Artificial Intelligence (AI) has revolutionized the sales landscape in the past year, with the advent of groundbreaking generative AI technologies like GPT (Generative Pre-trained Transformer). Right now, there are many exciting AI features in Beta for Salesforce, but there are several other AI-based Salesforce tools your business may be underutilizing.
Salesforce's Einstein for Sales features leverages AI to revolutionize your business’s sales processes. In this blog post, we'll explore some of the key features of Einstein for Sales, as well as some of the services Eigen X offers to empower their customers to achieve their goals by optimizing Sales Cloud and harnessing the power of AI-based Einstein for Sales in Salesforce.
Key Features of Einstein AI for Sales and Revenue in Salesforce:
- Einstein Lead Scoring: Guides sales teams towards prioritizing hot leads by providing predictive scores based on various factors.
- Einstein Opportunity Insight: Delivers predictions about winning deals, reminders for follow-ups, and highlights key moments in the sales process.
- Einstein Opportunity Scoring: Gives each opportunity a score between 1-99 indicating how well it matches your business’s conversion patterns, and how likely it is to become “Closed Won”.
- Einstein Forecasting: Enhances forecasting accuracy, providing visibility and certainty to sales forecasts for better planning.
- Einstein Account Insights: Keeps teams informed about critical business news affecting their accounts, such as expansions, leadership changes, and mergers.
- Einstein Activity Capture: Syncs data from Gmail and Outlook with Salesforce, ensuring seamless data integration.
-Einstein Conversation Insights: Gives users insights and trends from sales calls – taking the rich fabric of a conversation and splicing it into key moments.
- Revenue Intelligence: a data-driven sales solution that unites CRM Analytics dashboards and analytics with easy-to-visualize pipeline progress flow chart, Sales Forecasting by considering relevant factors to project future revenue outcomes, and personalized coaching and training recommendations to sales reps.
Eigen X Services for Salesforce Sales Cloud Rapid Implementation:
Are you ready to revolutionize your Salesforce Sales Cloud implementation with AI-driven insights and automation? Utilizing Salesforce’s tools, our team will capture your customer data and sales activity effortlessly. Collaborate securely, streamline tasks, and leverage native reporting to identify top performers, all with Eigen X's expertise at your side.
- Quick Start Blueprint: Efficiently captures sales activities and customer data, enabling streamlined setup.
- Technical Sales Strategy: Guides sales reps through stages aligned with business needs, promoting best practices.
- Collaboration and Security: Configures profiles and permission sets for secure collaboration within Salesforce.
- Automation for Productivity: Streamlines tasks using automation flows, freeing up more time for selling.
- Native Reporting and Dashboards: Provides pre-built reports and dashboards for identifying top performers and coaching opportunities.
- Roadmap and Backlog Creation: Develops a detailed roadmap and backlog for future enhancements tailored to the business needs.
Eigen X partners with businesses to maximize the potential of their Salesforce Sales Cloud implementation, optimizing sales processes and driving success. Leveraging AI-driven insights, Eigen X works with their customers to design accurate lead scoring, valuable opportunity insights, enhanced forecasting, account intelligence, and seamless data integration. With Eigen X's expertise and services, businesses can streamline their sales processes, improve productivity, achieve their desired outcomes, and close deals faster through forecasting customer trends within Salesforce Sales Cloud. For more information on how Eigen X can assist your team, please reach out here.