Salesforce Sales Cloud Einstein: Helping Businesses Scale up their Sales Performance

In any organization, the sales team plays a pivotal role in business success. The sales department is under tremendous pressure to capture quality leads, create lead pipelines, track opportunities, close deals quickly, and manage customer relationships. However, attaining all these is easier said than done. This is where the need for a robust software system that can effectively achieve the aforesaid effectively arises.

Salesforce Sales Cloud Einstein can offer businesses with numerous features that every sales team can wish for while helping businesses stay competitive. The software solution is endowed with out-of-the-box AI capabilities that relieve sales reps of cumbersome and time-consuming tasks, allowing them to focus on core business activities. To make the most of this predictive analytic tool, it’s crucial to get in touch with a certified and experienced Salesforce consulting partner.

What is Salesforce Sales Cloud Einstein?

Salesforce Einstein Sales Cloud is an AI module that drives precise lead scoring and powerful pipeline management. This sales engagement platform helps identify qualified leads, convert opportunities, and retain customers with ease while improving stakeholder relations.

The platform helps in analyzing the data and provides proper insight to close deals. Based on the sales data, Einstein suggests actionable insights to close more deals.

The platform offers some unique features that are designed to help sales reps involved in different stages:

• Lead Scoring: Though the contact details and other sales activities are automated, sales reps have to indulge in managing leads.  To track all the leads efficiently, automation is mandatory. With Einstein lead scoring, it is possible to apply the power of AI to analyze the power of lead conversions and figuring the right patterns in those conversions. Since Sales cloud, Einstein comprehends your opportunity data, it easily analyzes and understands patterns as soon as it is turned
• Einstein Opportunity Scoring: It becomes convenient to manage, track and follow up with leads and turn them into opportunities after leveraging Einstein Lead Scoring. However, Sales reps have to deal with another challenge i.e. closing deals even with organized lead data. Einstein opportunity takes note of opportunity scoring and other details to create a predictive model to provide a score for each opportunity.
• Einstein Opportunity Insights: This feature uses sentiment analysis and machine learning to close more deals. It provides quick analysis, anticipation, and follow-ups on various opportunities to help sales reps plan their next steps. Once the sales reps manage to close a deal, you can use Einstein insights and forecasting to manage your customers. 
• Einstein Activity Capture: Sales reps spend a lot of time categorizing Sales activities and contact data. this task is automated by Einstein, which saves a lot of time. By connecting their calendar and email to Salesforce their activities are added to the concerned Salesforce records automatically. Einstein Activity Capture also empowers your reps to view which activities are added to Salesforce and the people who can see them. They can also update those controls either from Salesforce or inbox at any time.

Benefits of Salesforce Sales Einstein:

Besides the aforementioned features, the predictive analysis tool allows organizations across the globe to scale besides offering several benefits:

• Collaborative Selling: Sales reps can easily figure out if an opportunity would match or exceed the size of the deal quota as the platform allows sales reps to analyze opportunities in real-time while sharing insights on the deals that are likely to close.
• Insight into the Pain Points of Customers: Organizations can leverage this platform to predict the behavior and actions of their customers. This insight can be useful in predicting the number of contacts that might be required for cross-selling.
• Email Alerts: With Einstein, Sales reps can receive reminders that are tailored based on their priorities. This feature also helps sales reps track pipeline activity and search deals. 
• Increased Sales Meetings: This tool tracks the research required for every opportunity during the pipeline stage. This would help sales reps to focus more on client meetings and spend less time researching sales data allowing them to close more deals.
• Improved Sales Performance:  With this feature, organizations can create a culture of competition where high performers will be rewarded and underperformers will be provided with requisite training. Sales reps have access to dashboards for viewing sales reports and the data they need to measure success easily.

Quick Wrap-up:

Salesforce Sales Cloud Einstein is an AI-powered tool that provides sales reps with necessary guidance, automation, scoring, lead prioritizing, and forecasting for managing your leads, customers, and opportunities. Endowed with multiple features, this tool empowers sales reps to close more deals quickly while augmenting the productivity of your sales team. To know more about this tool, it’s important to partner with one of the best Salesforce consulting companies.

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Jaya Ghosh

Jaya is a content marketing professional with more than 10 years of experience into technical writing, creative content writing and digital content development. Her decade long experience lends her the ability to create content for multiple channels and across different technology verticals.