Salesforce Einstein: 6 Take-Aways from Salesforce Winter ’17 Release
Customer Relationship Management (CRM) continues to grow and with this rapid development comes the ever rising demand of deeper and seamless interaction with the customers. With the Salesforce Winter ’17 release, we are just about to witness the same. The world’s #1 CRM now sets its foot to become the world’s smartest CRM by introducing AI, enhancing the predictability analytics and taking customer relationship management to yet another level.
Salesforce Einstein, as it reads, this time, will allow you to prioritize your leads every time by introducing deep machine learning. It will give you the provision to rank your highest value leads with the exquisite Predictive Lead Scoring for Sales. It will also determine through vivid machine learning those customers who are most likely to engage with Predictive Scoring for Marketing. In short, Salesforce Einstein hails the motto of “be intelligent” about each and every customer interaction.
Although Salesforce Einstein comes with more than 300 new features but the top notch features which will definitely create a hype are as follows:
1. Sales Cloud:
Predictive Lead Scoring gives a new dimension to Sales. It allows you to utilize the company data to work for you. It takes the historical lead information from industries and titles, time-to-time lead conversions and tells each representative where they should spend their valuable time to reap the maximum benefits. However, predictive lead scoring eliminates the guesswork out of lead nurturing thereby helping the sales representatives yield the best opportunities.
2. Salesforce Inbox:
This time, Salesforce inbox comes with artificial intelligence. It automatically captures all emails and events in Salesforce thereby helping the sales rep to focus more on selling and building a customer relationship. Activity Intelligence helps you to sell collaboratively as it keeps the entire team on the same page and makes the context available which helps the reps to close deals and make happy customers.
3. Service Cloud:
The power of CTI is now available in Lightning. You can now seamlessly integrate your third-party computer telephony integration (CTI) system with Salesforce. So connect to your customers faster and resolve issues at a lightning pace.
4. App Cloud Einstein:
Salesforce Einstein comes with Lightning Navigation and Customization which will cater your app to get discover with a minimum number of clicks. With the Navigation Bar, App launcher and in-app AppExchange Experience you can customize each app experience and make your app available with fewer steps.
5. Analytics Cloud:
Wave for Sales 2.0 is natively integrated with Sales Cloud and is made available with pre-defined accelerator templates. A sales rep can now easily view key opportunity insights, track myriad activities to manage and enhance the relationship with customers. Mostly sales rep can at once take necessary action on opportunities from within Wave for Sales enhancing productivity.
6. Community Cloud:
Themes in Lightning Community will give you the provision of customizing the look and feel of your community with ease. You can easily create and apply a theme to match the look and feel of your brand. It’s absolutely lucid to toggle between the themes available in Salesforce Lightning Community Builder and to deploy visually appealing user interface to grab customer attention.
Salesforce is about to become by far the smartest CRM of the world. AI is expected to enhance the output of Salesforce manifold. So get ready to become smarter and predictive with Salesforce Einstein. Prioritize your leads and get the most out of it.
If you want to know more, please write us on [email protected] or make a call on +1-877-284-1028(toll free).
Source: Algoworks' Blog
Angel Investor
8 年Brian Fey, I am impressed and happy you wrote what you did because in the gush of the ‘tech’ side of CRM, many often forget the very basic philosophy on which CRM stands. My words and motion in certain lines may have seen to given the notion of just the business side of CRM but if you would go through the many other write-up, you would know that both you and me understand this technology beyond the ‘technology’ side of it – and probably the reason why I appreciate what you highlighted in your comment. I would love to talk about the ‘customer-centric’ views of it and their impact on the competitive business advantage. Before I write my next thing in the same flow of ‘tech-centric’ side of the CRM which I end up doing most of the times due to my bias-towards-technology business, Let’s connect!
Advanced Marketing & Sales Operations as a Service -- for Small(er) Organizations
8 年For many of us in marketing, CRM stands for Customer Relationship Marketing . . . For us, CRM is a business philosophy (and series of related disciplines) that systematically uses customer information to gain competitive business advantage. Your view of "CRM" (the one you outline here) was invented by software companies to sell software and related services . . . nothing wrong with selling software, but they are just tools. And overly focusing on tools, distracts from what's really important. Your 'Tech-Centric' view of CRM fails at a very high rate -- while our 'Customer-Centric' view brings competitive business advantage. BF
Advanced Marketing & Sales Operations as a Service -- for Small(er) Organizations
8 年For many of us in marketing, CRM stands for Customer Relationship Marketing . . . To us, CRM is a business philosophy (and series of related disciplines) that systematically uses customer information to gain competitive business advantage. Your view of "CRM" (the one you outline here) was invented by software companies to sell software and related services. . . . nothing wrong with selling software -- I'm a big fan of Salesforce' tech . . . However, your 'Tech-Centric' view of CRM fails at a very high rate. My 'Customer-Centric' view brings competitive business advantage.
coFounder @Exotel | Driving Growth at Exotel | Connected Customer Conversations #LikeAFriend
8 年Pratyush Kumar I was at dreamforce the direction of Einstein is good however the product on the ground in demo seemed far from it. Your thoughts. ?