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■ Save time onboarding partners
■ Drive demand through your channel
■ Guide partners from lead to cash
■ Provide real-time support and visibility
■ Prioritize the best next steps: Leverage your own sales history to win more deals. Einstein Lead and Opportunity Scoring analyzes your data, predicts which leads and opportunities are most likely to convert, and displays intuitive factors behind the scores.
■ Win more opportunities: Identify key business developments to increase win rates. Einstein Opportunity and Account Insights analyze your opportunity engagement activity and external news to ensure reps never miss a critical business development.
■ Spend more time selling: Eliminate time wasted on manual data entry. Einstein Activity Capture syncs email and calendar to Salesforce automatically and provides a prebuilt activity dashboard. Einstein Automated Contacts automates the creation of new contact records and roles.
■ Increase forecast accuracy: Take the guesswork out of forecasting using your company’s sales history. Einstein Forecasting uses automated machine learning to predict your forecast and share intuitive insights behind the prediction.
■ Call prospects with a click: Reach out to customers and prospects immediately just by clicking on their phone number within Salesforce.
■ Reduce data entry & Increase productivity: No more sticky notes or napkin scribbles. Streamline the sales process with automatic call logging, voicemail drop, and call lists you can power through to connect to your leads and contacts faster.
■ Multitask to move deals along faster: Find answers, view call history, take notes, and finalize details while your prospects are on the line, all without switching apps or devices.
■ Turn inbound calls into personalized sales: Build more trust with customers when incoming calls reach a personal, dedicated number and voicemail.
■ Discover the story your data has to tell. Automatically find simple answers to complex business questions in your data. Learn what happened, why it happened, what will happen, and what to do about it with transparent, understandable AI models.
■ Identify how to achieve all of your business goals. Get the exact information you need by tailoring analytics to your business. Improve any business outcome with precise recommendations and specific guidance.
■ Visualize your entire business on a single screen. Avoid needing multiple systems and logins. Create complete visualizations, predictions, insights, and more by bringing all your data — even from external systems — onto a single platform.
■ Always know the specific steps to take next. Take instant action from the point of insight, like collaborating in Chatter, updating records, and sharing dashboards.
■ Easily create AI models, dashboards, and more. Don't spend hours coding or waiting in the IT queue. Create advanced experiences quickly by using easily customizable templates, third-party apps, or custom-built dashboards.
■ Send personalized, targeted messages in just one click. Engage Campaigns gives your reps access to a library of marketing-approved email templates and nurturing tracks that they can use to connect with their prospects. Use the Salesforce app on your desktop or mobile device to send messages that are always on target.
■ Uncover trends quicker. Close deals faster. Interactive, graphical dashboards allow reps to easily monitor and control the success of their own campaigns. Access engagement metrics like opens and click-through rates so you can understand what impacts your pipeline.
■ Understand interactions. Know when to act.
■ CRM automation makes it easy to view a detailed history of your prospects’ engagement within Salesforce. Activity tracking lets you understand your customers’ unique interests. And with real-time alerts, you will know exactly when to reach out.
■ Map-based Visualization: Better understand hard-to-find data on a map-based interface and make location-driven decisions that drive productivity. Uncover new opportunities to produce revenue by seeing which accounts are nearby anchor accounts while planning a sales route.
■ Optimized Routing: Build and launch routes that cut down on windshield time, cross-town driving, and lower mileage or gas costs. Ensure timely arrival to high-value prospects and customers to build robust pipelines using accurate prospect data and territory visualization.
■ Prioritized Scheduling: Optimize a 7-day schedule with visits prioritized based on Einstein Score, Pardot Score, or potential revenue to spend the most time with the most valuable customers and prospects. Easily view the schedule via exchange-based calendars on mobile or desktop.
■ Lead Generation: Access necessary data to turbocharge your prospecting efforts and marketing campaigns, fill schedule gaps with nearby opportunities, and more.
■ Mobile Compatibility: Automate admin processes, like check-in and check-out, via mobile device while on the road. Utilize voice command turn-by-turn directions and turn on real-time traffic alerts to safely maintain productivity.
■ Connector for ArcGIS: View and interact with Esri maps and data alongside existing customer and business data in one, unified platform. Expose new opportunities to drive revenue and increase efficiency to improve strategic planning through powerful, visual analyses. Improve decision making by aligning the GIS system and the CRM. Make it easy for GIS professionals to share insights seamlessly with their counterparts.