General Solutions

Discovery:

Discover patterns in data, both within and outside Salesforce, offering AI recommendations and actions within the CRM.

Prediction Builder:

Predict business outcomes like ROI or lifetime value with custom AI models in any Salesforce field or object.

Next Best Action:

Deliver recommendations to employees and customers, triggering automated actions.

Einstein Language:

Understand sentiments, route inquiries, and streamline workflows using natural language processing.

Einstein Bots:

Create customizable bots connected to CRM data, enhancing business processes and customer satisfaction.

Einstein Search:

Provide real-time response suggestions to customer queries.

Einstein Vision:

Observe social media conversations, using image recognition to train models that recognize your brand and products.

Einstein GPT:

Deliver auto-generated AI content directly within the Salesforce platform, impacting areas such as Slack, sales, service, marketing, commerce, and app builders.

For Sales:

• Generate personalized emails with CRM data, automating communications across platforms.
• Generate concise sales summaries from calls, identifying key points, customer sentiments, and next steps.
• Auto-generate email content based on sales history and success cases.
• Replace web-to-lead forms with real-time conversations.
• Identify opportunities with low and high likelihood of closing in the current month.
• Prioritize prospects most likely to convert.
• Prioritize opportunities most likely to convert.
• Gain insights from sales call information using conversational intelligence.
• Identify valuable relationships by exploring various data sources, structured or unstructured.
• Prioritize your inbox with intelligence to take actions.
• Automatically capture data and add it to the CRM.

For Marketing:

• Rate the likelihood of customer engagement in emails, notifications, and conversions.
• Determine the optimal amount of emails to prevent subscription cancellations and spam reports.
• Display accounts with a high probability of conversion.
• Facilitate customer segmentation in Journey Builder based on profiles predefined by Einstein.
• Send emails at the optimal time to keep subscribers engaged and not overwhelmed.
• Automatically tag images in content libraries.
• Quickly create messages based on effective titles from past campaigns.
• Observe customer behavior to offer the next best content or product on the website.
• Observe customer behavior to offer the next best content or product in emails.
• Identify demographic trends and engagement with marketing assets.
• Facilitate audience expansion by identifying individual data across all devices and platforms through the assessment of IP address, location, and purchasing habits.

For Customer Service:

• Automate common questions and business processes to quickly resolve customer requests.
• Reduce manual entry time and enhance accuracy in “Cases” fields.
• Automate the assignment of cases to the most recommended available agent.
• Streamline case closure with greater accuracy.
• Provide personalized recommendations to your customers.
• Display real-time suggestions for the best articles to address queries.
• Generate real-time personalized responses based on data.
• Automatically suggest responses and actions for agents.
• Provide precise recommendations supported by high-authority domain sources.
• Generate summaries based on conversations, case data, and customer history.
• Automatically update articles based on support interactions.

For Commerce:

• Guide buyers to relevant search terms and products to drive conversion.
• Quickly direct buyers to relevant search terms to increase conversion.
• Transform customer data into actionable merchandising information.
• Offer personalized product rankings based on customer data.
• Automatically enhance product recommendations and provide complementary sets.
• Improve the search experience for shoppers.
• Enable customers to contribute their buyer information to Einstein.
• AI-driven search that interprets queries and returns relevant results.
• Create personalized experiences on websites, mobile, and clienteling apps.
• Personalized shopping experiences with specific product recommendations.
• Save time with AI-generated, SEO-optimized product descriptions.

Conclusion:

Elevate your business with the transformative power of Salesforce Einstein AI. Revolutionize customer engagement, automate tasks, and make informed, data-driven decisions.

The future of AI-driven innovation awaits, and Polar Strategy is here to guide you on this journey. Reach out to us at info@polarstrategy.com for a complimentary consultation and discover how we can shape the future of your business together.

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