Salesforce Sales Cloud Einstein Overview

Salesforce-Sales-Cloud-Einstein leverages AI to help sales teams exceed quotas and build stronger relationships. AI for Sales enhances productivity and decision-making.

Use Cases

Customers recommend Engagement Management, Forecasting, Communication Management, as the business use cases that they have been most satisfied with while using Salesforce Sales Cloud Einstein.

Other use cases:

  • Customer Feedback Management
  • Social Media Marketing
  • Cross Selling
  • Generation Of New Leads
  • Social Media Management
  • Products & Pricelist Management
  • Lead Engagement
See all use cases See less use cases

Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Salesforce Sales Cloud Einstein.

Other priorities:

  • Enhance Customer Relationships
  • Grow Market Share
  • Increase Sales & Revenue
  • Improve Digital And Social Presence
  • Improve ROI
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Salesforce Sales Cloud Einstein Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Sales Cloud Einstein works with different mediums / channels such as Chat. Social Media. E-Mail etc.

Salesforce Sales Cloud Einstein's features include Personalization, Capture Activity, and Recording. and Salesforce Sales Cloud Einstein support capabilities include AI Powered, 24/7 Support, Chat Support, etc. also Salesforce Sales Cloud Einstein analytics capabilities include Analytics, and Custom Reports.

Reviews

"Our customers have rated automation resolved cases at the same level as agent resolved cases: in the low 90% range. We see this as a huge win." - Samantha Philip

Salesforce Sales Cloud Einstein, belong to a category of solutions that help Sales Engagement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Sales Cloud Einstein

Top Industries

  • Marketing and Advertising

Popular in

  • Small Business
  • Mid Market

Salesforce Sales Cloud Einstein is popular in Marketing And Advertising, and is widely used by Small Business, and Mid Market,

Comprehensive Insights on Salesforce Sales Cloud Einstein Use Cases

Why is Salesforce Sales Cloud Einstein the best choice for Engagement Management?

What benefits does Salesforce Sales Cloud Einstein offer for Forecasting?

What solutions does Salesforce Sales Cloud Einstein provide for Communication Management?

How efficiently Does Salesforce Sales Cloud Einstein manage your Customer Feedback Management?

146 buyers and buying teams have used Cuspera to assess how well Salesforce Sales Cloud Einstein solved their Sales Engagement needs. Cuspera uses 334 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

Samantha Philip

CS Systems Developer

Sun Basket

Our customers have rated automation resolved cases at the same level as agent resolved cases: in the low 90% range. We see this as a huge win. Testimonial By Samantha Philip
Salesforce Sales Cloud Einstein testimonial

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
Salesforce Sales Cloud Einstein testimonial

SAMPATH NARAYANAN

CIO

PALADINA HEALTH

We implemented a new Return to Work offering for our clients including self-assessments, virtual consultation, contact tracing, and employee engagement tools. We're glad we have an innovative partner like Salesforce that helps us develop clinical offerings in a matter of days! Testimonial By SAMPATH NARAYANAN
CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

Samantha Philip

CS Systems Developer

Sun Basket

Our customers have rated automation resolved cases at the same level as agent resolved cases: in the low 90% range. We see this as a huge win. Testimonial By Samantha Philip
Salesforce Sales Cloud Einstein testimonial

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
Salesforce Sales Cloud Einstein testimonial

SAMPATH NARAYANAN

CIO

PALADINA HEALTH

We implemented a new Return to Work offering for our clients including self-assessments, virtual consultation, contact tracing, and employee engagement tools. We're glad we have an innovative partner like Salesforce that helps us develop clinical offerings in a matter of days! Testimonial By SAMPATH NARAYANAN

Case Studies

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

Video

Sales Cloud Einstein Demo | Sales Cloud | Salesforce

Video Thumbnail
lightning

Peers used Salesforce Sales Cloud Einstein for engagement management and forecasting

Salesforce Sales Cloud Einstein Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.49/5 ★

Read Reviews (22)
Analytics

4.60/5 ★

Read Reviews (40)
Custom Reports

4.33/5 ★

Read Reviews (35)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.49/5 ★

Read Reviews (22)
Analytics

4.60/5 ★

Read Reviews (40)
Custom Reports

4.33/5 ★

Read Reviews (35)

Software Failure Risk Guidance

?

for Salesforce Sales Cloud Einstein

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Sales Cloud Einstein

Salesforce, Inc. News

Partnership

CrowdStrike and Salesforce Partner to Secure AI-Powered Business

Salesforce and CrowdStrike have formed a strategic partnership to enhance the security of AI-powered business applications. This collaboration integrates CrowdStrike's Falcon Shield with Salesforce Security Center, providing enhanced visibility and protection for AI agents and applications. The partnership aims to secure AI-driven enterprises by offering features like automatic threat containment and real-time remediation through Slack.

Customer

Salesforce Customer AUM Biotech on Agentforce and SDR Agent - Salesforce

AUM BioTech, a small biotech firm, leverages Salesforce's Agentforce platform to automate lead generation and customer interactions, enhancing its competitive edge. CEO Veenu Aishwarya, despite no coding experience, developed an AI agent to manage leads and personalize outreach, significantly boosting efficiency and scalability. This strategic use of Salesforce technology allows AUM BioTech to compete with larger industry players.

Product

Salesforce Data Cloud Governance is Generally Available

Salesforce has announced the general availability of Data Cloud Governance, a solution designed to enhance data management and security in the AI era. This product offers native, policy-driven controls for structured and unstructured data, ensuring consistent governance across all data platforms. Key features include AI tagging, policy-based governance, and dynamic data masking, aimed at improving compliance and trust in AI-driven initiatives.

Partnership

CrowdStrike Announces Innovations with Amazon Web Services, Intel, Meta, NVIDIA, and Salesforce

CrowdStrike has integrated its Falcon Shield into Salesforce Security Center, enhancing AI security for Salesforce's customers. This collaboration aims to protect AI agents, workflows, and applications, fostering trust between business and security teams.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO