This list of top ten benefits of Salesforce Einstein goes over all the advantages of the platform for your clients, sales process, and teams. To get more out of Einstein, consider adding an intelligent market monitor to maximize your CRM investment.
What's inside this article:
- Einstein Analytics Improves Client Experience
- Einstein Perfects the Sales Process
- Easily Manage Teams on Salesforce Einstein
- Don't Forget About Limitations
- Get More Out of Salesforce Einstein
Salesforce Einstein Uses AI to Help
Let's properly introduce Salesforce Einstein before jumping into its benefits. It's an AI software that complements the Salesforce CRM to make use of collected data. It offers visualizations, recommendations, and predictions about relevant demographic and behavioral information. Its features are developed based on AI technologies like machine learning, natural language processing, and computer vision.
The Many Benefits of Salesforce Einstein
As a Salesforce product, Einstein seamlessly integrates into existing dashboards and the benefits only start there. We've gone through all the many reasons to consider adopting Einstein Analytics and have ranked the top ten. From better data management to increased productivity, the advantages of Salesforce Einstein clearly emerge. As with all AI sales tools, some considerations should also be made for the software's limitations, but in many cases, the benefits offer something unique to sales teams across industries.
- Centralize client information.
- Engage community.
- Better plan accounts.
- Discover insights.
- Sell more effectively.
- Make more informed predictions.
- Increase productivity.
- Efficiently manage time.
- Collaborate as a team.
- Easily access data.
Advantages for Clients, Sales, and Teams
To help fully understand all of these benefits we've decided to break them down into three key parts—benefits to your clients, sales process, and the overall team. Advantages to these three important areas means Salesforce Einstein is something seriously worth considering. Satisfied clients, productive salespeople, and collaborative sales teams is what any business strives for. Learn more about Einstein's intuitive features for a more in-depth exploration into what Salesforce analytics has to offer.
Einstein Analytics Improves Client Experience
Any expert salesperson will tell you that providing clients with an easy, beneficial, and rewarding experience is ultimately the goal of sales. That's why we've listed benefiting client experience as the first group of advantages of Salesforce Einstein. Managing client information and engaging those clients at the right time are key points for sales teams. Since Einstein is a Salesforce product and easily allows for additional AI sales tools, all the relevant information is already available and ready to be used—a big plus for best-serving clients.
Centralize Client Information on Salesforce
A business's CRM is where a lot of data is collected and stored. Ideally, you can actually do something with this information. That's where Einstein comes in. By having both the basic and complex demographic and behavioral data of clients and salespeople readily available, sales teams can take advantage of this by acting on the predictions and recommendations offered by the Einstein platform.
Engage Clients With Ease
An advantage of Salesforce Einstein that may not instantly come to mind is its community and relationship building ability. With features like Einstein Language and Einstein Bots, AI can help figure out the perfect wording to engage clients in the moment they're ready to hear it. An advantage like this is important when creating a business with satisfied clients and low churn rates. Offer salespeople another digital tool that has opportunity identification and buyer influence mapping so that they are best equipped to create positive client relationships.
Einstein Perfects the Sales Process
After serving clients, the next important group to keep in mind are the people who keep the sales process running. Salespeople are integral to maintaining successful client relationships. And even with all the buzz and promises of AI, salespeople could never be replaced in their unique skills for genuine interpersonal connection. Instead, these digital tools like Einstein and autonomous prospectors are meant to be another tool in the tool kit for salespeople to excel.
Einstein's Features Help With Account Planning
Salesforce Einstein has multiple features that can help with better account planning. Einstein Prediction Builder and Einstein Next Best Action give users the ability to build custom AI models to display recommendations most relevant to business. An advantage like this takes the guesswork out of sometimes complex estimates and helps support sales teams with data-driven suggestions in their work. To fully embrace this benefit, add a sales forecasting tool that can further help find hidden revenue opportunities, industry-wide comparisons, and economic trends.
Use Insights From Einstein Discovery
Salesforce Einstein not only helps plan for the future, but also helps discover insights that can be applied immediately. Features like Einstein Discovery finds relevant patterns in the data to offer meaningful insights. What makes this easy is that Einstein works right along with the Salesforce CRM and allows for external digital tools to seamlessly integrate. These additional tools can go even further to gain detailed predictor insights, understand the reasons behind lead qualification, and gather actionable steps for each lead.