Do you want your sales team to be smarter, faster, and more efficient? Salesforce Sales Cloud Einstein Analytics is a predictive analysis tool that will help you scale. Through Einstein Analytics, Sales reps are gaining an upper hand by utilizing the forecasting feature to get pretrained on their buyer’s predicted behaviour to better manage their pipeline. In this article, we will dig a little deeper and discuss six ways Einstein helps businesses scale sales activities with better insight into forecasting opportunities.
Can’t figure out why customers are cancelling their contact center service? You can predict cancellations up to four months before they happen using machine learning algorithms based on data from hundreds of millions of anonymized customer records. This insight can even help you forecast the number of contacts required for successful cross-selling efforts.
Do reps have access to accurate data about past deals so they know if an opportunity matches or exceeds a quota deal size? Sales representatives can compare and contrast opportunities in real time, sharing insights on which deals are most likely to close.
If reps spend less time researching past sales data, they’ll be able to set more appointments. Sales Cloud Einstein Analytics tracks the amount of research required for each opportunity during the pipeline stage – that means your reps know exactly how many meetings they need before closing a deal.
No more inbox overwhelm! With Einstein Email Insights, reps receive customized reminders based on their company priorities, saving them time every day. For example, if you have an upcoming meeting with a VIP client or hot prospect, you will want to make sure you’re prepared with all information ahead of time. The feature also tracks pipeline activity to save reps time when researching deals.
You can have access to sales intelligence even before your reps do with real-time notifications of opportunities that are about to close or top deals by revenue, so you can reward high performers and learn from underperformers. This feature creates a culture of competition within organizations, which is proven to drive higher performance overall. Sales reps can also use Sales Cloud Einstein Analytics dashboards for sales reports and forecasting tools to easily view the data they need to measure success over time.
With tools like Einstein Lead Scoring and Einstein Activity Capture, you can boost productivity and make it easier for reps to scale their efforts because they don’t need as much individual support from managers and other resources. Plus, this kind of data helps make accurate hiring decisions based on what really matters: results metrics!
So there you have it! These were the revolutionary ways in which Sales Cloud Einstein can change the shape of any business. To know more about how Einstein Analytics can amp up your sales opportunities, get in touch with our experts here.