photo of Veloxy's CEO Samir Majumdar

"How many more deals do you need to close?"

If you want us to help you close more deals for free for 30 days, click here.

Salesforce Einstein: Working Smarter with AI Built Right Into Salesforce

statues of albert einstein

Artificial Intelligence is nothing new. In fact, the first AI proposal dates back all the way to the 1950’s in a conference at Dartmouth. Today, even C-Suites in global organizations have come to rely on this set of technologies that let’s systems learn, sense, comprehend, and even take action to augment human activities.

From Customer Service and Accounting all the way to HR and Marketing, more and more companies are handing these labor intensive tasks over to AI tools for better efficiency. With the right automation processes, companies can identify patterns, anticipate customer actions, recommend next steps and make the sales process that much smoother. Salesforce Einstein AI does all this and much more.

What is Salesforce Einstein?

Spotify knows your music preference and curates personalized playlists that you actually enjoy. Siri can analyze thousands of movies and surface recommendations for cinemas near your location. Facebook instantly recognizes your friends in photos and can suggest tags with overwhelming accuracy. All these are examples of AI meant to make your life easier. Apply the same concepts to business and you have an AI built to make sales easier.

Keeping in line with Al. Einstein’s dictum (genius is simply taking the complex and making it as simple as possible) Salesforce Einstein is a set of AI technologies that let Salesforce users use algorithms to analyze their data. It enables companies to deliver informed, personalized and more predictive customer experiences – making Salesforce an ultra smart CRM. The AI is powered by advanced, deep machine learning, natural language processing, predictive analytics and smart data recovery.

In addition to being automatically customized for every single customer, Einstein AI will learn, get smarter and self tune with every additional piece of data and interaction. But perhaps more importantly, the intelligence will be embedded within your business’s context automatically discovering insights, predicting customer behavior and even proactively recommending the next best actions and automation tasks.

Simply put, Einstein AI has turned the #1 CRM into the world’s smartest CRM making Salesforce even more valuable than before. So, how can your business benefit from all this?

Why You Need Salesforce Einstein

If you already use Salesforce, you’ll certainly get more from it with this smart CRM assistant. Not only will important decisions be made faster and employees kept more productive, but your customers will also be happier with AI powered predictions and recommendations. Let’s look at some of the key features and benefits that come with Salesforce Einstein.

1: Discovering Insights

Salesforce Einstein allows business owners to find unique opportunities hidden within their own data! It achieves this by using Einstein Discovery to identify significant customer trends and patterns that you can act on. Whether the data resides in Salesforce or third party systems, the AI will dig through every bit to give you relevant and actionable insight.

In the same spirit of discovery, Einstein AI also lets you understand your customers in a whole new way. It will show you which messages, emails, channels, and content actually resonates with your customers. To achieve this, the AI automatically analyzes buyer interactions with your business over all touch points. And most importantly, your employees get instant access to smart insights within Salesforce enhanced by AI-powered analytics.

2: Predict Outcomes

After phase 1 of insight discovery, it’s time to use the collected data to anticipate the unexpected. Einstein lets Salesforce users know more and guess less by predicting which leads and opportunities will actually convert and which won’t. It also predicts which replies will help resolve service cases and how your emails will perform even before you hit send.

Naturally, this means a more impressive and personalized customer experience. To enhance this further, Einstein uses customers historical browsing and purchase data to give business owners accurate predictions on which products, channels and messages that your customers are more likely to respond to. Based on customer behaviors, Salesforce Einstein will easily create custom models to predict churn risk, conversion likelihoods and overall lifetime value.

3: Recommend Next Steps

The next logical step for any AI to perform is to deliver the right recommendations to both the employees and customers. This includes defining these recommendations by integrating predictive models and creating action strategies that go along with them.

On the customers’ side, the AI can point them in the right direction by promptly displaying relevant assistance and instantly connecting them with the right product, service, or information based on previous interest and past behaviors. For the employees, Einstein delivers AI powered advice to give workers suggestions for cross or up sell and recommendations to decrease attrition.

4: Automate Workflows

This might be perhaps the most quintessential job for any AI. When all is said and done, you can rely on Salesforce Einstein to keep all business processes running smoothly. For instance, the AI takes the manual work out of data entry by automatically capturing and logging critical customer data. This includes contact information, social data, calendar events, email threads and more right into associated Salesforce records.

Similarly, business owners can make the process automated by deploying AI-powered processes based on Einstein’s predictions and recommendations. And to make sure all support cases are solved faster with less agent intervention, the AI comes with chat bots that deliver on demand support no matter the time of day.

In Summary

As we conclude, it’s clear that AI has come with a bang and is not going away anytime soon. Innovations like Salesforce Einstein are a game changer whose deep learning and predictive skills will certainly eliminate the overly tedious, day to day business tasks, especially those associated with sales and marketing.

So, if you’re already using the #1 CRM for your business, why not make it the world’s smartest CRM as well with Einstein? And while you’re at it, make sure you get the most out of the smartest CRM, Salesforce with Veloxy Mobile and Veloxy Engage.

Checkout 5 Stars Veloxy reviews in Salesforce AppExchangeCapterraG2Crowd and Sourceforge.

Samir Majumdar

Samir Majumdar

Samir is the CEO and Co-founder of Veloxy. After spending 20+ years creating corporate systems, boosting revenue, and eliminating inefficiencies, Samir started Veloxy to help sales professionals shorten sales cycles, accelerate pipelines, and close more deals.

  • Blogs
  • Reviews
  • Products