Salesforce Einstein allows sales teams to maximize their efforts by using advanced AI tools meant to deliver recommendations and insights at just the right moment in the sales process. Expert salespeople can also benefit from intelligent market monitors that deliver action cards at point-of-impact to supercharge the prospecting process.
What's inside this article:
- What Does Einstein Do in Salesforce?
- What Is Sales Cloud Einstein?
- Sales Cloud Einstein Has Key Capabilities
- CRMs Can Help With Recommendations
- Get More Out of Salesforce Einstein
Salesforce Is a CRM AI Leader
Salesforce puts customers at the center of its business. The range of products that users can choose from illustrates a clear dedication to building tools that make a difference. In recent years Salesforce has led the AI infusion into the CRM experience. Salesforce Einstein has become an all-encompassing intelligent product that offers data-driven insights and recommendations for sales teams of any business.
What Does Einstein Do in Salesforce?
Einstein is a set of intelligent features that work directly in other Salesforce products. There's a lot to learn about Salesforce Einstein and all it can do. Businesses can discover insights, predict outcomes, recommend next steps, and automate workflows with Einstein. Users can also easily include additional digital sales tools from the AppExchange marketplace.
Salesforce Einstein Is Intelligent
At the core of all these intelligent features is AI technology that Salesforce has integrated into its products. Machine learning, natural language processing, and computer vision are used to power the features that users find most valuable. Intelligent processes also power plug-in apps that can accelerate sales velocity. Salesforce has managed to make AI for everyone and it's beginning to change what it means to do business.
Salespeople Need the Best Tools
Expert salespeople do their best work when they have reliable tools to help them. Salesforce not only helps with insights and recommendations; it also allows salespeople to use intelligent market monitors. Salespeople can now work with a simple dynamic digital sales playbook from billions of buying signals. Reviewing the features and benefits of Salesforce Einstein and other AI sales tools helps to understand how they can be of use to salespeople.
What Is Sales Cloud Einstein?
Sales Cloud Einstein is the dedicated product for Einstein on Salesforce. It brings sales intelligence to everyone—from small business teams to enterprise-level AI adoption. Salesforce describes Sales Cloud Einstein as allowing users to automate processes, uncover insights, and grow business with AI-powered predictions and recommendations. We've listed below many of the ways that it helps sales teams turn customer data into closed deals with AI.
- Prioritize the best next steps
- Win more opportunities
- Spend more time selling
- Never miss a buying signal
- Make better decisions
- Increase forecast accuracy
Sales Cloud Einstein Has Key Capabilities
There are six key capabilities of Sales Cloud Einstein that this article will focus on. From lead scoring to sales analytics, some featuers could improve salespeople's workflows. These benefits not only help sales teams but also ultimately extend to clients as they have a better sales experience. With intelligent insights comes personalized recommendations and those are meant to benefit the buying process.
Learn More From Lead and Opportunity Scoring
Sales teams appreciate what predictive lead scoring can help them do. It not only saves time, but it offers data-driven insights about which leads to prioritize. And with opportunity scoring, salespeople can focus on the right deals, every time. Einstein Lead and Opportunity Scoring can increase conversion rates, prioritize focus on the best leads, and understand lead score factors.
Salesforce Einstein Never Misses an Opportunity
Smart sales tools will help teams secure opportunities and reduce forecast risk. Einstein Opportunity and Account Insights help salespeople with this. The amount of information thrown at a sales team can be overwhelming, so much so that some opportunities may go unnoticed. But with the right tools, salespeople can maximize their time spent at work and never miss anything important again.
Data-Driven Forecasts Help Salespeople
AI sales tools are great for forecasting. They can take in all of the complex data points that can affect any given business situation and form clear analyses for sales teams to consider. Salesforce boasts that with Einstein Forecasting, salespeople can increase forecast accuracy, gain insight from forecast factors, and proactively manage forecast changes.
Salesforce Einstein Helps Expert Salespeople
Expert salespeople shouldn't have to spend hours a week on manual data entry. Instead, they should be further developing the positive client relationships that only they can create. Einstein Activity Capture helps salespeople focus on selling by automating email and calendar capture and providing data-driven sales coaching. This is why emphasizing the value of digital sales tools makes sense—they help teams get more done.