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Einstein Next Best Action: Deliver Personalization solution for customer service

Artificial intelligence (AI) and predictive analysis are the most wanted features of most CRM platforms today.  Salesforce CRM reads business intents amazingly well, so it adopts AI capabilities much earlier than other CRM platforms. AI can deliver personalized benefits to the sales, marketing, and customer service areas.

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Salesforce Einstein

Salesforce Einstein technology has been designed especially for customer success platforms, which uses AI power to help users get useful insights from their past and present data. With Salesforce Einstein AI, you can deliver a personalized customer experience, get a smarter recommendation for the next best action, and automate regular tasks.

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Salesforce solution ensures that their Einstein AI can deliver a lot, be it lead, opportunity, engagement scoring, post sale-classification, etc. So, get in touch with a QRS which is reputed Salesforce consulting partner for all your Salesforce projects.

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Einstein's Next Best Action

The Einstein Next Best Action is one of the offerings of Salesforce Einstein, which uses business intelligence, recommendations, and AI to synthesize tactics and business insights at a rapid speed. Help employees make innovative decisions at the right moment by applying AI synthesized information and importing data. This customer success tool integrates business data very quickly.

Role of Einstein's Next Best Action Tool

  • Personalizing and streamlining the customer experience
  • Next Best Action Tool for Sales
  • Next Best Action Tool for Marketing
  • Next Best Action Tool for customer service
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Personalizing and streamlining the customer experience

Customer acquisition and retention both are the pillars of any size of business. Salesforce Einstein’s Next Best Action gives an upper hand for businesses to increase retention and acquisition of customers and sales.

AI can give you the power to capture endless amount of data, including customer history, preferences, location, and case history. This tool also derives perfect and useable insights from it. Salesforce Einstein plays a crucial role in every stage of the customer journey. Einstein’s Next Best Action helps with

  • Discovering deep insights
  • Predicting future results and outcomes
  • Recommending the next step for employees and customers

The enterprise decision-making process can be enhanced when applying the Next Best Action AI tool.

The Next Best Action Tool for Sales

Once the users have decided or are convinced that they want to engage with your company, closing the deal is a critical task for the sales team. Sales representatives should know the products and offers that have impressed the customers. So selling is easier here. The Salesforce Next Best Action tool helps employees fetch information regarding customer history. The Einstein AI technology gives high-end recommendations for the sales team to act proactively.

The Next Best Action Tool for Marketing

When you design a customer journey, Einstein can recommend optimistic channels and instances to communicate with users at different stages of their journey. When you understand the customer’s intents or preferences, you can create and send personalized messages to them at the right moment. 

The Next Best Action Tool for Customer Service

Once a buyer has bought from a brand, the optimal way to show loyalty is by providing exceptional customer service. Salesforce Einstein’s Next Best Action tool helps with customer retention through its AI recommendations. Customer service agents can deliver an instant response to customers with the right solution. AI technology helps you fetch all the data when you need it. When you give the proper solution or offer to your customers, you can earn their trust and loyalty automatically. So, guaranteed benefits are certain. Einstein’s Next Best Action tool can help businesses improve their customer service. It includes an intelligent chatbots to help buyers resolve many of the issues. 

Wrapping up

Einstein’s Next Best Action is just one of the benefits of Salesforce Einstein. It is making a huge impact in sales, marketing, and customer service areas, so it will be a handy solution for all sizes of businesses.  

TO CLOSE MORE DEALS FASTER

At QRS, we help sales professionals to find better prospects and close more deals through predictive lead scoring and automatic data capture to convert leads into opportunities and opportunities into deals.  Contact us to speak with our Salesforce experts.

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