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Salesforce AI CRM - Einstein介绍
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2024-01-09
09:34:39
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1. Salesforce是市值最高的SaaS厂商,是最智能的CRM软件,当然不只是CRM; 2. Salesforce从2015年开始开拓AI领域,也是CRM行业AI的领头者; 3. 2022年开始推出的Einstein AI有哪些吸引人的点,Salesforce AI的处理逻辑是什么?相信这是很多竞品及行业从业者感兴趣的课题。 本视频从以下几个章节来介绍Salesforce的Einstein AI: 1)Automate Sales Activities 2)Target Best Leads 3)Close More Deals 4)Connect with Your Customers 5)Einstein Search
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Salesforce Einstein
Artificial Intelligence for CRM
No Code
AI
Sales Cloud Einstein
• Automate Sales Activities
• Target Best Leads
• Close More Deals
• Connect with Your Customers
• Einstein Search
With the Outlook or Gmail integration, reps can work with Salesforce records and get context into what’s happening with the
people they sell to without leaving their email or calendar applications.
And they can keep teammates up to date by logging email conversations to relevant Salesforce records.
Outlook or Gmail Integration
Outlook or Gmail Integration
For example, the Insert Availability feature allows sales reps to easily schedule meetings with prospects. Reps can insert available
time slots into email messages straight from their calendars. And if their availability changes, the suggested times in their emails
dynamically update, even after they’re sent. Inbox even allows reps to see when customers open an email and if they clicked any
links inserted in the email.
Inbox
Turbo-boost your Outlook or
Gmail integration so that sales
reps can save even more time.
Inbox, a productivity-boosting
tool that you can add to the
Outlook or Gmail integration,
surfaces customer insights and
reduces the time your team
spends on administrative tasks.
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