Salesforce Analytics is a powerful set of tools to help businesses at every stage of the sales process with intelligent features that help with opportunity detection, client engagement, and sales forecasting. These kinds of data insights are invaluable if you know when to use them and with additional AI tools, like intelligent market monitors, businesses can go even further.
What's inside this article:
- What is Salesforce Einstein?
- Who Should Use Salesforce Analytics?
- A Solution for Every Industry
- Don't Wait, Adopt AI Now
- Salesforce Analytics Is Better With Additional Tools
What is Salesforce Einstein?
Einstein is the AI software from Salesforce that helps visualize data and offer insights for sales teams. Its features are built on machine learning, natural language processing, and computer vision to help your business do more with AI. Building predictive models and engaging clients has never been easier. With Salesforce Einstein your CRM can be elevated to new levels, but the questions remain, when and how do you use it?
Let KPI Be Your Guide
The answer to when is the best time to use Salesforce Analytics depends on two key factors—the department you're focusing on and the KPI that matters most for the team. From sales to marketing to finance, Salesforce can be used at different times for optimal use. If your salespeople are most concerned with opportunity to win ratio, they'll be more inclined to use opportunity scoring features rather than the finance team using forecasting features to predict the performance of sales teams for budgeting. These two key factors will be a big hint in realizing when to use Salesforce Analytics.
Salesforce Analytics Is the Salesperson's Tool
At the core of Salesforce Analytics is a set of tools that are made for salespeople and sales teams. The data insights and custom models can be invaluable for expert salespeople as they are looking to level up their efficiency and focus on building positive client relationships. Salesforce made it easy to plug in additional digital tools to maximize the platform. With Einstein, salespeople have the resources they need to accomplish their sales goals.
Use Salesforce at Every Step
If Salesforce Analytics is the tool for salespeople, then when should they use it? We've isolated key parts of the sales process in which a platform like Einstein can be an incredible asset for expert salespeople. From opportunity detection to client engagement, Salesforce Analytics and other AI tools can help salespeople streamline their workflow and increase their productivity.
Detect Opportunities With AI
When the sales process starts at opportunity detection, it helps to have custom tools to get the job done. Salesforce Analytics offers features like Einstein Discovery to help with this. To go even further, there are other intelligent digital tools that perform unique hidden opportunity detection. As an added bonus, these tools seamlessly integrate to the Salesforce dashboard and Einstein services.
Salesforce Analytics Helps Lead Scoring
A long list of leads can only get you so far. Where do you start? Who's worth contacting? Questions like these are made easier with lead scoring as it ranks according to who is most likely to convert. Insights like these can save time and help create custom client journeys depending on their interest—luckily, Einstein offers features to help and there are other tools that deliver similar opportunity research to find the prospects worth ranking.
Sales Insights From Einstein
Expert salespeople have the skills to build meaningful relationships. They should have all the tools and resources to continue this work. We love Salesforce Analytics for sales insights because it helps make sense of all the data. When we ranked its best features, Einstein Prediction Builder was favored because it makes it easy to create custom AI models that deliver the sales insights and business outcome predictions most relevant for salespeople.
Salesforce Analytics Uses Natural Language Processing
Salesforce Analytics isn't just for data science insights, it's also for meaningfully engaging with your clients. With features like Einstein Language and Einstein Bots, sales teams can understand exactly what clients are feeling and interested in learning more about. Then, they can set up automated messaging that actually does a good job of serving clients looking for simple solutions. So, use these features for setting up effortless processes and then leave the more complex conversations up to the salespeople.