Webinar: Best Practices for Rolling Out Einstein
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This presentation provides guidance on rolling out Sales Cloud Einstein, Salesforce's artificial intelligence product. It begins with an overview of Einstein and how it uses automated machine learning to deliver predictive insights within the CRM. The presentation then discusses using the Einstein Readiness Assessor to determine an organization's preparedness. It demonstrates the simple setup process for enabling Einstein's features. Resources like Trailhead trails and the readiness assessor are provided to help with the rollout. The presentation aims to outline best practices for integrating Einstein's artificial intelligence capabilities.
Webinar: Best Practices for Rolling Out Einstein
- 1. Best Practices for Rolling Out Einstein May 11, 2018
- 2. Jason Selvidge Director, Admin Evangelism Salesforce Mike Gerholdt Director of Engineering Salesforce Today’s Speakers Sr. Technical PMM Salesforce Mike Rogan
- 3. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995
- 4. Connect with Us! Salesforce Admins @SalesforceAdmns #AwesomeAdmin admin.salesforce.com Salesforce Admins Salesforce Admins
- 5. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/rollouteinstein This webinar is being recorded!
- 6. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 7. Today’s Agenda • Sales Cloud Einstein Overview • Determine Org Readiness • Roll Out Einstein • Resources • Q&A
- 8. Sales Cloud Einstein Overview
- 9. What is Einstein? Artificial Intelligence for CRM
- 10. Classical Approach Data Sampling Feature Selection Model Selection Score Calibration Integrate to Application Artificial Intelligence Einstein Auto-ML Data already prepped Models automatically built Predictions delivered in context AI for CRM How Does Einstein Work?
- 11. Intelligent Automation Will Drive the Next Level of Productivity The impact will be faster, more predictable sales cycles Contact Data Meeting Info Call Notes Email Business News CRM Data Structured & Unstructured Data Actionable Sales Insights New Leads Pipeline trends and projections Leads with highest potential Opportunity health indicators Actions correlated to winning deals Forecast predictions AI-driven Automation
- 12. Sales Cloud Einstein Key Features Einstein Activity Capture Eliminate hours of manual data entry Einstein Lead & Opportunity Scoring Prioritize leads & opportunities Sales Analytics Discover trends with prepackaged best practices increase in win rates 30%
- 14. DEMO: Sales Cloud Einstein Readiness Assessor
- 15. Get Your Personalized Einstein Readiness Report 1 2 3 GO TO THE ASSESSOR einsteinreadiness.salesforce.com or Setup CLICK THE BUTTON “Assess Your Sales Cloud Einstein Readiness” WAIT A FEW MINUTES The report will be sent to your email
- 17. Setting Up Sales Cloud Einstein is Simple • Turn on Sales Cloud Einstein in Setup using the Einstein Setup Assistant • Enable each feature individually when you’re ready • See Einstein features displayed on the home page, record page, list views and where you need it
- 18. DEMO: Einstein Set Up
- 19. Powered by Einstein Sales Analytics Dashboards surface important metrics like: ● Lead score performance summary ● Conversion rates by lead score ● Average lead score by each lead source Take Advantage of Pre-Built Dashboards
- 20. See Which Attributes are Most Predictive Company-Level Predictive Factors ● Top lead field values across company ● Percentage of leads with field ● Details of predictive field 1 2 3 Powered by Einstein Sales Analytics
- 21. Resources
- 22. Resources Trailhead Trail: Sales Cloud Einstein Readiness Assessor: einsteinreadiness.salesforce.com