Rallying donors, engaging with your community and hitting your fundraising targets isn’t easy when you’ve got hardly any time, resources or IT budget. And even if you were to install new technologies to help you overcome your everyday challenges, the chances are they won’t be tailored enough to suit your specific organisation’s needs. The struggle is most certainly real for nonprofits doing demanding, important work with limited resources. Could Salesforce be the answer?
Jewellery company Salesforce Community, Sales Cloud and Pardot. Our client is a wholesale fine jewellery company that specialises in the Bridal market, including wedding bands and engagement rings. They mainly service retailers based in the UK, but have recently opened an office in Belgium so they can service the European market.
Ever wondered how Salesforce can help you run a tighter ship? Well, Salesforce Forecasting may be the feature for you! Let’s take a look at what a Salesperson normally looks like when you ask for their forecast:
Gamechanger alert: The AI advancements of Salesforce Einstein continues with a new speech UI and voice bot platform for Salesforce users. Yep, you read that correctly. Welcome to the future.
Ahead of Dreamforce this week, Salesforce announced the Einstein Voice platform, composed of two shiny new updates — the Einstein Voice assistant and Einstein Voice Bots. Voice Assistant is a speech UI for Salesforce, accessible through the Salesforce app or smart speakers, and Voice Bots help customers build their own voice assistants. Here’s the lowdown.
Create conversational updates with Einstein Voice
If these products perform as Salesforce say they will, using Salesforce is going to be more effortless than ever. Think about how much easier it’s going to be to simply talk to Einstein conversationally when you want to enter data or create memos — from anywhere! It’s an absolute game changer.
According to Salesforce, here’s how AI makes this all work:
As you verbally dictate your memo, Einstein Voice transcribes the audio stream to allow our natural language understanding models to classify what types of updates you need to make to the various fields in Salesforce. It then extracts and normalizes the inputs to match the required field formats, like the close date and deal amount for a given opportunity . . . Einstein Voice Assistant can create tasks and understand terms like “next month” to make sure Salesforce reminds you at the appropriate time. Einstein Voice Assistant finishes this all off by logging an event on the record and ensuring all relevant contacts are included in the event’s details, making you more productive.
How Einstein Voice can be used
So let’s say you’re a Sales guy on-the-go and you’ve just had a really great meeting with a client. You want to log your updates into Salesforce while the info is still fresh in your mind, but you’ve got another meeting to run to straight after so don’t have the time. Well, instead of sending a quick email to your team or worse, having to manually enter your notes when you get back to your desk, you can just chat to Einstein to verbally log the update through your Salesforce app.
Einstein Voice will find the relevant records and automatically update the fields with the latest info you’ve just spoken aloud. It can also create follow-up tasks, notify teammates, and apparently can even be configured to deliver daily, personalised briefings through smart speakers and the Salesforce app.
Build your own Einstein Voice Bots
‘In a matter of a few clicks’, you’ll be able to build your own voice assistants without any code. You’ll also be able to brand it up for your unique company and use it with any smart speaker like Google Home or Alexa. This could make it incredibly easy for companies to embrace AI-powered customer experiences that are more useful, more engaging, and much quicker to roll out.
When will this be available?
These products won’t be available to Salesforce users until Summer and winter 2019 and pricing hasn’t been determined yet. However, this is definitely giving us a sneak peek into how Salesforce are leading the way to the future of CRM systems. We’re keeping a peeled eye at Dreamforce for more brilliant updates. Follow us on Instagram to see what we get up to in San Francisco!
Image and information sourced from Salesforce
We’ve all been waiting for this for a very long time here at oe:gen. Cloud Flow Designer is soon to receive a HUGE revamp, and it’s getting a new name – Flow Builder.
We’ve got some great news to share with you! All of our team’s hard work has paid off, and today we finally hit the Silver partner tier of Salesforce! We already knew we were dead good at what we do, but this means we’re now universally recognised as being dead good. Pretty cool, right?
How do you know if a CRM system like Salesforce is really a worthwhile investment for your business? There are lots of common sales, marketing and customer service problems which Salesforce can help you quickly put right. Here’s how to tell if it’s time to invest in Salesforce.
A Quick Start package can help you get started with Sales Cloud pretty fast. In fact, it can all be rolled out in just 15 days. But what if you want more than what the package includes? Well, we’ve considered that, too. Let’s shine some light on how to get your Salesforce CRM implemented quickly.
Salesforce Sales Cloud is the world’s number one Customer Relationship Management (CRM) platform, designed to support your sales, marketing and customer support teams. It’s pretty much the Swiss-Army knife of CRMs — bringing all of your customer information together in an all-in-one platform that incorporates marketing, lead generation, sales, customer service and business analytics. Plus, you get access to the insane amount of applications available through the AppExchange. Here are some of the best things about Sales Cloud.