Convert Text to Metrics to Sales with Einstein Sentiment Analysis

One of the core CRM functions is tracking notes from conversations and meetings. Notes can be difficult to quantify though. Unless you individually rate each conversation, you cannot derive meaningful metrics from a CRM entry. Einstein Sentiment Analysis allows you to rapidly scan a section of text and provide a 1-10 rating on whether the text reflects a positive or negative conversation. This rating can then be used to track conversion rates and quantify the effectiveness of your users. Join us as we demonstrate how to set up access to the metamind/einstein.ai APIs. We'll then walk through an example of creating Apex classes, which collect free text from fields, and call the Einstein Sentiment endpoint to quantify the text with positive or negative ratings. Finally, we'll show how to create reports that track how the Einstein Sentiment ratings can inform Lead/Opportunity conversion rates.