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Sales Cloud Einstein offerings
Customer Relationship Management (CRM) software is meant to increase its relationship with customers assisting in customer retention and driving sales. The Salesforce Sales Cloud comes with an extensive set of functionality and automation to help sales representatives focus on closing more deals.
With AI baked into the sales cloud, sales representatives can focus on the right opportunity. We will see some of the latest declarative features offered by the platform to increase the representative productivity.
The prediction algorithms themselves learn from the CRM activities and other data. The following are some of the features we will briefly touch upon and see how they can increase the representative productivity:
- Automated Activity Capture
- Lead Insights
- Opportunity Insights
- Account Insights
Before enabling Sales Cloud Einstein, Salesforce provides a nice utility to check if your Salesforce organization is ready to add Einstein features. You can do a readiness check using the URL here http://einsteinreadiness.salesforce.com/. Note that to take full advantage of Sales Cloud Einstein features, the Salesforce organization should be Lightning enabled and also you will need a Sales Cloud Einstein license.