Generative AI for CRM, designed to supercharge your productivitySalesforce, as a major business software maker, doesn’t want to be left out of the generative AI “game.” And so, it launched its very own solution called Salesforce Einstein — which delivers AI-powered predictions and generated content.
The tool provides conversational UI for AI in every app or workflow, delivered on an extensible and trusted suite of builders for customizing prompts, skills, and models on Salesforce’s metadata-driven Salesforce Platform.
Built on the Einstein Trust Layer, Einstein enables you to benefit from AI without introducing risk, juggling different AI vendors, or locking yourself into one model provider. CRM and Data Cloud data enrich and provide context to Einstein for more accurate and relevant outputs.
The tool comes natively embedded into the Salesforce Platform and leverages data from CRM and external applications to provide insights, predictions, and generated content directly in the flow of work.
It’s a private generative AI solution, as opposed to the public one like ChatGPT — meaning that it is trained on your company’s data, which stays yours.
Einstein is meant to help businesses achieve increased productivity and reduced costs by reducing the time it takes to complete manual tasks and improving the personalization and relevance of content. The tool also helps companies to maintain trust with their customers by keeping their customers’ data safe.
And because this is Salesforce we’re talking about, Einstein has already found its customers. Among those using it are such names as RBC Wealth Management, General Mills, Uber Eats, Schneider Electric, and Guess, to name a few.
What are the key features?
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- Save time: With Einstein, you get to save time AND drive efficiency with AI-powered predictions and generative AI across the Customer 360. Create and extend conversational AI solutions for your customers and employees.
- Sales AI: Sell faster with trusted AI for sales. Guide sellers to close, automate sales processes and build relationships with Einstein for Sales.
- Customer Service AI: Deliver personalized customer service experiences and save time. Einstein for Service has everything you need to scale now and drive immediate value.
- Marketing AI: Drive personalization and productivity at scale - with predictive and generative AI built directly into your marketing platform.
- Commerce AI: Personalize every buyer and merchant experience with the most trusted and flexible e-commerce AI tools.
- Built right inside Salesform: Einstein Copilot comes built into the user experience of every Salesforce application to complete specific tasks. It's there when you need it.
Who is it for?
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Einstein is primarily made for existing Salesforce users and will help them save time and be more productive across the board. The tool will support their sales, customer service, marketing, and commerce departments -- guiding the staff and generating responses on their behalf. It also supports personalization, making sure customers and sales prospects get that personal touch that helps them feel better (and close more sales). It is built inside Salesforce, available across the board, ready to assist users with specific tasks.
Examples of what you can use it for
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- Increase sales by making more personalized pitches
- Provide better customer support
- Improve your marketing activities with generative AI
- Personalize every buyer and merchant experience with AI
- Save time with AI-generated messaging
Pros & Cons
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- The world's #1 CRM just got a better
- Einstein is context-aware and will provide assistance across Salesforce
- It's a time-saving and productivity-enhancing tool
- The data you can use is limited
Last update:
November 24, 2024