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Salesforce Einstein technology how it benefits the sales managers and team

What is Salesforce Einstein Analytics?

For years, most Salesforce users have used reports and dashboards to easily view their data, analyse output, and communicate results. With time and growth, the manual exploration of that data has become a major challenge. As a result, Salesforce launched Einstein Analytics, a tool that addresses the problem by collecting all the information in one location to respond to key questions from business users.

With the support of Salesforce Einstein Analytics, companies can provide valuable insights through the tool’s intuitive features. Using Einstein Analytics, companies can provide valuable insights with just a few clicks to inspire service managers, analysts, marketers, and sales reps to make each interaction smarter without going into nuances.

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One of the best features of this platform is that it provides a suite of self-service analytics and contextually relevant applications that empowers each Customer Relationship Management (CRM) user to explore knowledge and discover insights from a simple sales-pipeline panel to the most complex and complicated forecasting decision.

Sales teams can benefit from Einstein Analytics because it provides a one-stop-shop approach to their performance. Managers should dig into their pipelines to get a grip on changes. Sales teams can further explore new possibilities through their Whitespace Analysis accounts.

How is Salesforce Einstein Analytics helping the sales team and manager?

Pipeline Management – The major advantage of Einstein Analytics is the ability to understand the changes to your opportunity pipeline in real time. Using it, the sales team can see how new deals are made, compare deals, and test whether the deal is won or lost. Einstein Analytics also assists in identifying patterns in the opportunities categories for sales pipeline development and offers a list of opportunities to work on, all within the framework of the application. Whenever a sales representative manipulates the sales process, the software can automatically adjust the parameters for all sales process dashboards and users can view the data at lightning speeds.

Forecasting – Salesforce Einstein Forecasting allows sales managers to monitor accurate sales and revenue data. Forecasting dashboards may be used by sales managers to plan for the sales period, or the coming quarter, and to know exactly when transactions are expected to close. Sales managers can trigger alerts as soon as the quantity of the pipeline changes or as soon as they calculate other modifications within the scope of the agreements. Providing a data perspective is a new advantage that can support the sales process with the potential demands of an efficient process and bottlenecks that may occur. This provides data based on past trends in the process and on data already generated from sales, thereby providing a better view of the future market.

Performance – Sales managers can accurately track the overall backlog and equate actual performance with the predefined targets throughout the sales period. In turn, they will easily drill down on individual team leaders and equate their success with the quotas. Leader view dashboards provide a high-level view of KPI and allow data analysis to take action while not leaving the program, thereby offering consistent data and performance-based opportunities for the sales process.

Whitespace Analysis – With the support of Salesforce Einstein Analytics, sales representatives can focus their energy on the right deals by conducting Whitespace Analysis. The capacity of the platform to understand which products are sold to accounts, and the rewards will be produced based on the specific needs of the customer.


Salesforce Einstein Analytics provides the best examples, both prospectively and retrospectively, for human experience in the sales process, helping to increase selling profits, optimize patterns, and to prepare for future consumer needs in order to meet market expectations.

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Subin Saleem

Digital Marketing Analyst

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