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How Salesforce Einstein Can Help You Personalize Communication

Customer retention and engagement approaches need more by all scales of enterprises. When you have a strong base of customers, you can achieve more sales in both B2B and B2C. Businesses need to embrace technologies and find ways to retain customers and acquire new ones. Salesforce CRM is delivering optimistic services to businesses of all sizes.

Personalization is one of the trends businesses now heavily use to retain customers. Communication is base for retaining customers to the business. This competitive business field needs something special to carry the momentum of increased productivity and sales.


Salesforce Einstein (AI) is a technology specially designed for customer service purposes. You can offer automatic and faster customer service with the power of Salesforce AI. This optimistic solution plays a key role in personalizing communication so that businesses would embrace Salesforce Einstein (AI).

Ways to Personalize Communication with Salesforce AI – Einstein 

  • Segmenting prospects using the audience studio of Salesforce
  • Right times to send messages to customers
  • Personalized email subject lines through Einstein copy insights
  • Image and content optimization
  • Media orchestration


QRS can smartly enhance your customer communication, increase the productivity of your sales representatives and increase the organization’s sales. Contact us to know more about Salesforce. 


Segmenting Prospects using audience studio of Salesforce 

Personalized messages can make customers happy and turn them back to do business again with your brand. First, you need to figure out your customer persona or target customers.  Salesforce audience studio creates a list of customers using its own and other data.

Salesforce AI – Einstein owns the power to analyze your entire customers and shows interesting figures. Einstein segmentation generates a list of audiences who match the same profile as your customer persona.

Right Times to send messages to customers

You can’t deny the truth that we all receive different kinds of emails every day but we open a few only. Generally, we all take some time and send messages or emails, with the think that the receiver opens them and responds quickly and positively.

Salesforce Einstein owns a Send Time optimization feature, which ensures that you send emails at a time when audiences are likely to open and read them. This is also providing suggestions about the number of emails and frequency you send to customers.

Personalized email subject lines through Einstein copy insights 

The most important part of your emails is the email subject line, which decides whether or not your audience opens a message or email. Personalize email subject lines work well so that businesses can see the success. Einstein copy insights help can help you get more benefits in the personalization of email subject lines.

Dashboard of Einstein copy insights can help you see average open rates of all your previous subject lines. You can see accurately which language methods like emojis, and question marks work effectively. This is also showing the top-performing phrases and highly used phrases. Smart subject lines will help you see more conversions and higher email open rates.

Image and content optimization 

You need to tailor the images and content according to customer segments and previous actions. Choosing the content and image for each segment can be a daunting process, but fortunately, Salesforce Einstein can help you. First, you need to store all your assets along with factors like interest, expiry, location, etc. Then, you need to match this with the audience’s attributes. Einstein content selection helps a lot in image optimization and content optimization.

Media Orchestration 

Conversion is the top priority for any type of company. To drive more conversions, you need to be in the slot where your customers are standing. Salesforce Einstein helps you understand which combination of marketing channels to use to improve the conversion process. Salesforce Einstein shows the right path to conversion along with the conversion rate predictions.

Wrapping up 

Einstein AI has the power to process even more complex data of customers. This will help in personalizing interactions and communications. It’s the right time to leverage artificial intelligence at no extra cost. Einstein AI powers you to write personal messages to the respective customers and win their hearts.


Ready to embrace Salesforce for your business? At QRS, We have a team of Salesforce experts and we can guide you to win more deals. Click here to book an appointment. 



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