Artificial Intelligence for Business - gettectonic.com
Being AI-Driven

Being AI-Driven

Imagine a company where every decision, strategy, customer interaction, and routine task is enhanced by AI. From predictive analytics uncovering market insights to intelligent automation streamlining operations, this AI-driven enterprise represents what a successful business could look like. Does this company exist? Not yet, but the building blocks for creating it are already here. To envision a day in the life of such an AI enterprise, let’s fast forward to the year 2028 and visit Tectonic 5.0, a fictional 37-year-old mid-sized company in Oklahoma that provides home maintenance services. After years of steady sales and profit growth, the 2,300-employee company has hit a rough patch. Tectonic 5.0’s revenue grew just 3% last year, and its 8% operating margin is well below the industry benchmark. To jumpstart growth, Tectonic 5.0 has expanded its product portfolio and decided to break into the more lucrative commercial real estate market. But Tectonic 5.0 needs to act fast. The firm must quickly bring its new offerings to market while boosting profitability by eliminating inefficiencies and fostering collaboration across teams. To achieve these goals, Tectonic 5.0 is relying on artificial intelligence (AI). Here’s how each department at Tectonic 5.0 is using AI to reach these objectives. Spot Inefficiencies with AI With a renewed focus on cost-cutting, Tectonic 5.0 needed to identify and eliminate inefficiencies throughout the company. To assist in this effort, the company developed a tool called Jenny, an AI agent that’s automatically invited to all meetings. Always listening and analyzing, Jenny spots problems and inefficiencies that might otherwise go unnoticed. For example, Jenny compares internal data against industry benchmarks and historical data, identifying opportunities for optimization based on patterns in spending and resource allocation. Suggestions for cost-cutting can be offered in real time during meetings or shared later in a synthesized summary. AI can also analyze how meeting time is spent, revealing if too much time is wasted on non-essential issues and suggesting ways to have more constructive meetings. It does this by comparing meeting summaries against the company’s broader objectives. Tectonic 5.0’s leaders hope that by highlighting inefficiencies and communication gaps with Jenny’s help, employees will be more inclined to take action. In fact, it has already shown considerable promise, with employees being five times more likely to consider cost-cutting measures suggested by Penny. Market More Effectively with AI With cost management underway, Tectonic 5.0’s next step in its transformation is finding new revenue sources. The company has adopted a two-pronged approach: introducing a new lineup of products and services for homeowners, including smart home technology, sustainable living solutions like solar panels, and predictive maintenance on big-ticket systems like internet-connected HVACs; and expanding into commercial real estate maintenance. Smart home technology is exactly what homeowners are looking for, but Tectonic 5.0 needs to market it to the right customers, at the right time, and in the right way. A marketing platform with built-in AI capabilities is essential for spreading the word quickly and effectively about its new products. To start, the company segments its audience using generative AI, allowing marketers to ask the system, in natural language, to identify tech-savvy homeowners between the ages of 30 and 60 who have spent a certain amount on home maintenance in the last 18 months. This enables more precise audience targeting and helps marketing teams bring products to market faster. Previously, segmentation using legacy systems could take weeks, with marketing teams relying on tech teams for an audience breakdown. Now, Tectonic 5.0 is ready to reach out to its targeted customers. Using predictive AI, it can optimize personalized marketing campaigns. For example, it can determine which customers prefer to be contacted by text, email, or phone, the best time of day to reach out, and how often. The system also identifies which messaging—focused on cost savings, environmental impact, or preventative maintenance—will resonate most with each customer. This intelligence helps Tectonic 5.0 reach the optimal customer quickly in a way that speaks to their specific needs and concerns. AI also enables marketers to monitor campaign performance for red flags like decreasing open rates or click-through rates and take appropriate action. Sell More, and Faster, with AI With interested buyers lined up, it’s now up to the sales team to close deals. Generative AI for sales, integrated into CRM, can speed up and personalize the sales process for Tectonic 5.0 in several ways. First, it can generate email copy tailored to products and services that customers are interested in. Tectonic 5.0’s sales reps can prompt AI to draft solar panel prospecting emails. To maximize effectiveness, the system pulls customer info from the CRM, uncovering which emails have performed well in the past. Second, AI speeds up data analysis. Sales reps spend a significant amount of time generating, pulling, and analyzing data. Generative AI can act like a digital assistant, uncovering patterns and relationships in CRM data almost instantaneously, guiding Tectonic 5.0’s reps toward high-value deals most likely to close. Machine learning increases the accuracy of lead scoring, predicting which customers are most likely to buy based on historical data and predictive analytics. Provide Better Customer Service with AI Tectonic 5.0’s new initiatives are progressing well. Costs are starting to decrease, and sales of its new products are growing faster than expected. However, customer service calls are rising as well. Tectonic 5.0 is committed to maintaining excellent customer service, but smart home technology presents unique challenges. It’s more complex than analog systems, and customers often need help with setup and use, raising the stakes for Tectonic 5.0’s customer service team. The company knows that customers have many choices in home maintenance providers, and one bad experience could drive them to a competitor. Tectonic 5.0’s embedded AI-powered chatbots help deliver a consistent and delightful autonomous customer service experience across channels and touchpoints. Beyond answering common questions, these chatbots can greet customers, serve up knowledge articles, and even dispatch a field technician if needed. In the field, technicians can quickly diagnose and fix problems thanks to LLMs like xGen-Small, which

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Trends in AI for CRM

Trends in AI for CRM

Nearly half of customer service teams, over 40% of salespeople, and a third of marketers have fully implemented artificial intelligence (AI) to enhance their work. However, 77% of business leaders report persistent challenges related to trusted data and ethical concerns that could stall their AI initiatives, according to Salesforce research released today. The Trends in AI for CRM report analyzed data from multiple studies, revealing that companies are worried about missing out on the opportunities generative AI presents if the data powering large language models (LLMs) isn’t rooted in their own trusted customer records. At the same time, respondents expressed ongoing concerns about the lack of clear company policies governing the ethical use of AI, as well as the complexity of a vendor landscape where 80% of enterprises are currently using multiple LLMs. Salesforce’s Four Keys to Enterprise AI Success Why it matters: AI is one of the most transformative technologies in generations, with projections forecasting a net gain of over $2 trillion in new business revenues by 2028 from Salesforce and its network of partners alone. As enterprises across industries develop their AI strategies, leaders in customer-facing departments such as sales, service, and marketing are eager to leverage AI to drive internal efficiencies and revolutionize customer experiences. Key Findings from the Trends in AI for CRM Report Expert Perspective “This is a pivotal moment as business leaders across industries look to AI to unlock growth, efficiency, and customer loyalty,” said Clara Shih, CEO of Salesforce AI. “But success requires much more than an LLM. Enterprise deployments need trusted data, user access control, vector search, audit trails and citations, data masking, low-code builders, and seamless UI integration. Salesforce brings all of these components together with our Einstein 1 Platform, Data Cloud, Slack, and dozens of customizable, turnkey prompts and actions offered across our clouds.” 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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Artificial Intelligence and Sales Cloud

Artificial Intelligence and Sales Cloud

Artificial Intelligence and Sales Cloud AI enhances the sales process at every stage, making it more efficient and effective. Salesforce’s AI technology—Einstein—streamlines data entry and offers predictive analysis, empowering sales teams to maximize every opportunity. Artificial Intelligence and Sales Cloud explained. Artificial Intelligence and Sales Cloud Sales Cloud integrates several AI-driven features powered by Einstein and machine learning. To get the most out of these tools, review which features align with your needs and check the licensing requirements for each one. Einstein and Data Usage in Sales Cloud Einstein thrives on data. To fully leverage its capabilities within Sales Cloud, consult the data usage table to understand which types of data Einstein features rely on. Setting Up Einstein Opportunity Scoring in Sales Cloud Einstein Opportunity Scoring, part of the Sales Cloud Einstein suite, is available to eligible customers at no additional cost. Simply activate Einstein, and the system will handle the rest, offering predictive insights to improve your sales pipeline. Managing Access to Einstein Features in Sales Cloud Sales Cloud users can access Einstein Opportunity Scoring through the Sales Cloud Einstein For Everyone permission set. Ensure the right team members have access by reviewing the permissions, features included, and how to manage assignments. Einstein Copilot Setup for Sales Einstein Copilot helps sales teams stay organized by guiding them through deal management, closing strategies, customer communications, and sales forecasting. Each Copilot action corresponds to specific topics designed to optimize the sales process. 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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Einstein Code Generation and Amazon SageMaker

Einstein Code Generation and Amazon SageMaker

Salesforce and the Evolution of AI-Driven CRM Solutions Salesforce, Inc., headquartered in San Francisco, California, is a leading American cloud-based software company specializing in customer relationship management (CRM) software and applications. Their offerings include sales, customer service, marketing automation, e-commerce, analytics, and application development. Salesforce is at the forefront of integrating artificial general intelligence (AGI) into its services, enhancing its flagship SaaS CRM platform with predictive and generative AI capabilities and advanced automation features. Einstein Code Generation and Amazon SageMaker. Salesforce Einstein: Pioneering AI in Business Applications Salesforce Einstein represents a suite of AI technologies embedded within Salesforce’s Customer Success Platform, designed to enhance productivity and client engagement. With over 60 features available across different pricing tiers, Einstein’s capabilities are categorized into machine learning (ML), natural language processing (NLP), computer vision, and automatic speech recognition. These tools empower businesses to deliver personalized and predictive customer experiences across various functions, such as sales and customer service. Key components include out-of-the-box AI features like sales email generation in Sales Cloud and service replies in Service Cloud, along with tools like Copilot, Prompt, and Model Builder within Einstein 1 Studio for custom AI development. The Salesforce Einstein AI Platform Team: Enhancing AI Capabilities The Salesforce Einstein AI Platform team is responsible for the ongoing development and enhancement of Einstein’s AI applications. They focus on advancing large language models (LLMs) to support a wide range of business applications, aiming to provide cutting-edge NLP capabilities. By partnering with leading technology providers and leveraging open-source communities and cloud services like AWS, the team ensures Salesforce customers have access to the latest AI technologies. Optimizing LLM Performance with Amazon SageMaker In early 2023, the Einstein team sought a solution to host CodeGen, Salesforce’s in-house open-source LLM for code understanding and generation. CodeGen enables translation from natural language to programming languages like Python and is particularly tuned for the Apex programming language, integral to Salesforce’s CRM functionality. The team required a hosting solution that could handle a high volume of inference requests and multiple concurrent sessions while meeting strict throughput and latency requirements for their EinsteinGPT for Developers tool, which aids in code generation and review. After evaluating various hosting solutions, the team selected Amazon SageMaker for its robust GPU access, scalability, flexibility, and performance optimization features. SageMaker’s specialized deep learning containers (DLCs), including the Large Model Inference (LMI) containers, provided a comprehensive solution for efficient LLM hosting and deployment. Key features included advanced batching strategies, efficient request routing, and access to high-end GPUs, which significantly enhanced the model’s performance. Key Achievements and Learnings Einstein Code Generation and Amazon SageMaker The integration of SageMaker resulted in a dramatic improvement in the performance of the CodeGen model, boosting throughput by over 6,500% and reducing latency significantly. The use of SageMaker’s tools and resources enabled the team to optimize their models, streamline deployment, and effectively manage resource use, setting a benchmark for future projects. Conclusion and Future Directions Salesforce’s experience with SageMaker highlights the critical importance of leveraging advanced tools and strategies in AI model optimization. The successful collaboration underscores the need for continuous innovation and adaptation in AI technologies, ensuring that Salesforce remains at the cutting edge of CRM solutions. For those interested in deploying their LLMs on SageMaker, Salesforce’s experience serves as a valuable case study, demonstrating the platform’s capabilities in enhancing AI performance and scalability. To begin hosting your own LLMs on SageMaker, consider exploring their detailed guides and resources. 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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Does Salesforce Have Artificial Intelligence?

Does Salesforce Have Artificial Intelligence?

Is Salesforce Equipped with Artificial Intelligence Capabilities? Salesforce Einstein is an intelligent layer built into the Lightning Platform, offering robust AI technologies that are seamlessly integrated into the user work environment. The Einstein Platform also provides a comprehensive set of platform services for administrators and developers, enabling the creation of intelligent applications and tailored AI solutions for businesses. Key Einstein Features: Salesforce Einstein is considered genuine artificial intelligence, providing a comprehensive AI solution specifically tailored for Customer Relationship Management (CRM). It eliminates the need for extensive data preparation or model management, seamlessly integrating with Salesforce data. According to Gartner, businesses in Sales, Marketing, Customer Experience, and Digital Commerce express significant interest in AI and Predictive Analytics. Salesforce, holding a substantial 19.5% share in the CRM Vendor Market, has been an early adopter of AI capabilities and technology. For Salesforce developers, embracing AI is crucial to staying relevant. It’s not AI itself that poses a threat but individuals proficient in utilizing AI tools who may replace those who are not. To remain competitive, becoming well-versed in prompt engineering and AI tools is highly recommended. 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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