Simple Preparations for Salesforce Einstein

By Miko DiGiacomo-Castillo | Updated November 13, 2020

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.

Salesforce Einstein Works With and Without Data Scientists

If data is so important to AI adoption, does that mean every business needs a data scientist to start using Einstein? No. Salesforce has made it easy enough so that any small team can still access the benefits of intelligent tools, even without a dedicated data scientist. And for large organizations with data scientists, they can still benefit from the streamlined processes and customizable tools that Einstein offers.

Know Its Features to Prepare for Einstein

After a brief review of AI technology and the importance of data, the next step in preparing for Salesforce Einstein is to know what intelligent features are available. Breaking down the capabilities by type is an easy way to quickly learn what Einstein can do for a business. The following overviews will look at Einstein's features as they offer insights, predictions, and automation to a business.

Feature #1: Einstein Analytics Offers Insights

Many of Einstein's intelligent features offer meaningful insights to businesses. Einstein Discovery finds relevant patterns and presents simple AI recommendations to complicated business challenges. This means salespeople can learn more about their clients based on data-driven insights and take action at the ideal point-of-impact.

Feature #2: Forecast More With Prediction Tools

AI is a great tool for business because it can accomplish the kinds of tasks that are too complex or time-consuming for teams to do on their own. That's what makes Einstein's prediction features so appealing. Measuring churn risk or lifetime value is easy when businesses can build their own custom AI models.

Feature #3: Save Time With Automation Features

Salespeople spend hours a week on manual data entry and other repetitive administrative tasks. This keeps them away from doing what they actually do best—selling and creating meaningful client relationships. With Einstein Next Best Action, teams are notified when a process fits certain criteria and can activate automation. And with Einstein Language, client inquiries are automatically routed to the proper departments to streamline workflows.

Preparations Must Be Intentional

With an understanding of Einstein's core technologies and tools, preparations are simple. Out of the three main types of features, perhaps one sticks out as an option for starting an AI project. May it be insights, predictions, or automation, setting an initial intention for the first Einstein process will allow businesses to focus on mastering AI adoption. This early stage is critical for establishing AI's success in a workflow and allowing other team members to enthusiastically sign on to the new processes.

Einstein Is Better With the Team

Teamwork should not go unnoted in the AI adoption process. From salespeople to managers, each will have a unique perspective to offer about how Einstein's tools can help their workflows and improve sales performance. Honest and open conversations at this stage are key, especially if there is any hesitation about AI. To approach resistance, have free dialogues about concerns, and establish how AI tools are meant to augment, not replace employees.

Save Time for Reassessment

Preparing for Salesforce Einstein also means keeping the end in mind, even at the start. By planning to regularly reassess and readjust, a business sets itself up for success. Einstein offers incredible features that allow customers to build custom models and visual data insights, but all of this is only unlocked if the whole process is running smoothly. That's why businesses must allot appropriate time to ensure their AI workflows are running at peak performance.

Prepare for Einstein to Do More

Once the basic features of Salesforce Einstein are introduced and implemented, it may be important for a business to include additional AI tools. These can be found in the AppExchange marketplace and can add further value to Salesforce products. As mentioned, external data can be one of the most important ingredients to comprehensive data insights, so intelligent market monitors that process the billions of buying signals can be exactly what a business needs.

Learn More From Salesforce

Beyond this overview, new Einstein users can learn more about theintelligent features and their benefits through Salesforce itself. Trailhead is the learning experience platform that offers in-depth explorations into Salesforce products, including Einstein. Users can jump in on 20-minute modules explaining Einstein basics or take on the entire 11-hour course to see how AI is transforming CRM.

Start Preparations Now for the Future of Work

Why is preparing for Salesforce Einstein worth the time and energy? Because intelligent processes are the future of work. Comprehensive AI CRM has the power to change business from how salespeople interact with clients to how managers plan for next quarter. Preparing for Einstein means embracing what's next.

Salesforce Einstein Can Go Further

Once AI projects are set up with these simple preparations, it's time to think about how else to make the most of intelligent technology. Consider adding intelligent market monitors that work directly in Salesforce so that teams are best equipped to uncover hidden opportunities and target accounts in net new markets. Aptivio's Intelligent Market Monitor for Sales creates simple dynamic digital sales playbooks from billions of buying signals to maximize your CRM investment.

Impactful action cards generated by analyzing 150 proprietary signals from billions of external data points can transform the performance of expert salespeople. With seamless integration directly into your CRM and business intelligence platforms, Aptivio is the missing link to creating a digital sales machine. Ready to learn more? Get started for FREE today!

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