Sales Cloud Einstein features target the sales processes by leveraging AI-driven insights and predictions and other tools to help sales teams close deals faster, optimize customer interactions, and make smarter decisions.
Fun Facts
Think you know everything about Sales Cloud Einstein features? Check out these fun tidbits:
The name “Einstein” was chosen to evoke the genius of Albert Einstein and his groundbreaking insights into the universe.
Einstein Lead Scoring adds a score to a lead, and that score can be referenced in a Flow for routing decisions!
Einstein Activity Capture automatically monitors emails you’ve sent outside of Salesforce so it can add an email to a related Salesforce record’s timeline!
Because AI isn’t just smart—it’s also pretty cool!
Quiz: Are You a Sales Einstein?
Think you’ve mastered Sales Cloud Einstein? Test your skills with this tougher quiz!
Einstein Opportunity Scoring uses historical data to determine the likelihood of closing a deal.
Which of the following factors is NOT typically considered?
A: Deal size
B: Sales rep’s favorite coffee order
C: Customer engagement history
D: Time since last contact
(Hint: One of these is definitely not sales-related!)
Einstein Conversation Insights can extract valuable insights from sales call transcripts.
Which of these is a feature of this tool?
A: Predicting future call topics
B: Highlighting key themes discussed
C: Translating calls into multiple languages
D: Scoring customer sentiments
(Hint: It focuses on actionable insights from the conversation.)
Answers:
1: B (Einstein isn’t concerned about coffee orders… yet!)
2: B (It identifies themes to help improve performance.)
How to Sell Like a Genius
Want to channel your inner Einstein? Follow this genius-level sales strategy:
Step 1: Prioritize Like a Pro
Start your day with Einstein Lead Scoring to focus on leads that matter most.
Step 2: Stay Ahead
Check Einstein Deal Insights for at-risk opportunities and allocate your resources wisely.
Step 3: Track Your Efforts
Use Einstein Activity Capture to make sure your emails and calendar events are synced to Salesforce to see it all in one place.
Einstein makes selling smarter, but the genius is still *you*.
The AI Fundamentals Podcast
Episode 6: Sales Cloud Einstein Features
The Features of Sales Cloud Einstein
Here are the features you need to know about to be able to recommend specific tools for specific business cases.
Einstein Activity Capture: Automatically syncs emails and calendar events between your sales reps’ inboxes and Salesforce, saving time and ensuring that all communication is tracked without manual data entry.
Einstein Lead Scoring & Einstein Opportunity Scoring: Uses historical data to predict which leads and opportunities are most likely to convert, allowing sales teams to prioritize efforts on the most promising prospects.
Einstein Relationship Insights: Analyzes data from across the web to surface valuable insights into customer relationships, revealing connections and relationships that can help accelerate deal cycles.
Einstein Forecasting: Predicts future sales outcomes based on historical data, allowing sales managers to better plan and allocate resources for upcoming quarters.
Einstein Deal Insights: Identifies opportunities at risk or those that may need extra attention by analyzing deal patterns and rep performance.
Einstein Conversation Insights: Analyzes sales call transcripts to extract valuable insights into customer sentiments, key themes, and areas where reps can improve.
Einstein Automated Contacts: Automatically adds new contacts to Salesforce from emails, eliminating the need for manual contact entry.
Einstein Email Insights: Provides intelligent recommendations on how to respond to customer emails based on tone, urgency, and content.
Einstein Activity Metrics: Tracks and reports key sales activities like calls, emails, and meetings, helping sales teams measure productivity and engagement.
Now Drop In To Focus
What is Sales Cloud Einstein?
Sales Cloud Einstein is a suite of AI-powered tools that enhance sales processes with insights, automation, and predictive capabilities.
How does it benefit sales teams?
It automates tasks, prioritizes leads, offers customer insights, predicts outcomes, and improves deal closure rates.
Can it help with lead qualification?
Yes, Einstein Lead Scoring identifies high-potential leads for prioritization.
How does it help managers?
It forecasts sales, tracks team performance, and flags at-risk deals.
What insights come from sales calls?
Einstein analyzes sentiment, key themes, and areas for rep improvement.
How are these features managed?
Each feature is setup individually for an organization using the setup menu in Salesforce.
Now that you understand the value Einstein AI can bring to Sales teams, we’ll explore Service use cases in the next section!
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