Smarter businesses process mean growing business, isn't it? Learn how to make every part of your business smarter enabling #Intelligence with Salesforce Einstein with our webinar. 1. Getting introduced to AI and Salesforce Einstein 2. AI for smarter business 3. How to use Salesforce Einstein Artificial Intelligence and much more... Ask our experts Devarshi Choksi and Priyanka Lakhani how to work out with defined strategies and actionable insights to get the right deliverables. For more info visit https://www.aimdek.com/

2. 1. Introduction and getting started
■ What is Artificial Intelligence
■ Terminology of AI
2. When AI meets CRM
3. Understanding Salesforce Einstein
■ What is Salesforce Einstein?
■ Salesforce Einstein Features
■ Salesforce Einstein Voice, Bot, Sales Cloud
4. How AI can transform CRM?
5. Advantages of Salesforce Einstein
6. How AIMDek helps?
7. Q&A
Agenda

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Devarshi Chokshi
Practice Head - Salesforce
Priyanka Lakhani
Salesforce Developer
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Meet Our Speakers

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AIMDek
Technologies

5. ● Ability of machines to learn, understand, analyze and dialogue in the same way as a human being.
● Next major wave of innovation.
● Driven by advances in computing power.
● Easier access to advanced algorithms.
● Examples of AI : Apple’s Siri, Amazon’s Alexa, and Google’s etc.…
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What is Artificial Intelligence?

6. ➢ Machine Learning: The core driver of AI, and involves computers learning from data with minimal programming
Ability of machines to learn by themselves; without the intervention of a programmer.
➢ Deep Learning: An algorithm based on brain neural networks to learn a domain with little or no human
supervision.
➢ Natural Language Processing: uses machine learning techniques to find patterns within large data sets in order
to recognise natural language. One application of NLP is sentiment analysis, where algorithms might look for
patterns in social media posts to understand how customers feel about a specific brand or product
➢ Big Data: The raw fuel of AI. Large amounts of structured or unstructured information that provide the inputs for
surfacing patterns and making predictions.
➢ Predictive Analysis: It is a branch of advanced analytics that is used to make predictions about unknown future
events, based on patterns in historical data.
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Terminology of AI

7. CRM needs the support of AI to adapt to the era of digital transformation which provides advantages like :
➢ More efficient data management
➢ Optimized sales strategy
➢ More accurate sales forecasting
➢ Increased customer satisfaction
➢ Reduce costs
➢ Determine buying trends from purchase history
➢ Provide better sentiment and intent analysis, product recommendations and up-selling
➢ Increased productivity
When AI meets CRM

8. ● Salesforce Einstein is a set of best-in-class platform services that bring advanced AI capabilities
into the core of the Customer Success Platform, making Salesforce the world’s smartest CRM.
● Powered by advanced machine learning, deep learning, predictive analytics, natural language
processing and smart data discovery, Einstein’s models will be automatically customized for every
single customer, and get smarter with every interaction and additional piece of data.
● Einstein’s intelligence will be embedded within the context of business :
➢ automatically discovering relevant insights,
➢ predicting future behavior,
➢ proactively recommending best next actions & even automating tasks.
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What is Salesforce Einstein?

9. "Part of the vision and reality today is that Einstein is baked deep into the customer
success platform, so taking and configuring and extending existing apps with Einstein
fields and partners building on the customer success platform means Einstein will
make all apps smarter, including those on the exchange."
-Luke Ball

10. 1. Sales Cloud Einstein : Use AI to help you prioritize the leads with highest value.
2. Service Cloud Einstein : Servicing your customers on the right channel by the right agent.
3. Marketing Cloud Einstein : Gain deeper insights into your customers by analyzing social conversions.
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Salesforce Einstein Features

11. ● Voice Basics and Usage
○ 46% of adults currently use some sort of voice-activated assistant, primarily on their smartphones.
○ 16% of adults owned a smart speaker—a 128% increase from January 2017.
○ Over 55% of U.S. households will own some form of smart speaker by 2022.
● Conversationally update Salesforce with Einstein Voice Assistant.
● Salesforce daily briefing read to users.
● Find, filter, and create dashboards with user’s voice.
● Einstein Voice Bots.
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Salesforce Einstein Voice

12. ● Connect with customers and build relationships along with the classic channels of phone, email, text
message, and social media.
● Einstein use technology NLU(Natural Language Understanding) in order to create learning model which is
used to understand the customer interaction better that leads to the automation.
➢ Save people time and money.
➢ Bots can answer the same straightforward questions over and over again, leaving customer service reps
more time to help customers with more complex questions or problems.
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Salesforce Einstein Bot

13. ● Quick case deflection
● Reduced wait times
● Saved time for agents
● Efficient redirects for customer inquiries
● Intelligent responses through NLU
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Benefits of Salesforce Einstein Bot

14. ● Service Cloud license and Chat license
● Enable Lightning Experience.
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Prerequisites for Salesforce Einstein Bot

15. ● To lead the market, you need a unified hub for your sources of insight—an all-seeing eye across Sales,
Service, Marketing, and other revenue-driving departments.
● Need clear decisioning on what to recommend, when, and on which channels—and Einstein Next Best
Action offers just that.
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Salesforce Einstein Next Best Action

16. ● Organizations with AI expect to see a 39% increase on average in their revenues by 2020, alongside a 37% reduction in
costs. (Economic Times)
● Eliminates time-consuming busywork such as logging sales activities.
○ Einstein Activity Capture:Einstein Help to connect any Google™, Microsoft® Office 365®, or Microsoft Exchange
2013 or 2016 account.
○ Then, activities from those accounts show up automatically on business and person accounts, contacts, leads,
opportunities, quotes, and contracts in Salesforce.
● Provides information to help prioritize leads and opportunities better
○ Einstein Lead Scoring:lead a score based on how well it matches your company’s particular lead conversion
patterns. The higher the score, the hotter the lead.
○ Einstein Opportunity Scoring:Einstein looks at sales teams’ past opportunities and related information to create a
predictive model. From that model, Einstein gives each opportunity a score, which is available on opportunity
records
○ Einstein Opportunity Insights:Einstein Opportunity Insights offers smart predictions and follow-ups about different
opportunities precisely when they’re needed. The insights are specific to your organization and team.
○ Three types of Insight
■ Deal Predictions
■ Follow-Up Reminders
■ Key Moments
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Salesforce Einstein Sales Cloud

17. ● Finds important news and data that affect specified customers.
○ Einstein Account Insights:Einstein Account Insights helps your sales team maintain their
relationships with customers by keeping the team informed about key business developments that
affect customers
● Makes predictions about how sales teams are doing
○ Einstein Forecasting:A prediction graph shows her team’s past opportunities and forecasts about
future performance
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Salesforce Einstein Sales Cloud

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Let’s have a look on how AI leads to smarter businesses.
Sales
➢ Spends time visiting customers, not entering data
➢ Predicts the best next step
➢ Knowing the customers need
Marketing
➢ Reach every customer at the right time
➢ Delivers the best content
➢ Knows the best audience for every campaigns
How AI can transform CRM?
Service
➢ Recommends before a customer needs
➢ Offers cross-sells and upsells at the right time
➢ Predicts when things will break, before they do
IT
➢ Build predictive smarter apps fastly
➢ Leverages the power of open-source frameworks
➢ Empowers to build AI faster

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Advantages of Salesforce Einstein
● No need to hire Data Scientist
● No need to design your own predictive models
● More accurate CRM
● Simplify and automate routine tasks
● More enthusiastic customers

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● AIMDek is positioned to cater end-to-end Salesforce services from its assessment to complete implementation, migration and
integration providing the full support with right consulting tactics from our experts faster :
➢ At minimal operational costs
➢ Get a tactical package evaluation and roadmap
➢ Robust implementations & rollouts
➢ Product development & support
➢ Build exceptional customer experiences.
How AIMDek can help you?

21. If we don’t get to your question during
today’s webinar, we’ll be sure to follow
up afterwards over the mail.
Do you have any questions?