Introducing AI to a business's workflow is a big consideration—a few relevant use cases about Salesforce Einstein could help clarify the decision. Ideally, these intelligent tools should seamlessly integrate with existing platforms and deliver the most value when it matters most, like intelligent market monitors that work directly in Salesforce and offer key sales recommendations at point-of-impact.
What's inside this article:
- Einstein Can Transform Any Department
- Every Use Case Needs a KPI
- Einstein Is Made for Sales
- Well-Equipped Service Teams Can Use Einstein
- Salesforce Knows Marketing Is Important
Salesforce Einstein Is AI for Everyone
Since 2017, Salesforce customers have used Einstein tools to level up the cloud computing experience. It's regularly listed as one of the most popular BI systems with users and for good reason. Offering a range of AI features that work directly in other Salesforce products, there is a lot to understand about Salesforce Einstein. The start of any new work process begins with a business challenge, that's why a list of relevant use cases is a valuable resource at this stage of AI adoption.
Start With the Use Case
Salesforce says that every great Artificial Intelligence project starts with a great use case. Using a top-down approach, Salesforce helps narrow down the most relevant use cases based on department and critical KPIs. This is incredibly valuable for businesses considering new AI processes or are wanting to expand efforts into additional intelligent tools.
Einstein Can Transform Any Department
Salesforce Einstein's AI features can transform nearly every department within a business, including commerce, finance, and human resources. This overview will focus on sales, service, and marketing. The managers and team members in each of these departments can realize their potential when they have the right tools. In these three parts of an organization, there is an immense opportunity for intelligent technology like machine learning to serve the ultimate goal of improving work.
Focus on Critical KPIs
Although AI can benefit any part of a business, each department will have different priorities. The most critical KPI to a team is probably where AI can help the most. Consider sales teams interested in the opportunity to win ratio versus marketing teams concerned with campaign ROI. For each of these metrics, Salesforce Einstein has an intelligent solution that can augment the expert skills of employees.
Every Use Case Needs a KPI
The use cases introduced later in this article are excellent descriptions of how Salesforce Einstein can lead to improved metrics and have a positive impact on clients, employees, and the bottom-line. Each of Einstein's features leverages the AI capabilities to improve what it means for teams to accomplish their work. This starts with the critical KPIs that a department is prioritizing, a few of which are listed below.
- Opportunity to win ratio
- Forecast accuracy
- Manager and salesperson productivity
- Customer satisfaction (CSAT)
- Average resolution time
- Customer retention
- Lead generation
- Campaign ROI
- Conversion rate
Einstein Is Made for Sales
Salesforce Einstein is particularly well-designed for sales teams and their top concerns like maximizing CRM investment. Salespeople need the best tools to perform their most meaningful work—AI helps them do so. From valuable insights to time-saving automation, Einstein can change what it means to create successful client relationships. The next three use cases cover familiar scenarios for a sales team.
#1: Opportunity to Win Ratio and Scoring Likelihood to Convert
Accurate and reliable data is a must for making business decisions. This is particularly true for expensive decisions like hiring amid rapid growth. With looming fears of over hiring, an Einstein feature like Opportunity Scoring can better equip sales teams to improve their sales execution, deal size, and win rates. Identifying and prioritizing opportunities with an AI tool like this ultimately creates a better sense of a business's health and performance, in turn making hiring decisions that fuel sustainable growth.
#2: Forecast Accuracy And Predicting Revenue Targets
Efficient CRMs should be a single source of truth that requires little manual data entry. If not, a business can start to run into problems with accuracy and efficiency. To remedy this, Salesforce Einstein and other AI tools work with existing platforms to provide insights based on the streamlined data. This allows intelligent features to predict revenue targets and generate highly accurate individualized forecasts.
#3: Productivity and Automatically Prioritizing Inboxes
Expert salespeople know what they need to accomplish their best work—this includes the proper amount of time for cultivating positive client relationships. For many sales teams though, they have to spend hours a week manually inputting data or sorting through spreadsheets. When inefficiencies around sales planning and duplicating data capture occurs, Salesforce Einstein can step in. By automatically prioritizing inboxes, salespeople will never get lost in the sales process again.