Salesforce Einstein AI

There has been buzz around Einstein AI since the pre launch, but how many of us actually are aware of what Einstein AI is all about and how it would help businesses. Following article is primarily focused on what Einstein AI is all about and how it shall add value.

Salesforce AI which is known by Einstien is an artificial intelligence which is implemented on salesforce and it’s an integrated set of AI technologies that makes the Customer Success Platform smarter.

Einstein helps organizations to have their own data scientist for their users which would guide and learn your data and gives prediction and recommendations based on business process. Its well known for automating tasks for business which would reduce users tasks and increase the team productivity.

With Salesforce Einstein AI now you can connect to your customers in a whole new way. Salesforce has evolved since a decade on different areas and lately their focus has being primarily on AI and how they can bring automation to make the platform more seamless. With AI driven predictive lead scoring, activity capture and lighting integrated dialer all in a single console, makes the Einstein AI the next generation for sales cloud.

Why Einstein is Unique ?

Data-ready — You don’t have to do data preparation or manage models. Just put the data in salesforce and it works.

Modeling-ready — Multitenant automated machine learning means the right model is automatically fit to your organisation.

Production-ready — No DevOps needed. It’s part of the same trusted Salesforce platform, with model management and monitoring tools.

How it would help my business ?

Einstein enables you to become an AI-first company so you can get smarter and more predictive about your customers.

Sales can anticipate next opportunities and exceed customer needs
Service can be proactive by resolving cases before they happen
Marketing can create predictive journeys and personalise experiences like never before
IT can embed intelligence everywhere and create smarter apps for employees and customers

Starting Einstein in your org is seamless due to its seamless integration into many salesforce products. To use it, you don’t have to do any data preparation or manage models. Simply load your data in Salesforce and any features you have that are powered by Einstein will use that data to make you smarter and more predictive about your customers. Einstein is available through Sales Cloud, Service Cloud, Marketing Cloud, App Cloud, Analytics Cloud, and Community Cloud.

Sales Cloud Einstein

With Sales cloud Einstein, lead scoring, opportunity insights, account insights, activity capture and follow ups can be seen in a whole new format with new features that could help sales team to improve their efficiency, below lets explore each one in detail.

1. Lead Scoring:

With new interface, now sales team get more data in a single console, right from the current lead state to log activities like call, task, events and email with feeds. The most important feature to notice is lead scoring which would show top predictive factors of a lead, Einstein automatically analyzes all scoring standard and custom fields attached to the lead object, then tries different predictive models like Logistic Regression, Random Forests, and Naive Bayes and prioritises the leads most likely to convert based on your history and past deals with a single touch contact for an email or direct call.

2. Einstein Account and Opportunity Insights

Einstein Opportunity Insights primary uses organisations sales cloud data from historical sales cycles and engagement with customers to discover unique patterns about your sales cycles. It recognizes when deals are on track or at risk, and offers recommendations on the best actions to take to accelerate sales and increase win rates.

Every team would have a specific model, which is built automatically to match that team’s selling process, There is a process in sales cloud einstein which analyzes all the standard fields attached to the opportunity data in addition to email and calendar data, and then uses machine learning, natural language processing, and statistical analysis to provide sales reps and managers with Predictions, Key Moments, and Smart Follow-Ups. It’s all automated. Sales Cloud Einstein does all the data science for you.

3. Einstein Activity Capture

Einstein Activity Capture connects to Gmail or Office 365, automatically syncing all of your team’s customer communications to Salesforce. When reps send and receive emails and calendar events, Einstein Activity Capture adds the messages to appropriate records in Salesforce – no manual data entry required. All of the captured messages are visible in Activity Timeline within Salesforce, providing context for your entire team so they can help close the deal

4. Einstein Follow-Ups

Let yours sales rep stay at top with proactive email notification, suggesting when a customer would need an immediate response or set a follow up reminder if a customer doesn’t reply.

How Must Does It Cost ?

Business can add Einstein to salesforce with 50$ /User/Month

Source - https://www.salesforce.com/in/products/einstein/overview/