+61-1300-332-888
+1-480-382-1320Our Blogs
Sales Cloud Einstein empowers you with intelligent predictions and recommendations so you can close deals faster. Leads are automatically scored, and lead insights reveal the top factors behind every score so you can prioritize the best deals first. Alerts update you on the latest trends across your opportunities and predictions tell you how likely your forecasted deals are to close. Get recommendations on next steps and have the best chance of winning the deal. And because its built in lightning you get all these insights from anywhere on any device. Data from Salesforce automatically appears in your email and your email entries appear in Salesforce so you can decide how you want to share the information saving you time generating better insights and getting you back to do what you do best – selling. The world's No 1 CRM allows you to connect with customers in a whole new way. Intelligently.
Turn data into deals faster with AI.
Sales Cloud Einstein examines your CRM data to learn why certain deals close and others don’t. Then it highlights your most promising leads and recommends next steps to facilitate closure.
Build a bigger pipeline faster with Einstein Lead Scoring.
Seize your most promising leads first with Einstein Lead Scoring. Einstein automatically prioritises the leads most likely to close based on your deal history.
Leads values can be difficult to interpret and until recently, there was no effective way to filter out futile leads. As a business owner you probably see your sales reps everyday sifting through an ocean of leads and making decisions based on criteria like region or target vertical or size of the company. With Sales Cloud Einstein, there is a far more effective way to do this. Einstein Lead Scoring, one of the key features of Sales Cloud Einstein, significantly improves lead conversion. It uses AI to automatically evaluate your previous sales data and discover the key factors that determine the likelihood that a lead will convert to an opportunity. Your reps can then segment and prioritize leads, and get deeper insight into the factors that determine why certain leads are more likely to convert than others. Each lead shows up those factors, helping sales reps prepare better for each call. It’s like having a personal data scientist to super charge your conversion rates.
Data Science That Works Automatically
Einstein Lead Scoring has inbuilt machine learning algorithms that are intuitive and self-evolving and enhance the accuracy of your predictions. For instance, based on your CRM data, Einstein can automatically discover that CTOs in a certain domain, who are public about CRM technology, are great leads. And Einstein doesn’t just discover the insight, but it predicts the likelihood of conversion with an intelligent lead score. And it provides direct insight into how it determined the score.
How Einstein Lead Scoring Works
Einstein Lead Scoring models are tailored for each customer. Einstein does this by analyzing all fields attached to the Lead object, then attempts a variety of predictive models. It automatically selects the most appropriate one based on a sample dataset. There is no need for a dedicated data scientist as Einstein does all the heavy lifting by finding the most appropriate model to boost lead conversion. Models are updated regularly to ensure you have the most accurate predictions for your leads. Einstein scores leads every hour using the latest model. So if there is any change in one of your leads, the lead’s score will be updated within the hour.
Top Benefits
- Boost conversion rates
- Ramp up engagement with the most promising leads
- Understand factors that impact lead score
Top Features
- Zero Setup — No separate tools required for data harmonization
- Tailored Lead Score-Driven Workflows — Seamlessly assign tasks based on predictive lead scores
- Smart Lead Lists — Discover the best leads easily and quickly
Pick the most promising ones with Einstein Opportunity Insights.
One of the consistent questions in a sales rep’s mind is – what is the likelihood this deal will close? Now, with Einstein Opportunity Insights, they can instantly get accurate answers and explore customer sentiment and overall engagement.
No sales rep wants to miss out on a valuable piece of information or sit on a customer request for too long. Having said that, there is a deluge of information that sales reps have to deal with on a daily basis. With Einstein Opportunity & Account Insights, all that is about to change. Einstein Opportunity & Account Insights uses artificial intelligence to help sales reps to make the most out of every selling moment. Einstein Opportunity Insights uses Sales Cloud data from historical engagement data with customers to discover distinctive patterns about your sales cycles. It establishes when deals are on track or not, and provides recommendations on the next best actions to accelerate the sales cycle and improve conversion rates. Einstein Insights scrapes through thousands of news articles on a daily basis and alerts sales teams on key developments that might affect their prospects. Einstein Account Insights also identifies the most important issues facing a prospect to ensure sales reps are well informed and improves the quality of their selling.
Einstein Opportunity Insights and Its Models
Each Einstein Opportunity Insight model is specific to every sales team’s selling process. The way Sales Cloud Einstein does that is by analysing all the standard fields of opportunity data along with email and calendar data and applies in-built natural language processing capability to provide sales teams with predictions and recommends smart follow ups. Automatically. With Einstein Lead Scoring, there’s no need for a Ph.D. in data science — Sales Cloud Einstein does all the heavy lifting for you.
Einstein Account Insights and Its Sources
Einstein Account Insights are the outcome of scraping through thousands of news articles each day, identifying and analyzing major events in accounts. Einstein Account Insights monitors news sources to extract merger and acquisition activity, and indications of company expansion.
Privacy
Privacy is built into Einstein Opportunity Insights. It logs and analyzes external communications only. It does not log and analyze emails with the company’s business email address. Additionally, emails from specific addresses can be blocked from logging and analysis.
Top Benefits
- Increase success rates
- Enhance forecast accuracy
- Reduce sales cycle times
- Improve sales productivity
Top Features
- Zero Setup — No separate tools required for data harmonization
- Identify at-risk opportunities and their reasons with Predictions, and Smart Follow-ups
- Daily Digest — Summarizes new Einstein Opportunities with Insights
- Recommended Next Steps — Take One Click actions
Save serious time with Einstein Activity Capture.
Easily connect your email and calendar to Salesforce and give your reps more time to do what they do best- selling. All emails and meetings are automatically associated with the right Salesforce record, thereby eliminating unnecessary data entry and augmenting staff productivity.
How Einstein Activity Capture Works
One you connect a Gmail or Office 365 account with your CRM, Einstein Activity Capture will log all historical emails and calendar events -six months back for Gmail and up to two years for Office 365. Going forward, Einstein Activity Capture will capture every email and calendar event in the background. The captured data of emails and events show up in the Activity Timeline, providing a complete view of the customer relationship. Then it associates emails and events with the right records in Salesforce such as accounts , leads and opportunities. It analyses all the email addresses and discovers matching records within Salesforce.
Privacy
Einstein Activity Capture has built-in configurations at the user and admin level to control the sharing of confidential messages across the organization. Users can adjust the sharing settings to determine who in their organization can see the contents of emails or events. Admins can blacklist specific domains or email addresses to prevent Einstein Activity Capture from collecting messages from sensitive sources — for example an investor or board member.
Top Benefits
- Turbo charge Einstein with all-inclusive activity data
- Spend time selling instead of logging data
- Train sales reps with activity insights
Top Features
- Automatic Email and Calendar Sync — Seamless integration with Gmail or Office 365 to capture every email or meeting
- Activity Reporting — Deliver sales rep coaching with an activity leader board
- Fast & Easy Setup — Connect with GMail and Office 365 with clicks not code
- Sharing Settings — Configure email sharing and events to ensure privacy
Build richer relationships with Einstein Account Insights.
See the key business developments within your accounts, including any business consolidation or expansion updates, all in a centralized place with Einstein Account Insights.
Girikon is a Gold Salesforce Partner with a global delivery model that has delivered significant value to customers across the globe for over a decade. Speak to one of our experts to know more about how Sales Cloud Einstein can boost the productivity of your sales teams.
About Author
Share this post on:
