Never draft emails from scratch again. Ask Einstein to auto-generate personalized emails grounded in CRM and external data. Help sellers make introductions or send follow-ups in seconds. Automate personalized communications from anywhere you work, including Microsoft Outlook, Gmail, or even LinkedIn.
Say good-bye to flipping through notes. Ask Einstein to synthesize important call information in seconds. Quickly generate concise, actionable summaries from your sales calls or ask Einstein to identify important takeaways and customer sentiment so you have the context you need to move deals forward.
Eliminate one-size-fits-all sales strategies. Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step by step guidance and milestones grounded in CRM data.
Automate prospect and account research. Summarize lead, opportunity, and other CRM records to identify the likelihood of closing a deal, which competitors are involved, and more. Pull-in real-time data to understand relevant updates happening in the news. Eliminate manual data entry by asking Einstein to update any lead or opportunity record for you.
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.
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.
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.
Know exactly what customers are saying about your competitors and products. Get a birds-eye-view of what's happening across your team's sales calls. Uncover trends that are stalling deals so you can know how to your redefine sales programs, competitive plays, and enablement.
Identify and act on key moments from your sales conversations. Instantly spot customer objections, attitudes on pricing, and questions asked, all without listening to the entire call. Move deals forward fast with conversation insights related to opportunities, delivered in the flow of work.
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 prospect and customer network for every deal. Autopopulate contacts and relevant information to help build strong relationships with key decision makers.
Discover new relationships backed by external data. Get crucial context from relevant sources across the web pulled right into your CRM. Automatically update existing records as you learn more.
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 optimize various sales activities, such as lead scoring, customer segmentation, personalized 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 personalized communication with customers. It also enables businesses to identify new sales opportunities and make data-driven decisions to optimize sales performance.
Artificial intelligence is changing sales by enabling businesses to automate and optimize 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 optimize 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 optimize various CRM activities, such as lead scoring, generating personalized messaging, and customer segmentation.