How To Use AI To Find TOP Sales Leads & Create Custom Pitches | Salesforce AI Use Case
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
🚀 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
💡Leads
💡Sales Pitches
💡Productivity
💡Sales Rep
💡Einstein Copilot
💡Sales Point of View (POV)
💡Outreach Emails
💡CRM
💡Institutional Knowledge
💡Customization
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.
