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Salesforce Einstein Insights: Boost Sales with AI | White Paper

Salesforce Einstein Insights by DemandBlue leverages AI to empower salespeople. Close deals faster, convert prospects, and automate tasks with reliable information.

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Salesforce Einstein Insights: Boost Sales with AI | White Paper

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  1. Salesforce Einstein Insights

  2. Salesforce - Einstein Insights 1 Sales is undeniably the most crucial part of the business process. This makes it essential to keep your reps resourceful and equipped with every piece of information that helps them sell. Salesforce Einstein Insights is the perfect tool that assists your reps with relatable account insights based on the key fields, including Account Name and Website. It makes the Insights accessible right from account records and the HomePage dashboard. With the help of Einstein AI, it deduces relatable insights that even help your reps prioritize deals to reach the pinnacle of productivity. In this whitepaper, we are going to continue telling you how Salesforce Einstein Insights is a must-have for unrealistic Sales growth. Here is how Salesforce Einstein spikes your Sales win ratio: Discovers hidden insights and patterns in their data. Predicts accurate business outcomes. Recommends your reps best Action, offer, or engagement. Automates business processes and workflows. With Einstein Account Insights, the team stays informed about business developments and other key moments that affect your relationships with customers. Einstein Opportunity Insights uses Sales Cloud data from Historical Sales Cycles and Engagement with the customers to discuss unique patterns about each specific sales cycle (Since a company might have multiple sales processes). All standard fields, Email, and Calendar data are used to synchronize for Einstein Insights. www.demandblue.com

  3. Salesforce - Einstein Insights 2 Einstein Opportunity Insights helps to manage pipeline & uses Natural Language Processing to scan Email & calendar activity and finds out key opportunity insights that keep deals on track. The top benefits of Sales cloud Einstein Insights are: Increase in Opportunity Win Rates, Improve forecast accuracy, Accelerate sales life cycles, and Drive sales productivity. The top features of Sales cloud Einstein Insights are Zero Setup, Identify Risk or Favorable stage in Opportunities, and understanding the reason behind that, Summary of Einstein Opportunity and Accounts Insights each day, Recommended next step to take Action with one Click. Some of the Prediction types of Insights are listed below: High Effort Trending Down / Up Winning Unlikely www.demandblue.com

  4. Salesforce - Einstein Insights 3 Re-Strategize the business plans based on the NEWS Sites or Social Websites or Articles Sales Rep and Managers can Upsell, Cross-Sell, or simply Sell the Right Product to the Right Customer at the Right Time by Synchronizing the Prospect using Salesforce Einstein Account Insights. It Customer Account with Headlines Source to Thousands of NEWS Sites or Social Websites or Articles come from reputable; English-language news sources can be linked. This makes it easier for the sales rep to understand the current Business scenarios (account expansion, changing its company leadership, or any involvement in merger or acquisition talks) of existing Customer and Strategize the Marketing Technique to sell, upsell and cross-sell. www.demandblue.com

  5. Salesforce - Einstein Insights 4 www.demandblue.com

  6. Salesforce - Einstein Insights 5 www.demandblue.com

  7. Salesforce - Einstein Insights 6 Re-Strategize the business plans based on the Insights Key Moments. Some of the predicted key moments and their effected business plans are listed below: 1. Prospect Re-engaged 2. Contact Leaving 3. Competitor Mentioned 4. Negative Sentiment For example, go through this scenario below: If Key Moment is "Competitor mentioned," then Sales Reps or Manager should be able to positively differentiate with the strategic sales and marketing plan with their competitors' Smart Follow-Ups when the prospect is Un-Responsive. If Key Moment is "Negative Sentiment," then Sales Reps or Manager should be able to understand the customer experience & pain points on that product. He needs to learn the lesson. and be able to develop with the strategic marketing/sales/service plan for product feature improvement that makes their customer happy. Re-Strategize the business plans based on the Insights Key Moments www.demandblue.com

  8. Salesforce - Einstein Insights 7 Leverage Salesforce Einstein Insights to unlock the door of innovation Salesforce Einstein Insights is an AI-based solution that benefits your firm with smart insights to enhance the workflow and automate business processes effectively. It bolsters the productivity of every object field by upcoming with data patterns and predicting business outcomes. The cutting edge Opportunity Insight and Natural Language Processing features help your firm interact with Emails & calendar activities by tracking deals and finding key opportunity insights. With proper Salesforce Einstein Insights implementation, your firm experiences immense growth in Sales by increasing win rates and improving forecast accuracy to accelerate the sales cycle. Adopting Einstein Insights is the next step towards a brighter future that awaits the ease of strategizing business plans with confidence. www.demandblue.com

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