Einstein Conversation Insights

Einstein Conversation Insights is a powerful conversation intelligence tool offered by Salesforce. It empower sales and service teams with valuable insights from customer calls and identify teachable moments. Managers and representatives have the capability to review call recordings, gaining visibility into various aspects such as mentions of competitors, discussions about products, custom keywords, pricing details,…

How to manage leads in Salesforce Part I

Managing leads in Salesforce involves efficiently capturing, nurturing, and converting potential customers into opportunities. Salesforce provides a comprehensive Lead Management system that allows users to track and analyze leads throughout the sales cycle. This involves creating and customizing lead records, assigning leads to the right sales representatives, implementing lead scoring, and utilizing automation tools to…

How relevant Sales Cloud Einstein to a mortgage firm

Sales Cloud Einstein enhance the loan team’s efficiency at every stage of the sales process with essential predictions, smart recommendations, and timely automation. Sales Cloud Einstein functions as your dedicated data science department, adapting from your Loan officer team’s activities and CRM data. This article gives a brief overview on ‘How relevant Sales Cloud Einstein…

Overview of Einstein Recommendation Builder

Einstein Recommendation Builder revolutionizes tailored recommendations for customers. With Einstein Recommendation Builder, you can generate personalized recommendations by utilizing standard or custom Salesforce objects. This article presents an overview of Einstein Recommendation Builder. This feature is Available in Enterprise, Performance and Unlimited editions. The intelligent recommendations provided by Einstein Recommendation Builder includes the following: Supported…

HOW TO BUILD EINSTEIN BOTS IN SALESFORCE- PART 3

In our previous articles we have covered the initial steps to set up Einstein chat bot. We have already set up the Chat Agent Guided setup Flow.  In this article, we will cover ‘How to Build Einstein Bots in Salesforce-Part 3’. Embedded Service Deployment set up To configure the Embedded Service Deployments, navigate to Setup-Embedded…

HOW TO BUILD EINSTEIN BOTS IN SALESFORCE- PART 2

Salesforce Guided Setup flow for Chat set up involves several steps.It includes implementing Omni-Channel routing for chats, configuring the Chat Console, and integrating Embedded Service. This article is the second part of ‘how to build Einstein bots in Salesforce’. Check out our blog How to build Einstein Bots in Salesforce- Part 1 – Mortgage Banking…

Einstein1 Sales: Elevating Sales with AI-Powered Efficiency

Einstein 1 Sales is a comprehensive, all-in-one platform designed to streamline and enhance the operations of sales organizations within companies. This robust system is founded on a solid data infrastructure and incorporates cutting-edge artificial intelligence capabilities. This article discusses about Einstein1 Sales: Elevating Sales with AI-Powered Efficiency. Major features of Einstein 1 Sales We already…

Einstein 1 : Transforming Salesforce with AI-Powered Solutions

Salesforce announced Einstein 1, the trusted generative AI platform which is an enhanced version of Einstein AI. Eintsein1 platform connects Salesforce Data cloud and Einstein AI capabilities, all built upon the company’s robust metadata framework. This platform empowers companies to securely connect diverse data sources and construct AI-powered applications with minimal coding effort, ultimately delivering…

Enhancing Opportunity Scoring with Salesforce Einstein

In the realm of customer relationship management, Salesforce Einstein offers powerful tools to assist businesses in making informed decisions. One of its noteworthy features is Opportunity Scoring, which aids in predicting the likelihood of closing deals. By Enhancing Opportunity Scoring with Salesforce Einstein, your team can focus on the right opportunities so you can close…