salesforce einstein

All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics.  Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards. Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically. Einstein Analytics allows you to:                                                      Connect to your CRM directly and execute on insights directly in Chatter. Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery. Explore data & automates action with prebuilt apps. Has similar functionalities on mobile, be it Android or iOS. Einstein Analytics vs Reports & Dashboards  Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates.  Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step.  How Can we use Einstein Analytics in Salesforce? If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus. Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher). All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics.  Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards. Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically. Einstein Analytics allows you to:                                                                Connect to your CRM directly and execute on insights directly in Chatter. Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery. Explore data & automates action with prebuilt apps. Has similar functionalities on mobile, be it Android or iOS. Einstein Analytics vs Reports & Dashboards  Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates. Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step. How Can we use Einstein Analytics in Salesforce? If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus. Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher). All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics. Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards. Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically. Einstein Analytics allows you to:                         Connect to your CRM directly and execute on insights directly in Chatter. Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery. Explore data & automates action with prebuilt apps. Has similar functionalities on mobile, be it Android or iOS. Einstein Analytics vs Reports & Dashboards  Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates. Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step. How Can we use Einstein Analytics in Salesforce? If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus. Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher). Conclusion Salesforce Einstein Analytics gives the power to harness raw data for real business solutions that make a huge difference. Salesforce customers report tells that Einstein Analytics has boosted their individual and team productivity levels, saving them an average of 10-11 hours per month per IT/sales/operations resource. And the longer they use Einstein Analytics, the more productivity continues to increase. If you wish to implement Einstein Analytics and avail the above-mentioned exciting benefits, you can consider partnering with a Salesforce implementation partner. About Girikon Girikon is a reputed IT consulting company with offices across the USA, UK, Australia, and India. Over the years the company has become one of the established players in the area of Salesforce consulting, Salesforce implementation and Salesforce support space.

In today’s competitive business landscape, banks and other financial service companies have to deal with rapidly evolving customer requirements. Today, with new entrants and consumer technologies simplifying the way people save and invest their money, the demand for the digitalized financial transaction along with high-touch and personalized experiences have increased manifold. To remain competitive, bankers and wealth managers require delivering smart and tailored experiences, which is significant for building best-in-class customer relationships. While these customer-facing organizations have always understood the importance of providing superior customer service, they struggle to manually sew up and make sense of customer data from disparate sources. This calls the need to have in place a robust and intelligent system that can help organizations meet the growing expectations of customers for speed and personalization. Salesforce Financial Services Cloud – a financial software used for wealth management could be leveraged by organizations for enjoying a customized CRM experience. Now, with the addition of Einstein Analytics to the financial service cloud, bankers and wealth managers have access to AI-powered insights that have helped them strengthen client relationships and grow their business.  Let’s take a quick at the amazing features that Einstein Analytics powered financial services cloud offers: Actionable Insights Enabled by AI: With this, financial services professionals can get predictive guidance which is built-into routine client engagement. For instance, financial consultants can now receive updates about clients who are likely to grow their assets. This helps them to focus their attention on retaining such clients that too in a smart way. In-built Industry Dashboards: These are built-in to help with data collection regarding the financial activities of clients. The pre-built templates help wealth advisors and retail bankers to gather quick insights using analytics rather than depending on a data scientist to share daily insights around common KPI’s. Now, retail bankers and wealth consultants can draw insights by directly accessing the dashboards, which in turn helps them in identifying opportunities, as well as threats.  Customizable Platform: To get a complete view of the financial goals and needs of their customers, users have the option to build custom apps and connect them to data from external sources.   Built-in Compliance: With an Einstein analytics powered financial services platform in place, users can expect data to be hosted in a secure, trusted and compliant cloud-based platform. This comprises of privacy, security, and other tools that are configured to fulfill compliance requirements.  How Does Einstein Powered Financial Cloud Services Help Fintech Companies?  Get Rid of Loopholes of Legacy Systems: Financial services organizations often face challenges fulfilling the expectations of their customers using their legacy systems that are outdated and inefficient. With all the useful features and customizations, the Salesforce financial cloud lends organizations the power to connect all the internal systems and push all the vital data to a single place i.e. the dashboard.   Better Engagement with Customers: To fulfill the growing requirement of their clients, financial service organizations require having a clear and comprehensive picture of their accounts, financial goals, etc. This becomes possible with Einstein powered Salesforce Financial service cloud, which besides fetching crucial client data from different systems and gathering in a single place i.e. the dashboard offers real-time recommendations. With a clear view of their customers, financial services organizations are better positioned to fulfill the expectations of their customers. Better Compliance: The financial service industry deals with the constant pressure of being compliant. Packed with compliance features, the Salesforce financial services cloud paves way for hassle-free client communication, transparent collaboration, and simple to build internal processes. All this helps in saving a lot of precious time. Quick Wrap Up: The introduction of new capabilities i.e. Einstein Analytics into its financial services cloud has taken its performance a notch higher. With such updated features, wealth managers and bankers can leverage predictive analytics to remain more strategic about how they manage their book of business, as well as client relationships. So if you are a financial service organization looking to create a long-lasting professional relationship with your clients, it’s important that you partner with a Salesforce consulting company to avail robust CRM functions. Girikon – a Salesforce consulting partner offers reliable Salesforce consulting, Salesforce support and Salesforce implementation services to businesses across the globe. As a reputed Salesforce consulting company, Girikon offers robust solutions that can transform the way organizations conduct their business.

For a business to sustain in this competitive landscape, the sales and marketing teams must align with each other for ensuring better organizational growth in terms of efficiency, productivity and revenue. However, this is difficult said than done as the goals of sales and marketing teams are misaligned, which encourages them to prioritize their own goals over organizational profits. So, how to deal with this situation? The key lies in having a steady flow of qualified leads that the Sales team can close readily, and this can be made possible by having in place a robust lead scoring system for prioritization of leads. What is the Need for Lead Scoring?  Though, the main priority for marketers is to generate constant flow of sales-ready leads, only a small percentage of the leads generated by the marketing team are considered closable. According to statistics gathered from recent industry research, around 40%-50% of all inbound sales leads aren’t followed up by the salespeople. And even if they do so, a lot of time had already passed by for leads to be converted to customers.  Lead scoring, which is a key aspect of lead management helps marketers make the most of all the leads generated. By providing an objective way of sorting through all visitor interactions and ranking them basis their likelihood to buy the company’s products, lead scoring divulges details about the most sales-ready leads besides providing insight about how and which leads should be nurtured. By helping organizations rank their leads basis several behavioral and demographic factors, marketers can determine and focus on the most potential leads.   Evolution of Lead Scoring Tools and Capabilities:  Having information about which leads to follow up and which to ignore can be more of a speculation than science. Lead scoring provides sales and marketing experts a head start on the lead qualification process, which otherwise is time-consuming. Before the recent developments in technology, lead scoring was conducted manually and included making a detailed research on potential customers, recording their details on a database, and finally scoring them.   Today, Marketers have access to tools and capabilities that can help them rank, manage and nurture leads, so that more leads carry a higher probability for positive sales results. Automated capabilities and processes provide powerful ways to handle lead scoring and nurturing to help get the most from every visit to the website.   CRM assisted Lead Scoring:  Since, the task of manual lead scoring was strenuous and time-consuming, CRM (customer relationship management) systems emerged as the savior by automating and simplifying processes. With a robust CRM in place, businesses were able to gather data regarding every single lead and scoring them basis the selected criteria. While integrating a robust CRM system like Salesforce improved the manual way of scoring leads, it still lacked the efficiency required to quickly score leads basis their quality with sales and marketing teams still spending a lot of time gathering details about leads.   This paved way for another innovation i.e. marketing automation. While marketing automation is doing its bit by analyzing and processing a wide variety of data in an automated way, it doesn’t provide the efficacy to differentiate between visitors who are actually interested in making a purchase and those who are simply visiting the site without any intention of making a purchase. This has left space for a new player that offers a solution to all the lead scoring woes i.e. predictive lead scoring using artificial intelligence.   Predictive Lead Scoring:  A Game Changer  Powered by Machine learning and Artificial Intelligence, predictive lead scoring allows businesses to determine the criteria for defining a strong lead, creating models for lead scoring based on the specific needs of your company while adapting themselves in a changing market. The Einstein AI capability of Salesforce provides lead scoring an altogether new approach by streamlining a variety of tasks associated with it. Right from automatically collecting and analyzing CRM data for determining strong leads, creating finely tuned lead scoring models to gathering account insights, using Salesforce Einstein AI for lead scoring will augment the efficiency of sales and marketing teams by saving their time significantly. However, you must get in touch with a reliable Salesforce consulting company for any assistance regarding lead scoring including the creation of appropriate lead scoring formulae.   The Bottom line:  The value of figuring out sales-ready leads is inestimable. However, it isn’t easy to manually analyze humongous data to determine closable leads. A robust lead scoring system will help organizations to align their marketing and sales team while ensure better utilization of resources, improve rate of conversion, and condense sales cycle, which will ultimately translates to increased revenue. This will allow sales and marketing teams to close deals quickly while forge a strong relationship with their customers. As a cloud-powered CRM, Salesforce has become preferred choice of businesses due to the wide array of features, functionalities and components offered by the platform. To make the most of this platform, it’s important to partner with a reliable and experienced Salesforce implementation partner.

Imagine your organization can communicate in real time with your website users? Salesforce live agent is a tool provides this level of interaction in real-time and ability to chat online between an organization and its customers. The Live Agent in Salesforce tool offers the ability to personalise the customer experience based on how prospects engage with your website. There are additional advantages that users often overlook including multilingual capabilities, ability to connect subject matter expert efficiently and retrospectively reviewing live chat when building your smart team. Girikon’s Salesforce Consultants are suitably qualified to set up and configure Salesforce Live Agent for your company. The advantages of being a Salesforce Consulting Partner, Girikon has access to industry knowledge and the Salesforce Community to draw from to make the set up successful and highly efficient for your business. In the real life scenario below our Salesforce Consultants demonstrate live agent setup for multiple sites without a chat icon meaning that this setup is complex. The following setup also uses new available features which further assist you to setup a Salesforce live agent. Following the steps to setup salesforce live agent and remember that our certified Salesforce Consultant are a phone call or email away if you get stuck. Salesforce live agent is a tool which enables real-time, online chat between an organization and its customers. In real life scenario you can see there are multiple sites which does have chat icon from where you can directly get support from support team, that is now possible by Salesforce live agent too. You can easily step salesforce live agent by following steps Step 1: Enable live agent checkbox Setup→Customize→Live Agent→Live Agent Setting Click on enable live agent and hit “Save” button. After saving it you can see multiple objects have been created automatically into you org. For example, “Live Chat Transcript” which holds history of chatting. Step 2: Enable live agent user Setup→Users→Select User Edit user which you want to use as a “live agent user” and click on live agent user then hit “Save” button. Step 3: Live Agent Configurations Setup→Customize→Live Agent→Live Agent Configuration You need to configure live agent in which you can assign live agent user, profiles and provide supervisor setting and chat transfer settings Step4: Create New Skill Setup→Customize→Live Agent→Live Agent Setting Create skill for live agent user and save. Step 5: Setup Chat Button Setup→Customize→Live Agent→Chat Button & Invitation You need to create a “Chat” button where you need to enter Basic information, Routing information and chat button customization. For chat button customization you need to upload online and offline button image which will show on your public website. After saving chat button you will get chat button code you just need to copy that and paste into your website html Step 6: Live agent deployment Setup→Customize→Live Agent→Deployments Create new deployment and save it. After that you will get deployment code, you need to copy this code and paste it below the chat button code in your website html page Step 7: Setup live agent console app Setup–> Create –> App Create new console app and while creating this app please include live agent in this app and choose records or page to open subtabs of each chat session For testing purpose, open your website html where you have pasted chat button code and deployment code you can see either online or offline image which is based upon the agent’s status (online/offline). When agent is online click on online than request will send to agent user Agent user needs to go to console app which you have created and can accept the request than customer will be able to chat directly with agent Please share your feedback for this article, in case you need Salesforce Consultant, Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com

What is Einstein Chat Bots? Have you had a conversation with Siri, Alexa or Cortana lately? These sophisticated applications have access to a readily available information to answer nearly every question, search for readily available videos or music and action any demand by the user. Now picture this type of applications in action for your organization. Imagine your customers, contacts etc. having this level of information about your company, your offerings, ability to ask for specific actions effectively servicing more of the intended audience at a fraction of the cost of older and outdated models. Salesforce’s Einstein Chat Bot is an automated program accessed in the cloud that once set up can provide a sophisticated level on interaction with other companies, customers, contacts etc. Salesforce Artificial Intelligence (AI) have introduced Salesforce Einstein Chat Bot as part of growing demand for efficiencies in an effective sales and service operations and marketing campaigns. The chat bot is an application which provides the communication path from your CRM, other information required about your company and can be configured to both oral and text conversations. The Einstein application is highly sophisticated, and, in some cases, customers can’t distinguish if the bot is a computer or human being. Einstein Chat bot is highly efficient it replies without wasting of your time and provides easy solutions to customers. Girikon’s Salesforce Consultants are suitably qualified to set up and configure Einstein Chat Bot for your company. The advantages of being a Salesforce Consulting Partner, Girikon has access to industry knowledge and the Salesforce Community to draw from to make the set up successful and highly efficient for your business. Below Girikon Certified Salesforce Consultants provide a step by step guide to setting up Einstein Chat bots and you too will be able to build your own automated Bot called whatever reflects your business! Step1: Enable Einstein Bots Setup→Feature Setting→Service →Service Cloud Einstein→Einstein Bots First of all, you will need to enable Einstein bots and accept all terms and conditions Step2: Enable Einstein Bot Option Menu Edit Einstein Bot Option menu and check Einstein Bot Option menu than click “Save” button. Step3: Create new Bot Click on “New” button and create new bot by following these steps Click on “New” button and create new bot by following these steps Add Einstein Bot Greeting Message Add the three common issues or questions from your customers Create an Einstein Bot when ready After clicking on “Finish” button, you will redirect to Einstein Bot Builder from where you can create different type of questions and messages according to your business requirement. Step 4: : Further configuration can be made using the Einstein Bot Builder Edit View Step 5: Setup Snap-ins Setup→Feature Setting→Service→Snap-ins Go to snap-ins and click on “New Deployment” Setup the New Snap in deployment Step 6: Snap-in Deployment Settings In deployment setting you will need to setup live agent setting where you must select live agent deployments and live agent button Edit Live Agents settings Step 7: Add channel Go to the Einstein Bot builder and click on “Overview” on left side window than create new channel Activate the chat bot where you can select snap-in and after clicking on “Submit” button you will be able to see “Chat with Expert” button. If required Click on “Chat with Expert” button Click on “Chat with Expert” button if you want to investigate chat window on Admin Site. Step 8: Test with live agent Click to see how to create live agent. You will get snap in code snippets from snap-in deployment settings You just need to copy and paste the highlighted code in the above picture into html page (before ) where you have added live agent. You can also use it in your public community too or any other site where your business demands. On customer end, it will look something like below image: Please share your feedback for this article, in the case you require a Salesforce Consultant, Salesforce Implementation Partner or Salesforce Development Service provider then please feel free to reach out to us at sales@girikon.com

The true potential of image recognition has been utilised by Salesforce Einstein. Isn’t exceptional if we have something that categorises customer into similar groups by filtering keywords in customer reviews and other media to group related cases and assign them to the accountable customer service executive. It will enhance customers service process leaving high customer satisfaction rate. With the adoption of image recognition, the business can better understand customer preferences and lifestyle through their social media images and their other actions. This is achievable with Salesforce Einstein Vision and its ability to recognise the image. Now, the user can leverage pre-trained classifiers such as food, picture, general or multi-label images in any app with just a few clicks. Einstein vision makes it possible by creating API learning models for every possible use case that include visual search, brand detection, and object identification. It also works on signature prediction, Salesforce Einstein Vision API helps to upload signature image data sets in the Einstein Platform Service Account, train datasets and classify a signature image to get the Einstein prediction result. A Salesforce Consultants are doing best to map the business need with Salesforce Einstein peculiarities. Salesforce has also introducing Einstein Vision for Social Studio, delivering AI-powered image recognition directly within Marketing Cloud’s social media marketing solution. Now, marketers can automate the discovery and identification of images, and respond appropriately. By understanding the photos that consumers post, marketers are empowered to reach consumers even when they have not specifically mentioned a brand, product or service by name. Einstein Vision is designed using Salesforce Research’s computer vision discoveries and has created a simplified solution for all the complexities of AI for customers. This advances image recognition are making help towards success in a new era by enabling companies to discover insights about customers and predict consequences that lead to intelligent arrangements. The power of AI will be implemented in the Salesforce Community and we all are excited to see the power of AI in CRM. Girikon as a Salesforce Consulting Partner has implemented Salesforce Einstein Vision making businesses develop and achieve a tremendous level of customer satisfaction.

Salesforce Einstien is Salesforce CRM infused with artificial intelligence to provide better insight about the data to the marketing and sales departments. Salesforce Einstein is backed with Deep Learning, predictive analytics, natural language processing, Machine Learning, and smart data discovery. Each version of Einstein is customized as per the customer. The model learns by its own and behaves as per every interaction and data. Image Courtesy: Trailhead Einstein Voice was introduced at Dreamforce ’18 event. Einstein Voice consists of two products- Einstein Voice Assistant and Einstein Voice Bots. Einstein Voice Assistant will enable the sales rep to verbally log (record) the meeting notes, updates about the meeting, any fresh idea or new lead into the Salesforce mobile app. Now each time a sales rep gets any new data or need to update anything related to their associated records in the Salesforce then instead of texting or manually updating the information, he can just use Einstein Voice Assistant to update the record or log new piece of information. Image Courtesy: Trailhead On the other hand, Einstein Voice Bot allows the customers to build their own voice-activated assistant and customize for their company. Clearly, Einstein Voice will change the data entry game forever and allow the sales resp to capture more leads and close them on time leading to more business for their company. These voice bots can be used on Google Home, Alexa devices and other voice platforms as well. Normally a sales rep’s day starts mail checking, putting reminders of things which needs to be achieved through the day, upcoming meetings. Now with Salesforce Einstein Voice, a sales rep can start the day with voice-activated details about upcoming meetings and tasks with the help of smart speakers or phone’s speaker. A sales rep can record notes in the Salesforce mobile app by talking to their mobile device while driving or on the go. Einstein Voice with the help of AI can also automatically analyze the captured notes and relate the keywords like name, company name to the associated records like opportunities, accounts, contacts. After relating to the associated records, it will also suggest follow-up tasks linked with the new updates so that the sales rep can close the deal. Image Courtesy: Trailhead Apart from capturing meeting notes, Einstein can open and review any Salesforce dashboard and display reports. It can also share meeting knowledge with the participants of the meeting. Let’s hope that Einstein Voice helps in improving customer services and taking it to the next level. Here at Girikon, we have worked with Salesforce Einstein and delivered several projects successfully. In case you need any assistance in the Salesforce Implementation or Salesforce Einstein then please feel free to reach out to us at sales@girikon.com You can also Check Salesforce Consulting Services