The use cases are endless. Using Salesforce CPQ, the entire quote process can be automated based on lead scores. You can also sort leads by their likelihood of closing, which lets sales managers focus more time on high-priority opportunities and less on looking for customers.
Sales Reps can create a custom list of leads based on the last successful deal you closed from them. From there, you can find out who has not been involved with your company and use that valuable information to get back in touch.
Here are the top 5 reasons why Salesforce Einstein is the ideal tool to use predictive lead scoring and help you sell successfully.
Einstein's built-in predictive lead scoring feature allows you to rank leads by their potential. You can use a combination of attributes, activities, and demographics from your database to predict whether a lead will turn into a customer. The system also gives you the option to weigh specific attributes higher than others based on how important they are to you and the needs of your business.
Once you have a better idea of which leads are most likely to convert, Salesforce Einstein's built-in reporting tools allow you to see why that is. This feature lets you integrate with your existing reporting suite and create custom visualizations for predictive lead scoring.
You can then place this data on a dashboard that is available to the entire organization, giving everyone access to meaningful insights into what you are doing right and where you need to make changes.
With Salesforce Einstein, you can provide personalized messages to the leads most likely to convert. For example, if they fall into the top 20% of all your leads, you could let them know they are in line for some exclusive reward. This may be an invitation to an entire webinar, a special discount on your next product launch, or even an invitation to ask any questions they may have.
You can also use Einstein Intelligence to get an idea of what topics and messages will resonate with some types of leads without guessing.
Salesforce Einstein allows you to set up a retention campaign that continues to reach out to clients as they engage with your business. As someone's level of engagement improves, you can increase the frequency of your reach and measure success by tracking which messages have been opened or clicked on. In turn, this data helps inform future campaigns to ensure that you reach the right people at the right time.
One of the biggest challenges in modern marketing is making sure that everything you do positively impacts your business. Today, more than ever, people use multiple devices and browse through their email or social media feeds on the go. When you use Salesforce Einstein, your marketing messages can follow them no matter which device they use. For example, a hot lead receives an email with a compelling offer and then visits your website and sees an ad for that exact product or service appear as part of their online experience.