Introducing AI into a business can feel daunting and too complex to take on, but Salesforce Einstein offers easy-to-use solutions that require only simple preparations. This model of simplicity amid complexity should extend to the ready-to-install CRM apps like intelligent monitors that create digital sales playbooks from billions of buying signals.
What's inside this article:
- Salesforce Helps Set up Complex Data
- Einstein Uses Different Types of Data
- Know Its Features to Prepare for Einstein
- Einstein Is Better With the Team
- Start Preparations Now for the Future of Work
- Salesforce Einstein Can Go Further
What is Salesforce Einstein?
Salesforce Einstein brings AI to everyone. Its intelligent features use existing CRM data to deliver meaningful recommendations, build custom models, and start automation processes. Businesses of any size or industry can use these tools to adopt new workflows to benefit their clients and employees. Because Einstein can be such an influential addition, it's important to know where and how to start using it.
Einstein Is Easy to Use AI
Salesforce prides itself on having Einstein be easy to use and accessible to every business. Since it seamlessly integrates into many Salesforce Products, almost every user can unlock AI capabilities in their usual workflows. Salesforce even says that users don't have to do any additional data preparation or manage models. Although the setup is easy, it helps to have an understanding of the technology, data, and features that Einstein works with.
Salesforce Helps Set up Complex Data
Einstein is an ideal AI solution because it offers an easy to use experience to customers. Salesforce describes a metaphor of AI as an iceberg—what the user sees is just the tip and below is a complex series of systems fueled by massive amounts of data and labor-intensive processes. Salesforce takes on these complex data challenges so that customers get the end result of the experience.
Machine Learning Powers Einstein
On the topic of AI, machine learning often comes up as well. Salesforce describes it as the core driver of AI and the concept of having computers learn from data with minimal programming. This is the fundamental process that takes place in nearly every Einstein feature. It offers intelligent insights and recommendations based on the extensive amount of CRM and external data available on Salesforce.
Natural Language Processing Learns Company Language
After machine learning, natural language processing is likely another familiar intelligent technology. This is AI recognizing language and its many usage and grammar rules by finding patterns within large datasets. It can be an incredible asset for sales, service, and marketing teams wanting to quickly learn and attend to client needs through written communication. For both machine learning and natural language processing, a simple understanding of the work can go a long way for preparing to use Salesforce Einstein.
Salesforce Knows the Importance of Data
Preparing for Salesforce Einstein means acknowledging the importance of data. All of the intelligent features require quality, reliable data to process smart predictions and timely automation. Data is key and because a business's data is already stored in the other CRM products, Einstein can easily access what's important.
Einstein Uses Different Types of Data
Different types of data can help power Einstein's AI features, including its meaningful sales insights. The demographic and behavioral information about clients is tracked and managed on CRM, but this is only a part of what could be relevant. External data sources that quantify everything going on outside of a single business can prove incredibly important.