Einstein Relationship Insights

Quickly discover new opportunities and build better relationships.
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Connect the relationship dots faster

 

Find warm introductions that close

Discover existing relationships and connect sellers to key decision-makers to win deals faster.
 

Quickly identify strong opportunities using AI

Learn about new, key relationships through disparate data sources across the web with the help of Einstein.
 

Enrich CRM data automatically

Achieve a more accurate view of buyers with insights from internal and external content sources pulled into your CRM.
 

“Einstein Relationship Insights takes that history of innovation to an entirely new plane, realizing the promise of collaborative AI powered by natural language understanding.”

 

CARL W. HOFFMAN, CEO & CO-FOUNDER,

BASIS TECHNOLOGY

 
 

Empower financial and wealth advisors with automated relationship and network discovery.

Identify and engage with key executives and individuals through automated insights that can generate warm introductions to financial services clients. Relationship Insights arm advisors with critical information about their clients from web, financial, internal, and external data sources to help formulate a relevant, compelling pitch.
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Establish healthy relationships with clients, clinicians, and researchers.

Discover connections and build strategic relationships faster with intelligent automation. Maximize the business impact for medical device and pharmaceutical business development professionals to provider recruitment representatives by reducing preparation time and managing CRM contacts.
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Extend the value of Relationship Insights with:

 

Salesforce Inbox

Transform email into a powerful selling tool to:

  • Automatically capture and sync data with connected email and CRM
  • Prioritize actions with AI and leverage tools such as insert availability and send later
  • Leverage rich productivity features for email and calendar on iOS and Android
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Sales Cloud Einstein

Optimize sales with decision intelligence that helps to:

  • Focus on leads most likely to convert with Lead Scoring
  • Provide predictive forecasting that improves accuracy and tracks how sales teams are performing
  • Gain visibility into your business through real-time analytics
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Get the right solution for you.

 

Instant Insights

Unlock key relationship networks and connections with intelligent automation.
$ 50
USD/user/month*
(billed annually)

Deeper Discovery

Deeper relationship discovery for sales teams.
$ 150
USD/user/month*
(billed annually)
View detailed pricing

* This edition requires an annual contract.

This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.

 
 

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