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,…

Revenue Intelligence in Salesforce Sales cloud

Revenue intelligence integrates diverse facets of the sales process, spanning sales analytics, customer analytics, pipeline inspection, price optimization, and market intelligence. Through harnessing data from various channels like CRM systems, sales pipelines, customer interactions, and external market sources, this strategic tool empowers businesses to make well-informed decisions. The aim is to not only boost revenue…

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…

Optimizing Sales through Collaborative Forecasts in Salesforce

Collaborative Forecasts in Salesforce enable effective sales management by projecting and planning sales cycles from pipeline to closed deals. This article describes Optimizing Sales through Collaborative Forecasts in Salesforce. How to implement Collaborative Forecasts Beginning in Winter ’24, Collaborative Forecasts are automatically enabled with default settings. For organizations created before Winter ’24, manual activation of…

Step by step guide on creating and reviewing Forecasts for mortgage firms

Forecasts allows us to predict the sales form pipeline to the closed stage. In our previous article How to use Forecasting tool for mortgage firms in Salesforce – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have covered an overview of Salesforce forecasting, Forecast categories, Forecast hierarchy and Forecast types. In this article we…

How to use Forecasting tool for mortgage firms in Salesforce

The sales pipeline encompasses all the ongoing opportunities that your sales team is actively pursuing, regardless of their current position within the sales cycle. Maintaining a robust pipeline of opportunities is essential for sustaining your business into the future. Within the pipeline, forecasts represent a specific subset of opportunities. These forecasts concentrate on opportunities expected…

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…

How to Set up Einstein lead scoring in Salesforce Sales Cloud

We covered the basics of Einstein lead scoring in Einstein lead Scoring in Salesforce Sales Cloud – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). In this article we will discuss how to Set up Einstein lead scoring in Salesforce Sales Cloud. Einstein Lead Scoring introduces a Lead Score field to leads, aiding loan officersin…

Meaningful insights from existing data

How can Mortgage banks look at their existing data to arrive at meaningful insights

Mortgage banks have with them a large database of information secured via loan origination platforms, application forms, POS platforms and other website features like contact forms, search patterns. Mortgage Banks by employing the right technology can leverage these existing data sets to gain meaningful insights about borrower behavior, buying patterns, trends, loan product performance and…