AI is the new buzzword.

Wherever one might look, companies are using it. Every day, new apps and software that use AI are being launched. The existing ones are adding AI-powered solutions to their range of products and services.

One of these is Salesforce. Salesforce is a cloud-based software that provides CRM tools. It also provides AI-based solutions as a part of its products.

What is Salesforce Einstein?

The AI-powered tool in Salesforce is called Salesforce Einstein.

It helps businesses automate their processes, gather insights, and analyze data. Salesforce Einstein is an important feature of Salesforce that helps businesses take their productivity and growth to the next level.

Salesforce Clouds

Salesforce employs cloud computing technologies for its CRM solution. Salesforce Cloud refers to a set of services provided by Salesforce. There are many Salesforce clouds. These include Sales Cloud, Marketing Cloud, Service Cloud, and Commerce Cloud.

Einstein Features in Sales Cloud

While Salesforce Einstein has features all across Salesforce, we are going to discuss Einstein’s features and advantages for Sales Cloud.

- Einstein Copilot for Sales

Einstein Copilot generates automated replies. This includes introductions and follow-ups. Not only this, it also summarizes sales calls, giving reps a quick overview of customer’s concerns. 

Using CRM data, Einstein Copilot can also identify the likelihood of a deal closing.

- Predictive Forecasting

AI predictions can improve your forecasting. It helps to improve the sales process and recognize potential for growth. You can easily track your team's performance over time.

- Conversation Insights

Einstein can identify key moments in a call like why a customer is hesitant or how many times your competitors are mentioned. This empowers companies to be able to find trends and work on their solution.

- Buyer Assistant

This feature gathers leads from the website. Einstein qualifies the lead and assigns it to the rep. It can also schedule a meeting with a sales rep.

How does Sales Cloud Einstein Increase Productivity and Growth?

The main aim of technology advancement is to enhance productivity and increase scalability. There are many ways Salesforce Einstein does just that.

“This means that sales teams can shift their attention from processes to connecting with people, giving them more time to focus on what they do best – selling.”

— Ketan Karkhanis, EVP & General Manager, Sales Cloud

1. Time-Saving

The main goal of AI-driven technologies is to save time.

As it turns out, salespersons spend less than 36% of their time on actual selling. This is because they have to do a myriad of other tasks as well. This includes mundane administrative tasks to filing paperwork.

With Einstein, such steps are automated, allowing the team to focus on the important task of selling.

2. Automated Responses

Having someone help you write your messages, emails, and other forms of communication from introductions to closing is like magic. And this magic comes from Salesforce Einstein. Using it, communication with customers is made more efficient.

3. Updates and Reminders

Einstein gives relevant updates to sales reps, making sure they are up to speed. It also gives follow-up reminders so a lead doesn’t go to waste.

This will certainly help in expanding the customer base and securing deals.

4. Lead Prioritization

Einstein removes the guesswork. It prioritizes leads according to their potential for closing. This allows reps to focus their energies where it truly matters.

5. Performance Management

Einstein helps you keep track of how your team is doing. It allows you to identify gaps and improve performance.

6. Customer Relationships

By providing tailored customer service through call summaries and conversation insights, Einstein takes the cake when it comes to customer data. This data helps companies provide personalized customer service hence increasing loyalty.

Conclusion

AI has become necessary in modern-day business. It helps businesses reduce time and cost while improving productivity and efficiency. One of the prime examples is Einstein by Salesforce. It can help you take your sales team to the next level with its features such as automated replies, call summaries, and lead scoring.