Capitalizing on AI in Salesforce for Better Conversions


The use of Salesforce has grown into one of the most popular CRM solutions available, but it has now taken things to a completely new level with the use of AI

The world has changed in ways that we only thought possible in science fiction movies. We are now able to communicate convenient ways and we are seeing the power of using technology for business. The importance of proper customer relationship management is essential to the success of any kind of business.

The use of Salesforce has grown into one of the most popular CRM solutions available, but it has now taken things to a completely new level with the use of AI. This is the reason why we are going to be talking about the power of AI in Salesforce, and how this can be a truly groundbreaking change.


What is AI?

Artificial intelligence is one of the most powerful inventions we have in modern times. We have seen that there is a first robot citizen name Sophia who happens to have above average AI, but we still have a long way to go until we can see a fully automated robot. One that will be making decisions based on the interactions that it has with humans.


How to Implement AI Into a Business?

We are living in a very hectic world and the need for automation is essential. We can only take automation to a certain level before we start to worry about maintenance. This happens when we have to make sure that all automated processes are working as expected. This is the reason why artificial intelligence is so important and so essential in modern times.

The marriage between enterprise applications and AI allows wonderful results to take place. The first change that you can expect is a much more productive workforce and enhanced customer engagement.

The level of AI that we have today is enough to let us implement in CRM platforms. There are many ways to implement AI in this kind of customer relationship management systems, and today, we are going to be talking about some of the most essential and useful of those implementations. Einstein is the name for this AI in the Salesforce CRM, and we will talk about some great features that it offers to users.

Keep in mind that these features get constant upgrades and this means that anything you get with Salesforce Einstein today is going to get full upgrades in just a few months, and it will continue to evolve into a stronger system.


The system recommends the kind of methods you use to engage your prospects. The database knowledge that the system is able to read will determine what kind of approach is better for your email campaigns and message approach amongst other features. This is a great way to ensure that conversions are as high as possible with your campaigns.



This is also going to be an extremely useful AI feature. The Forecasting of your bookings can provide a certain level of prediction for the future. This will let you find out if your team will be able to meet the quota during the timeframe.


The Data Makes the AI

The AI in like Salesforce is only going to be as reliable as the amount of data that it can use. Fortunately, the system is quite rich and the amount of information it gathers about each prospect is quite vast.

This allows the AI to make room for some great predictions, recommendations and score results for each of those prospects as well as your overall team performance.

Einstein Analytics

This is the best way to connect your workforce with intelligent insights about your business. This means that you are going to have a much easier time dealing with things like click through rates, campaign metrics, invoicing, orders, inventory data and much more.

This allows sales managers to get detailed information and analysis on their sales team performance, all while top executives monitor the entire process and see how well their employees are performing in general.

The idea is to help everyone understand how to enhance their performance. That is the best way to use a CRM before you worry about the engagement with customers. Then a presentation can be generated to display those insights and for all kinds of purposes within the company.

This is a platform that can be easily customized and it has mobile features. This allows the entire workforce and management to be able to stay on top of things all the time.

That is ultimately the best way to maintain a competitive edge. This will also ensure that the business continues to move forward with proper customer relationship and workforce monitoring systems.



Salesforce Einstein is meant to revolutionize the way that customer relationship management works. This is going to allow people to focus on what matters while they respond to each situation properly. This idea is for maximum productivity to be possible with minimum effort, and this is going to make a huge difference for any business venture.

The use of CRM systems that don’t have powerful AI is now obsolete. The lack of features that help the user get things done faster is going to be the demise of all simplistic CRM systems. Just remember that those who use AI to increase productivity will always come up on top when facing competitors.