{"id":47833,"date":"2021-06-09T04:51:40","date_gmt":"2021-06-09T11:51:40","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=47833"},"modified":"2024-09-16T13:39:58","modified_gmt":"2024-09-16T20:39:58","slug":"salesforces-new-ai-agent-identifies-business-connections-to-build-relationships-for-salespeople","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/news\/stories\/salesforces-new-ai-agent-identifies-business-connections-to-build-relationships-for-salespeople\/","title":{"rendered":"Salesforce\u2019s New AI Agent Identifies Business Connections to Build Relationships for Salespeople"},"content":{"rendered":"\n<p><strong>Quick Take: <\/strong><\/p>\n\n\n\n<p>Today, Salesforce introduced <a href=\"https:\/\/www.salesforce.com\/products\/sales-cloud\/tools\/einstein-relationship-insights\/\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Relationship Insights<\/a>, a new AI-powered research agent that autonomously explores the internet and internal data sources to discover relationships between customers, prospects and companies to help sales reps close deals faster. Einstein Relationship Insights acts as a virtual agent for salespeople in all industries, scanning the web, social media, collaboration apps, email and other online sources to uncover and recommend related people and companies.<\/p>\n\n\n\n<hr class=\"wp-block-separator\" \/>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-vidyard wp-block-embed-vidyard\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/5uc8p9YxiSf8v1bv4sH9yj.jpg\"  data-uuid=\"5uc8p9YxiSf8v1bv4sH9yj\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"187\"\/>\n<\/div><\/figure>\n\n\n\n<p><strong>Why it matters: <\/strong><\/p>\n\n\n\n<p>Einstein Relationship Insights is an important example of how AI can work with \u2013 not in place of \u2013 salespeople to help them close more deals and increase revenue. AI-powered tools are increasingly essential for over-burdened reps \u2013 without AI, sales reps are left to manually research critical relationships and networks around key decision-makers that lead to a connection.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>For sales, <a href=\"https:\/\/hbr.org\/2016\/06\/why-salespeople-need-to-develop-machine-intelligence\" target=\"_blank\" rel=\"noreferrer noopener\">AI increases leads and appointments by more than 50%<\/a>, while at the same time reducing costs by up to 60%, with AI creating more value for sales reps by freeing up their time to spend more time on closing deals.&nbsp;<\/li><li>Nearly 50% of sales reps surveyed in our<a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/state-of-sales\/\"> <\/a><a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/state-of-sales\/\" target=\"_blank\" rel=\"noreferrer noopener\">State of Sales Report<\/a> said there has been a major improvement of utilizing rep\u2019s time as a result of using artificial intelligence.<\/li><\/ul>\n\n\n<div class=\"wp-block-image__wrapper\">\n<figure class=\"wp-block-image size-large\"><a href=\"#\" class=\"wp-block-image__modal-toggle\" aria-expanded=\"false\" data-modal-id=\"47954-modal\"><span class=\"screen-reader-text\">Open Image Modal<\/span><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"503\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=1000\" alt=\"Goliath\" class=\"wp-image-47954\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg 1000w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=300&amp;h=151 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=768&amp;h=386 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=264&amp;h=133 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=500&amp;h=252 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=678&amp;h=341 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=150&amp;h=75 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=384&amp;h=193 384w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><figcaption><em>Einstein Relationship Insights at work: ERI scans news articles to identify and highlight key people and companies. This provides salespeople with real-time relationship insights and a map of relevant connections, directly on the page.<\/em><\/figcaption><\/figure>\n<div id=\"47954-modal\" class=\"image-modal\" aria-hidden=\"true\" aria-labelledby=\"image-dialog-title\"><div class=\"image-modal__overlay\" tabindex=\"-1\" data-a11y-dialog-hide><\/div><div class=\"image-modal__content\" role=\"dialog\"><button class=\"image-modal__close-button\" type=\"button\" data-a11y-dialog-hide aria-label=\"Close this image dialog window\"><svg viewBox=\"0 0 26 25\" height=\"16\" width=\"16\" fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><rect x=\".626\" y=\"22.753\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(-45 .626 22.753)\"\/><rect x=\"2.747\" y=\".125\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(45 2.747 .125)\"\/><\/svg><\/button><h1 id=\"image-dialog-title\" class=\"screen-reader-text\">Image Modal<\/h1>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"503\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=1000\" alt=\"Goliath\" class=\"wp-image-47954\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg 1000w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=300&amp;h=151 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=768&amp;h=386 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=264&amp;h=133 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=500&amp;h=252 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=678&amp;h=341 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=150&amp;h=75 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/goliath.jpg?w=384&amp;h=193 384w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><figcaption><em>Einstein Relationship Insights at work: ERI scans news articles to identify and highlight key people and companies. This provides salespeople with real-time relationship insights and a map of relevant connections, directly on the page.<\/em><\/figcaption><\/figure>\n<\/div><\/div><\/div>\n\n\n<p><strong>Explore further:&nbsp;<\/strong><\/p>\n\n\n\n<p>Einstein Relationship Insights includes a browser extension that works alongside the sales rep by animating key information from each data source. It also offers a single-click CRM update capability to directly import information from various data sources.<\/p>\n\n\n\n<p>For example, Einstein Relationship Insights can highlight relevant personnel or companies in the data source (such as a news article), and then shows the sales rep all relevant connections directly within that data source. Because it\u2019s integrated with Salesforce, sales reps can update their CRM with a single click to enrich account and contact records.<\/p>\n\n\n\n<p>Combined with CRM data, sales reps are empowered to engage in more relevant and strategic conversations with their customers to accelerate sales and generate new business opportunities. <strong>With AI, <\/strong>Einstein Relationship Insights<strong> is designed to save individual sales reps more than a dozen hours every week on manual prospecting and meeting prep.&nbsp;<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>With AI, <\/strong>Einstein Relationship Insights<strong> is designed to save individual sales reps more than a dozen hours every week on manual prospecting and meeting prep.&nbsp;<\/strong><\/p><\/blockquote>\n\n\n\n<p>For example, financial advisors can reduce, if not eliminate, cold calling prospective clients as they can leverage warm lead introductions found through the relationship insights Einstein has generated. Medical tech reps can use relationship networks to connect with key healthcare provider decision makers, and pharmaceutical reps to connect with physicians and clinicians that have mutual connections.<\/p>\n\n\n\n<p><strong>What they\u2019re saying:<\/strong><\/p>\n\n\n\n<p>\u201cSalespeople should be able to focus on the areas that matter most, like high-touch online or in-person customer interactions, and leverage technology as an assistant to handle the manual task of searching for relevant insights,\u201d said Jason Briggs, Senior Director of Product Management, Einstein Relationship Insights. \u201cERI can do this at a pace and scale that is impossible for any human to do. This is a glimpse into the future of how humans will successfully work in tandem with AI.\u201d<\/p>\n\n\n<div class=\"wp-block-image__wrapper\">\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"#\" class=\"wp-block-image__modal-toggle\" aria-expanded=\"false\" data-modal-id=\"47962-modal\"><span class=\"screen-reader-text\">Open Image Modal<\/span><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"544\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=1000\" alt=\"Einstein Insights\" class=\"wp-image-47962\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg 1000w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=300&amp;h=163 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=768&amp;h=418 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=264&amp;h=144 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=500&amp;h=272 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=678&amp;h=369 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=150&amp;h=82 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=355&amp;h=193 355w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><figcaption><em>Einstein Relationship Insights pulls updates from data sources like email and collaboration apps, and displays real-time updates directly within the Salesforce workflow<\/em><\/figcaption><\/figure><\/div>\n<div id=\"47962-modal\" class=\"image-modal\" aria-hidden=\"true\" aria-labelledby=\"image-dialog-title\"><div class=\"image-modal__overlay\" tabindex=\"-1\" data-a11y-dialog-hide><\/div><div class=\"image-modal__content\" role=\"dialog\"><button class=\"image-modal__close-button\" type=\"button\" data-a11y-dialog-hide aria-label=\"Close this image dialog window\"><svg viewBox=\"0 0 26 25\" height=\"16\" width=\"16\" fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><rect x=\".626\" y=\"22.753\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(-45 .626 22.753)\"\/><rect x=\"2.747\" y=\".125\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(45 2.747 .125)\"\/><\/svg><\/button><h1 id=\"image-dialog-title\" class=\"screen-reader-text\">Image Modal<\/h1>\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"544\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=1000\" alt=\"Einstein Insights\" class=\"wp-image-47962\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg 1000w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=300&amp;h=163 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=768&amp;h=418 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=264&amp;h=144 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=500&amp;h=272 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=678&amp;h=369 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=150&amp;h=82 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2021\/06\/indus.jpg?w=355&amp;h=193 355w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><figcaption><em>Einstein Relationship Insights pulls updates from data sources like email and collaboration apps, and displays real-time updates directly within the Salesforce workflow<\/em><\/figcaption><\/figure><\/div>\n<\/div><\/div><\/div>\n\n\n<p><strong>By the numbers<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>57% of high performing sales organizations are using technology like AI to improve internal processes and customer experiences (<a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/state-of-sales\/\" target=\"_blank\" rel=\"noreferrer noopener\">State of Sales Report<\/a>)<\/li><li>52% of reps said there has been a major improvement on understanding customer needs and 45% of reps said there has been a major improvement of utilizing rep\u2019s time as a result of using artificial intelligence&nbsp; (<a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/state-of-sales\/\" target=\"_blank\" rel=\"noreferrer noopener\">State of Sales Report<\/a>)<\/li><li>52% of sales professionals say their companies use AI to prioritize leads and opportunities (<a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/trends-in-workflow-automation\/\" target=\"_blank\" rel=\"noreferrer noopener\">Trends in Workflow Automation Report<\/a>)<\/li><\/ul>\n\n\n\n<p>Einstein Relationships Insights will be generally available in June 2021. Learn more at today\u2019s <a href=\"https:\/\/invite.salesforce.com\/industriessummit\/Redirect\" target=\"_blank\" rel=\"noreferrer noopener\">Industry Summit<\/a>, visit the <a href=\"https:\/\/www.salesforce.com\/products\/sales-cloud\/tools\/einstein-relationship-insights\/\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Relationship Insights<\/a> product page and read about today\u2019s additional industry announcements <a href=\"https:\/\/www.salesforce.com\/news\/stories\/salesforce-accelerates-industry-transformation-innovation\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>. Any&nbsp;unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered<\/p>\n\n\n\n<p>Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase Salesforce applications should make their purchase decisions based upon features that are currently available. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol \u201cCRM.\u201d For more information please visit https:\/\/www.salesforce.com, or call 1-800-NO-SOFTWARE.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quick Take: Today, Salesforce introduced Einstein Relationship Insights, a new AI-powered research agent that autonomously explores the internet and internal data sources to discover relationships between customers, prospects and companies to help sales reps close deals faster. Einstein Relationship Insights acts as a virtual agent for salespeople in all industries, scanning the web, social media, [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":47927,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"_jetpack_memberships_contains_paid_content":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"categories":[1],"tags":[],"sf_content_type":[1727],"sf_theme":[1916,1917,1912],"sf_topic":[1737,2068,1734,1726,1745],"sf_product":[1747,2363,1783],"sf_industry":[],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[1724],"sf_collection":[],"sf_visibility":[],"coauthors":[2027],"class_list":["post-47833","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","sf_content_type-news-announcements-product","sf_theme-artificial-intelligence","sf_theme-customer-engagement","sf_theme-digital-transformation","sf_topic-artificial-intelligence","sf_topic-customer-360","sf_topic-customer-engagement","sf_topic-digital-transformation","sf_topic-sales","sf_product-agentforce-sales","sf_product-customer-360","sf_product-industry-solutions","sf_location-amer"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - 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