Salesforce introduces Einstein Forecasting - PowerPoint PPT Presentation

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Salesforce introduces Einstein Forecasting

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Most of the sales organizations rely on incomplete spreadsheets and outdate systems to project sales. They have plenty of data in pipeline to reach at the level of certainty what they are going to earn by the end. The problem is they are not able to draw any list of actions what to do about it. – PowerPoint PPT presentation

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Title: Salesforce introduces Einstein Forecasting


1
  • Salesforce introduces Einstein Forecasting
    celebrates one year of innovation
  • Most of the sales organizations rely on
    incomplete spreadsheets and outdate systems to
    project sales. They have plenty of data in
    pipeline to reach at the level of certainty what
    they are going to earn by the end. The problem is
    they are not able to draw any list of actions
    what to do about it. In brief, they dont have
    the proper guidance to achieve the sales
    targets. Ultimately inaccurate sales forecasts
    lead to revenue shortfalls that is quite
    unacceptable by the industries. So, what to do
    about it?
  • Here, role of Sales Cloud Einstein Forecasting
    comes into picture. This is a highly exceptional
    and fully automated solution that reads out
    Companys historical data thoroughly. The model
    is blended of self-learning algorithms where it
    analyses individual and team behaviour closely.
    Based on the analysis, the model processes and
    understands the essential factors, past
    performance, and the seasonality. In this way,
    the model predicts highly customized and accurate
    sales forecasts.
  • Meet Salesforce Sales Cloud Einstein Forecasting
  • As we have discussed already, the model is a
    blend of self-leaning algorithms that combines
    art of data mining and science of machine
    learning together to deliver customized and
    accurate sales forecasts. Here, is a quick tour
    how this model works actually
  • It automatically captures all data and CRM
    insights.
  • It used NLP (Natural Language Processing) and
    machine learning techniques to process and
    analyse the data.
  • At the end, Einstein delivers highly accurate and
    predictive forecasts.
  • Einstein Forecasting Predictive and Proactive
  • The amazing fact about predictive analysis is
    that it not only gives you an idea on sales
    forecasts but it also explains about the deals at
    risk. The model has the capability to analyse
    the million of data points together from the
    Companys historical CRM and create the
    meaningful predictions what you need actually to
    reach the targets or close the deals.
  • As soon as predictions are explained well by the
    model, the managers and sale representatives
    know where to focus more to achieve the targets.
    Also, they would get to know how to keep the
    risky deals in the pipeline. So, now you have the
    perfect idea if you miss your quarter targets
    then what to do about it.

2
In this way, Einstein Forecasting model is not
just predictive but it is proactive too. As soon
as, it detects some irregular or risky deals, it
notifies the manager quickly and request him to
take an immediate action. The meaningful insights
are equally valid for both within CRM and the
mobile experiences. Sales forecasts has gone
religiously that are actually meaningful and can
be accessed from anywhere anytime. Happy
Anniversary Einstein, Celebrates one year of
innovation Before you enjoy the actual benefits
from predictive forecasting, you need to have a
strong grip of data before to fuel the
predictions. This is the reason why Sales Cloud
Einstein was released alone around one year back
to focus on solutions that get sales leaders
engaged within the CRM and major business
operations. Einstein Lead Scoring
Einstein Account Insights
Einstein Opportunity Insights
Einstein Activity Capture
Einstein Automated Contacts
  • With the help of Einstein lead Scoring, Sales
    representative can quickly decide which lead to
    call first on priority.
  • With the help of Einstein Opportunity Insights,
    Sales representative can primarily focus on the
    deals that demand for the more attention.
  • With the help of Einstein Account Insights, you
    will get a clear idea on accounts ripe for the
    contacts.
  • With the help of Einstein Automated Contacts, you
    can manage the old contacts and add new ones
    automatically based on the requirements.
  • With the help of Einstein Activity Capture, you
    can automatically map the calendar data and the
    email together with the right record. You dont
    have to
  • perform any manual search or processing.
  • Whats new with Einstein forecasting?
  • Along with the features mentioned above, the new
    Einstein Forecasting has been upgraded with
    Email insights and the Opportunity Scoring too.
    Let us have a look how they can help you in
    predictive and proactive sales forecasts in the
    right way.
  • Email Insights

3
  • The feature has been added by keeping sales
    representatives in focus in latest round too.
    Companies get thousands of emails every day and
    this is very hard to decide which mails need
    more attention and which mails need to reply
    first. Here, role of Einstein Email Insights
    come into play that automatically arrange the
    emails based on the priority. Einstein uses NLP
    and machine learning techniques that are actually
    meaningful and results into accurate sales
    forecasts only.
  • Opportunity Scoring
  • Here, sales representatives get a perfect idea on
    current deals they are working on and the future
    deals they should pay more attention. Ultimately,
    they will get an idea either they are moving in
    right direction or not. Also, they would be able
    to focus on high value activities like building
    pipelines or how to close deals etc.
  • Thats for all the day! Now you have enough of
    details about next-generation Sales Cloud
    Einstein Forecasting. So, make your sales
    forecasts more accurate and predictive with the
    Einstein model that has been innovated by
    Salesforce at its level best.
  • Refarence http//www.sooperarticles.com/technolog
    y- articles/salesforce-introduces-einstein-foreca
    sting-celebrates-one-year- innovation-1649155.htm
    l
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