Salesforce unveils 3 new Einstein-powered enhancements for Sales Cloud
The new Forecasting, Opportunity Scoring and Email Insights are designed to offer intelligent assistance to sales teams.
Salesforce is making its Einstein layer of artificial intelligence earn his keep, according to today’s announcement of enhanced capabilities for the company’s Sales Cloud.
Three new features are now available: Einstein Forecasting, Einstein Opportunity Scoring and Einstein Email Insights. For a theoretical physicist, Einstein sure seems to know a lot about sales.
Einstein Forecasting uses data mining and machine learning on historical data, seasonal factors and team behaviors to forecast sales for teams and managers, up to the level of CMO:
Previously, Salesforce SVP of Sales Cloud Product Management Will Moxley told me, the Sales Cloud offered projections based on each sales rep’s self-prediction and not on history and behaviors, but less than half of deals closed as expected.
The new Opportunity Scoring similarly uses machine learning to look at the history of sales transactions, meetings and email interactions in order to determine a rating for a given opportunity. Before, Moxley said, the platform only offered lead scoring; a lead becomes an opportunity when sales has qualified it and assigned resources.
And Email Insights prioritizes sales reps’ emails according to the most important, such as a customer requesting a meeting. Moxley said that, previously, the Sales Cloud did not prioritize emails, although it did issue notifications of opportunities, such as correspondences with a new lead.