Transform businesses with the power of Artificial Intelligence leveraged through Salesforce Einstein

Artificial Intelligence is powering next-generation customer experiences with smart predictions, intelligent recommendations, timely automation and much more. Gartner forecasts that by 2028, Generative AI will revolutionize customer service and support. In this relentless pace of AI, learn how the Salesforce Einstein Artificial Intelligence gives you the winning edge to transform brand experiences like never before!

The Role of Artificial Intelligence in Business

Enterprises need to be smart about the way they gather, digest and apply data. The result of un-analyzed, underleveraged data isn’t just a missed opportunity; it’s a significant failure to connect with modern consumers in the way they expect (and demand). Currently, half of all business decisions are made with incomplete , which disconnects the business from the product and, therefore, from the customer.

Now, however, companies have the opportunity to change this — to close the gap between business intelligence and customer experience. New tools reveal useful insights about the customer. These tools illustrate how AI exists along a spectrum: the most basic tools require you to pull , whereas the most intelligent tools “push” to you, anticipating what you are going to want to know. With machine learning, computer systems can take all the customer data and build on it, operating beyond what has been programmed to adapt to changes efficiently. Algorithms adapt to data, developing behaviors that were not programmed in advance. Learning to understand the context implies that a digital assistant could extract what it knows you wish to know. Inherent in this learning is the capability to make future predictions about customer behavior, to know the customer more intimately, and to be proactive rather than reactive.

Salesforce Einstein Features – Bursting with Potential!

Salesforce Einstein is artificial intelligence (AI) built into the core of the Salesforce Platform. It delivers advanced AI capabilities to sales, service, app, platform, and marketing — and enables anyone to use clicks/code to build Artificial Intelligence powered apps that get smarter with every interaction.  Also, the Spring’24 release packs quite a punch with updated Salesforce Einstein features. Following are the key features of Salesforce Einstein platform.

Salesforce Sales Einstein

Know your customers before they know you

• Einstein Copilot: An AI-powered assistant that helps sales teams by providing actionable insights, automating repetitive tasks, and generating personalized content. It’s integrated into various Salesforce applications, making it a comprehensive tool for enhancing productivity.
• Einstein Lead Scoring: Automatically prioritizes the leads that are most likely to convert based on the customers’ history and deals. It uses the Salesforce Einstein AI to automatically analyze your historical sales data and discover the top factors that determine lead conversions.
• Einstein Opportunity Insights: Leverages Sales Data from historical sales cycles and engagement with customers to identify unique patterns about your sales cycles. It recognizes if deals are on track or at risk and recommends the right actions to be taken to accelerate sales and win rates through Salesforce Einstein
• Einstein Account Insights: Analyzes thousands of news articles each day to alert sales users to critical developments affecting their accounts using Salesforce Einstein
• Einstein Activity Capture: Connects to Gmail or , and automatically synchronizes all of your team’s customer communications to Salesforce Dashboard. When sales reps use Salesforce Einstein to send and receive emails and calendar events, Einstein Activity Capture adds the messages to the respective records in Salesforce API, which eliminates the need for manual data entry.
• Einstein Sales Email:  Generates personalized email templates based on historical data, improving email engagement and response rates. 

• Einstein Email Insights: Automatically surfaces the most important emails in a sales rep’s inbox and provides recommendations for follow-up actions, helping to ensure that no critical communication is overlooked.  

• Einstein Call Summaries: Automatically generates summaries of sales calls, capturing key points and action items. 

• Einstein Conversation Insights: Provides real-time insights during sales calls, highlighting product mentions, deal risks, and unanswered questions. 

Salesforce Service Einstein

Powering the future of customer experiences

• Einstein Bots: AI-powered chatbots that handle routine customer inquiries, freeing up agents to focus on more complex tasks. They can answer questions, guide users through processes, and escalate issues to human agents when necessary.
• Einstein Supervisor: Empowers managers with AI-powered, omnichannel insights like agent availability, queues and wait times by combining real-time operational insights with smart data discovery, enabling them to make smarter decisions. Salesforce Einstein Supervisor can even predict customer satisfaction levels and make specific recommendations to enhance customer experiences in salesforce service.
• Einstein Case Management: Uses Machine Learning to escalate and classify cases as they come in automatically. It automatically surfaces relevant required to resolve cases such as knowledge articles or videos, delivering better customer experiences.
• Einstein Case Routing: Uses AI to route cases to the best available agent based on factors like workload, expertise, and case priority, improving response times and customer satisfaction. 
• Intelligent Mobile Service: With increasing companies providing services out in the field, organizations can leverage Intelligent Mobile services available with Salesforce Einstein to provide mobile employees with a connected service app so that they can deliver personalized services anywhere, anytime. The mobile app uses intuitive algorithms to optimize scheduling and routing, provides real-time access to complete data and has offline capabilities to facilitate mobile workers to be productive even without cell coverage.
• Einstein Article Recommendations:  Recommends knowledge articles to agents that are most likely to resolve the customer’s issue, improving first contact resolution rates and reducing case handling times. 
• Einstein Next Best Action:  Offers real-time recommendations to agents on the best course of action for resolving a case, based on customer data, historical cases, and business rules. 

Salesforce Marketing Einstein

Deliver the right message, to the right person, at the right time!

Marketers rely on analytical insights to identify the right audience, communication channels, content and the right time to run their marketing campaigns. However, the analytics are often based on “backward-looking” data. Customers’ preferences, behaviors, and expectations are changing real-time and it’s not enough to make marketing decisions based on customers’ previous data. We need insights from historical as well as real-time data, to predict what customers might do next, to reach them with the most relevant message possible. Einstein Analytics Platform for marketing revolutionizes brand experiences by delivering personalized marketing messages at the right time to the right person. Below are key features of the Salesforce Einstein platform for Marketing.

• Predictive Scoring: Feature in Salesforce Einstein allows marketers to predict how likely it is that a customer will engage with an email, unsubscribe an email, or make a purchase decision. With predictive scoring in Salesforce Einstein, marketers can determine what is driving true engagement and better anticipate the needs of every customer to deliver consistent 1-to-1 customer experiences.
• Predictive Audiences: With Salesforce Einstein’s Predictive Audiences, marketers can take action based on Predictive Scores to build audience segments of people showing multiple predicted behaviors in common. Marketers can then take this insight to create the perfect audience segment to drive customers to the next level of engagement.
• Automated Send-time Optimization: Feature in Salesforce Einstein empowers marketers to maximize email marketing ROI by automatically delivering email messages right on time when subscribers are most likely to engage.
• Salesforce Einstein Recommendations: Helps increase Average Order Values (AOV), convert more anonymous web visitors by recommending the next best product, content, or offer faster for every customer on any channel.
• Einstein Social Insights: Manages the social interactions around the globe by automatically analyzing their tone, sentiment, and spamminess using Salesforce Einstein insights in Social Studio.
• Einstein Journey Optimization: Leverages AI to analyze and optimize customer journeys across various touchpoints. It helps marketers refine their strategies by identifying the most effective paths that lead to desired outcomes, such as conversions or customer satisfaction. 

Salesforce App Einstein

With ever-increasing customer expectations, businesses face a competitive need to integrate AI into the apps their products and services run on.

• Drag and Drop AI into Lightning and Force.com Apps: App Einstein allows business users to take AI-generated results from core Salesforce apps, and embed them into lightning apps. It also supports predictive scoring and recommendations as part of low-code applications and custom objects, ensuring seamless addition of AI to your digital organization.
• PredictionIO in Heroku Salesforce Integration: PredictionIO is now compatible with Salesforce’s Heroku and allows developers to build custom intelligent applications using open source machine-learning framework. Developers can create their own predictive features from scratch, or open source libraries to incorporate classification, recommendation, lead scoring or trend analysis.
• Predictive Vision Services: New set of APIs bring deep learning to developers with Predictive Vision Services, which classify unstructured images against a library of pre-trained classifiers. They can also train custom classifiers to solve specific image recommendation use cases – such as medical imaging, product recognition, brand logos, and more.
• Predictive Modeling Services: Platform Events, enables customers to create the workflow of the future by generating event streams from Salesforce transactions that scale into the billions. By extending event-driven intelligence to core Salesforce transactions (i.e., case histories), users can create triggers and workflows from events driving real impact to customer relationships – such as a state change in Sales that triggers a marketing campaign.

Transform Your Business LevelShift’s Einstein Expertise 

Today, Salesforce Einstein has been positioned as Artificial Intelligence for everyone. The Salesforce Einstein AI is ultimately aimed at removing the complexities of AI, enabling organizations large and small, to deliver smarter, personalized and intuitive customer experiences. Powered by advanced machine learning, deep learning, NLP and predictive Salesforce Einstein analytics, Einstein’s models are automatically customized for every business, and get smarter with every customer interaction.

To discover more on how LevelShift can help you leverage the Salesforce Einstein platform to enhance sales-rep and customer experiences, and boost your bottom line, Talk to our team!

LevelShift is a dedicated Salesforce consultant delivering On-Demand Services for Salesforce. On Demand is a one-of-a-kind Service-as-a-Service model where businesses can deploy a Salesforce without the hassles of a long-term commitment, costly contract or complex Statement of Work – the clients are charged only for the number of hours spent on a specific . Some of the core benefits of the model are its flexibility and scalability to adjust requirements, add or replace new features as per fluctuating business needs among many others. LevelShift offers the following Salesforce services via On Demand model.

LevelShift Salesforce Services On Demand

• Salesforce Sales
• Salesforce Service
• Salesforce Marketing
• Salesforce Community
• Salesforce Lightning
• Salesforce Mobile
• Pardot
• Salesforce Einstein
• Lightning Migration
• Salesforce Integration
• Salesforce CTI Integration
• Salesforce Outlook Integration
• Salesforce Integration
• Salesforce Automation

Connect with us to learn more about LevelShift’s On Demand Services for Salesforce.

FAQs 

1. What is Salesforce Einstein?  

Salesforce Einstein is an AI-powered platform that leverages machine learning to enhance Salesforce’s CRM capabilities. It offers features like predictive analytics, lead scoring, and personalized recommendations to improve sales, service, and marketing outcomes. 

2. What are the benefits of Salesforce Einstein? 

Salesforce Einstein brings several advantages, including the automation of routine tasks, the enhancement of customer experiences, and the delivery of valuable insights into business data.  

3. Is Einstein a CRM? 

No, Einstein is not a CRM itself, but rather an AI-powered layer that integrates with Salesforce’s CRM platform.