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How Salesforce Einstein Revolutionizes Businesses

Artificial Intelligence is changing traditional business practices. How is it possible for companies to take advantage of this technology on a daily basis?

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Kian Blewett

February 25, 2021

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The innovative potential of Artificial Intelligence has been the source of endless speculation across industries in the last decade. Today, companies are no longer speculating about AI, they are actively introducing this technology into products and services. If AI once belonged to a futuristic dreamscape, it is now a strategic imperative for companies operating in the 21st century.

 

No case illustrates this shift better than Salesforce, which has long been determined to make AI’s

predictive value a core aspect of their platform.

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In 2016​, Salesforce was the first to bring AI to the CRM industry with Einstein, an integrated set of AI technologies that make data-driven calculations guiding decision-making across sales, marketing, and customer support services.

 

The broad appeal of Einstein is simplicity. Many AI implementations are complex, with mechanisms that require a degree in computer science. On the other hand, Einstein is designed for people who run their own business and don’t have coding experience.

 

Einstein doesn’t require any additional data-entry, instead, pulling from the data your company is already entering into Salesforce. What’s more, Einstein is not an add-on, it’s seamlessly integrated into many Salesforce products like Sales Cloud and Service Cloud. Here’s a breakdown of three key features of Einstein so you can start accessing AI’s full potential.

 

 

Einstein and Sales Cloud

 

When it comes to Sales Cloud, Einstein is all about converting leads with more success. One area Einstein can help increase sales efficiency is by implementing Einstein Lead Scoring. Einstein Lead Scoring can deliver remarkably accurate forecasting on opportunities, giving companies the tools they need to compete in the information age.

 

Einstein Lead Scoring analyzes your CRM data to determine what separates closed deals from lost deals and provides simplified feedback on the top 5 predictive factors. Based on these insights, it can highlight your top leads, assess the health of your open opportunities, and recommend the best next steps to close your business’s next deal.

 

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Customer Service

 

Building efficient customer service systems is no easy feat when dealing with high volume. Fortunately, this is an area where AI can have great returns within the CRM framework. With Einstein features for Service Cloud, repetitive inquiries can now be quickly resolved with automation, freeing up service agents to focus their attention on more involved cases.

 

In situations where Einstein cannot automatically resolve the issue, it can assist reps in efficient Customer Service responses by efficiently recommending Knowledge articles, suggested replies, and next best actions. You can also add Einstein’s advanced Bots to Chat and Messaging channels to resolve cases without ever involving your reps.

 

 

Marketing

 

Einstein for Marketing Cloud pulls data from all your previous marketing campaigns in order to inform the content and timing of your marketing efforts. Based on customer interactions, Einstein can generate predictive models that assign scores for each contact’s likelihood to open an email or message.

 

It can provide valuable insights like Send Time Optimization, personalized messaging suggestions, and Copy Insights which analyze your email subject lines to uncover what specific language will drive stronger user engagement.

 

 

Looking Forward

 

Thanks to AI’s massive potential to make companies smarter and more predictive about customers, it’s abundantly clear AI will be a permanent fixture of the future of business. Einstein is rapidly becoming a central component of Salesforce technologies, further distinguishing Salesforce as the best-in-class CRM software.

 

We’ve highlighted a few of Einstein’s capabilities here, but this is the tip of the iceberg. There are applications for Commerce which provide a personalized shopping experience for customers. There are Einstein applications for both Finance and Human Resources, too.

 

Einstein provides us with a compelling model for how AI will revolutionize business. For all of you hoping to make the most of Salesforce, there’s no doubt that Salesforce Einstein can have a huge impact on your ability to maximize ROI.

 

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Learn More

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Sales Cloud Einstein

Marketing Cloud Einstein

Einstein Bots

Einstein Search

Einstein Analytics Dashboard

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