Auto-generate personalised emails grounded in CRM data in just a click. Help sellers introduce themselves, schedule a meeting, or nudge for a follow-up within seconds. Automate personalised communications, enriched with Salesforce and external data, from anywhere you work including Microsoft Outlook, Gmail, or even LinkedIn.
Go beyond transcripts. Quickly generate concise, actionable summaries from your sales calls. Identify important takeaways, customer sentiment, and next steps to help sales team move deals forward. Edit summaries and share in Slack or email to increase cross-functional deal collaboration.
Let Einstein assist you throughout the sales cycle. Automate account and prospect research right from where you work. Leverage external data and existing customer data to prepare for meetings and automatically update CRM records based on what you find.
Identify and act on key insights like objections, competitors, and pricing — all based on your individual customer conversations. Visualize conversation trends to refine sales programs, competitive plays, and enablement. Or catch up on specific calls fast by skipping ahead to critical moments in the deal.
Ditch data entry and notetaking. Automatically log and transcribe every call. Improve follow through and deal progression by alerting reps to next steps and action items. Keep reps focused on the highest value work for the greatest productivity.
Teach every rep to sell like the best rep. Ramp up new hires fast by sharing successful sales calls and circulating best-in-class techniques across the team. Create milestone based sales programs that deliver outcomes.
Take your marketing pipe to sales pipe fast. Replace dead-end, web-to-lead forms with live conversations. Qualify and pass leads to reps right from your website. Empower qualified leads to connect with a rep instantly or schedule a meeting time that works for your prospect.
Uncover relationship networks without any manual research. Understand your entire prospect network and discover connections beyond your own. Build strong relationships with key decision makers.
Automate prospect and account research. Get crucial context from relevant sources across the web pulled right into your CRM. Automatically update existing records as you learn more.
Prioritize the most critical deals. Avoid the guesswork and get ahead of risks by understanding and actioning based on lead potential, opportunity health, and relevant sales activities.
Get rid of manual data entry for good. Automatically capture and sync relevant customer and sales information from your email and calendar. Keep your CRM records and metrics up-to-date with ease.
Drive forecast accuracy with AI-predictions. Get the relevant logic, factors, and business trends that go into the predictions. Easily assess potential gaps in your pipeline and sales process.
We use Einstein Opportunity Scoring to measure the probability of opportunities being converted to sales and to identify at-risk pipelines. In conjunction with Sales Cloud and Forecasting, it has improved win rate by 14%.Laurent FarciSVP, media.monks
AI can be used in sales to automate and optimise various sales activities, such as lead scoring, customer segmentation, personalised messaging, and sales forecasting. It enables businesses to make data-driven decisions, free up time, and improve sales effectiveness.
AI improves sales by automating repetitive tasks, providing real-time insights into customer behavior, and generating drafts of personalised communication with customers. It also enables businesses to identify new sales opportunities and make data-driven decisions to optimise sales performance.
Artificial intelligence is changing sales by enabling businesses to automate and optimise various sales activities, from lead generation to customer retention. It is also helping businesses make data-driven decisions to improve sales performance and increase revenue.
AI in CRM refers to the use of artificial intelligence technologies, such as machine learning and natural language processing, to improve customer relationship management. It enables businesses to automate and optimise CRM activities, such as lead management, customer segmentation, and sales forecasting.
You can use AI in CRM by implementing AI-powered CRM tools that automate and optimise various CRM activities, such as lead scoring, generating personalised messaging, and customer segmentation.