Introducing Einstein Account Insights

Einstein Account Insights helps your sales team maintain their relationships with customers by keeping the team informed about key business developments that affect customers. Knowing what's impacting your customers' companies gives your sales team an edge when deciding whether customers are open to sales and how to proceed. Is the company expanding? Changing executive leadership? Acquiring competitors? Einstein Account Insights provides news articles from reputable sources that give your sales team the complete picture.

So now, instead of combing the business sections of various newspapers, all Tom needs to do each morning is log in to Salesforce and look at the Einstein Insights component on his Home page. There, he sees insights about the accounts he owns and the accounts his account team owns. He clicks on an insight that says Food & Stuff has been mentioned in merger and acquisition talks and sees several news articles, including the one he read on the train. Tom makes a note to send you some flowers, then picks up the phone to make the call.

Einstein Account Insights also includes newsworthy developments about company expansion. From the Home page, the team can email these insights to others or share them with other users and groups through Chatter—that way, everyone stays up to date. Reps can dismiss insights they don’t want to see or leave feedback about the relevance of individual insights. Einstein Account Insights are also on account detail pages, so the information stays handy when you’re focused on specific accounts.

And, if you use Einstein Activity Capture, activity-related insights (such as when a contact mentions a competitor or is leaving their company) are identified from recent emails and events related to accounts.

With a complete picture about a customer’s business environment, your sales team can make better choices about how to approach each customer. They’ll be well on their way to creating strong, long-lasting relationships.