Salesforce Einstein
AI for CRM.
Overview
Salesforce Einstein is a layer of artificial intelligence that is built into the Salesforce platform. It provides AI-powered features across Sales Cloud, Service Cloud, Marketing Cloud, and more. For sales, Einstein offers capabilities like predictive lead scoring, opportunity insights, and sales forecasting. It helps sales teams to work smarter and be more productive by providing data-driven insights and recommendations directly within their CRM.
✨ Key Features
- Einstein Prediction Builder
- Einstein Lead Scoring
- Einstein Opportunity Insights
- Einstein Forecasting
- Einstein Activity Capture
🎯 Key Differentiators
- Native integration with the Salesforce platform
- Broad set of AI capabilities across the entire customer lifecycle
Unique Value: Delivers AI-powered insights and recommendations directly within the Salesforce CRM.
🎯 Use Cases (3)
✅ Best For
- Improving forecast accuracy for teams already using Salesforce Sales Cloud.
- Helping sales reps focus on the most promising leads and opportunities.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that do not use Salesforce as their primary CRM.
🏆 Alternatives
Offers a seamless and integrated AI experience for Salesforce users, eliminating the need for separate AI tools.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premier Success Plan tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: N/A
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