logo
Wrong email address or username
Wrong email address or username
Incorrect verification code
back to top
Search tags: salesforce-einstein-analytics
Load new posts () and activity
Like Reblog Comment
text 2020-02-11 12:34
4 Salesforce Productivity Features that Your Sales Reps will Love

Businesses today are under constant pressure to provide superior services to their customersThis requires sales reps to be more productive and efficient. However, Sales reps spend 66% of their time in administrative tasks rather than investing their time in important Sales activities that can augment the experience of their customers.  

Today, technology (robust CRM system such as Salesforcehas enabled organizations to remain competitive by tackling issues faced by sales reps in providing a better experience to their customers while making them more productive. As leaders in the cloud-CRM space, Salesforce has rolled out new productivity features that can help sales reps with necessary Salesforce support required to make them more productive. Let’s take a quick look at some of them: 

Einstein Campaign Insights: This new feature by Salesforce allows businesses to figure out similarities among prospects who are involved in a particular campaign. This helps sales reps to target and focus on best prospects, as well as the assets that resonate the most. For instance, if IT directors in the manufacturing industry show high-level of engagement with a particular asset then sales reps become aware that this asset will resonate with the same type of prospects thus providing access to a new audience base. With this, marketing teams will have instant visibility into the insights, align their content requirements, and unveil new audiences.  

Inbox Now with Einstein Insights: The ‘Inbox Now’ feature released by Salesforce tends to provide a smart mobile experience that reveals actions and insights that can be leveraged by the sales reps to plan, manage and optimize their day to day activities – all within the application. Sales reps can now see important customer information such as their contact details, account details, and opportunities for their upcoming meeting within the corresponding calendar event. This will help them speed-up for their next meeting without the need to manually sort through old emails.  

Social Intelligence Module: This AI-centric module caters to social media feeds that focus on business- related topics within the Sales cloud. This feature allows businesses to develop more trust with prospects and customers by using account-based listening. Apart from this, sales reps can quickly create a lead either by adding a social profile to an already existing profile or sharing a social post that could be shared on ‘Chatter’ for informing the team.  

Quip for Sales: The sales cycle today has numerous stakeholders. By using the new ‘Quip for Sales’ feature, sales reps can guide the team of stakeholders through a deal cycle. With this feature, documents and spreadsheets can be kept within records thereby enabling teams to simply find what they require while ensuring they’re working from the latest version. Teams working on any account can now pull up important files like executive briefingsaccount plans, and quarterly business reviews within their workflow, without the need to open a new tab or window.  

Conclusion: 

Enabling sales representatives with the right information at the right time so they can be great consultants to your customers is indeed a great sales strategy. To achieve this, it is important to centralize your sales, marketing, and customer success processes on a robust CRM like Salesforce so that relevant customer data and insights are delivered to the sales reps as and when they need them. With the new rolled out productivity features by Salesforce, the flow of information can be managed, so that what sales reps need gets surfaced when they need it, all within Sales Cloud. In a nutshell, it’s all about making sales rep more efficient by guiding their focus to the most influential accounts and tasks, while scaling up performance of every individual. To make the most of these productivity features, you must partner with a reliable Salesforce consulting company 

Source: dailygram.com/index.php/blog/608400/4-salesforce-productivity-features-that-your-sales-reps-will-love
Like Reblog Comment
text 2020-02-10 13:23
Why Should Sales Managers Leverage Salesforce Einstein Analytics?
All through these years, Salesforce users have made use of dashboards and reports to view their data, comprehend performances and communicate data. However, with data growing exponentially, drawing insights and making sense of this data by exploring it manually has become a challenge. So, what’s the fix? Should organizations hire or engage data scientists to help them sort through such humongous sets of data or should they design their predictive models? Confused? 
 
Read on to know how Salesforce with its Sales cloud feature i.e. Einstein Analytics addresses issues plaguing CRM implementation while empowering Salespeople to become more productive, provide them with more visibility regarding the functioning of their teams while helping them create meaningful reports by consolidating data in a single place. It is in the best interest of your business to get in touch with a reliable  Salesforce Consulting Company to leverage the benefits of Salesforce Einstein analytics. 
 
What is Einstein Analytics and How is it Beneficial for Sales Reps?
 
This AI (Artificial Intelligence) powered platform delivers an array of relevant and self-service applications that empower CRM users to explore data and draw insights from a simple sales pipeline dashboard to a complex forecasting decision. Apart from this, this intuitive platform can be utilized to analyze billions of data arrangements for developing predictive insights and recommendations. 
 
Let us take a look at how Einstein Analytics can help sales managers contribute towards organizational success:
 
Pipeline Management:The most significant benefit of using Einstein Analytics for sales reps/ managers is having the information regarding the changes that are made in the opportunity pipeline that too in real-time. This in-built feature allows managers to read new deals that go into and out of the pipeline, and compare the closed ones. Einstein Analytics helps in assessing trends in opportunity categories while arranges for a list of opportunities (all within the application) to work on.
 
Performance:By leveraging the Einstein Analytics capability of Salesforce, Sales managers can observe and monitor the Sales pipeline and compare it with real performances all through the sales period. Furthermore, they can quickly build up on individual team members and compare their performance to quotas.
 
Forecasting:With this capability, Sales managers can forecast precise sales and revenue by utilizing the forecasting dashboard. This also allows sales managers to plan for the upcoming sales period or quarter, empowering them to manage and close their sales deals in a timely way. 
 
Whitespace Analysis: Sales reps/ managers can now perform whitespace analysis to focus their energies only on the right deals. By identifying products that have been sold out to accounts, opportunities can be created basis the specific need of that account. This will help Sales managers to provide personalized service to their customers/accounts. 
 
Quick Wrap Up:
So, if you are a sales manager willing to improve the productivity of your organization by exploring humongous data from multiple sources then consider implementing Salesforce Einstein Analytics within your business ecosystem. You will soon find yourself moving on the path of success. 
 
If you are still on the fence regarding the benefits of Einstein Analytics, make sure you partner with a reputed Salesforce consulting company.
Source: www.vingle.net/posts/2763288
More posts
Your Dashboard view:
Need help?