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Einstein

Einstein, Einstein Analytics, Marketing Cloud

Salesforce has Introduced New Einstein Email Capabilities for its Marketing Cloud

Salesforce has recently introduced new email features in its Marketing Cloud in order to make email capabilities more efficient. The new Einstein Email capabilities will help new-age marketers enhance their productivity, send more personalized emails and drive more customer engagement. 

Salesforce’s intelligence platform Einstein Analytics is currently helping marketers get valuable insights in order to run more efficient campaigns as well as drive high-level personalization. Salesforce has now introduced enhancements on its email content selection, copying and messaging front. Einstein Content Selection, a powerful feature automatically recommends assets to use throughout messages that are customized to customer’s specific interests. 

Einstein Copy Insights uses natural language processing (NLP) to identify most engaging words and phrases for email subject lines, text messages and social media copy to improve engagement. With the new Einstein Messaging Insights, marketers will be now notified which email journeys or messages are underperforming or overperforming. This will help them to take future actions. 

Apart from these, Salesforce’s acquired Rebel (Interactive email provider) team will now enable creating interactive emails that will allow recipients to take action directly within an email. This is similar to AMP for Gmail where users browse image carousels, fill forms, register events, etc. directly from their inbox. Salesforce is planning to launch this pilot early in 2020 with its Email Studio & Journey Builder. 

Salesforce has also introduced two features to boost email marketing journey template creation. Journey Templates supports the sharing of templates across organizations. Einstein helps it to be more effective by recommending better performing content, text, or journey paths. These new features will automatically identify errors prior to springing a campaign and also identify items that require improvements. 

Email marketing has been one of the top drivers for marketers. A majority of the SMBs rely on email marketing for customer acquisition. Personalization is the key when it comes to improving email marketing for engagement and sales. These new Einstein capabilities in the email powered by AI & interactive email components will surely help marketers improve customer engagement. 

To get the best of your Salesforce Marketing Cloud investments and to make your email marketing more efficient, please get in touch with our Certified Marketing Cloud experts. 

Also Read: Decoding Einstein Analytics & how it is integrating data to accelerate business success

 

Einstein

Salesforce’s new Einstein innovation: Tracking & Protecting Great White Sharks in Southern California

After reading the title, you must be wondering ‘What’s this?’ What is the connection between tracking sharks and Salesforce? But you read it right. Some of Salesforce’s Einstein team members have collaborated with US Santa Barbara’s Benioff Ocean Initiative and are using AI to analyze drone footage in near real-time to track the movement of the great white sharks close to the shore of Southern California. This AI application will certainly help to keep the beaches safer.  

We have seen some amazing AI use cases in recent times. Big data along with enhanced algorithms have taken AI out from research labs to drive some innovative and real-time applications. To name a few of the recent AI incredible applications are the hurricane forecasting system for the Caribbean, personalized classroom lessons, and best lead prediction for sales reps. 

The recent application to track white sharks will certainly help to protect their quickly diminishing population. The significant increase in the great white shark sightings near the popular surfing areas in Santa Barbara had grabbed the attention of the local community as well as the scientists. Benioff Ocean Initiative Director and UCSB professor Douglas McCauley teamed up with Salesforce Director of Research Michael “MJ” Jones, Salesforce Chief Scientist Richard Socher and San Diego State Associate Professor of Computer Science Xiaobai Liu to find out a new way to identify the presence of sharks in the coastal waters using Salesforce Analytics & AI.

Salesforce R&D team then leveraged AI and train the Einstein Vision algorithm which is being used for visual search, brand detection, image recognition, and product identification. With the help of Einstein Vision, they analyzed the drone video in real-time to identify the shark movements without physically tagging them or touching the water. The project was called ‘Project SharkEye’. 

Also Read: Image Recognition with the New Einstein Vision

Salesforce AI team worked with UCSB researchers and gathered the video by flying drones along a 10-mile stretch of beach. Einstein Vision was then taught to spot white sharks in the mighty blue ocean. However, to get real-time insights, computer vision was required. Training the algorithm was not an easy task. Einstein Vision has to learn to differentiate between shark species, such as a leopard shark and a great white. It had to rule out non-shark objects such as a large floating piece of kelp with a shark-like shape. Also, the algorithm has to learn which is a new shark or the same one. With time, the algorithm got smarter. 

Salesforce also wanted to help the local community who were getting their livelihood from the ocean and the tourists. The shops, the schools, local businesses, lifeguards, etc. Salesforce lately offered Field Service Lightning mobile apps to the field workers such as lifeguards, marine biologists, surf teachers so that they can use the app for onsite job management, real-time collaboration, and access information. The app will involve the local community in the white shark tracking and protecting mission as they can avail of all the information using the Lightning mobile app such as how many sharks were spotted and where. 

Project SharkEye was not only one of the all-time great AI use case, but also it allowed Salesforce to be helpful to the community. This initiative brought technology to a place where it was never been in the past. 

Also Read: Salesforce Introduced Einstein Search to Personalize CRM Search Results with AI

To know more about Einstein Analytics and how it can help your business get more insights, please get in touch with us. 

 

Source: Salesforce

 

Einstein

Salesforce Introduced Einstein Search to Personalize CRM Search Results with AI

Today’s world is more digitally connected than ever. People use online search engines to get information. Search engines often try to provide accurate results in order to make search results more consistent. Users also expect a fast, reliable and relevant search experience, However, at times it becomes a little complex for them to get accurate results. This becomes even more complex while search happens using a CRM. It takes multiple clicks, interfaces, and hassles to get correct results. That’s a big worry, isn’t it? The search should be seamless and must give you highly relevant results quickly. To improve CRM search experience & productivity with AI, Salesforce introduced ‘Einstein Search‘ which is an intelligent search that is highly efficient, personal, accurate & insightful.

Enterprise search is completely different from consumer search. There are multiple challenges involved in enterprise searches. One of the biggest challenges is a diverse user base with a different set of goals. A sales rep will try to search for recent leads while a service agent will search closed customer cases. Another challenge is the different nature of data. When an enterprise uses a CRM, the functionalities and search results depend on their data and data will differ from company to company. So it becomes challenging for a standard CRM to give accurate search results. 

Introducing Einstein Search

In order to help enterprises overcome these complex search challenges, Salesforce has introduced Einstein Search which will improve & personalize CRM searches leveraging AI and fundamentally accelerate customer success. 

Personalized Results

As we have already mentioned above that a diverse user base has a different set of goals, they use CRM searches for various purposes. Einstein Search drives highly personalized results for every user. Each search result is highly tailored to offer the results that matter to you. Einstein Search utilizes innovative data mining & machine learning techniques to personalize search results. 

Relevant Results

Enterprise users expect highly seamless search experience using while using a CRM. Einstein Search offers highly relevant search results with the help of AI. For example, if a sales rep searches open opportunities in London, Einstein Search interprets that query and show open opportunities in London. The result retrieval process is extremely fast and accurate. 

Actionable Search Bar

Einstein Search not only offers fast & accurate search results within the CRM, but it also helps a user save 50% clicks and page loading time of most frequently used tasks. For example, instead of searching for a contact, clicking into their record, and then manually attaching the contact to an opportunity, you can take these same actions just by using the enhanced Einstein Search bar. 

When can you use Einstein Search? 

Einstein Search is currently in pilot and is already providing value for some of the top brands like iHeartMedia and MightyHive. It will be generally available next year for orgs with an Unlimited, Enterprise, or Performance Edition with 150+ active licenses for Sales or Service Cloud.

To know more, please get in touch with our Salesforce experts. 

ALSO READ: Decoding Einstein Analytics & how it is integrating data to accelerate business success

 

**source: salesforce.com

AI, Einstein, Service Cloud

Salesforce added new Einstein AI capabilities & Quip in the Service Cloud

Salesforce has announced that they are going to introduce new artificial intelligence and productivity solutions to empower customer service agents through Service Cloud. The newly added features will help service agents to focus more on delivering the human side of service including intelligence, critical thinking and problem-solving. As delivering excellent customer service is rapidly influencing businesses, the role of service agents is quickly shifting. With the new AI-powered recommendations, automated routing, and embedded productivity and collaboration capabilities, Salesforce is transforming customer service teams to meet today’s customer service needs.

Service agent’s role is growing with AI adoption

With Einstein AI, service agents are rapidly shifting their focus from a case-centric approach to a customer-centric approach. The new AI solutions are helping service agents answer queries, and partially automating various processes. As per the third edition of the Salesforce State of Service report, 82% of the service leaders believe their customer service function must transform in order to stay competitive, and 77% of the service based organizations are planning to invest significantly in service agent training. This will impact a service agent’s role, as 71% of service agents believe their jobs are more strategic than two years ago and 75% saying their organizations are now considering them as brand ambassadors as they are on the front lines of all customer interactions.

New Einstein AI additions;

Over the years, Salesforce kept on adding new Einstein capabilities into their Service Cloud. Einstein Bots and Einstein Case Classifications were the last additions. Recently Salesforce has added four new capabilities;

  • Einstein Reply Recommendations

Einstein will include natural language processing to instantly suggest the best responses to service agents over the chat and messaging. This will save significant time and enhance the quality of the responses to customer requests.

  • Einstein Article Recommendations

Einstein Article Recommendations will automatically recommend the best knowledge articles to service agents, empowering them with the right information they need while resolving customer cases quickly.

  • Einstein Next Best Action

This will embrace business rules and predictive intelligence to suggest the next action a service agent should take while interacting with a customer. This will enhance customer satisfaction and will initiate up-selling and cross-selling opportunities.

  • Einstein Case Routing

This feature will completely automate the case routing process with machine learning that filters cases and sends it to the right queue or agent based on their skills and abilities based on their past expertise.

Empowering Collaboration: Quip for Service Cloud

The other important announcement from Salesforce was the availability of Quip on Service Cloud. Previously, service agents were spending more time in searching answers for customer queries by going through huge documentation, checking with other teams, switching multiple applications etc. This took out their focus from customer engagement. With the introduction of Quip for Service, service agents can access the collaboration tool to create, update and collaborate documents across their organization. This will definitely enhance customer service standards and enrich the customer experience.

Quip for Service allows agents to co-author documents, and help them resolve complex customer problems. This will also have live collaborative conversations directly within the case record. Admins can create and publish Quip templates in the agent console, as well as customize them based on various use cases and needs.

Salesforce bought Quip in 2016 for $750 million and till date Quip was a standalone product. Salesforce also said that they have embedded Quip in their Sales Cloud.

What does this mean for Salesforce Service Cloud users?

These newly added features will fundamentally change how various service agents are currently working. Salesforce is rapidly including Einstein AI in its portfolio. The latest additions in the Service Cloud will enable service agents to transform their roles and focus more on customer deliverables such as higher engagements and customer satisfaction. Quip for Service will allow service agents in easy collaboration and will become a viable alternative to various office automation tools. This will surely reduce huge office tool license costs.

 

CEPTES offers Salesforce Service Cloud Solutions

CEPTES offers end-to-end Salesforce Service Cloud solutions ranging from implementation, consulting, migration, support, and enhancement. Our Salesforce certified Service Cloud consultants are experts in optimizing customer support processes and we are one of the pioneers in offering Salesforce Service Cloud implementation services to business of every size and nature. We can help your service agents close deals faster, offer intelligent self-service, personalize customer care and predict needs, and drive service productivity from the call center to the field. Get in touch with our Service Cloud experts today!

Cloud, Einstein

Salesforce Releases the Next Generation of Service Cloud Einstein

Global CRM leader Salesforce has announced the next generation of their service cloud Einstein, which will combine its CRM solution with Artificial Intelligence (AI) and will offer a pack of other new features to its agents and customers. This will help companies improve their customer service through automation.

Companies can now use Einstein Bots to automate their service requests. Bots can respond to customer requests immediately and engage them in order to gather basic information. This will free up a lot of agent’s time and enable them to address customer queries in a more prominent manner. In order to enhance their customer interaction, bots will use machine learning and natural language processing.

As per the press release, Lightning Flow for service is also now generally available which will help businesses offer guided service processes. This will take customers through self-service interactions. This service will also assist agents to fulfill customer requests and resolve issues. Lightning Flow will remove the guesswork from customer interactions and will deliver connected service experiences with an integrated customer view.

Einstein Next Best Action will then examine the customer interaction history and will provide agents intelligent and contextual recommendations including offers for specific customers. This will make the service more personalized. Einstein Next Best Actions will surface insights directly within the service cloud console which will enable faster case resolution, boost customer satisfaction and power upsell opportunities.

Salesforce launched its Einstein AI platform back in 2016. The goal was to integrate AI throughout its clouds. If they keep on including AI in their suite of products, this will help Salesforce significantly continue their leadership in the global CRM market space.

 

“Artificial intelligence alone will not drive your business forward—AI must be connected to CRM data and guided processes so companies can create seamless experiences that put customers at the center,” said Bill Patterson, SVP, and GM, Service Cloud, Salesforce. “Today is a big step forward in empowering our customers with an easy way to provide guided, intelligent service at scale.”

 

Source: Salesforce

 

Salesforce-Einstein-Analytics
Einstein, Salesforce

Salesforce Einstein Analytics Helps Leverage Your Data Pay Back

So, if you have been using Salesforce for some time now and as well have tons of data that you plan to leverage!!
Then, you are ready to move ahead and grab the Salesforce Einstein Analytics, which is the Salesforce based cloud platform. It connects with multiple data sources, along with creating interactive views of the same providing insights and contexts to take all your business decisions and actions based on them.

In fact, the volume of data rising dramatically, the process of manual analysis has become a remote possibility. The platform is said to bring about some good advanced analytics capabilities powered with the artificial intelligence to the fingertips of the CRM users. Thanks to the Einstein Analytics with AI, they are currently well-equipped to take much more informed decisions, faster.

The Salesforce-Einstein-Analytics

How specifically does Einstein Analytics help Business grow?

Once configured effectively, all of customer data, including both the social and activity data (beginning from email, Chatter, calendar etc.) can be fed within the Einstein which will churn out the customized models for each customer using its AI engine.

The relevant insights and easily interpretable visual representations using all the Dashboards etc., business users now have the access to Descriptive analytics, Diagnostic analytics, Predictive analytics and Prescriptive analytics.

Based on these, some of the immediate benefits can be listed as below:

  1. Devise the customized marketing strategies for each customer
  2. Plan the finest next steps for any client
  3. Devise much more better customer service and as well engagement roadmaps
  4. With significant patterns available, based on the business users’ data, clients can be given better recommendations
  5. Personalized interactions with each vital account helps business growth avenues
  6. Assist with the Measuring, Optimizing and as well Modifying the Campaigns run by the organization
  7. The possibilities are immense if they are rightly implemented and configured in accordance with the business specific customization.

The Salesforce Einstein Analytics – Points to Remember

Einstein Data Discovery now called Einstein Discovery

In the current situation Salesforce offers the Einstein Analytics apps, three out-of-the-box modes:

It is said that the Salesforce Einstein Analytics Sales app has indeed pre-configured KPIs for roles. This allows for good collaboration between managers and executives. This can as well be used to manage forecasts, gain some pipeline visibility, track the entire team performance and at the same time close deals with opportunities from anywhere, at any time.

Image Recognition – Salesforce AI Track Images on Social Media
AI, Einstein, Salesforce

Image Recognition – Salesforce AI Track Images on Social Media

The world of digitalization has made progress in various ways. Brands from quite long time could search for company mentions on social media, but they have lacked the ability to search for pictures of their logos or even products for that case in an easy way. This is where Salesforce’s latest Einstein artificial intelligence feature comes in action.

Today most of the company introduced their Einstein Vision for Social Studio, which ultimately provides a way for marketers to search for the pictures related to their brands, over the social media platform. In the similar manner, they search for various other mentions. The product is said to take advantage of a couple of Einstein artificial intelligence algorithms, including the Einstein Image Classification for image recognition process. It uses brand detection, product identification and visual search. It as well makes use of Einstein Object Detection to recognize the objects within images including the type and quantity of the desired object.

AI has grown quite good at perception and even cognition tasks in the recent past. One result of this has been the capability to train an algorithm so that it can identify a picture. With compute power widely available and lots of pictures being uploaded online, it definitely provides a perfect technology combination for even better image recognition.

Rob Begg, Vice President of product marketing for social and advertising products at Salesforce, says it is all about letting the machine loose on tasks for which the purpose is better suited. “If you think of it from a company’s point of view, there is huge volume of tweets and posts. What AI does best is help surface and source the ones that are relevant,” for an instance, he also says there could be some thousands of posts about cars, but only a handful of those would be relevant to your campaign. AI can assist you find those in an easier manner.

Begg has seen three possible use cases for this tool:

  • First, it could somewhat provide better insight into how people are using the products.
  • Secondly, it could also provide a way to track brand displays online hidden within the pictures.
  • Finally, it could let you find out when the influencers such as actors or athletes are practically using the products.

The product comes trained to identify two million logos, some 60 scenes, and more than 200 foods and 1000 objects. Customizing is not available in the first release, so if there is no logo or object included out of the box, you will have to wait for a later version to be able to customize the content.

It has been clearly stated that, it should be easy for marketers to use Social Studio to figure out the process of incorporating the visual recognition tools into their repertoire. The new functionality should be accessible instantly to Salesforce Social Studio users.

Einstein, Salesforce

A New Boost for Social Media Marketers – Salesforce Einstein Platform

There have been many aspects and capabilities of Salesforce. One such capability is bringing the Artificial Intelligence to Social Media Marketing. Along with this Salesforce has been deploying Einstein Vision within the Salesforce Marketing Cloud.

Marketers are already said to use the Social Studio, to engage actively with their customers on the social media platform. The publishing of posts, and even tracking consumer sentiment on various social platforms has become one more purpose. Now, they will be able to use Einstein Vision to track all the image based social media posts.

Einstein Vision for the Social Studio is currently available for Twitter and estimated that it will later be available for other platforms as well. It gives all the marketers access to four types of image libraries, including some two million brand logos, around 60 scenes, approximately 200 foods, and even 1,000 objects.

What most of the marketers have been telling us is that the entire social world has remarkably turned into a visual medium. In fact, it has been noticed that on Twitter if you open up a list or any feed, a good percentage of it is image based. Marketers are in need of tools that can help them figure it out, in an automated process than having every human being going through all of those images manually.

Social Studio is definitely one of the several areas where Salesforce has indeed integrated Einstein this year, and image recognition certainly has value when it comes strictly to social media analysis: Deloitte has predicted last year that people would share or even store 2.5 trillion photos online in 2016.

There has also been; three major use cases for Einstein in the Social Studio:

First, marketers can utilize it for the consumer insight, i.e. to learn more about what type of people are posting images of their products or even for that instance brand logos.

Secondly, Marketers can as well use it to track the usage of their images and even logos. For example, if a company sponsors a major event, such as music festival, it could use Einstein Vision to track all the social media posts from the event. But only the ones that include any imagery of their brand.

Lastly, the tool is also said to help with customer service. It enables marketers to quickly spot all the inquiries about a product or even other requests for help with relevant images.

AI, Einstein, Einstein Analytics, Salesforce

Now enhance your customer relationships with Salesforce Einstein AI and Analytics

Salesforce’s Einstein AI platform: What you need to know? 

Many organization has found an answer to this question. In fact, it is true that most of the organizations these days knows the beneficial aspects of  Einstein AI platform, but very few people know about the recently introduced Field Service Lightning by Einstein AI and Analytics.

Salesforce, the global leader in CRM, has launched Einstein AI and Analytics for Field Service Lightning. This is done to empower companies to deliver better on-site customer experience. Field Service Lightning is designed in such a manner that it now brings together the insights and the mobile intelligence workers need. This would ultimately increase the productivity, boost the on-site efficiency and also drive revenue.

It is true that the Salesforce Service Cloud has indeed redefined the entire customer service across every major technological shift – this involves the cloud, social, mobile, messaging and more. Now with the introduction of Field Service Lightning, Salesforce has extended the power of Service Cloud to even create a full-service platform for all the managers, dispatchers and mobile workers. Hence, now you can enhance your customer relationships with Salesforce Einstein AI.

The Field Service Lightning Brings Insights and On-site:

With three novel innovations, Field Service Lightning has enabled every organization—managers, dispatchers and even the mobile workers—to move with speed and efficiency. These innovations include the following:

Einstein Vision for Field Service:

The Einstein Vision for Field Service is designed to harnesses the power of the artificial intelligence to bring the aspect of image recognition to field service. Companies indeed can leverage trained image classifiers – to handle a broad range of specific image-recognition use cases. For instance, with all the similar looking parts and even serial numbers, the dishwasher repairs often gets complex. Now a dishwasher repairer, who has to replace a water inlet valve can just take a picture of the valve, and the Einstein Vision for Field Service will instantly recognize the exact product type – hence, saving time for the customer and the company.

Equipment and Inventory Management:

The Equipment and Inventory Management is designed to leverage scheduling automation. This is done to ensure the right work crew, and the specific equipment is always in place. Managers and dispatchers are indeed able to send technicians into the field with confidence, with the knowledge that they are armed with the equipment and knowledge to complete the job during the first visit. For instance, a cable company dispatcher can utilize Equipment and Inventory Management to see which technician is closest to the customer and is equipped with the right cable wire to get the set up done successfully.

The Field Service Analytics:

Field Service Analytics provides actionable insights to all managers so that they can improve the overall productivity throughout their mobile workforce. These Service managers can now integrate all the data into one simple application for a complete view of the mobile workforce. And then, they can take the right mode of action from their dashboards. For instance, a service manager at a medical device company can immediately see that several of her technicians are in fact struggling to install an EKG machine. Hence, enabling her to identify the classes and set up times for them to shadow the senior professionals and get the job done perfectly.