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Get Smart with Salesforce Einstein

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  1. Salesforce Einstein Basics

    Get Started with Einstein
  2. Get Started with Einstein
    7 Topics
  3. Learn About Einstein Out-Of-The-Box Applications
    7 Topics
  4. Responsible Creation of Artificial Intelligence
    Use the Einstein Platform
    9 Topics
  5. Understand the Ethical Use of Technology
    8 Topics
  6. Learn the Basics of Artificial Intelligence
    5 Topics
  7. Recognize Bias in Artificial Intelligence
    6 Topics
  8. Einstein Bots Basics
    Remove Bias from Your Data and Algorithms
    6 Topics
  9. Learn About Einstein Bots
    6 Topics
  10. Plan Your Bot Content
    4 Topics
  11. Einstein Next Best Action
    Learn the Prerequisites and Enable Einstein Bots
    3 Topics
  12. Get Started with Einstein Next Best Action
    9 Topics
  13. Sales Cloud Einstein
    Understand How Einstein Next Best Action Works
    7 Topics
  14. Increase Sales Productivity
    5 Topics
  15. Automate Sales Activities
    5 Topics
  16. Target the Best Leads
    3 Topics
  17. Close More Deals
    6 Topics
  18. Connect with Your Customers and Create New Business
    4 Topics
  19. Sales Cloud Einstein Rollout Strategies
    Improve Sales Predictions
    4 Topics
  20. Use AI to Improve Sales
  21. Start with a Plan
  22. Set Goals and Priorities
  23. Get Ready for Einstein
  24. Quick Start: Einstein Prediction Builder
    Start Using Sales Cloud Einstein
  25. Sign Up for an Einstein Prediction Builder Trailhead Playground
  26. Create a Formula Field to Predict
  27. Enrich Your Prediction
  28. Build a Prediction
  29. Quick Start: Einstein Image Classification
    Create a List View for Your Predictions
  30. Get an Einstein Platform Services Account
  31. Get the Code
  32. Create a Remote Site
  33. Create the Apex Classes
  34. Einstein Intent API Basics
    Create the Visualforce Page
  35. Get Started with Einstein Language
  36. Set Up Your Environment
  37. Create the Dataset
  38. Train the Dataset and Create a Model
  39. Put Predictions into Action with Next Best Action
    Use the Model to Make a Prediction
  40. Learn the Basics and Set Up a Custom Playground
  41. Define and Build a Prediction
  42. Customize Your Contact and List Displays
  43. Create Recommendations for Einstein Next Best Action
  44. Create a Next Best Action Strategy
  45. Add Next Best Action to Your Contacts
Lesson 14, Topic 2
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Introduction - Increase Sales Productivity

Abhishek October 12, 2021
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You’re a sales ops manager and Salesforce administrator at Honeydew, a company that makes inventory apps for grocery stores, restaurants, and food distributors.

honey dew

Honeydew is only a 3-year-old start-up, but its products are already used by businesses across the country.

Recently, Honeydew’s management noticed that business is a bit stale. Compared with its top 3 competitors, Honeydew is struggling. An already low year-over-year growth dropped each quarter last year.

business management

This downward trend is especially alarming, because the entire food industry has become very crowded, due to the sky-high popularity of food TV shows. Honeydew isn’t converting leads and closing opportunities as fast as their competitors. And their subscription renewal rate has been as flat as a tortilla.

Ava Cado, Honeydew’s VP of Sales, asked the sales team to find ways of increasing revenue. As Honeydew’s foremost CRM guru, you have a special assignment: Find ways of harnessing the latest technology to boost sales productivity.

It’s a challenge and you love challenges, so you know it’s go time. You grab your triple espresso and start your research.

A few hours later and nothing. You find the usual “work smarter, not harder” seminars and books. But your team already works smart, so they’re not that useful for you.

Then, after your third coffee, you hit upon two words that have the tech world abuzz: artificial intelligence.