AI Tools Archives - gettectonic.com - Page 12
Salesforce for Manufacturing, Automotive, and Energy

Improve Manufacturing Sales by Improving Partner Engagement

Did you know that half of all B2B revenue is generated through channel partner sales? A recent 2022 survey revealed that 80% of B2B executives find their partner programs ineffective, potentially slowing or even blocking product sales. The obstacles to improvements with manufacturing partners include siloed systems and data, fragmented processes, inconsistent programs, and outdated communication channels. You can improve manufacturing partner engagement. Learn more. To overcome these challenges and enhance manufacturing partner relationships. For increased sales, consider focusing on three key areas: By prioritizing transparency, investing in technology, and streamlining processes, manufacturers can strengthen partner relationships, leading to increased sales and improved customer satisfaction. Focus on making it easier for partners to do business with you, build trust, and create a unified, shared view of data to achieve mutually beneficial relationships. Is it time to explore how Tectonic and Salesforce can improve your partner engagement? Contact us today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Sales Cloud Einstein

Einstein GPT from Salesforce

Salesforce, the leading global CRM provider, has unveiled Einstein GPT, the world’s first generative AI CRM technology. Engineered to craft personalized content across sales, service, marketing, commerce, and IT interactions, Einstein GPT aims to enhance employee productivity and elevate customer experiences. While Salesforce had previously integrated AI into its ecosystem with Einstein AI, the introduction of Einstein GPT represents a notable advancement. Leaning on OpenAI’s capabilities, Einstein GPT is an empowered iteration of existing technology, aligning with Salesforce’s commitment to artificial intelligence technology adoption. Einstein GPT from Salesforce Einstein GPT operates as an open and extensible platform, leveraging trusted, real-time data for training. It facilitates public and private AI models tailored for CRM, integrating seamlessly with OpenAI to offer generative AI capabilities. This enables users to connect data to OpenAI’s advanced models or choose external models, employing natural-language prompts within Salesforce CRM for content generation that dynamically adapts to evolving customer information and needs. The technology infusion of Einstein GPT involves combining Salesforce’s proprietary AI models with generative AI tech from an ecosystem of partners and real-time data from the Salesforce Data Cloud. This combination allows the generation of personalized content, including emails for sales, responses for customer service, targeted content for marketers, and auto-generated code for developers. The collaboration with OpenAI extends Salesforce’s capabilities by merging OpenAI’s enterprise-grade ChatGPT with Salesforce’s private AI models. Additionally, Salesforce Ventures announced the Generative AI Fund. This is a 0 million investment initiative supporting startups to foster responsible, trusted, and generative AI development. Einstein GPT introduces various applications, such as Einstein GPT for Sales, Service, Marketing, and Developers. These applications empower users to auto-generate things they used to have to write. Sales tasks, enhanced customer service interactions, dynamically created personalized content, and improved developer productivity through an AI chat assistant. To further enhance collaboration, Salesforce and OpenAI introduced the ChatGPT for Slack app. Thus offering AI-powered conversation summaries. The research tools and writing assistance within the Slack platform are aided by Einstein.. Prominent organizations like HPE, L’Oréal, RBC US Wealth Management, and S&P Global Ratings have acknowledged the value of generative AI. They are all improving customer engagement. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Forecasting With Foundation Models

Forecasting Tools

Leveraging Technology and AI for Accurate Sales Forecasting Sales forecasting is essential for business success, helping organizations allocate resources, set goals, and anticipate challenges. However, forecasting is inherently complex, involving uncertainty, variability, and vast datasets. By leveraging modern tools and AI-powered technologies, businesses can streamline this process, improve forecast accuracy, and drive better decision-making. This section explores the benefits of using technology for sales forecasting, highlights key tools available in the market, and discusses how AI enhances forecasting and analytics for B2B sales. Benefits of Technology in Sales Forecasting Tools for Enhanced Sales Forecasting AI’s Role in Revolutionizing Sales Forecasting AI-driven tools enable businesses to overcome traditional forecasting limitations, offering several advantages: AI Tools for Sales Forecasting Conclusion Harnessing technology and AI for sales forecasting transforms the process from a time-consuming challenge to a strategic advantage. By adopting visualization tools, automation, and AI-powered insights, businesses can generate reliable projections, optimize decision-making, and position themselves for success in dynamic markets. Content updated November 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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salesforce marketing cloud interaction studio

Salesforce and Marketing Cloud

Salesforce Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships and campaigns with customers. Salesforce Marketing Cloud (SFMC) is the name of Salesforce’s platform for multi-channel engagement, digital marketing, marketing automation, analytics, and personalization. The platform is a set of software as a service (SaaS) products with different types of functionality and additional add-on features provided by Salesforce and other vendors via the Salesforce AppExchange to further increase their capabilities. Salesforce Marketing Cloud is Salesforce’s “umbrella” brand name for a family of related products capable of supporting many marketing processes, including multi-channel campaign execution, dynamic customer journeys, marketing performance analysis, personalization, digital advertising, and data management. Marketing Cloud Connect.  Keep customer data in sync across marketing, sales, and service interactions. Trigger journeys and messages as customers interact with any department across your company to deliver one seamless experience. Journey Builder Use marketing automation to build customer journeys across email, mobile, advertising, your website, and the internet of things to deliver a seamless experience across marketing, sales, and service. Audience Builder Create a single view of each customer with information from any source. Then, target specific audiences and segments across the customer journey. Go from managing data to building relationships. Personalization Builder Power personalization using Einstein’s predictive intelligence capabilities. Pair customer profiles with machine learning algorithms to automatically show the right content to each individual. Content Builder Manage all of your content and assets in a single location. Easily handle assets with advanced search and tagging capabilities. Share and approve content in a secure fashion for use throughout the enterprise. Analytics Builder Track and measure the performance of your campaigns and journeys. Uncover new insights about your customers through rich reporting and predictive analytics. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Einstein and Einstein Automate

Lead Conversion at the Speed of Einstein

The primary challenges faced by businesses today revolve around lead generation and conversion. Lead conversion with Einstein is fast. Tectonic proudly offers comprehensive solutions for both challenges through the implementation and customization of Salesforce Einstein Lead Scoring. Salesforce Einstein Lead Scoring, a pivotal feature within Sales Cloud Einstein, leverages artificial intelligence to empower sales representatives in converting leads more efficiently. By analyzing historical sales data, Einstein Lead Scoring determines the likelihood of a lead converting into an opportunity. This predictive intelligence enables sales teams to segment and prioritize leads for faster conversion. Tectonic and Lead Conversion with Einstein Let Tectonic’s’ customization and implementation services ensure that your company maximizes the value derived from Sales Cloud Einstein, setting your sales representatives up for success. The factors influencing lead conversion, as predicted by Einstein Lead Scoring, are conveniently displayed on each lead record in Salesforce, aiding sales reps in quick preparation for calls and interactions. Lead Conversion with Einstein Einstein Lead Scoring models are uniquely built for each customer and organization, analyzing standard and custom fields through various predictive models. The machine learning behind Einstein continuously improves accuracy by updating models monthly. This ensures that leads are scored every hour using the latest model, promptly adapting to any changes in lead data. Truly, the power of Einstein Lead Scoring lies in its ability to discover insights, predict lead conversion likelihood, and provide automatic insights into the newly determined score. Studies indicate that AI-powered companies spend less time prospecting and more time actively growing revenue. Einstein Lead Scoring allows your company to focus more on selling and less on prospecting, leading to faster lead conversion and shorter sales cycles. Tectonic assists in automating sales and marketing processes, integrating the capabilities of Einstein Lead Scoring into your business. With zero setup requirements, custom lead score-driven workflows, and smart lead lists. Einstein Lead Scoring ensures that your sales teams work smarter and faster. The Lead Score Your Lead Score field added by Einstein Lead Scoring in your Salesforce org lets sales and marketing teams prioritize leads. This is based on similarities to prior converted leads. Through data science and machine learning, Einstein Lead Scoring offers a faster and more accurate solution. When compared to traditional rules-based lead scoring. Your Salesforce admin, or Tectonic’s Salesforce team, can set up Einstein Lead Scoring to score all leads together. Or group them into segments based on field criteria. The dashboard provides key lead score metrics. By offering insights into average lead score by lead source, conversion rate by lead score, and lead score distribution across converted and lost opportunities. Sales Cloud Einstein Sales Cloud Einstein, with Einstein Lead Scoring, is a ready-to-use set of tools that learn from Salesforce CRM data and activities, continuously enhancing its predictions. Because Sales Cloud Einstein includes additional features such as Salesforce Inbox and Einstein Activity Capture. Einstein Opportunity Insights offers smart reminders or tasks for nurturing customer relationships. Einstein Lead Scoring helps prioritize leads for conversion. Incorporating Sales Cloud Einstein and Einstein Lead Scoring into your sales and marketing strategy can yield a great return. Your Salesforce investment will fill your opportunity pipeline. Contact Tectonic for a free consultation to explore how Sales Cloud Einstein can accelerate lead conversion for your business. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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public sector and tribal governent

What is BI in Salesforce?

Salesforce BI helps to create fast, digestible reports to help you make informed decisions at the right time. Salesforce Einstein is a leading business intelligence software solution that will help streamline your operations. Read on in this insight to learn how Salesforce BI capabilities including Tableau rank in the Gartner Magic Quadrant. Make the right decision every time using analytics that go beyond business intelligence software. See why Gartner named Salesforce (Tableau) a Leader in the Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms for the 11th consecutive year. Data and analytics leaders must use analytics and BI platforms to support the needs of IT, analysts, consumers and data scientists. While integration with cloud ecosystems and business applications is a key selection requirement, buyers also need platforms to support openness and interoperability. Analytics and business intelligence (ABI) platforms enable less technical users, including business people, to model, analyze, explore, share and manage data, and collaborate and share findings, enabled by IT and augmented by artificial intelligence (AI). For several years, the Magic Quadrant for Analytic and Business Intelligence Platforms has emphasized visual self-service for end users augmented by AI to deliver automated insights. While this remains a significant use case, the ABI platform market will increasingly need to focus on the needs of the analytic content consumer and business decision makers. To achieve this, automated insights must be relevant in context of a user’s goals, actions and workflow. Many platforms are adding capabilities for users to easily compose low-code or no-code automation workflows and applications. This blend of capabilities is helping to expand the vision for analytics beyond simply delivering datasets and presenting dashboards. Today’s ABI platforms can deliver enriched contextualized insights, refocus attention on decision-making processes and ultimately take actions that will deliver business value. In addition to the increasing consumer design focus trend, we see other key market trends, including the need for improved governance of analytic content creation and dissemination, and the demand for a headless, open architecture. For example, a headless ABI platform would decouple the metrics store from the front-end presentation layer, enabling more interoperability with competitive products. ABI platform functionality includes the following 12 critical capabilities, which have been updated to reflect areas of market change, differentiation and customer demand: Gartner added three new critical capabilities as part of our metrics store evaluation criteria this year:  ABI platforms have always been about measurement. For decades, the slicing and dicing of measures by their dimensional attributes was synonymous with the act of performing business intelligence. However, over the last decade, the focus on metrics and measurement was overshadowed by data visualization. As data visualization became the most conspicuous capability, some business executives began to conflate ABI platforms with data visualization — as if ABI platforms are glorified chart wizards. This misconception minimizes much of the work performed and the business value delivered by ABI platforms. Establishing metrics stores as a critical capability to execute makes it clear that defining and communicating performance measures throughout an organization is one of the key purposes of an ABI platform. Analytics collaboration is a combination of many features (such as Slack/Teams integration, action frameworks) that collectively improve an organization’s ability to make decisions with consensus. Data science integration reflects the increasing likelihood that a business analyst may want to use data science to test certain hypotheses, and that data scientists will need to leverage features such as data prep and data visualization. In addition, Gartner is changing “catalogs” to “analytic catalogs” to emphasize a set of requirements that are not being met by ABI platform vendors today. Most large enterprises have thousands of reports built across multiple ABI platforms, but consumers in these organizations have no easy way to access these reports. The name change to analytic catalogs reflects the need for ABI platform vendors to deliver analytic content with the consumer in mind. Three critical capabilities were removed from our evaluation criteria: security, natural language generation (NLG; rolled into data storytelling) and cloud analytics (which will no longer be considered a platform capability, but instead a go-to-market strategy covered in the Magic Quadrant). And one of the security sub-criteria, about the granularity of authorization (e.g., row-based security) has been moved to the enterprise reporting capability. Salesforce (Tableau) Tableau, a Salesforce company, is a Leader in this Magic Quadrant. Its products are mainly focused on visual-based exploration that enables business users to access, prepare, analyze and present findings in their data. CRM Analytics, formerly Tableau CRM, provides augmented analytics capabilities for analysts and citizen data scientists. Tableau has global operations and serves clients of all sizes. In 2022, Tableau reinforced its augmented consumer vision to provide contextualized insights with deeper integration with Salesforce Data Cloud. IT also improved decision intelligence by bringing domain-aware insights into action with Revenue Intelligence and other Salesforce-native apps. The extensible design and x-platform integrations (Salesforce Flow, MuleSoft, UiPath and Looker) further enable composable analytics to bring insights into workflow with agility. Strengths Cautions Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce

What is Salesforce?

Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development. According to Wikipedia… Salesforce brings together all your data, from any source. Customer 360, the complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, SFDC helps everyone in your company work more productively and better deliver the personalized experiences customers love. To explore all Salesforce has to offer for your business, contact Tectonic today. Salesforce is cloud-based CRM software (What is CRM?). It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce brings together all your data, from any source. Customer 360, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, SFDC helps everyone in your company work more productively and better deliver the personalized experiences customers love. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI-driven propensity scores

AI-Driven Propensity Scores

AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables through machine learning, without explicit programming. This insight has gone through numerous updates as the information and use of AI-driven propensity scores evolved. In many cases, writers give a brief overview of the what of a tool. Today, we are going way beyond “what the sausage tastes like” to “how the sausage is made” Tectonic hopes you will enjoy learning how propensity models and AI driven propensity scores improve your data. Propensity Model in Artificial Intelligence: Propensity modeling generates a propensity score, representing the probability that a visitor, lead, or customer will take a specific action. For instance, a propensity model, using data science or machine learning, can help predict the likelihood of a lead converting to a customer. AI-driven propensity scores take an existing data model and improve its predictions, speed, and analysis with AI. Propensity Score in CRM: In CRM, a propensity score is the model’s probabilistic estimate of a customer performing a specific action. Grouping customers by score ranges allows for effective comparison and analysis within each bucket. Enhancing Propensity Modeling with AI: Traditional statistical propensity models might lack accuracy, but integrating machine learning technologies, as demonstrated by Alphonso, can significantly optimize ad spend and increase prediction accuracy from 8% to 80%. That’s a whopping 72% improvement. Propensity Modeling Overview: Propensity modeling involves predictive models analyzing past behaviors to forecast the future actions of a target audience. It identifies the likelihood of specific actions, aiding in personalized marketing. Role of Machine Learning in Propensity Models: Propensity models rely on machine learning algorithms, acting as binary classifiers predicting whether a certain event or behavior will occur. Logistic regression and Classification and Regression Tree Analysis are common methods for calculating propensity scores. Characteristics of Effective Propensity Models: For robust predictions, propensity models should be dynamic, scalable, and adaptive. Dynamic models adapt to trends, scalable for diverse predictions, and adaptive with regular data updates. Propensity Modeling Applications: Propensity models find applications in predicting customer behavior, such as purchasing, converting, churning, or engaging. Real-time predictions, data analysis, and AI integration contribute to successful implementations. AI-driven propensity scores are extremely useful in that they can be coupled with many other models to give additional insights to your data. Types of Propensity Score Models: Various models include propensity to purchase/convert, customer lifetime value (CLV), propensity to churn, and propensity to engage. Combining models can enhance the effectiveness of marketing campaigns. When to Use Propensity Scores: Propensity scores are beneficial when random assignment of treatments is impractical. They help estimate treatment effects in observational studies, providing an alternative to traditional model-building methods. Limitations of Propensity Score Methods: While propensity scores help achieve exchangeability between exposed and unexposed groups, they do not claim to eliminate confounding due to unmeasured covariates. Findings from observational studies must be interpreted cautiously due to potential residual confounding. Content updated October 2021. Content updated February 2024. Like3 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Data Studio

Salesforce Data Studio

Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access to the world’s largest premium data ecosystem. It provides: Data Studio is a self-service platform that connects data owners and buyers directly, fostering new opportunities for audience discovery, sharing, and activation. Leading brands like Anheuser-Busch, Conagra, Essence, and Heineken leverage Salesforce Data Studio to enhance the value of their data and drive revenue. Announcing Salesforce Data Studio Salesforce Data Studio addresses the shortcomings of traditional data exchanges and marketplaces. Unlike legacy platforms that rely on intermediaries, Data Studio allows data owners to maintain control and transparency. The platform ensures secure transactions with comprehensive data governance tools, enabling precise control over data access, usage, and duration. Key Features of Salesforce Data Studio: Industry Reactions Salesforce Marketing Cloud: The Leader in Digital Marketing Salesforce Marketing Cloud enables marketers to deliver connected, personalized, and real-time consumer engagement across all channels globally. With Marketing Cloud Einstein, marketers can harness artificial intelligence to optimize timing, channel, content, and audience for their marketing messages. Brands like Dunkin’ Donuts and Nestle Waters rely on Marketing Cloud to enhance engagement and advance their business goals. On average, companies using Marketing Cloud see a 27% increase in campaign effectiveness and a 26% boost in marketing ROI. Pricing and Availability Salesforce Data Studio is available now in several editions: The new Audience Discovery and Search feature will be available starting November 2017. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Roles in AI

Salesforce’s Quest for AI for the Masses

The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Elm furniture store on University Avenue in Palo Alto. A group of artificial intelligence enthusiasts within Salesforce, seeking to enhance the impact of machine learning models, embarked on this mission two years ago. While shoppers checked out furniture above, they developed a system to automate the creation of machine learning models. Thus Salesforce’s Quest for AI for the Masses started. Despite being initially named after the Transformers leader, the tie-in was abandoned, and Salesforce named its AI program Einstein. This move reflects the ambitious yet practical approach Salesforce takes in the AI domain. In March, a significant portion of Einstein became available to all Salesforce users, aligning with the company’s tradition of making advanced software accessible via the cloud. Salesforce, although now an industry giant, retains its scrappy upstart identity. When the AI trend gained momentum, the company aimed to create “AI for everyone,” focusing on making machine learning affordable and accessible to businesses. This populist mission emphasizes practical applications over revolutionary or apocalyptic visions. Einstein’s first widely available tool is the Einstein Intelligence module, designed to assist salespeople in managing leads effectively. It ranks opportunities based on factors like the likelihood to close, offering a practical application of artificial intelligence. While other tech giants boast significant research muscle, Salesforce focuses on providing immediate market advantages to its customers. Einstein Intelligence The Einstein Intelligence module employs machine learning to study historical data, identifying factors that predict future outcomes and adjusting its model over time. This dynamic approach allows for subtler and more powerful answers, making use of various data sources beyond basic Salesforce columns. Salesforce’s AI team strives to democratize AI by offering ready-made tools, ensuring businesses can benefit from machine learning without the need for extensive customization by data scientists. The company’s multi-tenant approach, serving 150,000 customers, keeps each company’s data separate and secure. Salesforce’s Quest for AI for the Masses To scale AI implementation across its vast customer base, Salesforce developed Optimus Prime. This system automates the creation of machine learning models for each customer, eliminating the need for extensive manual involvement. Optimus Prime, the AI that builds AIs, streamlines the process and accelerates model creation from weeks to just a couple of hours. Salesforce plans to expand Einstein’s capabilities, allowing users to apply it to more customized data and enabling non-programmers to build custom apps. The company’s long-term vision includes exposing more of its machine learning system to external developers, competing directly with AI heavyweights like Google and Microsoft in the business market. Originally published in WIRED magazine on August 2, 2017 and rewritten for this insight. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce CRM for AI driven transformation

Salesforce Artificial Intelligence

Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust AI technologies directly into users’ workspaces. The Einstein Platform offers administrators and developers a comprehensive suite of platform services, empowering them to create smarter applications and tailor AI solutions for their enterprises. What is the designated name for Salesforce’s AI? Salesforce Einstein represents an integrated array of CRM AI technologies designed to facilitate personalized and predictive experiences, enhancing the professionalism and attractiveness of businesses. Since its introduction in 2016, it has consistently been a leading force in AI technology within the CRM realm. Is Salesforce Einstein a current feature? “Einstein is now every customer’s data scientist, simplifying the utilization of best-in-class AI capabilities within the context of their business.” Is Salesforce Einstein genuinely AI? Salesforce Einstein for Service functions as a generative AI tool, contributing to the enhancement of customer service and field service operations. Its capabilities extend to improving customer satisfaction, cost reduction, increased productivity, and informed decision-making. Salesforce Artificial Intelligence AI is just the starting point; real-time access to customer data, robust analytics, and business-wide automation are essential for AI effectiveness. Einstein serves as a comprehensive solution for businesses to initiate AI implementation with a trusted architecture that prioritizes data security. Einstein is constructed on an open platform, allowing the safe utilization of any large language model (LLM), whether developed by Salesforce Research or external sources. It offers flexibility in working with various models within a leading ecosystem of LLM platforms. Salesforce’s commitment to AI is evident through substantial investments in researching diverse AI areas, including Conversational AI, Natural Language Processing (NLP), Multimodal Data Intelligence and Generation, Time Series Intelligence, Software Intelligence, Fundamentals of Machine Learning, Science, Economics, and Environment. These endeavors aim to advance technology, improve productivity, and contribute to fields such as science, economics, and environmental sustainability. Content updated April 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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