4 Use Cases for Salesforce’s Einstein AI

1. Discover Insights – find potential opportunities hidden within your business data

    

• Identify significant patterns and trends you can act on. Discover the cause of unexpected business outcomes with Einstein. Dig through your data whether it resides inside Salesforce or outside in third-party systems.
• Understand your customers in a whole new way. Learn which channels, messages, and content resonate with your customers by automatically analyzing the interactions they have with your business across all touchpoints.
• Embed AI-powered assistance right where it’s needed. Give every employee instant access to smart insights within Salesforce records and apps by enhancing them with AI-powered analytics.

2. Predict Outcomes – using your data to anticipate unexpected happenings

• Know more and guess less with Einstein AI. Predict which sales leads and opportunities will convert, which articles and replies will help resolve service cases, and how marketing emails will perform before you hit send.
• Impress every customer with a personalized experience. Use historical browsing and purchase data to predict which channels, content, products, messaging — and even send times — your customers will most likely respond to.
• Anticipate customer actions based on their behaviors. Easily create custom models to predict churn risk, likelihood to convert, delayed payments, lifetime value, and more — all with clicks, not code.

3. Recommend Next Steps & Action Items

• Ensure that employees always know what to do next. Increase efficiency with AI-powered advice displayed right where your employees work — give suggestions for cross- or upsell, make recommendations to decrease attrition, and more.
• Point your customers in the right direction. Prominently display timely, relevant assistance to customers. Instantly connect them with the right information or product, or tailor offers based on their intents, interests, or past behaviors.
• Easily build next-step strategies with clicks, not code. Embed simple, repeatable next steps anywhere within Salesforce by combining your AI predictions — inside Salesforce or created externally — with your business rules.

4. Automate Tasks & Workflows

• Take the manual part out of manual data entry. Automatically capture and log critical customer data – including contact info, email threads, calendar events, social data, and more – right into the associated Salesforce records.
• Resolve support cases faster using AI chatbots. Resolve issues with less agent intervention. Deliver the on-demand support customers want using AI chatbots with Einstein’s natural language processing and your Salesforce data.
• Automate workflows using insights from Einstein. Keep your business moving forward by deploying AI-powered business processes and workflows based on Einstein predictions and recommendations.