Add Artificial Intelligence (AI) and Visualization to CRM

Do you want to:

  • Improve your business metrics?
  • Identify the causes of business outcomes?
  • Know what will happen next and what to do about it?

Salesforce Cloud apps powered by artificial intelligence (AI) can answer important questions about your metrics. AI simplifies things for users by providing intelligent search results, automated assistants, and personalized recommendations.

The valuable insights in Salesforce Einstein result from a combination of computing power, data, and algorithms embedded in the suite of products. Powering the brains of Salesforce Einstein are:

Einstein Analytics: Turn Data into Opportunities and Insights

You have tons of customer data pouring in from internal and external sources. The hard part is turning those numbers into information that tells a story … visually and quickly. Integrated with Salesforce, Einstein Analytics can transform your CRM data into a powerhouse of information. With Einstein Analytics integrated with Salesforce, you’ll gain these valuable insights:

  • Find new opportunities
  • Stop problems before they happen
  • Customize data analysis of business processes

Users will know what happened, why it happened, and what to do about it. If you use Sales Cloud or Service Cloud or Event Monitoring Unit, it will be easy to connect Einstein Analytics as they all integrate with Salesforce.

Make More Informed Decisions with Einstein Analytics

Users won’t need to fiddle with spreadsheets or write complex algorithms when using Einstein Analytics. Much more capable and comprehensive than legacy analytics, Einstein Analytics integrated with Salesforce helps organizations:

  1. Discover opportunities to act on: Data from internal and external sources unite in Einstein’s pre-built apps and dashboards. Upon receiving actionable information, you can assign tasks, close a case, and perform other Salesforce activities.
  2. Take action based on insight: Since Einstein is built-in with Salesforce CRM, you can create a task, share insights, and update information right in Salesforce. It saves you many steps.
  3. Collaborate more effectively: You can embed dashboards and reports to share with employees in other roles to give them the context they need to understand the insight.
  4. Access insights from anywhere at any time: Einstein Analytics is optimized for mobile for easy use and viewing. Users get a snapshot of the numbers that matter to them whenever they need it and can take the next step.

How Can Pegasys Help with Einstein Analytics?

Pegasys’s Salesforce experts work to understand your business process. After learning about your data and objectives, we’ll deliver an implementation plan that meets your goals and positively impacts revenue. We set up Einstein Analytics to ensure your teams gain valuable knowledge about your customers.  Employees will be able to get the needed information from customized dashboards that relate to their roles. Einstein Analytics offers multiple dashboards for a variety of roles including:

  • Sales reps
  • Sales managers
  • Customer service managers
  • Call center managers
  • Service agents
  • Admins
  • Leaders and managers

Here are examples of roles and the information employees can glean from Einstein Analytics:

  • Sales team gets a single dashboard with:
    • Pipeline changes
    • Lost/won ratio
    • Conversion times
    • Deal values
  • Sales managers see performance and pipeline trends to answer questions like:
    • Did we achieve quota?
    • What’s in the forecast?
    • Are there any changes needed in the forecast?
  • Service managers obtain data about team performance, call-center efficiency, and customer satisfaction (CSAT) in a single dashboard that lets them:
    • View number of open cases and status of each
    • Check for cases needing immediate attention
    • Identify owners of critical cases
    • Determine case assignment needs
  • Leaders and admins can see the usage, security, and compliance related dashboard for all Salesforce apps using Event Monitoring Analytics. You can see various dashboards such as:
    • Login trends per user
    • Downloaded records by different users
    • Usage trends
    • Pages users visit the most
    • Time spent on pages

Implementing your project involves a four-step process to maximize effectiveness and high user adoption:

  1. Configuration: Create permission sets, define user types, and assign permissions.
  2. Integration: Extract, transform, and import internal and external data to build dashboards based on requirements.
  3. Create role-specific dashboards: Set up dashboards to provide insights to end users based on their roles.
  4. Provide training: This is an integral step to high user adoption that ensures Einstein Analytics is successfully implemented across the organization.

The information the sales team needs is different from the information customer support needs. Einstein Analytics has the flexibility to tell the story users need to do their jobs well. No one will be bogged down by manual spreadsheets and confusing, irrelevant reports and dashboards. Contact us now to learn more about Einstein Analytics and how to make it a valuable resource in your organization.

Get Your Own Personal Data Scientist from Salesforce

Artificial intelligence (AI) does a great job slicing and dicing data to cook up insights. However, users cannot always act on the insights and facts because of the complicated way AI presents them. It leaves a gap between the analysis and taking action on it.

A data scientist can fill this gap. Many organizations do not have access to resources and expertise to turn these valuable insights into stories. Now Salesforce users can get the answers they need to apply to their business with their own personal “data scientist” through Einstein Discovery.

How Do I Benefit from Einstein Discovery?

With Einstein Discovery, Salesforce users can automate the analysis of data and get predictions without building complex algorithms. Einstein Discovery analyzes many data combinations in minutes. Then, it converts the insights and predictions into answers that users need to make decisions and take action.

With Einstein Analytics, users visually learn what happened and what has changed over time, but that tells only part of the story.

To get the full picture, Einstein Discovery answers these types of questions:

  • What happened?
  • Why did it happen?
  • What could happen next?
  • What should be done about it?

For instance, with Einstein Discovery, the Sales Analytics app can evaluate thousands of deals. A sales manager can uncover significant factors that will have the biggest impact on closing a deal across products, regions, industries, and more.

What Kind of Data Analysis Does Einstein Discovery Perform?

Users need to know the answers to various “what” and “how” questions to make smart business decisions, and, they need a narrative to know which questions to ask.

Einstein Discovery performs the following types of analytics:

  • Descriptive: Examines incoming data to identify what is happening
  • Diagnostic: Reviews past data to figure out what happened and why
  • Predictive: Studies many scenarios to determine what might happen

Einstein Discovery is an AI-embedded tool that instantly analyzes tons of datasets. In a storytelling format, it answers all your business questions and the ones you did not know to ask.

Find Out What’s Possible with Einstein Discovery

If you’re ready to learn more about how Pegasys can help you get more out of Salesforce data, let’s chat.

Help Your Sales Team Sell Smarter

Every part of Salesforce gets smarter with Einstein as it contains artificial intelligence (AI) made specifically for the platform.

Adding AI to Sales Cloud Einstein means your sales team gets their own personal data scientist. Sales Cloud Einstein guides the sales team in all their activities — everything from identifying ideal contacts to highlighting the hottest opportunities.

How Organizations Benefit from Sales Cloud Einstein in Salesforce

If you would like your sales team to make more sales, give them tools that make time for more selling — and less data analysis. With Sales Cloud Einstein, sales pros will stop spending hours poring over endless amounts of data to find the top opportunities and leads because it automatically does that for every stage of the sales process.

Here is how Sales Cloud Einstein provides valuable predictions, recommendations, and insights for every phase of sales:

  • Einstein Activity Capture: Users regain time as this connects their emails and calendars to Salesforce. Any time an appointment appears in the calendar, it gets added to Salesforce. No more copy-paste or re-entering information in Salesforce.
  • Einstein Lead Scoring: Looks at past deals to predict and recommend the best ones to act on where leads are most likely to convert faster.
  • Einstein Opportunity Insights: Alerts the team when a deal is at risk or on track. It also provides best actions to take to speed the sales cycle and improve chances of winning the deal.
  • Einstein Account Insights: Keeps sales on top of customer news, M&A activity, and expansion updates. No one will lose precious time scouring the news about every customer to get valuable information that can enhance the relationship.
  • Einstein Automated Contacts: Reviews emails and appointments to identify new contacts and offer suggestions for automatically adding the contact’s records to Salesforce.
  • Einstein Opportunity Scoring: Categorizes, highlights, and prioritizes the most valuable opportunities based on facts, such as deal size and executive engagement.
  • Einstein Forecasting: Makes precise, personalized sales forecasts by evaluating, processing, and understanding essential factors like seasonality and past performance.
  • Einstein Email Insights: Acts as an email assistant by finding the most important emails and recommending the best action to help the sales team prioritize their inbox and quickly handle client needs.

Together, all of these powerful features will boost sales productivity — when Sales Cloud Einstein is correctly configured and implemented.

How to Implement Sales Cloud Einstein in Salesforce

Simply implementing out-of-the-box Sales Cloud Einstein will not deliver the best results for your sales team. To achieve maximum performance and productivity, you need to adapt Salesforce to fit your organization, not the other way around.

At Pegasys, we follow this process to implement Sales Cloud Einstein to match the needs of your organization:

1. Review your business process: Our team works with your organization to understand how your sales team operates. This evaluation includes completing a readiness report.

2. Set up Sales Cloud Einstein: Using the business process as the groundwork, we optimize the configuration of Sales Cloud Einstein to meet your requirements and match your processes.

3. Get Einstein predictions: Einstein starts providing predictions, forecasts, and recommended actions.

4. Provide training and support: The successful implementation of the Sales Cloud Einstein demands training and post-implementation support. We work with your organization to verify competency, so everyone benefits from Salesforce Einstein.

With our help, Sales Cloud Einstein will work harder and smarter to help your sales team get their jobs done faster and efficiently.

Discover How Sales Cloud Einstein Can Make a Difference to Your Sales Team

If you’d like to see how Pegasys can implement Sales Cloud Einstein to give your sales team a competitive advantage, let’s chat.

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