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Here, the Salesforce and Email & Calendar integration tool can become your savior. If you have accuracy and reliability problems, look at the source data and automate real-time data capture from all communication channels. The problem is further upstream, where the water comes from. When there are problems with water, usually the problem is not the delivery closest to you, like the faucet. Instead, they invest in treatment facilities to clean and deliver safe water.
No, they don’t do that – it would be full of stuff you don’t want in your water. Imagine if your municipality pulled water from a lake and piped it directly to your house. Data is like water flowing to your house from a source. Then, the problem is passed into Einstein. This kind of problem often starts with the data that’s extracted from source systems. Until you perform data correction, transformation and enrichment it’s not likely that Einstein will add value to your business processes. One of the most crucial components of Einstein Analytics’ reliability is data.
How to tell if you’re ready for Salesforce Einstein Analytics
At the same time, before purchasing your first license it’s essential to understand how to get the most out of Einstein’s investment and whether that’s the right decision for your business.
Sales Ops can customize and build dashboards to get a 360-degree view of the sales pipeline and prepare comprehensive sales reports on the basis of this dataĪs you see Einstein Analytics can benefit your entire sales team and become the central source of truth for its members. Sales reps can track their own activities and prioritize the right opportunities to win deals faster. Sales Managers get the full overview of the team performance and can track the pipeline changes over time, implementing effective sales coaching at the right moment. Sales Executives can monitor the key sales KPIs in real-time and quickly pivot their strategy to grow sales and revenues. What can each sales team member do with Einstein Analytics: 
It gives everyone in your sales organization the answers they need to make smarter decisions, faster. With pre-designed dashboards built for Sales Cloud data, sales execs, managers, and reps have the power to dive deep and explore, slicing and dicing data down to the individual record.
Predict and execute the right actions to grow customer value and incremental revenue. Discover the key drivers of behavior for customers, channels where customers interact, and sales. Get insights on the critical business metrics in real-time, see how your business is doing and make data-driven decisions on the next best steps in your Sales & Marketing activities. Once you’ve purchased the first three components of Einstein Analytics your organization will gain the following benefits: Einstein Analytics provides data exploration, visualization, and predictive analytics capabilities for your business.Įinstein Analytics benefits for your sales team Salesforce Einstein Analytics is a set of intelligent tools that help your organization gain insights from data and make better decisions. The solution lies in the modern tools like Tableau CRM (former Salesforce Einstein Analytics), which pulls all of your data into a single view and allows you to drill down, gain relevant insights, and take action right from where you work. That is why many companies are in search of effective analytical tools to help them lead the market. They’re also 19x more likely to be profitable. They’re disconnected from the CRM system and fail to engage today’s increasingly mobile workforce.Īs a result, for many businesses, “big data” is a buzzword that’s failed to deliver the actionable insights they need, whereas the McKinsey research shows that intensive users of customer analytics are 23x more likely to outperform competitors in terms of customer acquisition than companies that do not utilize data. Analytics tools have been around for decades, but they’re still designed for analysts, not the everyday business user. 
Many business leaders spend hours updating spreadsheets or waiting for answers from IT. Making sense of that data-and getting fast answers to critical business questions-is challenging.
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