Einstein AI
Step into Einstein AI with Strength
Salesforce is leading the way in the daily use of AI for line workers. Einstein AI is no longer an extra cost for a good percentage of the overall AI offering … Take advantage and get your team into Einstein AI!
Successful Einstein AI implementation require assessing your Salesforce data and other corporate data needed, strategy of your leadership team to define and plan.
Leverage Einstein AI and coupled with Sales Engagement to get the sales team working at a velocity they dream about.
What can you give your team without additional licensing costs ….
Einstein Activity Capture
Integrate, sync, and capture data from emails. Automatically push/pull data into Opportunities or other records from your emails. No more hand entering.
Sales Engagement
Sales engagement assists your sales team to consistently engage with your prospects and clients driven by their demographics, product or service needs, and Einstein AI.
Sales Cadence
We help your strategy/leadership team design and then we implement your tailored sales cadences.
Email Template Creation
Develop personalized and Cadence email templates for the stages of the sales cycle.
Call Scripts
Build the call scripts your strategy/leadership team designed to guide your sales team at each step/stage of the sale.
Data Integration
Integrate existing data sources with Salesforce to ensure comprehensive data availability for AI models.
Task Automation
Build the automation of repetitive tasks for sales efficiency and productivity.
Useful AI requires good clean data. Our team will help cleanse and enrich data to improve AI accuracy and usefulness
Other external enrichment data is also available.
Round Out Equipping your team with
Einstein Lead Scoring
Prioritize and serve up the leads to your team based on the custom metrics defined by your strategy team.
Connect with the right prospect at the right time!
Einstein Opportunity Scoring
Implement your strategy team-defined customized metrics providing forecasts of all current opportunities in the pipeline.
Knowing where you are is half the battle.
Einstein Insights
Provide AI-driven insights for sales reps on accounts and opportunities.
By adding an Einstein AI license
Training & Support
To build and not teach your team how to leverage it would be silly and a waste of everybody’s effort.
One of the KEY things that makes engagements successful is we build customized
training material and then directly train your team with that custom material
Ongoing Support
As part of the package, we provide 60 days of post-implementation support ensuring smooth operation.
Implementation Timeline
