Tag: Einstein Analytics

CRM, Einstein Analytics, Sales Cloud

Enhancing your Salesforce CRM performance with Einstein AI

We all agree Artificial Intelligence (AI) is a disruptive technology in today’s data-driven business world. There are vast amounts of data generating from multiple sources, and it is nearly impossible to collect, store, use, maintain, and access all the data.

Data is the new oil and it is extremely essential for businesses to unlock data secrets in order to achieve better business results. Salesforce as the #1 CRM provider in the world has been transforming businesses of various sizes & types by optimizing critical business processes. And data is playing a significant role in this. Data that is not being used properly is of no use. Even storing & maintaining the data comes with a huge cost. 

Here analytics plays a key role in helping enterprises leverage the power of their CRM data in order to give customer insights so that every customer interaction can be personalized with higher engagement. Salesforce is no different. With the help of next-gen analytics, enterprises can extend the power of the platform and accelerate their journey to success. 

  • An efficient method of data management
  • Optimized way of sales strategy
  • A more accurate way of sales forecasting
  • Increased customer satisfaction
  • Reduces the cost
  • From purchase history, it can determine the buying trends
  • Better sentiment and intent analysis recommends products and up-selling
  • Increases productivity

Einstein Analytics which is the only business analytics solution native to Salesforce, allows users to accelerate sales, enhance customer service, optimize business processes, and maximize ROI from their marketing campaigns. 

Now the main topic arises, How Einstein AI enhances CRM performance?

  • Einstein AI mainly works on Sales, Marketing, and Services.
  • The AI spends time with customers, knows the customer needs, and then predicts the best next step. It understands the points where business lags, and it indicates to expand your business better.
  • Einstein AI keeps a check on the social media platform and decides what people like the most. By this, it predicts the best customers at every campaign, reaches them at the right time to deliver the right services and products.
  • Knowing the customer’s needs can cross-sell and upsell the product at the right time, and it can predict the product break before using that product.
  • Einstein AI has shown significant change and development patterns in the business, shifting the domain from business-oriented to customer-oriented.
  • Einstein AI takes care of the past reviews for guiding light to the future strategies. If that service or product is highly appreciated, it works to make it better, and if the service or product is criticized, it works to reflect better results.

You will be astonished to know that,

  • Einstein AI can work very smoothly without hiring a data scientist.
  • It can automatically simplify and predict the routine tasks. 
  • It can manage the customer responses and creates more enthusiasm within the customers to buy the products.

To summarize,

  • Einstein AI works very smoothly; it manages every customer’s responses and deals with every customer properly to enhance the business and increases productivity.
  • It checks every customer’s interest from their social media and deals with that type of product.
  • The Einstein AI checks the past responses and makes the service or product the better way for the future, and it also checks the customers’ criticism, and it reflects to give the best results. 
  • Einstein AI works without any data scientist, and it manages customer responses to create satisfaction within the customers.

CEPTES, as a Certified Salesforce Silver consulting partner with over a decade of technical expertise, provides the service starting from the initial build to test and deploy with an accelerated development cycle. 

To give your employees and partners a consistent view of data and access to new insights using Einstein Analytics, get in touch with our team.

Hi-Tech

6 Ways Salesforce is Transforming the High-Tech Industry

With shorter product life cycles, companies operating in the High-tech sector are expected to deliver a better degree of customer support to sustain competitive advantage. Mediocre processes and poorly integrated systems spell doom for companies, especially in today’s era of rapidly changing customer demands & technologies. The most common challenges that the high-tech companies of today facing are:

  • Creating appropriate roadmaps for application architecture
  • To decipher and deconstruct relevant data from the vast information available
  • To accurately conceptualize solutions, identifying process entities and the relationships between those entities
  • Recommending best practices to customers
  • Devising and implementing recovery plans
  • Meeting B2B demands

To counter these issues, industry-leading high-tech companies are implementing Salesforce to transform their business and streamline sales processes. As a leading Salesforce partner with over 10 years of experience, CEPTES can help you leverage the solutions offered by the World’s #1 CRM provider.

Salesforce Capabilities

Some salient features of Salesforce that help you get the competitive edge in the market are:

  • Ease of use
  • Lightning-fast implementation
  • Point-to-point customization
  • Easy data management and organization
  • Provision to develop and customize your own apps
  • Automation of tasks
  • AppExchange app development

How Salesforce is transforming the high-tech industry

Companies in the high-tech sector that have implemented Salesforce have seen excellent improvements in terms of their sales. There are numerous ways in which Salesforce benefits the High-tech industry, some of them discussed below:

Exceptional Customer support powered by Service Cloud:

Implementing Salesforce Service Cloud will improve customer engagement, with seamless access to web services, chat, and email from any device and a 360-degree customer view. Critical cases can be escalated to development teams for further examination. In this way, real-time feedback on common issues helps your teams to solve them faster.

Next-gen Analytics:

Using Salesforce Analytics, your business users can explore data to discover new insights. Apart from the functionality to create amazing, mobile-friendly dashboards, Einstein Analytics also allows developers to create their own analytics apps that are highly customizable. Such cloud-based analytics tools from Salesforce can help your company adapt quickly to new trends.

Personalized Marketing:

You can get on top of your marketing strategy with an integration with the Marketing Cloud. The platform provides a 360-degree view of the customer, helping you compile customer data and design highly personalized marketing campaigns. You can manage and evaluate your campaigns by leveraging the power of Google Analytics and Salesforce’s advanced AI.

Accelerated Digital Transformation:

Digital Transformation is all about adapting your current process/ business models to prepare for the future, through technology-enabled change. Salesforce’s offerings enable you to automate processes and business models. With the help of Salesforce, you can automate forecasting, lead assignment, contract generation, quoting, and invoicing. Companies can use AppExchange to capitalize on new opportunities, build and deploy applications with point-and-click ease, and meet demands for CPQ. Further, by leveraging a powerful combination of Sales Cloud, Service Cloud, Pardot, and the Project Management tool, you can accelerate your digital transformation journey.

Collaboration:

Salesforce’s Community Cloud offers community portal options for customers and partners. Customer communities help you set up custom web portals for better integration. You can customize your website’s environment as per your needs with this flexible tool. Partner communities make sure that you leverage your partners’ influence to grow your business effectively. Using partner communities, you can share certain parts of your platform with your partners so that they can collaborate on deals and access sales tools. So, processes like deal registration, onboarding, MDF, targeted recommendations, file sharing, etc. become really easy.

Culture of Innovation:

Salesforce Chatter allows users to post interesting blogs, videos, and websites to keep others up to date on the latest trends. Chatter also helps your employees to get answers to their questions, as well as feedback on your work. Chatter fosters a culture of collaboration and innovation within your organization so that the best ideas get cultivated.

With all these tools in its arsenal, Salesforce provides you with enough power to streamline your sales pipeline and achieve the highest level of customer satisfaction. CEPTES has been the trusted Salesforce consulting partner for numerous organizations in the High-Tech sector. With a decade of Salesforce platform expertise, our certified consultants can guide you at every step of the way to assist you in streamlining your critical business processes. To know more, please get in touch.

Manufacturing, SMEs

How next-gen manufacturers can leverage the power of Salesforce in the Fourth Industrial Revolution

The Fourth Industrial Revolution or Industry 4.0 began way back at the turn of this millennium with autonomous production, Internet of Things (IoT), and Internet of Services (IoS). The past decade has seen an accelerated pace of changing trends, all of which are bringing about optimization – smart and flexible supply chains, tremendous exchange of data, and making everything “smart”. Industry 4.0 has had far-reaching effects on our lives; it has altered people’s way of thinking, working, and mindset. While the benefits of Industry 4.0 outweigh the challenges, the effect has still been felt, and even more so in the small and medium enterprises. They are being forced to adapt to new business models, rethink their organizational structure, understand business cases, and mold their organization according to the industry.

Most Small and Medium-Sized Enterprises of the manufacturing industry are currently looking to regain better financial stability and persevere as much as possible, in the face of shifting market conditions. All these goals are more than achievable with the help of a digital transformation in certain departments of the manufacturing industry. 

Salesforce, the preferred tool of the majority of these organizations, brings in powerful functionalities in the form of its offerings to help them regain financial stability in today’s world of rapid change. You can leverage the power of Salesforce and its various features discussed below to ride the digital transformation wave and gain a sustained competitive advantage.

Powerful Analytics

First and foremost, companies must look thoroughly at their current financial standing, product performance, and account health. Einstein Analytics provides excellent insights, predictions, and recommendations on your day-to-day operations. Your account teams can leverage the power of analytics to discover and optimize processes.

Salesforce can seamlessly be integrated with any ERP connectors and templates that help you capture order information and reduce complexity. A simplified system, like any well-oiled machine, requires less maintenance and consequently fewer resources.

Accurate Forecasts

Salesforce provides a unified view from which your teams can collaborate in real-time to develop faster and more accurate forecasts. New opportunities can be easily identified and followed. You can even create your own forecast algorithm and metrics suited to your business. Accurate forecasts help you capitalize on every possible lead while making sure that optimum use of resources is done. 

Customer is king

Manage your customer relationships and drive business growth with real-time visibility into the sales process and key accounts. Salesforce provides a 360 view of customer activity and relationships as well as the shifting market conditions and consumer demands. Salesforce Community Cloud is well equipped for this operation and helps you stabilize demand and supply.

Inter-departmental Collaboration

Salesforce Manufacturing Cloud enables seamless and fast communication between various departments in your organization. Integrating Community Cloud with Marketing Cloud provides a real-time view of account activities to help you remove bottlenecks. Removal of bottlenecks is an effective way to boost productivity and achieve stability.

Leverage Channel Partners to drive more revenue

Salesforce’s robust Channel Management helps you benefit from your relationships with channel partners to drive more revenue. Using the platform, your manufacturers can collaborate directly with dealers and distributors on marketing, sales, and services. Partner Communities provide superior account management across new and run-rate revenue schemes.

With all these capabilities and more, you can count on Salesforce and its vast array of tools like Sales Cloud, Marketing Cloud, Communities, and Analytics to stabilize your financial stream and drive accelerated growth. CEPTES has been a leading Salesforce consultant for more than ten years, and our certified consultants, with their comprehensive knowledge and experience of providing Salesforce solutions & manufacturing industry expertise, will make sure that your company sails across any disruption smoothly. To know more, please get in touch.

Salesforce Service Cloud, SMEs

6 Ways Salesforce Service Cloud Helps You Deliver Exceptional Customer Service

Small and Medium-Sized Enterprises are steadily coming to terms with the advent of a “digital revolution” when it comes to dealing with unprecedented situations and disruptions. The only issue for SMEs might not be to retain its customers but also deliver better customer service through an intelligent and efficient customer service process. 

Delivering enterprise-grade customer service during unexpected conditions is also a challenge that SMEs are more than passionate about overcoming, whilst exploring the possibilities of a high productivity process that strengthens business-to-customer relationships. Today, with a plethora of tools at their disposal, SMEs can step up to whatever new challenges are put in front of them. Here is how Salesforce Service Cloud is helping service agents of an SME deliver top-notch customer service;

Delivering intelligent & productive on-site service

Salesforce’s Field Service Lightning allows you to create and manage orders for field service operations. You can instantly view knowledge articles and track SLA compliance. Field service uses intelligent scheduling to route jobs to appropriate resources, based on skills, time, and location.

An integration with Einstein Analytics helps you identify problems immediately and suggest solutions while giving real-time visibility of KPIs and operational performance. 

Know everything about any case

Gone are the days when your customer service agents had to go through a horde of documents to find relevant information on a customer case. The Service Cloud has case management tools that allow your agents to access all the information about any case, in just a few clicks. 

You can even distribute leads or cases, and arrange them based on priority. This is just one of the tools that make customer service automation a coveted necessity. 

Get connected

Social media has become a platform overflowing with customer service complaints. Thankfully, with Salesforce Service Cloud, you can stay connected to your customers and solve their cases with a few simple clicks. 

The Omnichannel Routing feature makes sure that service agents are connected to their customers through all social media platforms, emails, phone numbers, and so on. This way the entire process of managing queries is highly productive.

Reduced time and effort

The gist of using CRM tools and employing customer service automation methods is to make the best of shifting market conditions. The market calls for quicker and more efficient ways of customer service – a feat that is quite achievable with CRM tools, such as the Service Cloud Einstein. 

AI and chatbots have become an inherent part of customer service. CRM tools make use of the same, to help customer service agents answer FAQs. If required, the tools can automatically assign the query to the respective agent. Process automation features like this help solve customer queries faster, without expending any of the service team’s energy. 

Quicker access to relevant information

There are many times when your diligent customer service agents need to check some data or take the time to research before they can successfully solve a particular query.

The time and effort taken to do this can be cut short by large amounts through a seamless customer service solution. These tools provide a massive knowledge base to rely on so that your agents don’t have to waste any time looking for information. Tools like this boost service agent productivity by exponential amounts. 

Insights through analytics

CRM tools offer valuable and reliable data on leads, sales, feedback generated, ongoing cases, and so on. Insights through sales and service analytics assist your agents as well as your service managers, to provide better customer service. 

CEPTES is a leading Salesforce service provider that has led many SMEs to the doorway of success, through Salesforce’s sales and service automation tools, as well as the cutting-edge/robust Service Cloud offerings. To start delivering exceptional customer service leveraging the power of Salesforce Service Cloud, get in touch with our certified Service Cloud experts.

Manufacturing

How Modern-day Manufacturers can Streamline Sales Pipeline with Salesforce

Challenges faced by today’s manufacturers

With the advent of Industry 4.0 and an increasing intervention of technology in manufacturing, companies throughout the world are rethinking their incumbent sales process. To keep up with the ever-evolving technology, manufacturers are undergoing a digital transformation of their current business models. However, due to the rapidly changing market and consumer demands, this transformation brings a lot of challenges to the manufacturers. Some of the problems plaguing manufacturers in today’s world are:

  • Inability to manage sales orders effectively
  • Conducting accurate demand forecasting
  • Difficulty in incorporating customer needs
  • Inability to integrate data

The changing customer demands have forced the manufacturers to stay ahead of the curve and rethink their business models.

CEPTES understands the needs of modern-day manufacturers to move from a product-centric model to a customer-centric model. With our team of Salesforce certified consultants, we can help you leverage the power of Salesforce to optimize and streamline your sales pipeline.

Salesforce Manufacturing Solutions

Salesforce can help you achieve a connected manufacturing process that can help you address today’s complex business challenges and streamline various business processes such as inventory management and control, supply chain management, process visibility, etc. by minimizing costs and maximizing ROI.

As an integrated platform, Salesforce helps manufacturers achieve enhanced process visibility and convert more leads into deals by optimizing customer information and improving the sales process with the world’s #1 CRM platform.

With a wide array of features such as the ones discussed below, Salesforce helps you offer the best experience to your customers and gain a competitive advantage.

  • Transparency

The ERP and order management systems store Sales Agreements, to ensure that there’s a single accurate source of this information, 

you can define your own time-phased metrics for a better view of customer relationships.

  • Unified Forecasts

Your sales, planning, operations, and finance teams can collaborate using a unified forecast tool, to develop more accurate forecasts.

Using Salesforce’s Formula Builder, define a forecast algorithm that reflects your business.

  • Customer Centricity

Salesforce helps you manage customer relationships to help you drive your business growth. You get real-time visibility into key accounts, service issues, and sales processes, which helps you respond to changing customer dynamics easily.

  • Collaboration

Salesforce’s Community Cloud extends the power of collaboration in the Manufacturing Cloud to provide better visibility to your customers and channel partners. Collaborative planning helps reduce latency in the planning process and ultimately improves the accuracy of your forecast.

  • Advanced Analytics

With the power of Einstein Analytics, Salesforce helps you generate accurate sales insights and recommendations. The platform is highly customizable and easy to use. Your executives and account teams can discover insights into pricing, product performance, account health, and sales agreement compliance.

  • Seamless Communication

Salesforce Manufacturing Cloud helps your teams across different departments to communicate seamlessly. A real-time view of your system and account activities helps you remove bottlenecks and boost productivity.

Benefits of Salesforce

  • Better visibility of processes and the sales pipeline
  • Improved productivity, shorter sales cycles, and high conversion rates resulting in an increased ROI
  • Expansion of your aftermarket parts revenue
  • Reduction in manufacturing costs thanks to intelligent sales forecasting
  • Optimization of customer experience with a 360-degree view and data-driven services
  • Optimize customer experience with data-driven services

CEPTES brings a decade of manufacturing industry experience to help manufacturers accelerate your journey to success, gain a complete 360-degree customer view, collaborate your business processes, and achieve a better Return on Investment. With our diverse offerings including implementing, integrating, and enhancing Service Cloud, Marketing Cloud, Sales Cloud, Community Cloud, and Salesforce Analytics, we have assisted leading manufacturing companies accelerate their Salesforce adoption rates and improve productivity. To know more, please get in touch with us.

Healthcare

How to Deliver Streamlined Services with Salesforce’s Healthcare Solutions

Salesforce offers transformative solutions to the healthcare & life science industry to deliver seamless, transparent, and intuitive healthcare services to take patient relationships and healthcare innovation to new heights. With Salesforce Cloud services, healthcare service providers can forge stronger relationships between patients, payers, and service providers. You can face the ever-growing challenges of the healthcare industry head-on, by using Salesforce.

The Salesforce Health Cloud has added even more tools in its arsenal now, further helping build a more comprehensive system for payers and providers:

  • The healthcare provider management system provides a single point for healthcare workers and doctors to efficiently manage patients’ accounts and activities.
  • Einstein Analytics for Healthcare provides industry KPIs and built-in dashboards to help agents and managers keep track of performance.
  • Leveraging the power of Salesforce Community Cloud, you can connect to patients with a single engagement platform that helps them access the right services faster which drives higher satisfaction.
  • Automated workflows & processes powered by Salesforce will help you to streamline processes & enhance productivity.

With a 360-degree view of your patients, Salesforce will help you personalize your patient care experience by:

  • Helping you accelerate the acquisition
  • Streamlining and improving sales & service
  • Increasing enrolment
  • Assisting in digital transformation and innovation
  • Pinpointing add-ons and specializations for your patients
  • Streamlining your sales
  • Fostering collaboration across ecosystems
  • Reducing Time to Market (TTM)

Providers

With Salesforce, providers get access to more insights and control over their patients’ experience.

  1. Provide personalized 1-to-1 experience to your patients, from acquisition, care coordination, and engagement, and forge enduring relationships with your patients.
  2. With a single point of engagement for all patient data, your healthcare teams can collaborate and deliver the best patient experiences seamlessly.
  3. Salesforce Health Cloud provides a single engagement platform for your patients so that they can access your services faster. This will also help you cut down excess operational costs. 

Payers

We understand that payers have to carefully balance the demand for lower medical costs and value-based care. Salesforce can help payers provide customer-centric solutions and ensure their business doesn’t suffer.

  1. From sales and enrolment to administrative and clinical support, you can provide a truly connected experience to your members.
  2. Salesforce’s Healthcare platform connects sales teams, brokers, and employer groups, thereby shortening cycle times, improving sales insights, and reducing paperwork.
  3. By integrating the Healthcare Cloud and Marketing Cloud, Salesforce can help payers improve visibility, data tracking, and workflows.

Pharma

Salesforce provides solutions that help Pharma companies maintain their relationships with varying stakeholders, like patients, caregivers, insurers, and healthcare providers.

  1. Salesforce solutions ensure data integration to help the health information systems work together to effectively deliver healthcare services.
  2. Salesforce’s 360-degree view helps you create patient-centered personalized experiences.
  3. The advanced analytic tools of Salesforce help you measure the effectiveness of your patient engagement activities.
  4. With exceptional connectivity and dashboards, Salesforce helps companies conduct clinical trials while maintaining data integrity, patient privacy, and protocol adherence. 

Medical device suppliers

Salesforce’s unique solutions help medical device suppliers respond to challenges like massive R&D costs, data integration, ROI, and data management.

  1. Salesforce’s advanced analytics tools can help you understand and accurately measure your ROI.
  2. Salesforce ensures that you maintain data integrity and interoperability so that your devices can collect, analyze, and share information effectively, in a regulatory and compliant way.
  3. Salesforce solutions are customer-oriented, which means you can get insights on how to engage with your patients better.
  4. With extensive industry expertise, Salesforce can guide you through the application of technology like AI and IoT in your business.

Salesforce goes way beyond the traditional silo-based systems to deliver an engaging, seamless, and holistic experience to patients. Being a Salesforce partner for more than 10 years, our team of healthcare industry experts at CEPTES will help you enhance performance, optimize processes, and promote a dynamic healthcare environment for your clients. CEPTES can be your digital transformation partner in order to help you scale up to a modernized, agile, secure, and scalable system so you can build a next-gen healthcare system.

Please get in touch with our experts to know more.

Digital Transformation, Financial Industry

Digitizing the Financial Industry: A Requisite for a Customer-centric Approach

The BFSI industry has been facing a lot of challenges in recent years. Customer expectations, rising competitions, investor expectations, and regulatory requirements are the most common obstacles, exacerbated by the rapid technological, customer, and market shifts. This has forced the financial institutions to rethink their business models and transform their time-consuming and complex operations to much more simplified processes in order to meet market standards. Technology is playing a key role in this change. Digital Transformation, rather than being just another buzz, has become an integral part of the business strategies of organizations.

From the introduction of ATMs to advanced AI, the financial industry has seen some revolutionary transformations driven by cutting-edge technologies. All major financial institutions have come to appreciate the need for a customer-centric approach to maintaining a healthy position in this competitive and rapidly molding market. Therefore, they are employing huge amounts of resources to stay ahead of the curve.

Why is digital transformation crucial for the financial industry?

With concepts like organizational agility, increased collaboration, and risk assessment being the leading trends of digital transformation in recent years, FinTech and financial service providers are relying on powerful tools such as Salesforce to adapt, improvise, and overcome various hurdles facing the industry. Salesforce, with its vast array of tools including Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, and Analytics helps companies shorten sales cycles, capture new contracts, boost employee productivity, meet compliance, and most of all, provide a seamless experience to clients.

Ways to digitize the financial industry using CRM software and cloud offerings :

Stronger relationships with customers

With a 360 customer view, Salesforce’s Service cloud helps you provide the highest levels of customer service, Omni-channel integration allows customer service agents to connect with their customers holistically, via all available channels. Salesforce helps you provide personalized advice and valuable alerts to your clients, helping you build loyal relationships.

Cross-departmental collaboration

With all the information present on a centralized platform or database, it is easy for all employees and managers to communicate data effectively and stay updated. Managers can keep a check on employee productivity using the right tools, and lead the enterprise through a top-down approach. Having a central location for data helps cut down manual administrative tasks and fosters efficiency.

Mortgage lending

The process of mortgage lending can be strenuous on a client, which is why Salesforce offers hand-holding from the first step to the last. The Einstein analytics tool provides relevant information that helps agents make better recommendations, catering uniquely to each client. Each interaction with brokers, lenders, and banking agents can be tracked on a centralized system through the Salesforce Finance Services, making customer-service a seamless experience. 

Smart scaling

The use of AI and smart cloud platforms allows retail banks to adapt to shifting marketing conditions and consumer demands, thus scaling their processes accordingly. AI allows you to have a 360-degree view of each customer, so you can send the right trigger messages, emails, or personalized communication to customers and engage effectively. The best part about Salesforce CRM software and AI tools is that they modify data based on real-time changes of customer behavior, which essentially translates to the fact that you’re always a step ahead. 

Compliance

With access to secure client and household profiles, Salesforce ensures that the company can manage compliance effectively. Information is shared instantly and transparently, so it is easy to see all client interactions, as well as the information that was shared. 

Convenience

The fact of the matter is that the financial industry needs revolutionary and innovative solutions that complement their traditional methods and operations. More and more banks and financial enterprises are grasping the value of a customer-centric approach that offers convenient banking. A digital transformation in the financial industry will not only drive innovative solutions and boost productivity but also offer a robust system for customized, hassle-free banking. 

CEPTES has a decade of consulting experience and exceptional service under its belt. In partnership with Salesforce, CEPTES has effectively transformed many financial service providers into becoming data leaders of changing market conditions. Our Salesforce-powered solutions will assist you in your digital transformation journey. To know more, please get in touch.

Einstein Analytics

Salesforce Brings Voice to Every Customer Experience – Einstein Voice Capabilities

Dreamforce 2019 is in full swing & Salesforce has already introduced some groundbreaking features. The day one of the Dreamforce witnessed a major push for Einstein AI. Einstein has been Salesforce’s go-to product since its launch in 2016. The majority of Salesforce customers are using Einstein analytics to get business insights. With the introduction of Einstein voice capabilities, Salesforce is bringing a voice to every customer experience spanning across the Salesforce Customer 360 Platform. 

Einstein Voice Assistant will guide at every action, insight, and prediction which will make Salesforce users more productive on the go. Einstein Voice capabilities will help developers and admins develop custom voice-powered applications with a few clicks. With this, new solutions for service and sales teams will apply natural language processing to voice conversations and deliver insights that drive intelligent & personalized customer engagement. 

Voice has become the most adopted way of communication in day to day life. A big majority of the people are already using a voice-activated device to perform multiple tasks without tapping a keyboard. Salesforce is helping companies bring voice’s potential to CRM to transform the way we work. 

Einstein Voice Assistant was introduced for the first time during Dreamforce 2018. It was meant to help sales reps to talk to Salesforce in order to perform regular CRM tasks. This helped sales reps focus more time on their core work. This Dreamforece, Salesforce announced that it is going to expand the Einstein Voice Assitant capabilities powered by Einstein Voice Skills that will help admins & developers to create custom voice apps across the Customer 360 Platform in just a few clicks. 

With Einstein Voice, manual data entry and navigation can be eliminated and developers/admins will be able to build custom skills for CRM action like updating a field, creating a task or reading out a prediction. Apart from this, powered by Einstein, new voice intelligence uses natural language processing to call transactions helping sales reps and service agents with insights and trends that will drive personalized & intelligent engagement.  

Service Cloud Voice

The new Service Cloud Voice enables integration between telephony inside Service Cloud that includes integrating phone, digital channels, and CRM data in real-time in one centralized console. Service Cloud Voice can also integrate with transcription services that convert voice to text in real-time. One of the other advantages of this new Service Cloud feature is, it can enable Einstein to show relevant AI-powered recommended responses, knowledge articles and the next best actions for service agents on voice calls. 

New Einstein Call Coaching for Sales Cloud

With this new feature of Sales Cloud, sales managers can see insights and trends within conversational data. NLP identifies keywords in sales call transcripts, sending alerts of trends like a spike in competitor mentions. These insights can be used to provide sales reps with personalized inputs to improve the customer buying experience. 

Voice Interoperability: Einstein Voice for Any Device 

As part of Salesforce’s voice interoperability initiative, Einstein Voice Skills will be compatible with a wide range of devices from smart speakers to smart devices.

*source: salesforce 

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 Analytics

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

In today’s connected world, data is at the center of every business decision. Research shows that every day 2.5 exabytes of new data is being generated. Isn’t that huge? As a business grows, it adds new users and generates even more data. Data volume is growing at a radical pace and we just can’t stop it. However, data is the greatest source for businesses to understand their customers and themselves. According to McKinsey & Co, businesses that embrace data-driven strategies witness 5% higher productivity and 6% higher profits than their competitors. 

The dependency on data for business growth is only going to increase as more and more digital data becomes available. But, to remain competitive, a business needs to do more than just collecting data. In order to achieve a higher competitive edge, business needs to be proficient of capturing, analyzing and deriving valuable insights from every piece of data available from all source, and most importantly in real-time. And believe it, Einstein Analytics is the solution your business need. 

How Einstein Analytics is connecting data?

If you are using any of the Salesforce Cloud solutions (Sales Cloud, Service Cloud, Marketing Cloud, Financial Cloud, etc.), you can use Einstein Analytics to discover insights, predict outcomes, find recommendations, and act smartly on a comprehensive AI-powered analytics platform. Einstein Analytics helps you make the right business decision every time using analytics that go beyond any other BI software. 

With Einstein Analytics in place, data can be brought in together from multiple sources by enabling the ‘Data Sync’ feature. When we say from multiple sources, it doesn’t only refer to your Salesforce system. You can connect objects from all your external sources including AWS, Google, SAP HANA, Heroku, NetSuite and also On-premise systems in order to visualize your entire business in one screen. 

External data ConnectOne of the best capability of Einstein Analytics is data manipulation. A high volume of data collected from multiple sources can be manipulated within Einstein Analytics to get prediction reports. Einstein Discovery enables users to identify relevant facts and themes using data in their Einstein Analytics datasets. Let’s talk a little more about Einstein Discovery.

dataflow for data manipulationOnce you are done analyzing Einstein Analytics dataset, Einstein Discovery quickly sifts through a huge volume of data to find important correlations and make accurate predictions. Einstein Discovery answers key business questions including what happened (outcome), why did it happen (factors), what are some possible actions that could improve the outcome (improvements), etc. 

ED

Einstein Analytics offers an intuitive dashboard that can be customized. You can create your own dashboard embedding multiple data. Different pie-charts, tables, images can be used in the dashboard for better user experience and understanding. Einstein Templated Apps make it easy for you to get started. These pre-built templates help you quickly create best-practice dashboards and KPIs that you can use to drive business success. You can get the exact information you need by tailoring analytics to your business, all in a real-time. Whereas the Faceting feature enables the fastest and easiest way to connect widgets on a dashboard. All faceted components on the dashboard can interact with each other. Einstein Analytics has a lot of customized filters that help users have a view of the information they want to see. 

templated apps

Businesses using a Salesforce system and dealing with a lot of data must leverage Einstein Analytics to get the best out of their data. Einstein Analytics is a thriving success enabling Sales Analytics, Service Analytics, Field Service Analytics, Marketing Analytics and much more all within the world’s #1 CRM platform. 

Top 5 Benefits

  • See trends by connecting data from any source, right into Salesforce.
  • Customize and extend your analytics to match your needs.
  • Make smarter decisions with AI-augmented data discovery and explanations.
  • Get predictions and recommended actions.
  • Deliver augmented analytics on the world’s most trusted cloud platform.

To give your employees and partners a consistent view of data and access to new insights using Einstein Analytics, get in touch with our team.