You may have heard about Salesforce’s Einstein AI and how it will revolutionize the world’s most popular CRM but wondered what, exactly, there was to get excited about.
If you feel confused about Einstein, then you are not alone. The company has gotten so caught up in features and flash that it neglected to explain how it will affect the average Salesforce user. Rest assured that these features are certainly worth the hype being generated. Not only will they make your sales process smarter and more efficient, but they work seamlessly behind the scenes to enhance your existing workflow.
To learn more about the biggest ways Einstein will change the way you do Salesforce data visualization and processing, consider these five eye-opening benefits:Generate Predictions and Suggestions Automatically
Einstein automatically scores leads for you. Let that sink in.
No matter what type of business you operate, including one where every product must be customized to fit the customer, Einstein will be able to tell you what your best and worst opportunities are at any given moment.
Knowing for certain that one lead will be more worth your time than another can help your sales management team assign tasks in an instant and without a second thought. The system even shows you the criteria it used to qualify leads, letting you weigh each decision on individual merits rather than a catch-all metric.
Models That Get Smarter Over Time
The way Einstein’s predictions and lead scoring methods are generated are evaluated in real-time. Just like Google and Facebook are always working behind-the-scenes to improve the way they decide what content to show you, Einstein automatically tests data models and pits possibilities against one another.
According to TechCrunch, Einstein then “picks the most robust models and discards the others." Therefore, nothing is taken for granted but rather continually improved upon.
It Tells You When You Are Wrong
Have you ever assured yourself that sales numbers are going to shake out a certain way, only to have a “sure thing” go belly up? If you had identified the opportunity in question as risky, you could have responded preemptively to shore up the difference, but getting caught off guard is much more devastating.
Einstein actually has the gumption to tell you when you are wrong about things like this. If you score a close at 80 percent likely, for instance, but the real chances are far slimmer, Einstein will alert you so that you can respond proactively rather than reactively.
Natural Language Processing to Catch Small Details
Many AIs still struggle with natural language processing abilities, but they are definitely much farther than they have ever been before.
In the case of Einstein, this evolving technology could soon help sales managers and reps catch small details they may have missed in email conversations. So, a phrase like “perhaps the fourth would be better?” could potentially alert you that you should reschedule a demo or follow-up call rather than having to be told something a second time.
Since reps handle hundreds of emails a week, having a genius help pick up the slack would be a welcome addition.
Helps You See More From Your Salesforce Data Visualization Tools
By teaching users how to spot trends, Einstein will help any third-party Salesforce visualization platforms go farther and deeper. Users can generate intuitive, aesthetically pleasing reports that reveal the whole picture instantly and then use this information to go and give Einstein more to consider.
Perhaps even more importantly, a Salesforce data visualization tool can encourage adoption and use, ensuring that all those smarts do not go to waste on gaps in data and inaccurate reporting.
Get the most out of Einstein, Salesforce and other tools you use by getting started with a Salesforce data visualization app like VisualCue today. Also, if you want to learn how to unlock the revenue potential of your data, check out our eBook "The ultimate guide to turning yous sales and marketing data into gold".