1. Lead Generation
Sales Cloud AI helps sales teams by assisting with lead generation. Salesforce Einstein speeds up this process exponentially because it can scan copious amounts of data quickly and efficiently look for any related information. AI analyzes multiple pieces of content at once, so the possibilities are endless, and it offers pre-built integrations with many cloud applications to increase efficiency throughout the organization.
2. Streamlined Sales Process
AI tools assist sales teams by helping them streamline the sales process. It helps with forecasting and planning, as it can analyze data from previous years to predict future outcomes based on statistical averages. This helps businesses know how much product should be ordered for a specific time, not running out of resources. Artificial intelligence also identifies new opportunities that teams might not have discovered otherwise because AI tools perform industry research and find new combinations that could prove profitable for your company. AI tools will even use this information to automate messages and emails to create personalized interactions with potential customers.
3. Up-to-Date Account Reports
AI gives sales teams access to up-to-date reports and details about their accounts. It allows reps to make quick decisions because they have all their customer information at their fingertips. AI tools like Salesforce Einstein give representatives access to rich insights about their accounts to know exactly what is going on with those specific customers. The tools also provide alerts if something seems off or requires attention from a team member, as AI can automatically make suggestions for follow-up actions based on the data that it has been fed.
4. Personalized Connections with Potential Customers
AI helps sales teams create personal connections with potential customers and helps reps stay up to date on everything going on in a customer’s business and industry, which allows them to engage them in a more meaningful way. It creates opportunities for reps to value because AI tools identify vital decision-makers, so they know exactly who the most valuable people are to their team. AI also analyzes social media trends to help sales reps identify which influencers to engage with and begin building relationships with them.
5. Focus on What Matters Most
AI tools in Sales Cloud also make it easier for everyone to focus on what matters most. AI creates an information hub that gives everyone access to all customer-related data in one place. This allows teams to stay up-to-date on important topics without searching through multiple documents or emails. AI also tracks account changes, so everyone on a team knows if anything has been updated about a record, even if those changes have been made outside of Salesforce. AI alerts reps to these changes so they are never left in the dark.
6. Improved Collaboration with Prospects and Customers
Sales Cloud AI supports sales teams by improving collaboration with prospects and customers. It helps reps have more meaningful conversations because AI tools automate relevant information to create personalized interactions and build alerts. AI also creates opportunities for reps to engage with customers by identifying key relationships, allowing them to prioritize their time better.
7. Automating Repetitive Tasks
AI tools from Sales Cloud also help automate repetitive tasks that slow everyone down and allow sales managers to set up automated workflows without code, which saves them time and gives them more flexibility with managing their reps and accounts. It helps predict what customers will want, so teams can create personalized offers and recommendations before anyone asks for them. Einstein AI makes alerts, so everyone on a team knows if anything has been updated about a record or if something requires attention. AI creates opportunities for sales reps to identify critical relationships and potential new business, allowing them to prioritize their time better.
8. Identifying Lucrative Trends and Predicting Future Outcomes
AI also helps identify lucrative trends and predict future outcomes. It allows reps to make quick decisions because AI tools perform industry research and find new combinations that could prove profitable. AI builds alerts, so everyone on a team knows if anything has been updated about a record. It creates opportunities for people to transact with them because it identifies critical relationships and future market changes that could lead to opportunities for new business.