Monday, May 20, 2024

5 Potential Examples Of AI Utilization With Salesforce



As a 19-year veteran of implementing Salesforce, I’m fairly passionate once I consider using AI with Salesforce (or Veeva). Listed below are 5 ache factors that I consider AI goes to unravel.


1) Ache Level: The corporate must immediately ship follow-up emails letting clients know that their correspondence has been obtained and the estimated time to decision, per particular drawback or concern.

Answer: Use Salesforce + AI to route the shopper correspondences and ship an instantaneous electronic mail response with the estimated time to decision for his or her particular drawback or concern.

2) Ache Level: A nationwide firm is small-medium-business-sized and has common funds to spend on IT for this dimension. The gross sales division wants an electronic mail despatched to all present clients in solely CA, OR, WA, NV, and AZ states advising a brand new compliance regulation. This electronic mail should apply to all the related clients going ahead.

Answer: Use Salesforce + AI to ship an electronic mail to all present clients and all future clients who match this particular situation.

3) Ache Level: A buyer is having hassle turning on their router. They entry the router firm’s web site, fill out a help type, and ship it in.

Answer: Use Salesforce + AI to rapidly connect this inquiry on to the shopper’s file within the database and supply a fast set of directions for his or her drawback, in addition to present the shopper additional contact data ought to the directions not be useful sufficient.

4) Ache Level: Sentiment evaluation: AI can analyze buyer interactions throughout varied channels, akin to emails, social media, and help tickets, to gauge buyer sentiment and establish rising points or developments. A product analyst needs to measure what number of communications on Twitter/X {that a} sure product has been talked about. As well as, they want metrics on what varieties of mentions there have been and to categorize all the varieties of mentions.

Answer: Use Salesforce + AI to quickly correlate and compile social media analysis to generate reviews and dashboards metrics information.

5) Ache Level: Voice assistants: Integrating AI-powered voice assistants, akin to Salesforce Einstein Voice, permits customers to work together with Salesforce utilizing pure language instructions, enabling hands-free entry to data and updates.

Answer: Persevering with on from the earlier instance, the product analyst makes use of Salesforce Einstein Voice to control the reviews and dashboards to the specified configuration. This data could also be exported from Salesforce to be used in shows.

In abstract, that is the place I consider AI goes with Salesforce (and probably Veeva). I would love to attach with you to debate this additional.

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