process mining. These tools can aggregate, correlate, and analyze billions of external data points that feed into existing CRM infrastructures, like Salesforce.
Know the Different Types of AI
There are three fields of artificial intelligence that directly apply to Salesforce AI. Having a familiarity with these terms is a good first step in learning more about the topic. In the Total Guide to Salesforce AI, there is a deeper look at these fields and for this article, they're listed below. Keep in mind that for every intelligent tool, one of these AI advancements is powering the feature.
- Machine learning
- Natural language processing
- Computer vision
Salesforce Einstein Is an Early AI Adopter
Einstein must be mentioned when highlighting the important features of Salesforce AI. This is the Salesforce product that uses AI as the defining guide for its digital tools. Debuting in 2016, Einstein has been an early adopter of comprehensive AI integrated into a popular CRM. To fill in gaps of service, external digital sales tools can also be added in to fully realize the potential of intelligent tools into a business's workflow.
Key AI Features of Salesforce Einstein
Salesforce sees a bigger picture for AI in the world, but for now, this article will focus on what's currently available to users. Of what's available, there are six key features to Salesforce Einstein that are more deeply explored in the Best Features in Salesforce Einstein. They're included again below in this consideration of which Salesforce AI capabilities are most important for current customers.
- Einstein Discovery
- Einstein Prediction Builder
- Einstein Next Best Action
- Einstein Language
- Einstein Bots
- Einstein Vision
Make Basic Improvements With Automation
Before jumping into the higher concept capabilities of Salesforce AI, it's important to realize the value of basic improvements with automation. In Einstein Next Best Action, sales teams can activate automation for where it most makes sense. Tasks like personalized discounts and market research can be automized and optimized with intelligent digital tools. What makes automation important is that it can save hours a week for salespeople so that they may focus on higher-level tasks and accomplish more in the day.