Improve Sales Performance with Salesforce Einstein Analytics - PowerPoint PPT Presentation

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Improve Sales Performance with Salesforce Einstein Analytics


Businesses must weigh a number of factors to achieve a high ROI with Salesforce in terms of profits. The first is choosing the right CRM and effectively implementing it. – PowerPoint PPT presentation

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Title: Improve Sales Performance with Salesforce Einstein Analytics

Salesforce Einstein Analytics
most popular CRM tool in the the
Salesforce is perhaps the
market today. As many as 150,000 customers across
  • globe leverage Salesforce to drive their Sales,
    Service, and Marketing. It has been ranked 1 in
    CRM providers for the eighth consecutive year by
    the International Data Corporation (IDC). Even
    if you have a wealth of data on your prospective
    customer, robust Data Analytics is needed to
    make sense of it. Without efficient analytics,
    your CRM Data will just gather dust in a corner.
    Assuming youve taken notice and correctly
    followed point one, a company must be able to
    conduct detailed analytics on their data in order
    to achieve a positive ROI. They must make
    data-driven decisions in order to increase
    revenue and improve Salesforce ROI.

Why Einstein Analytics?
Businesses need a powerful analytics tool to gain
deep insights from their extensive CRM data.
Its a tool that helps you see whats going on
in your Salesforce environment. If youre using
Salesforce for Sales, Marketing, or Service,
this visibility tool provides insight into the
data (such as contacts, promotions, or accounts)
that your users enter into the CRM on a daily
basis. Salesforce markets the tool as an
AI-powered advanced analytics solution that
provides reports and dashboards, graphs, and
other data visualization options to help you
understand how Salesforce customers interact
with it. To generate dashboards and reports,
Einstein Analytics can be directly linked to CRM
data. You dont have to use Salesforce to use
Einstein you can integrate other CRMs and use it
for overall business intelligence, according to
Salesforce. Salesforce Einstein Analytics is an
AI-powered platform that allows businesses to
automate time-consuming admin tasks so they can
focus on more critical tasks. The Sales team
will streamline every part of their sales cycle
with AI-based insights and automation.
1. Prioritize Leads
2. Recognize Opportunity Health Sales reps are
under pressure to manage a myriad of
opportunities at the same time. With a powerful
AI-powered tool like Salesforce Einstein in
place, sales reps can tell the difference
between opportunities that need attention and
those that are progressing well. This results in
high sales productivity in a short period of
  • Businesses can empower their sales teams to sort
    and prioritize incoming leads by introducing
    AI-powered Einstein analytics to their sales
  • The AI-powered sales tool analyses historical
    data to reveal the best kinds of leads for their
    business, allowing sales reps to concentrate on
    the leads that are most likely to convert.
  • Traditional intuition-based standards are less
    oriented than the patterns found by this
    sophisticated tool. As a result, sales efficiency
    rises as more leads are converted in a shorter
    period of time.

3. Search for Strategic Contacts
  • 4. Accurate Forecasting
  • This AI-powered data analysis tools forecasting
    capability helps in decoding the trends that
    exist in the sales cycle, right down to each
    sales rep.
  • The tools predictive features help
    organisations in planning for the upcoming sales
    quarter and prioritizing sales deals to increase
    their odds of winning.

Sales reps recognize the value of a genuine and
heartfelt introduction to key contacts in
developing a rewarding and long-term
partnership. The versatile Einstein tool helps
sales reps identify contacts that have a prior
relationship with key contacts, giving them the
advantage of understanding the contact before
the formal introduction.
How does Salesforce Einstein empower Sales Reps?
Like fashion, business trends ebb and flow. The
new industry trends must be kept in mind by
sales organizations. They must keep pace on a
variety of fronts, from areas of growth to
competitive markets, and from products to
individual prospects. Salesforce Einstein will
help you empower sales reps in the following
1. Einstein Forecasting
Salesforce Einstein Forecasting provides highly
reliable predictions of customer sales patterns
and assists sales leaders in understanding the
improvements necessary to fulfil customer
expectations. It helps in the understanding of
individual and collective customer needs, making
it easier to formulate sales strategies.
2. Einstein Lead and Opportunity Scoring
3. Einstein Account Scoring
It predicts the likelihood of a customer being
open to your company and the products you offer.
This assists you in identifying the appropriate
account on which you should concentrate your
efforts, resulting in increased sales. Custom
predictions for your own business allow you to
recognize a variety of actionable insights from
which you can determine which areas you should
focus on and prioritize in order to grow your
It predicts which leads are more likely to turn
into closed deals and which opportunities are
more likely to become leads, allowing sales reps
to concentrate on the right deals and give them
extra attention.
How effective is Einstein Analytics at turning
data into closed deals?
Salesforce Einsteins purpose is to extract data,
learn about it, and associate it with customers.
The ability to keep track of data is the most
important factor in determining the company s
growth. It is a mirror that reflects the
companys strengths and weaknesses, which can be
used to improve existing strategies and provide
efficient customer service. Salesforce
Einsteins machine learning algorithms assist in
the creation of a large number of models with
different combinations from the available data.
These variations are put to the test in the
companys operations and are used to boost sales
reps. It aids in the closing of deals by
eliminating the need to search for data in
multiple locations on your device because all
data is stored in this AI technology.
How does Salesforce Einstein empower Marketers?
1 2 3 4 5
Einstein Engagement Scoring
Einstein Recommendations
Einstein Journey Insights
Einstein Vision for Social Studio
Einstein Social Insights
It helps predict whether customers would
gravitate toward or away from a product after
participating in a marketing campaign.
It predicts the content or products that a
customer is most likely to purchase. This
enables the business to provide a more
personalised experience for the customers.
To boost marketing ROI, it predicts the most
effective marketing strategies and the optimal
sequence of events that lead to conversion.
It recognizes brand logos, popular scenes, and
other items in social media images that help
customers identify your brand.
Einstein social insights allows marketers to
gain a better understanding of their customers
by analyzing their social conversations.
Get More Out of Einstein Analytics
A Sales pipeline is the heartbeat of an
organization. It is important to sustain it on a
daily basis in order to keep it effective and
manageable. Salesforce has become a popular sales
automation and enhancement tool due to its rich
features, functionalities, analytics,
customizability, and scalability. It has the
ability to unlock a world of endless
possibilities for your company. Consider
integrating intelligent market monitors that
process the external data points that matter to
fully leverage Salesforce Einsteins features and
enhance your CRM. We understand how to use the
power of sales AI resources to accelerate
productive growth at Docmation. To get the most
out of your CRM investment, our Docmation
Intelligent Market Monitor for Sales generates
easy dynamic digital sales playbooks from
billions of buying signals. Transform the sales
teams performance with action cards based on 150
proprietary signals culled from billions of
external data points. Docmation is the missing
link in building a digital sales machine, thanks
to its seamless integration with Salesforce.
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