Salesforce Einstein AI: How It Works for Sales, Services & Marketing

Develop more pipeline rapidly with Einstein Lead Scoring

With Einstein Lead Scoring you can handle your best leads. Depending on your previous deals, Einstein prioritizes the leads automatically that are most anticipated to convert and close.

Choose the Top Winners with Einstein Opportunity Insights

Well if you want to know the probabilities of the closure of your deals, get real reverts rapidly and explore competitor involvement, customer sentiment, and complete prospect engagement, and all with Einstein Opportunity Insights.

Save Time with Einstein Activity Capture

Offer the reps enhanced time to sell by linking your calendar and email to Salesforce. All related emails and the meetings stick to the right Salesforce record, appending to the productivity of all by deleting data entry.

Develop Deeper Relationships with Einstein Account Insights

Notice the imperative business developments touching your accounts, embracing company expansion updates, M&A activity, all at one spot with Einstein Account Insights in the Lightning Sales Console.

Also Read: How Salesforce Einstein Analytics Is Beneficial For Sales Managers

Einstein Supervisor

Now, the contact center supervisors are strengthened by omnichannel, real-time insights along with AI-powered analytics to enhance customer satisfaction and agent productivity. When you combine real-time operational insights along with smart data discovery, Einstein Supervisors permits managers with real-time data allowing them to take smarter actions.

Einstein Supervisor can also predict customer satisfaction and put forward particular recommendations to enhance the customer experience.

For example, at an appliance manufacturing unit, a service supervisor gets a notification, saying the calls from the owners of a particular dishwasher model are increasing. Going deeper, the service supervisor comes up with all the cases highlighting dishwashers that were made at one factory for 3 months. The supervisor alerts the management, who then alerts other impacted customers proactively and starts deploying mobile employees to resolve all of the potentially impacted dishwashers, which may become a larger service problem.

Einstein Case Management

Employing machine learning, the cases will be escalated automatically and classified as they arrive in. Also, related information needed to fix the cases, like videos, knowledge articles, are surfaced automatically, saving the valuable time of the agents and developing improved customer experiences.

With Einstein Case Management, you can route the cases on high priority to the next agent who is available and who is well-versed with the case even before they pick the call, making the customer experience smooth. The job satisfaction of the agent also increases as they can invest more time fixing customer issues and less in asking regular questions.

For example, when a customer calls a networking device company, they may get flooded with loads of questions by a bot, asking his name, reason to connect, and more. After accumulating the details, Einstein Case Management knows well that the home-networking gateway of the customer is not doing well and shift the case to the best agent along with the important details related to the issue, allowing the agent to start with troubleshooting-mode and swiftly fix the issue.

Intelligent Mobile Service

An increasing number of companies are offering services in the field, be it a financial advisor who is going to connect with a new client, or a nurse who offers at-home care. With the Intelligent Mobile Service, now the companies can offer mobile employees with a connected service application in Android and iOS so they can render exceptional, personalized service anywhere. The mobile app employs advanced algorithms to optimize the scheduling and routing, offers real-time access to entire CRM data, and even holds offline caliber so mobile workers can also be productive with no cell coverage.

For example, when a request for repairing a solar panel arrives, it is assigned smartly to the person depending on proximity and expertise. The app offers them with the history of the customer, the service issue, and the parts needed to get the job done. The installer is then sent to the closest warehouse to pick the parts, so they can reach the customer’s house with all the needed things to fix the solar panels on the first visit only.

Predictive Lead Scoring

Here your most engaged leads are more expected to convert. After your confirmation about various stages that set the criteria to define an engaging lead, Einstein observes the brand interactions of all the leads of your list across distinct channels to rate their transformation potential. This is how you target more on the leads with better scores to transform them faster and predict the customer needs and the next action they will conduct. Depending on the lead score, you can build distinct audiences that are based on their tastes, develop distinct segments, and evaluate distinct paths in the Journey builder.

Journey Insights

For all the marketing channels, understanding and tracking the journey of a customer across the sales funnel holds much value. Einstein’s AI calculates distinct data points to learn the decision process of customers. Employing journey insights, Einstein traces many activities that at the end lead to a purchase and produces useful insights relevant to the customer journey

This is how Einstein notices when particular email campaigns or any other marketing campaigns are witnessing insufficient performance and suggests the recommended actions that can perfectly enhance communication effectiveness.

Einstein Content Selection & Copy Insights

For taking email personalization to a level ahead, Einstein Content Selection recommends the most related image, content, or any other asset by reading the behaviors and preferences of subscribers. On the other hand, copy insights employ Natural Language Processing (NLP) caliber to recognize the most actionable and transforming words that might be appropriate in social media posts or email subject lines.

Predictive Audiences

You can also engage people holding common interests by a single email, but for some other niche interests, you require AI for perfect predictions. Einstein goes through individual customer profiles to come up with collective user behavior that knots them together. It may depend on interests, demographics, past purchase history, interests, or lead quality. This is how your email communication becomes more audience-oriented, despite being a one-size-fits-all strategy.

Einstein Account-Based Marketing (ABM)

Performing in the B2B market needs account-based marketing for a targeted strategy to enhance revenue for distinct accounts. To recognize the key accounts and get data from various sources to a sole point, for speedy resolution of issues emerging in those accounts, you can train Einstein.

Automated Send Time Optimization

For audiences that are geographically scattered, it is important to ensure that your marketing efforts are revealed at a favorable time when they are engaged the most. Depending on your previous marketing outcomes, Einstein monitors the activity lead of your customers at a distinct time frame to advise the optimized send-time when they are expected to engage the most. This might not be correct at the first attempt, but it is better to act upon the anticipation than the assumption.

Einstein Product Recommendations

For eCommerce marketing, a customized solution, Einstein Product Recommendations can process previous purchase history and the online behavior to suggest the products that meet your customer requirements. Effective cross-selling and up-sell opportunities emerge more often with the assistance of this module.

Social Media Post Tracking

Taking social listening to the next level, Einstein can arrange social media posts into predefined categories to divide the real information from the noise. For brand image troubleshooting, any negative comment is tagged, and any particular team is assigned the job to investigate. Employing image recognition and processing, Einstein holds the caliber to browse through the posts with images or photos for any brand mentions. For sentiment mapping for custom social media post segregation, Einstein can be trained.