Posted on February 10, 2020

Some Useful Tips to Leverage the Power of Einstein AI

Salesforce continues to be one of the most popular CRM service providers in the world. In recent years, the company has moved beyond the traditional CRM technologies, and launched a series of new offerings. One important new offering is Salesforce Einstein, which makes use of advanced Artificial Intelligence (AI) capabilities to improve the productivity of your employees and to help your business in making quicker decisions. Therefore, it is important to understand how Salesforce Einstein works. This blog will help you with some useful tips to leverage the power of Einstein AI.

Make the Most of Sales Cloud

Sales Cloud is a tool used to automate your sales process. Its rich functionalities can be used by sales managers, representatives, and decision-makers. In order to set it up, you need to create a username and import sales data. Once the import process is complete, you need to add other users from within your organization. It is also recommended that you download the Salesforce app for easier access.

AI is becoming a major part of modern business operations. According to McKinsey estimates, nearly 30% of businesses have piloted the use of AI. This increased use is because AI helps streamline processes and provides valuable insights that support decision-making. Sales Cloud helps in structuring your sales process by leveraging Einstein AI. Einstein AI helps your business improve process flows by making predictions and recommendations. These predictions are made by Salesforce’s advanced prediction tool and are based on past patterns of lead conversions. In order to make the most of the Einstein Sales Cloud, two features are most important:

  • The first feature allows you to understand which leads have a better chance of a conversion. This is executed by comparing them with historical lead responses. This feature can be used to direct your sales reps to the most likely sources.

  • The second feature allows you to assess the churn risk and potential lifetime value of your customers. Your business could benefit from this by focusing on customers that are not likely to drift away.

The Power of Marketing Analytics

Your business could also benefit from the Einstein Marketing Cloud. The key here is to make sure that you are utilizing the marketing recommendations feature. This feature allows you to understand which emails and replies work best for your business. Choosing the right emails and replies would mean that you are able to maximize your conversion rates. In addition to this, it also tells you the most effective marketing channels, content, and emails. You can leverage the power of AI to make the right marketing decisions.

Another great feature is Einstein’s ability to make recommendations related to cross-selling and up-selling. This feature could help you in maximizing your revenues and increase customer engagement. Einstein Marketing Cloud also allows you to note consumer behavior trends and make appropriate recommendations based on it. You should also consider customizing the service in order to suit the needs of your business.

Deliver Immaculate Service

Einstein Service Cloud allows you to resolve customer disputes in an instant. The service also presents your customers with timely support in the form of a smart assistant. This smart assistant utilizes past behavior trends to make predictions related to expected service standards. Additionally, you could leverage AI chatbots to deliver on-demand support to your customers. Support is delivered in various languages by taking advantage of the natural language processing ability presented by Einstein AI. By using this feature, you can resolve issues in an instant, with minimal agent support.

In summary, Einstein AI presents a great opportunity for your business in terms of sales and marketing automation. You can also deliver timely customer support without having to invest much time.

KORCOMPTENZ is a Gold Certified Microsoft Partner and a Salesforce Registered Consulting Partner headquartered in New Jersey with extensive experience improving business outcomes for our customers, by leveraging end-to-end solutions involving the ongoing convergence of ERP, Azure Cloud, Analytics, Artificial Intelligence and IoT.

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