How To Use AI To Find TOP Sales Leads & Create Custom Pitches | Salesforce AI Use Case

Salesforce
18 Jul 202405:01

TLDRThis video demonstrates how Salesforce's Einstein AI can streamline the sales process by identifying top leads and crafting custom pitches. It highlights the time-saving benefits and the ability to scale institutional knowledge, ultimately boosting productivity and sales success.

Takeaways

  • 🧠 Salesforce Einstein AI can automate the process of finding the best sales leads and generating custom sales pitches.
  • 🔍 It helps sales reps to sort through leads more efficiently, saving time and effort before pitching to potential customers.
  • 📈 The use of Einstein can lead to a 50% increase in productivity, which is equivalent to hiring two sales reps and getting a third one for free.
  • 🚀 New sales reps can quickly get started with Einstein, without the need to learn a whole new software platform.
  • 💡 Einstein Copilot can be used to ask for advice on which leads to focus on, providing answers based on the company's institutional knowledge and best practices.
  • 🔑 With a click, a lead can be converted into a contact and then an opportunity within the account, streamlining the sales process.
  • 📝 Einstein can generate a detailed sales point of view (POV) quickly, which can be directly used in the account.
  • ✉️ It drafts outreach emails based on the sales POV, saving time and allowing for quick revisions and personalization.
  • 📊 The power of Einstein comes from its grounding in the company's CRM data, making everything specific to the business.
  • 🛠️ Customizing Einstein with the company's knowledge and best practices helps in educating new sales reps and maintaining consistency in sales approaches.
  • 🔗 By integrating Einstein with CRM data, the AI learns and applies the company's criteria for prioritizing leads, enhancing the sales process.

Q & A

  • What is the main purpose of using Einstein AI in sales as described in the video?

    -The main purpose of using Einstein AI in sales is to automate the time-consuming tasks of finding the best leads, generating custom sales pitches, and creating personalized outreach emails, which can increase productivity by up to 50%.

  • How does Einstein AI help new sales reps to quickly get started with their tasks?

    -Einstein AI helps new sales reps by automating the process of lead sorting and prioritization, providing a starting point for creating sales points of view, and drafting outreach emails, allowing them to get started quickly without needing to learn a whole new software platform.

  • What is the potential productivity increase that Einstein AI can offer to sales reps?

    -Einstein AI can potentially increase productivity by 50%, which is equivalent to hiring two sales reps and getting a third one free.

  • How does Einstein AI determine which leads to focus on?

    -Einstein AI uses the company's institutional knowledge and best practices to determine which leads to focus on, providing reasons based on specific criteria that are important for the company.

  • What is the process of converting a lead into a contact and then creating an opportunity in the video?

    -The process involves selecting a lead that Einstein AI identifies as strong, performing due diligence, and with one click, converting it into a contact within the account, and then creating an opportunity.

  • What is a 'sales point of view' and why is it important in the sales process?

    -A 'sales point of view' (POV) is the perspective that a salesperson takes to understand and address the problems a potential customer might be trying to solve. It is important because it helps tailor the pitch to be more successful by being relevant and engaging.

  • How can Einstein AI assist in creating a sales point of view?

    -Einstein AI can assist by generating a detailed sales point of view quickly, which the salesperson can then review, revise, and use directly in their pitch to the potential customer.

  • What is the significance of personalizing outreach emails in the sales process?

    -Personalizing outreach emails is significant because it makes the communication more engaging and relevant to the recipient, increasing the chances of a positive response and building a stronger connection.

  • How does grounding AI in CRM data enhance the effectiveness of Einstein AI?

    -Grounding AI in CRM data ensures that the AI's actions and recommendations are specific to the company's business context, leveraging all available data to make more accurate and relevant suggestions.

  • What is the role of institutional knowledge and best practices in customizing Einstein AI for a company?

    -Institutional knowledge and best practices play a crucial role in customizing Einstein AI by informing the AI about the company's priorities and criteria for lead selection and sales strategies, thereby enhancing the AI's recommendations.

  • How does the use of Einstein AI benefit both new and seasoned sales reps in terms of knowledge application?

    -The use of Einstein AI benefits both new and seasoned sales reps by providing new reps with the same level of knowledge and best practices as seasoned ones, allowing them to convert leads to customers more effectively and learn company practices more quickly.

Outlines

00:00

🚀 Boosting Sales Productivity with AI

The script introduces how sales representatives can utilize Einstein AI to streamline the process of finding and engaging with promising leads. It emphasizes the time-consuming nature of traditional lead sorting and personalization of sales pitches, and then presents AI as a solution to automate these tasks, potentially increasing productivity by 50%. The script assures that despite the advanced capabilities, the system is user-friendly and does not require extensive training to operate. It also highlights the importance of grounding AI in the company's CRM data to ensure the generated leads and sales pitches are specific and relevant to the business context.

Mindmap

Keywords

💡Einstein

Einstein in this context refers to Salesforce's AI technology, named after Albert Einstein. It is used by sales representatives to automate tasks and improve productivity. In the video, Einstein is showcased as a tool that can quickly identify the best leads and generate custom sales pitches, thereby saving time and enhancing the sales process.

💡Leads

Leads are potential customers or clients that a sales team identifies as having a potential interest in a product or service. In the script, the term is used to describe the initial stage of the sales process where sales reps need to sort through various leads to determine which ones are the most promising. The video emphasizes the importance of focusing on the right leads to convert them into customers.

💡Sales Pitches

A sales pitch is a persuasive presentation that a salesperson makes to a potential customer, highlighting the benefits of a product or service. In the video, Einstein AI is shown to help generate custom sales pitches by understanding the perspective of the potential customer and addressing their problems, which is crucial for a successful pitch.

💡Productivity

Productivity in the context of the video refers to the efficiency with which sales reps can perform their tasks. The script mentions that using Einstein AI can lead to a 50% increase in productivity, which is significant as it allows sales reps to handle more tasks in less time, thus potentially increasing sales.

💡Sales Rep

A sales representative, or sales rep, is a person who sells goods or services on behalf of a company. The video script discusses the challenges faced by new sales reps in starting their roles and how Einstein AI can help them quickly get up to speed by automating time-consuming tasks.

💡Einstein Copilot

Einstein Copilot is a feature within Salesforce's Einstein AI technology that assists sales reps by providing insights and recommendations. In the video, it is shown as a tool that can be queried with questions like 'What leads should I focus on?' and it provides answers based on the company's institutional knowledge and best practices.

💡Sales Point of View (POV)

A sales point of view (POV) is a strategic perspective that a salesperson takes to understand and address the needs and problems of a potential customer. The script explains how Einstein AI can quickly generate a detailed POV, which is essential for crafting a successful sales pitch and understanding the customer's perspective.

💡Outreach Emails

Outreach emails are initial contact emails sent by sales reps to potential customers to introduce a product or service and gauge interest. The video demonstrates how Einstein AI can draft these emails based on the sales POV, saving time and ensuring that the emails are personalized and engaging.

💡CRM

CRM stands for Customer Relationship Management, which is a system used by businesses to manage interactions with current and potential customers. The script emphasizes the importance of grounding AI in CRM data to ensure that the AI-generated content is specific to the company's business context and data.

💡Institutional Knowledge

Institutional knowledge refers to the collective wisdom and experience accumulated within an organization. In the video, it is highlighted how Einstein AI can incorporate this knowledge into its recommendations, helping new sales reps learn and apply the company's best practices in their work.

💡Customization

Customization in the context of the video refers to tailoring AI-generated content to fit the specific needs and context of a business. The script explains how Einstein AI can be customized to use the company's CRM data and institutional knowledge to create more effective and personalized sales pitches and outreach emails.

Highlights

Sales reps can use AI to quickly find the best leads and generate custom sales pitches.

AI can automate time-consuming tasks, leading to a 50% increase in productivity.

AI makes it easy for new sales reps to get started without learning a new software platform.

AI helps prioritize leads based on institutional knowledge and best practices.

AI can convert leads into contacts and opportunities with a single click.

AI assists in creating a detailed sales point of view for potential customers.

AI drafts outreach emails based on the sales point of view, saving time for sales reps.

Customization of AI with company-specific data enhances its effectiveness.

AI grounding in business data ensures context-relevant outputs.

Customizing AI prompts with institutional knowledge improves sales outcomes.

AI educates new sales reps on company best practices while saving time.

AI enables new sales reps to apply the same knowledge as experienced ones, improving lead conversion.

AI Einstein Copilot simplifies the process of identifying and prioritizing sales leads.

Sales reps can leverage AI to streamline the process of writing personalized outreach emails.

AI's ability to generate context-specific content is crucial for effective sales pitches.

AI can help scale the knowledge of seasoned executives to the entire sales team.

AI's automation capabilities can significantly reduce the time spent on lead sorting and qualification.

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