Salesforce Einstein - Everything You Need To Know
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Salesforce Einstein is an AI integrated into the Salesforce platform that enhances productivity in sales, marketing, community, and service clouds by making predictive analytics and recommendations. It allows users to collect data for machine learning purposes and provides various functionalities, including lead scoring, opportunity insights, and sentiment analysis. Einstein aims to improve customer relationship management by automating tasks and providing tailored insights to teams.
Salesforce Einstein - Everything You Need To Know
- 1. Everything You Need To Know About Salesforce Einstein
- 2. Fundamentals of Einstein Einstein is Artificial Intelligence in the Salesforce Platform. 2 Einstein works smarter in less time. It thinks like humans and gives appropriate predictive results. It uses machine learning language which has algorithms written to make predictions.
- 3. What makes Einstein different? LEARNS FROM THE DATA -Einstein is a series of events to collect, discover, classify, automate, recommend and predict. -The user just has to collect the data and push it to Einstein 3 BUILT-IN FUNCTIONALITIES & API -Einstein provides built in functionalities as well as API to be consume from anywhere and make predictions. -It is easy to use and powerful to work and secure to trust
- 4. “ How is Salesforce Einstein going to help in CRM? 4
- 5. Einstein has been introduced in Salesforce clouds, making them smarter to help customers, sales team, marketing team as well as developers. 5 1. Sales Cloud Einstein 2. Marketing Cloud Einstein 3. Community Cloud Einstein 4. Service Cloud Einstein
- 6. 6 1. Sales Cloud Einstein 2. Marketing Cloud Einstein 3. Community Cloud Einstein 4. Service Cloud Einstein ● Increase the productivity of Sales team ● Recommends the best leads and opportunities Einstein Activity capture - Connect email & calendar with Salesforce Einstein Lead Scoring - Recommend the best leads to the Sales team Einstein Opportunity Insights - Provide updates about opportunities
- 7. 7 1. Sales Cloud Einstein 2. Marketing Cloud Einstein 3. Community Cloud Einstein 4. Service Cloud Einstein ● Increase the productivity of Sales team ● Recommends the best leads and opportunities Einstein Account Insights - Inform factors which affects customer relationship with respect to business development Einstein Automated Contacts - Log customer data automatically Einstein Reports and Dashboards
- 8. 8 1. Sales Cloud Einstein 2. Marketing Cloud Einstein 3. Community Cloud Einstein 4. Service Cloud Einstein ● AI help marketers to fulfil the customer’s expectation. Einstein Recommendation - Recommend the best product, content, or offer for each customer Einstein Sentiment Insights ( Social Studio ) - Analyze the strength and sentiments for better customer conversion Einstein Language Insights (Social Studio) - Detects and classify the language of the post Einstein Spam Detection Insights (Social Studio) - Identify and block spam sites Einstein Post Classification (Social Studio) - Classify & route the customer’s social posts to right team
- 9. 9 1. Sales Cloud Einstein 2. Marketing Cloud Einstein 3. Community Cloud Einstein 4. Service Cloud Einstein ● It help to the community members by providing needful service to them. Einstein Self-Service - Help community members to find answers faster Einstein Personalized Recommendations - Recommend interest based files, records and groups to follow Einstein Business Insights - Recommendation by analyzing the keyword and topic phrases
- 10. 10 1. Sales Cloud Einstein 2. Marketing Cloud Einstein 3. Community Cloud Einstein 4. Service Cloud Einstein ● Provide solutions to the customers Resolve customer issues - Recommend solution to customer as per their query Deliver the right answer to the customer - Quick answers to customer's questions using case content and history Empower your team with insights about case resolution times - Prioritizing the cases based on time needed and to resolve it
- 11. We hope this helps you understand different Salesforce Einstein features. For more (free) presentation tips relevant to Salesforce follow us on slideshare.net/Zen4orce
- 13. Zen4orce Team sales@zen4orce.com | US: +1- 612- 454- 5031 | Dubai: +9-71-554524223 | India: +91 (020) 6920 9001