Can you imagine having an assistant who predicts the future, makes intelligent decisions and interacts with clients 24/7? No, we are not talking about science fiction. We are talking about Salesforce Einstein AI solutions, that is revolutionising the business world.
Define your use case
Imagine buying a sports car to transport goods. Exaggerated, perhaps.
But that's exactly how many companies approach AI in Salesforce - full of enthusiasm but without a clear plan.
So the question you need to ask before using any AI is, what do we want to solve?
Why define your use case?
- To ensure focus on results.
- Avoid spending resources on features that don't add value.
- To achieve success metrics.
- Adopting is faster and more effective when AI solves real problems
Now let us get practical to help you define your use case:
- Identify the Problem: what specific challenge are you trying to solve: improving sales forecasts or automating customer service?
- Quantify the Impact: what is the current impact of the problem on your business? Furthermore, what would be the value of solving it?
- Evaluate the Data: what data do you have available for your AI model? Is it sufficient and of good quality? Accurate, complete and up-to-date data are the essential ingredients for your AI's assistance success
- Define Success: how will you know if the implementation has been successful? Establish clear and measurable KPIs.
- Plan the Implementation: who needs to be involved? What process changes will be necessary?
AI is not a magic wand - it is a powerful tool that needs to have a precise purpose.
Because at the end of the day, the world's most advanced technology is only valid if it solves real business problems.
With the importance of the use case and data quality in mind, let us see how Salesforce can help.
Salesforce Einstein Superpowers
1. Einstein Bots
An assistant who works 24/7, never takes holidays and, what is more, understands your customers perfectly.
Benefits:
- Drastic reduction in waiting times
- Consistent and scalable support
- Frees up staff for more complex tasks
2. Einstein forecasts
All forecasts for decision-making support.
Benefits:
- Accurately predicts business results
- Identifies the factors that matter for real in your forecasts
- Optimised over time
3. Einstein's Next Best Action
This feature uses AI to suggest the best actions for the team to take, during customer interactions, in real-time.
It can be used for:
- Personalised product offers
- Personalised service recommendations
- Problem-solving guidelines
4. Einstein Discovery
Einstein Discovery analyses millions of data points to discover relevant patterns and provide natural language explanations of what happened and why.
Benefits:
- Patterns that the human eye cannot see
- Explanations in simple language
- Predictions with transparent explanations
5. Einstein Copilot
This is a super-intelligent assistant ready to help with any task. Einstein Copilot is designed for:
- Assisting with content creation, from personalised emails to detailed reports
- Providing intelligent recommendations based on your business data
- Automating routine tasks
6. AgentForce: Salesforce's New Superpower
AgentForce is Salesforce's latest innovation in the field of Artificial Intelligence, taking the power of Einstein to a new level. These autonomous AI agents are set to revolutionize the way companies interact with their customers and manage their operations.
- Autonomous Agents: Unlike traditional chatbots, AgentForce agents can analyze data, make decisions and perform tasks independently.
- Versatility: Applicable in various areas, including customer service, sales, marketing and commerce.
- Ease of Implementation: Low-code tools allow companies to customize and implement agents quickly.
To summarise:
Using AI to help us come up with ideas, create content, or find information has already become a practice for many of us; the next step must be to evolve our work tools to ensure that AI operates in the proper context based on our business data, and with our company's communications history for each of its customers.
Salesforce Einstein AI Solutions are designed to ensure just that, representing a significant leap forward in the application of AI in the business world. From the automation of customer interactions to the discovery of metrics. To ensure the success of these solutions, it is crucial to define the use case well, invest in robust data management practices, and have good planning and testing phases.
This work should not be considered a precaution but a prerequisite for unlocking Einstein's full potential.
