Einstein Automated Contacts Archives - gettectonic.com
Salesforce Einstein Features
13Apr

Salesforce Einstein Features

Salesforce Einstein Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions and make employees more productive. With Einstein powering the Customer 360, teams can accelerate time to value, predict outcomes, and automatically generate content within the flow of work. Einstein is for everyone, empowering business users, Salesforce Admins and Developers to embed AI into every experience with low code. Salesforce Einstein Features. Einstein Copilot Sales Actions: Sell faster with an AI assistant in the flow of work.Call Exploration: Ask Einstein to synthesize important call information in seconds. Ask Einstein to identify important takeaways and customer sentiment, so you have the context you need to move deals forward.

 Sales Summaries: Summarize records to identify likelihood the deal will close, the competitors involved, key activities, and more. Forecast Guidance: Ask Einstein to inform your forecast and help you identify which deals need your attention. Close Plan: Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step-by-step guidance and milestones grounded in CRM data. Salesforce Einstein Features Sales Generative AI features: ° Knowledge Creation: ° Search Answers for Agents and Customers: Einstein Copilot Service Actions: Streamline service operations by drafting Knowledge articles and surfacing answers, grounded in knowledge, to the most commonly asked questions. Summarize support interactions to save agent time and formalize institutional knowledge. Surface generated answers to agents’ & customers’ questions that are grounded in your trusted Knowledge base directly into your search page. Search Answers for Agents is included in the Einstein for Service Add-on SKU and Search Answers for Customers is included in the Einstein 1 Service Edition.
Empower agents to deliver more personalized service and reach resolutions faster with an AI assistant built into the flow of work. You can leverage out-of-the-box actions like summarize conversations or answer questions with Knowledge or you can build custom actions to fit your unique business needs. Service Salesforce Einstein Features This Release Einstein CopilotSell faster with an AI assistant. No data requirements
Included in Einstein 1 Sales Edition.hEinstein Copilot: Sales ActionsSell faster with an AI assistant.No data requirements. 
 Call explorer and meeting follow-up requires Einstein Conversation Insights.
Included in Einstein 1 Sales Edition. Generative AIBoost productivity by automating time-consuming tasks.No data requirements. 
 Call summaries and call explorer requires Einstein Conversation Insights.
Included in Einstein 1 Sales Edition. Einstein will use a global model until enough data is available for a local model. For a local model: ≥1,000 lead records created and ≥120 of those converted in the last 6 monthsEinstein Automated Contacts Automatically add new
contacts & events to your CRM≥ 30 business accounts. If you use Person Accounts, >= 50 percent of accounts must be business accounts Einstein Recommended ConnectionsGet insights about your teams network to see who knows your customers and can help out ona deal ≥ 2 users to be connected to Einstein Activity Capture
and Inbox (5 preferred) Einstein Forecasting Easily predict sales forecasts inside
of Salesforce Collaborative Forecasting enabled; use a standard fiscal year; measure forecasts by opportunity revenue; forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager; opportunities must be in Salesforce ≥ 24 months;Einstein Email Insights Prioritize your inbox with actionable intelligence Einstein Activity Capture enabledEinstein Activity Metiics (Activity 360) Get insight into the activities you enter
manually and automatically from Einstein
Activity Capture Einstein Activity Capture enabled Sales Analytics Get insights into the most common sales KPIs No data requirements. User specific requirements like browser and device apply Einstein Conveisation Insights Gain actionable insights from your sales calls with conversational intelligenceCall or video recordings from Lightning Dialer, Service Cloud Voice, Zoom and other supported CTI audio and video partners.Buyer Assistant Replace web-to-lead forms with real-time conversations. No data requirements – Sales Cloud UE or Sales Engagement. Einstein Opportunity ScoringEinstein Activity CaptuiePrioritize the opportunities most likely to convertAutomatically capture data & add to your CRMEinstein will use a global model until enough data is available for a local model. For a local model: ≥ 200 closed won and ≥ 200 closed lost opportunities in the last 2 years, each with a lifespan of at least 2 days≥ 30 accounts, contacts, or leads; Requires Gmail, Microsoft Exchange 2019, 2016, or 2013 Einstein Relationship Insights Speed prospecting with AI that researches for you. No data requirements. Einstein Next Best Action Deliver optimal recommendations at the point of maximumimpactNo data requirements. User specific requirements like browser and device apply Sales AIGenerate emails, prioritize leads & opportunities most likely to convert, uncover pipeline trends, predict sales forecasts, automate data capture, and more with Einstein for Sales. Generative AIPrompt BuilderEinstein Lead ScoringEinstein Opportunity ScoringEinstein Activity CaptureEinstein Automated ContactsEinstein Recommended ConnectionsEinstein ForecastingEinstein Email InsightsEinstein Activity Metrics (Activity 360)Sales AnalyticsEinstein Conversation InsightsBuyer Assistant Sales AIGenerative AI: 
Feature Why is it so Great? What do I need? Automate common questions and business processes to solve customer requests fasterBoost productivity by auto-generating service replies, summarizing conversations during escalations andtransfers or closed interactions, drafting knowledge articles, and surfacing relevant answers grounded inknowledge for agents’ and customers’ commonly asked questions. Deliver optimal recommendations at the point of maximum impactEliminate the guesswork with AI-powered recommendations for everyoneDecrease time spent on manual data entry for incoming cases and improve case field accuracy and completionAutomate case triage and solve customer requests fasterDecrease time spent selecting field values needed to close a case with chat conversations and improved field accuracySurface the best articles in real time to solve any customer’s questionEliminate time spent typing responses to the most common customer questionsGet insights into contact center operations, understand customers, and deliver enhanced customerexperiencesChat or Messaging channels, minimum of 20 examples for most languagesNo data requirements. User specific requirements like browser and device apply Make sure that your dataset has the minimum records to build a successful recommendation. Recipient Records need a minimum of 100 records,Recommended Item Records need a minimum of 10 records, andPositive Interaction Examples need a minimum of 400 records

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April 13, 2024in Generative AI, Salesforce Einstein, Snowflake
Salesforce Einstein
25Mar

Use AI to Prep for Meetings

Sales is fundamentally a relationship-oriented endeavor, where representatives invest substantial time delving into lead interests, needs, and behaviors to fortify connections. What if you could Using AI to prep for meetings? Imagine a tool that assumes this responsibility, endowing you with the ability to swiftly acquaint yourself with pertinent information. Here’s what AI can accomplish: it undertakes the arduous research, analyzing both public and CRM data to succinctly encapsulate vital prospect details essential for pre-meeting preparation. If you have specific queries, just pose a question, and AI promptly provides a powered response. Consider this scenario: A sales representative steps in for a colleague on leave, aiming to catch up on major accounts. They leverage Einstein in Sales Cloud, filtering deals with a revenue exceeding $100,000. Many of these deals boast extensive historical data, a formidable amount to sift through. Einstein streamlines the process by presenting deal summaries encompassing crucial information such as involved parties, recent activities, potential risks, and recommended next steps. How to use AI to prep for meetings Einstein goes a step further, flagging an email from a customer with pricing queries awaiting a response. The rep seeks guidance: “What key information should I know about this customer before addressing the email?” Einstein synthesizes the deal in plain language, offering key account details and insights from past meetings to seamlessly resume the conversation. In other words, Einstein answers the reps question – in seconds. Sales Summaries for Sales Cloud becomes the go-to solution for instant meeting preparation, enabling sellers to navigate meetings with agility. Elevate your selling velocity with integrated AI directly in your CRM. Provide each seller with an AI assistant to turbocharge sales across the cycle, automating tasks, expediting decisions, and steering sellers towards swift closures. Einstein 1 allows effortless customization and integration of AI into various workspaces. Here are some key functionalities: 1. Call Summaries & Exploration: Bid farewell to tedious note-flipping. Ask Einstein to synthesize critical call information swiftly, generating concise summaries or identifying pivotal takeaways and customer sentiment from sales calls. 2. Prospect and Account Research: Streamline research on prospects and accounts. Summarize CRM records to gauge deal viability, competitor involvement, and more. Fetch real-time data updates from the news, and direct Einstein to update lead or opportunity records effortlessly. 3. Call Insights: Identify crucial moments from sales conversations. Instantly recognize objections, pricing attitudes, and questions asked without sifting through entire calls. Accelerate deal progression with conversation insights related to opportunities. 4. Relationship Graphs: Discern relationship networks effortlessly. Grasp prospect and customer networks for each deal, with automatic population of contacts and relevant details to fortify relationships with decision-makers. 5. Relationship Insights: Unearth new relationship insights with support from external data. Gain vital context from diverse sources across the web, seamlessly integrated into your CRM, and automatically update existing records with newfound information. Generative AI for Sales: Generative AI employs straightforward prompts to craft copy (e.g., prospecting emails) and provide recommendations (e.g., suggestions for quick-win deals). It analyzes existing sales and customer data to assist in drafting emails and determining messages or resources that would propel a sales conversation forward. Integration into a CRM, the hub of sales and customer data, is the likely destination for these capabilities. And while we’re at it – Real-Time Improvement of Sales Presentations: Crafting compelling presentations demands significant time and effort. Generative AI, activated through text-based prompts in presentation tools, facilitates the creation of customized decks and pitches within minutes. Early versions of real-time coaching are emerging, where AI-based guidance, embedded in video conferencing tools, evaluates live presentations to ensure they address the prospect’s pain points effectively. This advanced system, triggered by specific keywords, can recommend prospect-specific information, transforming your presentation into a tailored and impactful experience. Like Related Posts Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more 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 Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Sales Cloud Einstein Forecasting Salesforce, the global leader in CRM, recently unveiled the next generation of Sales Cloud Einstein, Sales Cloud Einstein Forecasting, incorporating Read more

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March 25, 2024in Einstein Insights, Generative AI, Salesforce Einstein
Salesforce Einstein and Einstein Automate
01Jul

Einstein Automated Contacts in Salesforce

In September 2016, Salesforce announced the integration of artificial intelligence (AI) into its products – the launch of Einstein, the set of AI technologies that was supposed to add an intelligent layer wherever possible in the entire Salesforce platform.  Streamline your data entry process even further with Einstein Automated Contacts. Leveraging email and event activity, it identifies new contacts and opportunity contact roles for addition to Sales Cloud. Users can decide whether Einstein suggests the new data, allowing quick manual addition with a few clicks, or if it should be added automatically. Opportunity Contact roles play a crucial role in documenting individuals involved on the prospect’s side of a deal. Historically, adding Opportunity Contact roles to Opportunities has been a source of frustration, particularly for marketers aiming to showcase Campaign Influence. It automatically adds the contacts to the salesforce by reviewing the appointments and emails for picking up new contacts. Admins have the flexibility to retain control over automatic contact capture or delegate decision-making to users, typically the sales team. If the admin opts for user involvement, the sales team member can choose to accept Einstein’s suggestion for adding a new contact. Alternatively, the Salesforce Admin can entrust Einstein to autonomously associate Opportunity Contact roles in the background. While this may seem like a huge trust to place in AI and automation, especially if you’re not convinced, exploring Einstein Attribution provides insight into the complexities of uniting Contacts and Opportunities. The functionality offered by Einstein Automated Contacts is a valuable resource for marketers, whether or not they use Einstein Attribution. This feature is part of Sales Cloud Einstein, available at an additional cost. It is available for Salesforce Enterprise, Performance, and Unlimited editions. Einstein Automated Contacts scans activities to find new data; for instance, the title on suggested contacts is derived from email signatures. Admins can determine whether suggestions appear in the Einstein Insights component or if data is added automatically, with notifications alerting users to new additions in Salesforce based on the type of data. You can create reports and dashboards related to contact suggestions and opportunity contact role suggestions. Sales reps spend most of their time creating contact data. Einstein Automated Contact takes away this problem from the Sales reps and identifies contacts based on the activities. Thanks to Einstein Activity Capture! Depending on the settings configured by the admin, Einstein can either create the data or suggest new data. Eventually, all the data goes to Salesforce, which saves a considerable amount of time to focus on the deals rather than spending time on these kinds of elementary tasks. After integrating Artificial Intelligence in the form of Einstein, the world №1 CRM Salesforce became the most intelligent one and has taken technologies to another level. Salesforce Einstein AI in Sales Cloud helps the sales team to understand their current and potential customers, close more deals, provide better service, and increase productivity. Like Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more 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 Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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July 1, 2022in Salesforce Sales Cloud

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