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Salesforce Einstein

AI Powered CRM Experience

Salesforce Einstein

Generative AI

Einstein Copilot:

Einstein Copilot for Sales offers enhanced velocity in commercial operations through AI assistance. It facilitates rapid synthesis of key conversation details and discernment of customer perspectives, paving the way for strategic advance in negotiations. Moreover, it provides concise deal summaries, forecasting insights to prioritize engagement, and bespoke action plans to boost conversion efficacy, all anchored in systematic CRM analytics.

Einstein Copilot for Service streamlines operations through AI-generated knowledge articles and swift responses to common questions. It transforms support interactions into concise knowledge for agents and customers, enhancing personalized service with AI integration to address unique business requirements efficiently.

Prompt Builder:

Create, test, revise, customize, and manage prompt templates that incorporate your own CRM data.

A Sales Email prompt template helps sales team to draft personalized emails for a contact or a lead. 

A Field Generation prompt template brings generative AI-assisted workflows to fields. Enable you to populate a field with a summary or description created by an LLM


Traditional AI

Sales Cloud Einstein Feature Highlights

Einstein Activity Capture & Einstein Email Insights

Track emails under respective CRM records, standard email insights activated.

Opportunity Scoring and Opportunity Insights

Likelihood of closing a deal, reminders for further engagement on inactive opps.  

Einstein Account Insights & Activities Dashboard

Compelling event alerts like merger, acquisitions, or leadership changes.

Einstein Automated Contacts

Rule based automatic contact identification and addition to Customers and Opps records. 

Einstein Lead Scoring / Einstein Forecasting

Qualify leads and forecast pipeline. 

Service Cloud Einstein Function Highlights

Einstein Knowledge Article Recommendation

Most relevant articles recommended to Agents based on case data.

Einstein Reply Recommendations

Surfaces common, approved responses that agents can easily use in chat and messaging conversations with customers.

Einstein Case Classification

Predicts field values for classifying incoming cases based on the text a customer presents from cases’ Subject and Description.

Einstein NLP Bots across social channels

Support across multiple social channels. 

Einstein Next Best Action

Uses data insights and business rules to recommend offers and actions for an agent to take.
 


Key Metrics Improvements

REDUCES

INCREASES

Call
Volume

Average
Handle Time

Lead
Conversion

Opportunity Conversion/
Closed Deals

Sales Productivity

Client Satisfaction

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