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Manish Thaduri
www.sfdcFanBoy.com
Sales Cloud Einstein
Forward-Looking Statements
Statement under the Private Securities Litigation ReformAct of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the
assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we
make.All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of
management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer
contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new
products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in
our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the
immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new
releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise
customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the
most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are
available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Salesforce Einstein
• Salesforce Einstein
• Define: leverage technology and your data as a way to automatically learn and
continually hone your processes. Make your processes “smarter”
• License : Sales Cloud Einstein
• Setup
• 2 Packages: SalesforceIQ Cloud and Sales Insights
• Permission Set
App Permissions
Sales Cloud Einstein - Spring ’17 Features
Maximize sales with intelligence from lead to cash
Predictive Lead Scoring
Smart Lead Lists | Top Predictive Factors | Score-driven Workflow
Opportunity Insights
Predictions | Sentiment Analysis | Alerts | Recommended NextSteps
Automated Activity Capture
Email & Calendar Sync | O365 & Gmail |
Account Insights
Business Media Monitoring | Key Business Developments
Predictive Lead Scoring
- Lead Score
- Lead Factors
- Why Einstein
Lead Scoring on List Views
Lead Insights
Lead Insights periodically re-analyzes your historical leads and updates the
scores for your current leads accordingly.
Lead Insights includes a dashboard with reports that show key lead score
metrics for your org.
• Average Lead Score by Lead Source
• Conversion Rate by Lead Score
• Lead Score Distribution: Converted and Lost Opportunities
Opportunity Insights
Predictions about:
- Deal Predictions
Deals that are likely to
be won/lost
- Follow-Up Reminders
Reminders to follow-up
- Key Moments Alerts
when “key moments” in
a deal take place
Opportunity Insights on Lightning Home Page
Account Insights
- Stay informed about key
business developments
that affect their customers
- Shows up to three
insights, and each insight
shows up to three of the
most relevant articles.
Account Insights on Home Page
Automated Activity Capture
- Connect users email
and calendar to Salesforce.
- Emails and events are
automatically added to
related Salesforce records
- Used by Einstein
to generate insights
Einstein Analytics
- Each Sales Cloud Einstein
org gets five Wave app
permission set licenses.
- Activity Reports from
Einstein Analytics Tab
Thank Y u

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Singapore dg salesforce einstein by manish

  • 2. Forward-Looking Statements Statement under the Private Securities Litigation ReformAct of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make.All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Salesforce Einstein • Salesforce Einstein • Define: leverage technology and your data as a way to automatically learn and continually hone your processes. Make your processes “smarter” • License : Sales Cloud Einstein • Setup • 2 Packages: SalesforceIQ Cloud and Sales Insights • Permission Set
  • 5. Sales Cloud Einstein - Spring ’17 Features Maximize sales with intelligence from lead to cash Predictive Lead Scoring Smart Lead Lists | Top Predictive Factors | Score-driven Workflow Opportunity Insights Predictions | Sentiment Analysis | Alerts | Recommended NextSteps Automated Activity Capture Email & Calendar Sync | O365 & Gmail | Account Insights Business Media Monitoring | Key Business Developments
  • 6. Predictive Lead Scoring - Lead Score - Lead Factors - Why Einstein
  • 7. Lead Scoring on List Views
  • 8. Lead Insights Lead Insights periodically re-analyzes your historical leads and updates the scores for your current leads accordingly. Lead Insights includes a dashboard with reports that show key lead score metrics for your org. • Average Lead Score by Lead Source • Conversion Rate by Lead Score • Lead Score Distribution: Converted and Lost Opportunities
  • 9. Opportunity Insights Predictions about: - Deal Predictions Deals that are likely to be won/lost - Follow-Up Reminders Reminders to follow-up - Key Moments Alerts when “key moments” in a deal take place
  • 10. Opportunity Insights on Lightning Home Page
  • 11. Account Insights - Stay informed about key business developments that affect their customers - Shows up to three insights, and each insight shows up to three of the most relevant articles.
  • 12. Account Insights on Home Page
  • 13. Automated Activity Capture - Connect users email and calendar to Salesforce. - Emails and events are automatically added to related Salesforce records - Used by Einstein to generate insights
  • 14. Einstein Analytics - Each Sales Cloud Einstein org gets five Wave app permission set licenses. - Activity Reports from Einstein Analytics Tab

Editor's Notes

  1. Deal Predictions: See predictions based on recent activity and existing opportunity data, such as whether a deal is more or less likely to close, or if a deal seems unlikely to close in time. Follow-Up Reminders: Get reminders to follow-up when a contact hasn’t responded in a while, or if there hasn’t been any communication related to an important opportunity for a significant period of time. Key Moments: Get notified when key moments related to a deal take place, such as when a contact mentions a competitor or is leaving their company.