Salesforce Einstein Analytics: Empowering Sales Reps to Better Connect with their Customers

April 7, 2020
Jaya Ghosh

In today’s era, businesses had never been so well-equipped to handle the needs and requirements of their customers as they are today. Gone are the days when organizations had to depend on word of mouth and legacy systems to manage their customer relationships and promote their business. Today, technology has paved the way for innovative solutions, which, besides addressing the loopholes of legacy systems, has helped organizations take customer satisfaction to the next level by managing their business operations efficiently.

One such innovative technology solution that has transformed the way businesses manage their customer relationship is a CRM (Customer Relationship Management) system like Salesforce. Being leaders in the cloud CRM space, Salesforce enjoys a significant market share and a full adoption rate. While Salesforce offers a plethora of features, functionalities, and components to meet the specific need of every business entity, it has always strived to extend its reach beyond the horizon by adding new features time and again to meet the evolving needs of businesses. To leverage the new innovations by Salesforce, organizations should seek support from a reliable Salesforce consultant.

Einstein Analytics by Salesforce is an AI (Artificial Intelligence) platform that has helped organizations solve the challenge of gathering data from multiple channels in a centralized location and make sense of such humongous data to resolve key queries of business users.

Rather than relying on reports and dashboards for viewing their data, perceiving performance, and communicating results, Salesforce users now have access to an intelligent platform with intuitive functionality.

Let’s take a look at how sales reps can make the most of this smart platform without the need to write algorithms or creating mathematical models:

Pipeline Management: One of the most significant benefits of using Einstein Analytics for sales reps or managers is that they get real-time updates regarding changes that are made in the opportunity pipeline. With this, managers can get updates about new deals, closed deals that were either won or lost. Apart from this, Einstein analytics helps sales reps to evaluate trends in opportunity while providing a list of opportunities within the application to work upon. In fact, the platform changes parameters in case a sales rep manipulates the sales process.

Performance: The robust platform allows Sales managers to monitor the entire pipeline efficiently and compare the performances of individual team members with predefined goals all through the sales process. Apart from this, they can drill down on individual team members to compare their performance with quotas.

Precise Forecasting: The highly intuitive platform helps sales managers/reps predict highly accurate forecasts about the sales pattern while help sales leaders get insights regarding the changes that are required to fulfill customer expectations. By drawing ideas about individual/group customer needs, Sales managers can easily create strategies for enjoying increased sales.

Whitespace Analysis: By leveraging this platform, sales representatives can shift their focus on the right deals by carrying out Whitespace Analysis. Whitespace analysis can help identify products that have already been sold to accounts. Post this, sales reps can create opportunities for the particular requirements of that account.

Conclusion:

It can be concluded that Salesforce Einstein provides businesses an insight into the future of their company. Besides providing custom apps as per the specific requirement of data storage and usage, it helps enhance the sales and productivity of businesses leveraging it. Powered by Artificial intelligence, this robust platform can help companies to make an informed business decision. Such foresight can enable them to make changes in their way of functioning and, most importantly, maintaining the customer relationship with each customer on a personal level. For those who are still apprehensive about the benefits of this innovative platform, they must partner with a reputed Salesforce consulting company.

About Author

Jaya Ghosh

Jaya is a content marketing professional with more than 10 years of experience into technical writing, creative content writing and digital content development. Her decade long experience lends her the ability to create content for multiple channels and across different technology verticals.

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