Artificial intelligence is making its way everywhere, starting with customer relationship management. From personalization, predictive analytics, and automation, to content generation, artificial intelligence proves to be a top ally for marketing and sales teams. The leader in CRM has understood this well by developing Salesforce AI.
What is Salesforce AI?
By integrating reliable and scalable artificial intelligence, Salesforce redefines customer relationship management. Also known as Einstein, this technology boosts the performance of the CRM software: personalization of the customer experience, predictive analytics, content generation, proactive management of customer interactions, optimization of business processes, and more.
Salesforce AI provides companies with aconversational user interface for every application or workflow. Whether you want to optimize your customer support, marketing strategy, or sales, the platform helps you gain efficiency and productivity while reducing costs.
Natively integrated with Salesforce, Einstein fully leverages the customer data from the CRM or Data Cloud to provide you with more accurate and relevant results.
What can you do with Salesforce AI?
Salesforce AI serves as a real assistant capable of streamlining team processes and improving customer satisfaction. Discover how Salesforce leverages this technology.
Generate reliable content
Einstein relies on generative AI to streamline the work processes of teams. And this, regardless of their department:
- Sales Team: The platform can draft sales emails while leveraging available customer data, generate summaries of sales calls, and provide clarifications to sales forces based on available information. All this content does not have to be written by salespeople. They can then focus on what they do best: selling.
- Customer Service: Einstein can automatically respond to the most frequent customer questions to relieve customer service of this time-consuming, low-value-added task.
- Marketing Team: Using the company’s customer data, Salesforce AI can create personalized content for prospects. At every stage of the customer journey, communications are specifically tailored to individual expectations.
- e-commerce Team: Artificial intelligence can automatically generate product descriptions that encourage purchase.
Salesforce AI is not just a generative artificial intelligence. It includes other innovative features that benefit both teams and customers.
Conduct predictive analytics
Salesforce AI can perform predictive analytics to help companies better understand their customers, optimize their processes, and make more informed decisions. For example:
- Sales forecasting: Einstein AI can analyze historical sales data, market trends, and customer interactions. In doing so, the Salesforce platform can accurately predict future revenues and identify the opportunities most likely to succeed.
- Churn prevention: It is possible to identify customers at risk of attrition by analyzing their engagement, product usage, and interactions with customer service.
- Customer segmentation: Einstein can automatically group customers into different relevant segments based on their behaviors, preferences, and demographic characteristics. The platform can then predict which segments are most likely to respond positively to a specific campaign.
Automate workflows
The main objective of Salesforce AI is to simplify the work of teams to provide maximum added value to customers. To achieve this, automation is essential.
In practice, Einstein AI automates many manual and repetitive tasks, such as streamlining sales processes, personalizing communications, customer recommendations, automatic lead scoring, approval processes, and more.
To perform all these tasks, Salesforce AI relies on workflow definitions, generative artificial intelligence, and machine learning.
In doing so, the AI platform frees up time for teams to focus on their core business.
Customize your conversational AI assistant
Einstein Copilot is the conversational assistant of Salesforce AI. Similar to ChatGPT, it helps teams accomplish their tasks faster and more efficiently. And this, through a simple online conversation.
But since each team has different needs, Salesforce AI allows them to customize their virtual assistant. Through Einstein Studio, it is possible to configure prompts and models to shape AI tools. Additionally, teams can also integrate their own LLM or use Salesforce’s for enhanced customization.
Maintain a high level of data security
Although Salesforce AI leverages all available customer data, the level of data security remains maximal. Notably thanks to the addition of a protection layer: the Trust Layer. It ensures the safe use of AI by isolating sensitive data from large language models. The presence of these safeguards allows companies to deploy reliable AI and ensure rigorous data governance.
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