Step-by-Step Guide to Integrate Salesforce Einstein with Your Existing CRM Setup

As businesses are drowning in vast amounts of data—service tickets, sales interactions, and marketing responses—it turns out to bae nearly impossible for them to extract relevant insights.

Here is where Salesforce Einstein enters, not any longer as an AI layer that brought intelligence to your CRM but as a deeply embedded intelligence framework, automating workflows, ensuring personalized recommendations, and obtaining predictions.

In addition to the secondary tools that are implemented on top of your CRM, Salesforce Einstein cooperates with the Salesforce ecosystem in the areas of next-best actions and real-time insights. However, the main question is how you must integrate Salesforce Einstein with your existing CRM setup. Don’t worry, read through the guide and learn.

Essential Steps to Ensure Salesforce Einstein Implementation with Existing CRM

Within this section, you will get essential steps to ensure smooth Salesforce Einstein implementation. So, consider following the section, also consult with the Salesforce implementation company to learn how the implementation improves workflow of marketing, sales, service, and commerce department.

Step 1: Enable Chat

• Navigate towards Salesforce Org.
• From Quick Find Box, you need to search for Chat.
• Then, click Chat Settings.
• Finally, enable the chat option.

Step 2: Implement Chat and Messaging

Now, the bots must be connected to a chat implementation and messaging channel to execute without any hiccups. So, for that, you need to:

• Search for Einstein Bots.
• Navigate towards Setup.
• Try to locate the Quick Find Box and search for Einstein Bots from there.

Step 3: Enable Einstein Bots

Now, it’s time to enable Einstein bots and here is how you must do it:

• Go to the Setup menu.
• From there, you need to enable Einstein Bots.
• Now, just accept the terms and conditions to move to the next step.

Step 4: Generate Einstein Bot Setup Page

As you have successfully reached the fourth step, consider implementing upon these essential steps:

• Hover your mouse towards the Einstein Bots Setup page.
• From there, tap New.
• After that, you need to essential information like the bot’s name, main menu categories for queries such as Order Status and Technical Support, and a welcoming message for customers.

Step 5: List Top Queries

For listing queries, you need to follow all the steps that we have provided below:

• Move towards the main menu.
• Try to add some top inquiries that customers mostly ask. However, ensure that these inquiries could be anything from “Resetting Password” to “Tracking my Order.”
• Lastly, just provide an option to “Connect with Live Agent” for additional support.

Step 6: Add Menu Options

• To initiate, add some primary menu options like “Order Related” and “Appointment Related.”
• Now that the things get setup, tap on “Create” and “Finish.”
• The last step will redirect you to the Bot Builder Overview Page where you can locate different options.

Step 7: Activate the Bot

At this moment, you just need to turn on the Bot to enable its successful and faultless functioning with the help of a Salesforce implementation partner.

Step 8: Add a Channel for Your Bot

To integrate a channel on your bot, you need to execute certain steps that include:

• Moving towards the Bot Builder.
• Then, locate the Overview page.
• From there, hover your mouse towards the Channel section.
• Now, just click on Add.
• Opt for the most appropriate messaging channel type.
• After that, choose the deployment name.
• Also, reply when the bots cannot answer the customer’s query and you need agents online.

Example: You can add a text messaging channel titled “SupportText” and set the same to connect customers to a live agent.

Steps 9: Add Embedded Chatbot

• Go to your website’s help page.
• Add an Embedded Chat deployment.
• Now, just preview the bot inside Bot Builder.
• Evaluate how the bot interacts with visitors.

Step 10: Preview and Test

This is the last step that you need to take for the successful implementation and execution of Salesforce Einstein and here is how you must conduct it.

• Try to access the Dialog Page on the Bot Builder.
• After previewing your bot, just tap Preview.

If you’ve already created a chat deployment, use an assigned channel to evaluate its performance. Ensure that the bot must greet and offer menu options to you while kicking off with a pre chat form.

Significant Benefits of Integrating Salesforce Einstein into Your CRM

Salesforce Einstein integration with existing CRM does more than just adding AI capabilities, i.e., it transforms the way your company sells, markets, and supports customers. Here are all dynamic benefits of using Salesforce Einstein with CRM.

1.Smarter Lead Scoring and Pipeline Prioritization

Upon analyzing customer behaviors, past deals, and engagement data, Einstein automatically scores lead. Once more, it brings to the attention of sales representatives the opportunities likely to convert, thus saving valuable time that sales reps would otherwise spend on making manual assumptions. It cuts down the sales cycle and allows us to focus on high-value prospects.

2.Automated Customer Support with Einstein Bots

The Arrival of bots can probably automate customer support processes. For instance, Einstein Bots take care of routine inquiries for scheduling appointments, tracking orders, and resetting passwords. It also reduced the workload of agents and at the same time, accelerate the customer service, guaranteeing the fastest response times, on to another level allowing service teams to tackle complex issues requiring human intervention.

3.Quicker AI-Based Decisions

Salesforce Einstein brings insights into the CRM interface, thereby minimizing the time spent in manual data analysis. Likewise, it will advise the sales rep on the next-best action to take, identify a risk factor within an actual customer account, and thereafter empower the team to make faster and smarter decisions that impact business outcomes.

4.Personalized Sales & Marketing Campaign Generation

Einstein, while delving deep into customer’s preference data, interaction, and purchase history generates hyper-specific campaigns. Moreover, this precision allows the sales and marketing team too to connect with the right prospects at the right time to ensure product recommendations, lead nurturing, and relevant offers.

5.Advanced and Intelligent Predictive Forecasts

Traditional reporting collects and collates data. Considering customer churn, Salesforce Einstein puts on its crystal ball with predictive models to foresee sales trends and revenue growth. Predicting these would allow a business to allocate resources, thereby meeting demand and planning strategically based on actual insights.

To Sum it Up

While the steps outlined above give you a roadmap for Salesforce Einstein implementation with your existing CRM, partnering with one of the best Salesforce consulting companies like Girikon can help you ensure integration that is tailored to your unique business needs.

Not just the company help you maximize the potential of Salesforce but also it streamlines workflows across department. Thus, ultimately delivering the connected and intelligent experiences that your customers expect. So, ensure to get in touch with the experts of the company and sets your business ahead of the competition.

About Author

shivani

Shivani is a Technical Content Specialist at Girikon with deep expertise in turning intricate technologies into engaging narratives. Her renowned experience and keen interest in technologies allows her to draft compelling and digestable insights for tech-savvy leaders. She helps businesses navigate the labyrinth of innovation, leveraging her proficient skills and visionary attitude.