Salesforce Einstein Account-Based Marketing (ABM)

Salesforce has introduced Einstein Account-Based Marketing (ABM), a complete, end-to-end B2B marketing solution powered by artificial intelligence. Account based marketing is not new to the Sales and Marketing world and the benefits it brings are unparalleled.

Built on the world's #1 CRM, Einstein ABM enables marketing and sales teams to target the most valuable accounts, personalize campaigns and engage with prospects at scale - improving pipeline quality and turning the hottest leads into new deals.

Capabilities of Einstein ABM:

Account Identification: Einstein Lead Scoring identifies the accounts most likely to convert based on factors such as relationship and purchase history. Advertising Studio enables marketers to uncover and advertise to prospects by identifying audiences based on their profiles and online behaviors from existing CRM data. Einstein ABM can tell which account lead to act on, when to do so and with what information--all based on an analysis of previous behavior.

Close More Deals, Faster, and Build Lifelong Advocacy: Einstein ABM aligns marketing and sales to improve account targeting, at scale. No other solution offers the world's #1 CRM, marketing automation, digital advertising and analytics throughout the entire customer journey, and all on one platform--empowering B2B companies to finally get ABM the right and efficient way.

Improve Account Engagement: Engagement Studio is a lead nurturing solution that enables marketers and sales pros to send personalized emails based on real-time buyer behavior or qualifying values, such as when a lead engages with a specific piece of content or if they have significant influence on a buying decision. Einstein Opportunity Insights can analyze customer sentiment, competitor involvement and overall lead engagement to determine how deals are progressing.

Synchronize Sales and Marketing: Einstein Account Insights arms sales pros with the latest prospect news, such as M&A activity and financial results, to formulate engagement strategies. Reps can utilize Salesforce Engage to personalize marketing content and reach out to leads within accounts at the right moment. Reps can also leverage interactive dashboards to track the effectiveness of the messages, including click-through rates of content and to know exactly when it is opened.

Measure and Control Campaigns: With B2B Marketing and Sales Analytics companies can understand the performance of their marketing campaigns against targeted sales opportunities, and uncover insight into campaigns performance. Multi-Touch Campaign Insights allows marketers to identify the attributes of marketing campaigns that have the highest potential to drive sales for targeted accounts.

Thank You,

Roshan Dash

Salesforce Architect and Consultant 

To learn more about Einstein ABM please visit: https://www.salesforce.com/products/marketing-cloud/account-based-marketing

To learn more about Marketing Cloud, please visit: https://www.salesforce.com/products/marketing-cloud/overview/

Einstein: AI for Salesforce CRM

What is Artificial Intelligence(AI)

• AI is the next major shift in the world of technology which is bringing a whole new disruption and paradigm shift in the way of doing business
• It’s about understanding historical data and applying what is learned to current contexts to make predictions
• There is no doubt on the tremendous potential AI carries and hence every business wants to leverage it
• But it’s difficult for most companies to use AI as it requires relevant data, data munging, data science resources, build predictive models and then extract intelligence
• Einstein is AI in Salesforce CRM platform just ready to use without worrying about most of the hustle of implementing AI

Einstein in Sales:

• Sales can anticipate next opportunities and exceed customer expectations by knowing customer’s future needs
• It can analyze information from email, calendars, and CRM data to proactively recommend actions like the best email response
• It can analyze product images attached to a deal and use that information to suggest the best upsell and cross-sell opportunities
• Natural Language Processing can dig through the text of emails exchanged with customers to estimate the likelihood of a potential sale, detect the best possible deals, identify deals a team is at greatest risk of losing, and provide recommended actions to improve the sales process

Einstein in Service:

• Service can deliver proactive service by anticipating cases and resolving issues before they become problems
• It can automatically classify cases and intelligently route them to the right service agent
• It can analyze images of a product attached to a service case and use the information to classify the case and route it to the right agent.
• Natural Language Processing can help route and more efficiently respond to customer emails by analyzing the written content

Einstein in Marketing:

• Marketing can create predictive journeys and personalize customer experiences like never before
• It can intelligently score the likelihood of a customer to open an email, subscribe to a newsletter, or make a purchase
• It can analyze images across Facebook, Pinterest, and Twitter to suggest the best visuals for an upcoming advertising campaign
• It can even identify brands in the images whether or not they’re mentioned in the text
• Natural Language Processing can be used for sentiment analysis on text to understand how customers feel about your specific brand and products

Winobell at Your Service:

• Winobell can help you identify use cases in your org where AI can be utilized
• We can offer point solutions to specific machine learning problems across various domains
• We can assist in drawing the AI strategy for your Salesforce CRM based on the current usage and future road map
• Our expert consultants can implement AI for your Salesforce org in a progressive manner resulting in minimal adoption effort for the end user
• We can create POC for one or more use cases around AI and enable you to make informed decision for AI implementation

Thank You

Winobell Inc

Email: support@winobell.com

Website: www.winobell.com

Contact No:  +1 519 488 5051

Custom Metadata Types

As we all now meta data is nothing but data about data. 
Salesforce Custom metadata type is customizable, deployable, packagable and upgradeable application metadata. It enable us use records to configure app without worrying about migrating those records to other orgs. Now we can customize, deploy, package, and upgrade application metadata that we design our self. 

This is similar to usage of XML configuration files in .NET/Java programming

• Mappings— Custom metadata types can be used to create associations between different entities i.e. Key - Value pairs.
  e.g. We can create a custom metadata type that assigns cities to states in a country.
• Business rules—Business rules can be defined by combining configuration records with custom functionality.
  e.g. We can use custom metadata types along with some Apex code to route payments to the correct endpoint.
• Master data—We can create a custom metadata type that stores master data like countries and telephone code. If we include this type as part of an extension package, subscriber orgs can reference this master data.

Data Types supported by Custom metadata type are:

  • Checkbox

  • Date

  • Date and Time

  • Email

  • Number

  • Percent

  • Phone

  • Picklist (Can’t use Global Picklist Value Set)

  • Text

  • Text Area

  • URL

  • Metadata Relationship

Comparision between Custom Settings and Custom Metadata Type:

Functionality	Custom Settings	Custom Metadata
Unlimited calls/queries	Yes	Yes
Create, Update and Delete from Apex	Yes	No
Currency type field	Yes	No
Picklist type field	No	Yes
Metadata Relationship	No	Yes
Associate for an organization, profile, or specific user	Yes	No
Metadata deploy install definition	Yes	Yes
Metadata deploy install record	No	Yes
Apex tests see records without annotation "SeeAllData"	No	Yes
Audit Trail Setup	No	Yes
Protect hide individual record	No	Yes
Control over editability of fields	No	Yes

Custom metadata type are surely going to make developers life lot easier than it was before. 

Thanks,

Rosh

www.Winobell.com

Email: support@winobell.com