Service Cloud refers to a ‘Customer Service’ platform i.e. unique, powerful, and robust customer support application that can be used to track, manage, and resolve customer queries. The platform is built on SaaS (Software as a service) model and can be accessed from anywhere.
Why do we need a Service cloud?
Customer satisfaction is the most important thing for every company and if your company deeply cares about the customer, then Service Cloud should be your go-to platform for all customer service needs. Whenever a customer raises a concern or issue regarding any service of the product to the company, these tickets are received by a service agent following, in which they deal with all the issues efficiently.
Below are some quick points that will clear all your doubts about the service cloud:
24*7 Support: Service cloud provides 24*7 supports to its customers. Customers can raise a query at any point of time that too without any hassle.
Personalized support: The service cloud provides one to one communication between the customer support team member and the customer. Because of this direct conversation, the customer can easily convey their problem and get resolutions while ensuring that the service agent has all the necessary details required to resolve the query raised by the customer.+
Maximize agent productivity: Service cloud can be accessed from anywhere and due to this feature, agents can provide their support from any part of the world through any medium. They are not restricted to work in any particular environment. This helps in increasing the productivity of the agents.
Social Customer Services: The tools for a customer support team to handle cases and support their customers from social channels like Twitter, Facebook, and website. Customers can post their queries over these social platforms and will get the resolution for the same.
Security: Data is a very essential part of the organizations and thus data security and confidentiality hold a lot of significance for organizations. With Service Cloud, organizations can ensure the safety and security of their data.
Features of Service Cloud:
Listed below are some key features of Service Cloud:
Multi-Channel Support: The service cloud provides so much flexibility over a communication medium to its customers. They can email their problem; they can do live chat, make a call, or even can post their problem over social media platforms. Similarly, for resolution, they can choose any medium according to their convenience to discuss with the agent.
Service Console: A service console is a salesforce application for users to work in a fast-paced environment. The console is a dashboard-like interface, where all the information such as customer profile, case histories, etc are complied at a single place. It saves response time for agents as they can quickly find, update, or create records.
Knowledgebase: It is like an online library of service and support information. This feature allows agents to quickly find the solution, and provide them to customers.
Community: Community is a platform made by a group of people to share information and help customers. It is a self-service portal for customers where they can find everything they need, from knowledge articles to user forms and even customer support.
Case Management: Whenever a customer raises a query it can be treated as a case in Salesforce. Case management is necessary for agents to track, manage, and resolve those cases efficiently.
How to access Service Cloud?
Here is how you can access Service Cloud:
Login to login.salesforce.com
Create a Salesforce Console App
Choose its display
Customize push notifications
Grant users Console access- Sc Users
Services provided by Service Cloud:
In-Service Cloud, case tracking or management and knowledge bases is one of the essential features or services.
Case Management in Salesforce:
Taking care of the customers is the most important task and the case management functionality helps in properly managing this aspect. Whenever a customer raises a query in Salesforce it is treated as Case. Case management deals with customer service, providing support and resolutions to their queries.
Case management helps users to record, track, and solve issues of customers. Cases can be created and resolved through multi-channel and it can be further classified into three types:
Email to Case: Email to Case helps you to create a case when an email sent by your company’s email address such as abc@learning.com. These generated cases will be displayed in ‘Email related lists’.
Web to Case: Web to Case allows users to submit Cases directly to the Customer support group by filling a simple web form. Users need to fill some required information in the form i.e. name and Email address.
Escalation and Auto response: Case escalation rules are used to reassign and notify the individuals if a case isn’t closed within a specific time. Also, you can configure auto-respond to the cases.
Use case on Case creation:
Tim is having an issue with his laptop and he needs to get it fixed as soon as possible as he has a meeting in the next 1 hr. Let’s see how he raises a case regarding the problem.
Step 1: Login into Salesforce and select ‘Service’ app
Step 2: Click on the ‘Cases’ tab.
Step 3: Click on the ‘New’ button
Step 4: Fill all the required information on the ‘Case’ window
Conclusion:
In every industry customer satisfaction is very important. Every customer looks for a quick resolution of their issues, and if companies can satisfy the customer with their effective and prompt services, then it can tread a path of success and growth for organizations. Service Cloud allows organizations to collaborate with their customers on a single platform while providing effective solutions to their problems. Service Cloud helps organizations to provide better customer support by providing numerous types of features and services. With the help of these features, service agents can help customers in a better way and can provide them a superior customer service experience.
About Girikon:
As a reputed name in the Salesforce consulting and implementation space, Girikon offers high-quality services to clients across the globe. Over the years, the company has expanded its presence across the globe by establishing offices across UK, Australia, USA and India.
Organizations rely on different data sources to capture information for making smart business decisions. A lot of the information gathered is for compliance purposes. Many organizations have discovered that they not just lack the right policies to capture the data but also lack a robust technology infrastructure to manage and understand the data.
Over the past couple of decades, Data has grown in volume and type, which has forced organizations to finally address the issue of dark data. This excessive amount of data has not just increased the storage cost but continue to remain unutilized.
What is Dark Data?
Contrary to what the name suggests, there is nothing dark in dark data neither it is scary. Organizations collect a vast amount of data to make logical decisions for their benefit but most of the collected data is never used for making a business decision, and this unutilized data is known as dark data.
Where does Dark Data come from and what is its type?
Dark data could be found in log files, data archives, website log files, emails, etc. of an organization. Data is very similar to the iceberg where the visible part is the data that is being utilized whereas the data that is submerged and is invisible is the dark data.
Dark Data is usually categorized into two different types. Let’s try and understand each type with an example
Type 1: For example, let’s take chat messages or customer emails, the content in the message can turn into dark data if the organization doesn’t extract the meaning from the message in a way that the data analysis tools can analyze it.
Type 2: The metadata which comes along with the chat message or from the customer’s emails like the time at which it was sent, sender name, receiver name, device used to send it, location, attachments (if any), etc. become dark data when the email or message gets archived.
Data for both the types reside in the databases but they are not used to derive any insights. It is stored in the database so that it can be retrieved in the future if required.
Real-Life Example
One of the restaurants of a famous food chain wanted to identify the reason behind the decreasing footfall. Any restaurant will typically try and collect feedback on the quality of food, the quantity of food, pricing, presentations, taste, ambiance, service, etc.
There is a good chance that the primary reason behind decreasing footfall in the restaurant is due to the limited or no parking facilities. Information about the limited and no parking facility was always there with the restaurant but they never used it to identify the problem. This kind of data that is available with the organizations which they never consider to look at for any query is referred to as “dark data”.
Is Dark Data available only in the unstructured data?
Dark Data can be there in both Structured Data as well as in Unstructured Data. Often unstructured data becomes dark data as organizations don’t know how to analyze the data to get the insights. However, structured data could also be a part of dark data. When data is stored in the structured format in the database but it is not being used by the organization to obtain the insights in that case stored data becomes dark data.
Problems Associated with Dark Data
Organizations often capture much more data than they are capable of. Most of the captured data stay in the dark because most organizations do not have the required tools and capabilities to process the data efficiently.
“According to IDC, organizations fail to analyze 90% of the unstructured data.”
Most organizations don’t have access to tools that can manage and utilize all the captured data. It’s being observed that most organizations want to capture as much data as they can but they don’t have enough resources to analyze all the captured data. Organizations are looking for tools that can look inside their data and can reveal insights that can provide them with a business advantage.
How can we leverage Dark Data?
Drawbacks of storing dark data are often more than their benefits. Lack of data security associated with dark data could even lead to cyber-attacks, non-compliance issues, etc.
The best way to tackle dark data is by utilizing it well. It may not be easy for most of the organization to utilize all the captured data as it requires both the considerable investment of time and the money. There are some ways with the help of which organizations can reduce/use most of their dark data.
Organizations should regularly audit their databases. They should eliminate such data points which are not useful for them this will eventually save a lot of space.
Organizations should even try to keep their data in a structured format.
Even if the business decides to dump dark data even then they should keep the data encrypted and in a secure manner.
Organizations should label their unstructured data so that it is easy for them to find in the future for analysis.
Organizations should have their data retention and data disposal policies in place so that data can be retained and disposed of with ease.
Organizations should use Artificial Intelligence tools as they have capabilities to make documents discoverable through search. AI has the ability to crawl through the data to understand and classify them automatically.
Conclusion
Dark Data represents unused opportunities that organizations are unable to utilize because of the investment and technology constraint. The investment required to deal with dark data is costly but the outcome is worth the investment made. If organizations opt to sit on the dark data and do nothing about it then it could eventually lead them to several risks like cyber-attacks. The key is to do something about the dark data rather than treating it to use fewer data.
About Girikon
Girikon is a reputed name in the IT service space with a focus on Salesforce consulting and Salesforce implementation services. Besides being a Salesforce Gold partner, the company has multiple accreditations to its credit.
In today’s digital era, online shopping has become the norm. In fact, the past few years have seen an exponential rise in the number of consumers opting for online shopping rather than shopping from brick and mortar outlets. This shift in consumer buying behavior can be attributed to the advancement in technology, as well as easy and secure payment methods.
As consumers are cognizing the benefits of digitization, the trend for E-commerce or online shopping has eventually caught pace. So much so that merchants who fail to mark an online business presence run the risk of either being left out or trail behind. While online platforms have proved to be beneficial for both customers, as well as marketers, marketers struggle to deal with challenges such as generating traffic, capturing potential leads, retaining existing customers and more.
What is Salesforce Commerce Cloud?
Salesforce Commerce Cloud is a part of the Salesforce CRM platform that helps marketers to provide a superior experience to their customers across all channels as it offers solutions for marketing, customer service, and more.
The Salesforce Einstein powered platform due to its AI capability has helped marketers sustain market competition by helping them understand the buying behavior, preferences, search pattern, and engaging experience across all channels.
Benefits of Salesforce Commerce Cloud
Predictive intelligence platform with in-built Salesforce Einstein does away the need for spending time and money on searching a compatible Analytics platform for your e-commerce platform. Some of the
key benefits of having Salesforce Einstein integrated include the following:
It suggests the most relevant products to customers by decoding their search and search pattern.
For every user, it has a separate/unique suggestion based on their search patterns.
It helps in identifying upselling and reselling opportunities.
It provides data-driven real-time insights of each customer.
Increase footfall
It helps at every stage in the sales process. It helps in boosting up the traffic by improving the page rank, faster SEO page optimization, build traffic with the help of its inbuilt mechanisms. It eventually helps organizations generate more revenue and save the extra bucks.
Single Channel
It has helped merchants manage their orders, inventory, marketing, sales, etc. all on the same platform.
Earlier merchants used to use separate tools to manage Orders, Inventory, Marketing, Sales, etc. Now, these can be managed on a single platform. This has helped merchants save money and increase revenue significantly.
Mobile Experience
These days most of the customers prefer to do shopping over mobiles and tablets rather than via computers and laptops, which allows them to shop while on the go. Salesforce Commerce Cloud is mobile-friendly, and it allows merchants and customers to buy, sell, and manage through their mobile phones.
Enhance Marketing
With the help of Salesforce Commerce Cloud, merchants are able to do marketing like never before. They are not just able to pitch the right products to customers but they are able to pitch them at the right price and at the right time.
It even enables merchants to customize the search query for their products based on the customer intent search which will eventually make their product more visible. It even helps merchants manage sales campaigns, email marketing, etc. at the same place.
Customer Support
It provides 24/7 support to merchants and customers alike. It keeps on providing patches, new features, and security upgrades that make it more reliable and future-ready.
Conclusion
Considering the different aspects like marketing, inventory, campaigns, revenue, etc. it manages, it won’t be wrong to say that it is one of the most impactful software’s present out there for any business.
It does not just help merchants to identify the requirement of the customers but even help them identify the right audience for their different products. It even helps merchants to set future goals with the help of its predictive analytics. It is a one-stop solution for merchants to increase their reach from a few hundred people to millions of people all across the globe.
About Girikon
Girikon is a reputed provider of a wide array of Salesforce consulting, Salesforce implementation, and Salesforce support services. As a Salesforce consulting partner, Girikon strives to offer high-end services to its global clientele.
Upgrading to a newer or latest Oracle Database release is an important aspect of database maintenance and administration. So, if you are running Oracle Release 11.2 or 12.2.0.1 , it’s time you started planning your upgrade to latest Oracle Database Release 19c. Note that Oracle Database 19c is the most current Long-Term Release and positions you for several years of stability.
With extended support for Release 11.2.0.4 and premier support for Release 12.2.0.1 coming to an end by December, 2020, all organizations using these releases should actively and immediately assess their strategy for upgrading their Oracle databases to Release 19c. It must be noted that, as per Oracle Corporation, further extended support will not be available for these releases. Therefore urgent attention to this upgrade is warranted.
Benefits Of Upgrading To Release 19c
A jump from the older (11c/12c) database releases to Oracle Database 19c can provide you an opportunity to benefit from host of new features and capabilities introduced in the Oracle Database technology over the years. Your upgrade plans can also provide you an opportunity to further improve your deployment configuration and architecture such as migrating to a container model for database consolidation introduced in Release 12c, or leveraging in-memory database features for greater performance, or even migrating some databases to Cloud if you would like, etc. Oracle Database Release 19c can help enterprises significantly improve operational efficiency for enhanced productivity, as well as reduce overall costs while improving performance.
What New Features Are Introduced In Release 19c?
Oracle Database Release 19c includes numerous new features and capabilities as well as performance and availability improvements. Some of the new features such as, Automatic Indexing, Active Data Guard DML Redirection, Application Continuity for Java, Extensive support for JSON, REST enabled SQL, etc. are very significant and could potentially deliver key desired functionality for your database and applications environments. A complete list of new features is available in Oracle documentation for your review.
What Is The Need For An Expert Database Upgrade Partner?
Because no two environments are usually the same and organizations typically have complex legacy configurations and integration requirements, Database upgrades can sometimes be extremely complicated, tricky and risky. Consequently, proper planning, thoughtful selection of appropriate upgrade methodology, adequate testing, and careful analysis and final execution are some of the keys to a successful database upgrade project and ensuring business continuity. Engaging an expert, cost-effective partner organization who have extensive experience in performing database upgrades can be a crucial factor in your database upgrade project’s success and enable you to have a clear, well thought out plan of action and a seamless experience while maintaining peace of mind.
Why Should You Partner With Girikon?
Girikon is an established Oracle Gold Partner with Oracle certified expertise in the area of database upgrades.
Our engineers are trained and qualified to help your organization accelerate your transition to Oracle Database Release 19c.
Our global delivery model comprising a team of on-shore and off-shore Database Engineers, allows us to offer highly cost-effective services to our customers.
Our upgrade execution methodologies include careful planning, preparation, and analysis taking into account your IT environment, business processes, and any other constraints and considerations.
We collaborate with you and are committed to delivering your project on-time and on-budget, while providing you a clear roadmap and guidance on how to leverage innovations embedded in the new Oracle Database Release 19c.
We use a secured delivery model per ISO, SOC2 & HIPAA guidelines and ensure you are satisfied with your upgrade project and have a seamless transition.
Every year Salesforce makes three new releases at regular intervals i.e. the summer, winter, and spring. This year, Salesforce summer release which was scheduled to be released in the month of May 2020 got delayed due to the on-going COVID-19 pandemic and has now been released in June. In this article, we will take a look at some of the standard new features offered by the new release. To know more about the releases, it’s prudent to partner with a reliable Salesforce consultant.
Trigger a Flow for Performing Actions: Every time a record is created or updated, the trigger of a Flow that can perform actions for e.g. sending an email after the changes are made to the database. The record-changed flows can be used to make before-save updates and after-save actions. You can replace processes and also make changes in the processes that were created in the process builder
Run Flows that Evade User Permission: This feature allows guest users to produce or edit records that they don’t have access to by fixing your flow to run without sharing. Within such a setting, the flows running ignore the field and object-level security, default settings, rule sharing, teams, manual sharing, and territories.
Properly Manage Community Pages: With an improved community page Menu, navigating to and editing your pages becomes easier. To see the folder where a page resides, it’s important to search for that page and select it from the search results.
Work Item Status for Determining Agent Capacity: This feature helps in determining agent capacity more accurately basis the status of work accepted rather than earlier methods of using open tabs. The tasks allocated to agents continue to remain assigned and reflected even when they are unavailable until the time the task is reassigned or completed.
Debug faster and more Flows: The need for manually reverting changes made to the database when you debug an auto-launched flow is now no longer required. You can save yourself the trouble by using the rollback mode in Flow Builder. The debug option in Flow Builder can be used as it includes the Lookup screen component allowing you to set record variables easily.
Conclusion:
These are a few of the many Summer 20 release features. If you too are looking to implement any of the summer ’20 Release features, you must consider partnering with a Salesforce implementation partner with extensive knowledge, in-depth experience, and proven results in achieving customer success.
For almost 2 decades Salesforce users were using pre-built reports and dashboards to have a quick look at their data. But with time, data has increased exponentially and it has become quite difficult to manually look for the required data. Due to this very reason, Salesforce has launched Einstein Analytics, a platform that solves the challenge of gathering the required data at one place to answer key queries related to organization sales.
What is Salesforce Einstein?
Salesforce Einstein is Artificial Intelligence integrated into the Salesforce Platform which allows organizations to automate the reports, identify the needs within the workflows, and even the effectiveness of each sales team within the organization. It has transformed the way organizations used to analyze their data. Organizations can now track their KPI’s, annual reports, sales pipeline, etc. seamlessly by eliminating the dependence on mathematical models and algorithms.
Salesforce Einstein’s artificial intelligence stage takes sales/revenue forecasting to the next level by providing new useful real-time insights depending on the real-time data coming in the system. It progressively adjusts itself to modifications and new information. It assures if there is any unexpected change in the market then it can rapidly change its forecast and predict according to the new requirements.
Salesforce Einstein AI Impact on Business
Sales Salesforce Einstein offers various features to provide a better insight into the sales. It has features like Activity Capture which automatically captures the data from various sources like emails, call logs and, salesforce chats and saves sales reps time from manual data entry. It even recommends good quality leads and opportunities to sales reps who can nurture them.
Marketing For the marketing folks. it is a clear winner as it helps them with forecasting customer engagement, tracking social media engagement, launching email campaigns, etc. It even helps in transforming the organization image by suggesting suitable content.
Customer Experience Salesforce Einstein has capabilities of enhancing customer experience by automatically extracting customer’s information and providing real-time insights about the customer like their pain points, requirements, etc. By having all the necessary information sales reps can nurture customers in the right direction.
Commerce AI powered Salesforce Einstein guides organizations to sell the right products, provide special offers to customers at the right price and at the right time. This even helps organizations in selling and upselling services and products to the customers by tracking their previous purchase history.
Key Features of Salesforce Einstein
Voice Commands This feature enables you to perform various functions with a voice command. It does not just listen it even answers back in the same way. You can set-up meetings, get news updates of prospects, view dashboards, etc. by using the voice commands.
Natural Language Processing (NLP) This feature enables Salesforce to understand what the users are trying to say in their emails and messages. It spots the keywords present in customer’s/prospects messages and suggests response accordingly. This reduces the time of reply, and customers/prospects will be addressed quickly.
Action Oriented It automatically takes actions on things that sales reps might not have asked for like scheduling a follow-up call or a follow-up meeting with the customers. It self-analyses the meeting notes and takes appropriate actions that save a lot of sales reps time.
Scoring With Einstein Lead and Opportunity scoring, it looks into the insights of leads and opportunity, and based on the available information it scores the leads and opportunities. By looking at the score, sales reps can pick up those leads with a higher score to nurture first.
Salesforce Einstein AI Benefits for Organizations
Sales Pipeline Management One of the most important and useful advantages of Salesforce Einstein AI is its ability to keep on modifying/updating the pipeline on a real-time basis. It helps in evaluating trends in opportunities and provides a list of opportunities that can be closed with ease and those which require attention. By using it, organizations can focus on the right opportunities.
Account Insights With Einstein Account tool, organizations can get the latest news related to financial results, mergers, and acquisitions, etc. for their prospects and customers. These insights can be leveraged by the sales teams and marketing teams to run personalized marketing messages and special offers for every prospect.
This tool even captures information like the impact of the marketing campaign, clicks that come through campaigns, etc. The effectiveness of the campaign can be visualized on a dashboard where the organization sees the success rate of marketing and sales generated through it.
Performance Analysis Organizations can use Salesforce Einstein to monitor the opportunities in the sales pipeline and the sales teams monitoring them. They can further compare the performance of every individual present in the sales teams over different parameters. Leader View Dashboard presents a top-notch view of sales rep performance over time. After analyzing the performance of every individual at various parameters organization and reward their top performers.
Whitespace Analysis Whitespace analysis is the process of uncovering new opportunities. With the assistance of Salesforce Einstein, organizations can execute whitespace analysis and look out for new opportunities. Salesforce Einstein has the potential to recognize which product or service has been sold to which accounts and it further creates feasible opportunities depending on the account’s previous/current requirements.
Conclusion
Artificial Intelligence has an undeniable influence on all walks of life. In today’s world, an AI based platform, such as Salesforce Einstein, provides the best scenarios and retrospective to make the experience of selling process human-like which helps an organization in increasing sales and automate the process and prepare for the future market needs.
About Girikon
Girikon has become a reputed name in the IT services, as well as consulting space. Being one of the reputed providers of SaaS technologies like Salesforce, the company offers high-end Salesforce consulting and Salesforce implementation services.
All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics.
Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards.
Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically.
Einstein Analytics allows you to:
Connect to your CRM directly and execute on insights directly in Chatter.
Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery.
Explore data & automates action with prebuilt apps.
Has similar functionalities on mobile, be it Android or iOS.
Einstein Analytics vs Reports & Dashboards
Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates.
Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step.
How Can we use Einstein Analytics in Salesforce?
If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus.
Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher).
All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics.
Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards.
Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically.
Einstein Analytics allows you to:
Connect to your CRM directly and execute on insights directly in Chatter.
Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery.
Explore data & automates action with prebuilt apps.
Has similar functionalities on mobile, be it Android or iOS.
Einstein Analytics vs Reports & Dashboards
Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates.
Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step.
How Can we use Einstein Analytics in Salesforce?
If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus.
Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher).
All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics.
Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards.
Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically.
Einstein Analytics allows you to:
Connect to your CRM directly and execute on insights directly in Chatter.
Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery.
Explore data & automates action with prebuilt apps.
Has similar functionalities on mobile, be it Android or iOS.
Einstein Analytics vs Reports & Dashboards
Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates.
Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step.
How Can we use Einstein Analytics in Salesforce?
If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus.
Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher).
Conclusion
Salesforce Einstein Analytics gives the power to harness raw data for real business solutions that make a huge difference. Salesforce customers report tells that Einstein Analytics has boosted their individual and team productivity levels, saving them an average of 10-11 hours per month per IT/sales/operations resource. And the longer they use Einstein Analytics, the more productivity continues to increase.
If you wish to implement Einstein Analytics and avail the above-mentioned exciting benefits, you can consider partnering with a Salesforce implementation partner.
About Girikon
Girikon is a reputed IT consulting company with offices across the USA, UK, Australia, and India. Over the years the company has become one of the established players in the area of Salesforce consulting, Salesforce implementation and Salesforce support space.