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Salesforce Einstein is an AI layer integrated throughout the Salesforce platform. Einstein GPT generates emails, summaries, and predicts lead scores. It is suitable for enterprise sales teams using Salesforce.
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A company that distributes industrial equipment relies on manual sales forecasts from Excel reports prepared by each sales rep to plan quarterly.
Problem
Manual forecasts often deviate by 20-30% from reality because each sales rep tends to estimate either too optimistically or too pessimistically.
Solution
Enable Einstein Forecasting to analyze historical sales opportunity data in Salesforce and generate sales forecasts based on models rather than gut feelings.
An insurance company has a sales team of 8 people receiving hundreds of leads each month from various sources, but they do not have enough time to call all of them.
Problem
Sales calls leads in the order they are received rather than by potential quality, resulting in missing many high-quality leads because they call too late.
Solution
Enable Einstein Lead Scoring to automatically score leads based on historical conversion data, helping sales call high-scoring leads first.
Pros
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