Tag: Salesforce Analytics

Predictive Analytics, Predictive Modeling: Salesforce Marketing Cloud
Marketing Cloud, Salesforce Marketing Cloud

Power of Predictive Analytics and Predictive Modeling: Salesforce Marketing Cloud

Effective marketing requires you to first understand the right audience for your message, and how to best communicate with them based on their preferences and behavior. Many B2C businesses have recently begun to use predictive marketing analytics. A method called predictive marketing employs data analytics to identify the marketing tactics and plans that have the best chance of being successful.

Salesforce Marketing Cloud helps you just that!  With the power of Predictive Analytics and Predictive Modelling on Salesforce, you can easily customize and personalize material provided via email and the web by understanding each customer’s preferences and behavior. 


What is Salesforce Marketing Cloud?

Salesforce Marketing Cloud is a marketing automation software that helps businesses in increasing the effectiveness of their marketing initiatives. Marketers can run successful marketing campaigns, do effective management, and build healthy customer relationships. It offers firms a range of analytics and digital marketing automation services.

Without a doubt, Salesforce Marketing Cloud is one of the best digital marketing tools to improve any company’s marketing strategies. With just one click, businesses can send personalized mass emails to a range of potential clients. Other key features of Salesforce Marketing Cloud are:


  • Customers can be engaged by users through several channels, including email, social media, the web, and mobile phones.
  • Align email and advertising campaigns
  • Create seamless, integrated customer journeys for all touchpoints
  • Strengthened data security
  • Utilize the information to capitalize on your brand’s online presence.
  • All data on the Salesforce platform is accessible.
  • Forecast sales figures and get detailed analytics insights


Predictive Analytics

Predictive Analysis allows businesses to foresee what is likely to occur in the future by using patterns in the data they already have.  With the addition of artificial intelligence methods like machine learning into predictive analytics tools, businesses can now analyze enormous amounts of data quickly, improving the precision and utility of prediction models.


Here is one instance. Each customer’s individualized recommendations are available on Amazon’s landing page. These customers’ past purchases have led to the collection of data, which Amazon analyzes to predict potential future purchases. This results in unique recommendation output. The recommendations get more precise the more a customer or potential customer buys. Thanks to predictive marketing, this results in higher sales and better customer satisfaction.




If you see around you, you will realize that you are surrounded by recommendations that are likely the result of predictive analysis. All the big companies are now using these data insights to create personalized journeys for their customers and increase their sales. With Predictive Analysis, you can:


  • You can segment your audience using predictive analytics based on their firmographics, interests, firmographic behavior, or any other factor.


  • Using the customer data, develop identification models. This will assist you in locating and focusing on prospects who are similar to your current clients.


  • By removing uncertainty, speculation, and intuition from the forecasting process, as well as the corresponding mistakes, the most likely conclusion can be determined.


  • A website can transform from a static, one-size-fits-all solution to a more customized, dynamic one thanks to web predictive marketing. The website may gather information about a user as soon as they click on something, gather information as it is provided, and provide real-time recommendations, which will enhance conversions.


  • Predictive marketing research can be used in email campaigns to send customers customised communications in their inboxes.


  • Predictive advertising divides prospective customers into extremely narrow interest groups and demographics using marketing data gathered from numerous sources. It determines which adverts would be most effective with which groups and delivers tailored ad content marketing goods or services that a particular customer might be prone to purchase.


Businesses can predict customer behavior across sales, marketing, and service channels by using their CRM. Finding cross-selling opportunities can entail examining previous client behaviors, such as product usage and spending. Or to figure out how to make each customer’s view of the items, offers, or content more effective. For instance, based on a user’s viewing history, the streaming service Netflix recommends shows they would like.

Salesforce Professional ServicesPredictive Modelling

Whether used in marketing or other functional areas, predictive analytics solutions all essentially operate in the same way: They collect data—the more the better—and then use statistical modelling and machine learning techniques to explore that data for trends. 


The tools further evaluate the data using predictive modelling approaches to project expected outcomes in the future using knowledge of past behavior.


There are three main types of predictive models:

  • Decision Trees: Decision trees employ a tree-shaped figure to show how several options might pan out, including how one decision might influence others.
  • Regression: Regression analysis uses statistics to explain the connections between several variables, such as stock prices and commodity prices.
  • Neural Networks: Neural networks are sophisticated algorithms created to simulate how the human brain functions and to find nonlinear patterns in data.


In actuality, predictive analytics tools are typically software programs that let users mine huge amounts of data to discover useful connections between causes and effects. Additionally, they enable users to form intelligent predictions based on a greater comprehension of the data at hand. Following that, organizations can use and distribute these projections across departments.


Salesforce and Predictive Analytics & Predictive Modeling

With Salesforce Marketing Cloud, you can use the power of artificial intelligence to predict consumers’ likely engagement and target the optimal audiences for your marketing offers. 

Einstein begins by analyzing your subscriber base and predicts their engagement across four behaviours, i.e.

  • Their likelihood to open an E-mail 
  • Click an E-mail
  • Unsubscribe from your list
  • Convert on your website


These four behaviors represent a consumer’s likelihood to take that action in the next 14 days and are refreshed daily. You can also see how engaged your subscriber base is compared to overall email industry benchmarks.

Read more: Setting the Stage for Salesforce Success: Avoiding the Most Common Salesforce Marketing Cloud Stumbling Blocks

To see what factors are influencing a particular predicted behavior, you can go to the email and click the prediction detail page, where you will have access to the top positive and negative predictors from the engagement model along with their relative strengths of influence.


The most crucial step in maximizing the benefits of a predictive analytics system is choosing the appropriate predictive analytics model. Consider a retailer that wants to lower customer churn as an example. The same predictive analytics methods that a hospital uses to forecast the number of patients who will be admitted to the emergency room over the following ten days might not be helpful to them.


Predictive Models can help marketers to:

  • Infer preferences of the client.

Create a behavioral profile for each consumer based on their observed clicks and activities that represent their preferences for the products and information.


  • Identify Content that works

Automatically select the following products or content for anyone. Combine Salesforce Einstein’s machine learning algorithms with customer profiles.


  • Make experiences that are tailored.

Encourage 1-to-1 conversations by automatically distributing predictive material via email, online, or mobile apps. Einstein tools in Salesforce Marketing Cloud give you “insights and data” to guide the “content and timing” of your marketing initiatives. Businesses can tailor every encounter by using robust artificial intelligence (AI) features to understand the engagement and behavior of their customers.


  • Knowledge and triggers

Your data is combed through by data mining technologies, which may turn up some hidden patterns and trends that would be otherwise impossible to identify. For instance, your marketing experts can discover precisely what has to be adjusted to improve the performance of their campaigns across all channels.


Summing Up

Businesses will be able to extract even more value from their raw data by using predictive analytics and predictive models across the board. They will be able to anticipate the future by turning it into pure gold nuggets.

Interested more in knowing about the power of Predictive Analytics and Predictive Modeling in Salesforce Marketing Cloud? Contact us here.

Make 2021 a Happy Business Year
Happy New Year, Salesforce

Make 2021 a Happy Business Year

“In a few days, you’ll get a 365 blank page book. Fill those pages with your Successful Enterprise Achievements.”

Nothing’s more exciting than

Learning and enhancing innovations.

To make an Enterprise smoother and more stable,

Venture our new AI Innovations.

Leave the traits of 2020 behind!

Start a fresher and a fruitful Enterprise,

And direct towards a Happy 2021 Business Sells.

How 2021 Would be Like?

In 2020, every company’s sole aim was to sustain its business and shifted its technology to Cloud Services. Everyone relied on Digital Marketing and tried to deliver their services across multiple online platforms. 

So in 2021, enterprises will focus mainly on how well they can sustain their technology. 

But how can you do that?

It would be best if you have experts who can innovate and has a deeper understanding of Cloud Platform.

It will help only if you have experts who can seamlessly Integrate and Implement your Cloud Platforms. 

Keep Your Enterprise Running

You can miss no chances, but you’ll have to make the best out of your business to provide customer satisfaction. 

CEPTES provides you Remarkable Innovations on the Salesforce Customer 360-degree bringing a smile to their faces.

New Year. New Technology. New Customers

2021 is going to be very successful for Business Enterprises.


People will be more dependent on Online Marketing, and this will be the new Lifestyle of 2021. 

Every company- be it a small, mid-scale, large, or Fortune 100 companies, would only depend on Cloud Services.

And CEPTES provides you all those required Salesforce Services to keep your customers happy!

There will be 2X number of customers than in 2020. People are not going to take up any chances to risk their life from COVID-19.

So, it’s time you STEP UP your business and make sure to leave your customers an amazing experience for them, prompting them to make a return.



Final Thoughts

It’s not about how BIG your Enterprise is, It’s about how you keep your customers happy, converting them into loyal customers. 


Bring Technology closer to your Enterprise this 2021 and make your business easily without all the hassles. 

To Know More, Connect with us.

Are you ready to face the 2021 Business Year?

Have a Happy New Year 🙂


How to Manage Dependency Injection within Salesforce

If you don’t know what Dependency Injection is, why it is required, which problem does it help us resolve, and how Dependency Injection is used in Salesforce, then don’t worry; by the end of this article, you will be clear of all your doubts.

Dependency InjectionWhat is Dependency Injection (DI)?

Dependency Injection is a design pattern that provides inversion of control; it is used for breaking tight coupling between 2 objects. It is an alternative approach to binding two objects loosely. 

Let us understand this with the help of an example.

Why is Dependency Injection required?

Let us consider the example of the client consuming the services provided by a server.

Typically, the server would be instantiated by the client as below:

Server s = new Service ();


Yet, the above code introduces a dependency between the Client and Server, and the client is tightly coupled with the server, as seen in the below diagram. 

You can see the implications of this dependency by trying to delete the Service, which is not possible as the client uses it.

So, what do you think are the issues with the above type of binding?

  1. The flexibility is reduced
  2. It is difficult to make changes
  3. It is not easy to reuse the code

DependencySo, we prefer to use Dependency Injection for flexibility, extensibility, and reusability of code.

Let us now see how Dependency Injection is managed in Salesforce;

In Salesforce, there are two types of dependencies possibilities.

  1. Introduced due to coding
  2. Dependency between metadata formed by using declarative tools (process, flow, layout, and actions)

Dependency injection helps in forming dependencies at runtime instead of explicitly during development. It aims to break the dependence between the calling code and how an instance is created. 

In the above example, we saw that the client had access to the Server implementation. The solution would be to invert the control, such that the client does not know about the server implementation details. 

The use of the “new” operator needs to be avoided to use Dependency injection, since the usage of a “new” operator requires packaging and deploying the Server implementation along with the client, resulting in loss of extensibility.

The goal of Dependency Injection is to eliminate the need for the calling code needing to know how an instance is obtained; it only needs to know how to use it. Through dependency injection, multiple different implementations could be packaged and deployed.

A dependency exists in the above example because the compiler needed to know the Service class of the client. 

The compiler needed to check whether the Service class compiles; the aim is to remove this dependency. This is possible if we load the Service class at runtime. An injector class would be required to load and provide the required service implementation class. 

The need for an Interface. To achieve loose coupling, we need to design the code to interact with an interface rather than an implementation. The implementation of the interface would vary from customer to customer. 

Dependency Injection uses configuration and code to dynamically determine the implementation used, thus decoupling dependencies from where they are used, as seen in the diagram.

Dependency managementTo Summarize

We saw what Dependency Injection is, the issues observed if Dependency injection is not used, the different types of Dependency Injection, and how to break down tight coupling and replace it with loose coupling using Dependency Injection within Salesforce.

The pros and cons of Dependency Injection are as below:


  1. Breaks the tight-coupling as it causes issues with reusing, updating, and maintaining the code.
  2. Adds support for many optional implementations that can be selected at runtime without code modifications.


  1. Introduces complexity in the architecture as it is challenging to identify implementations corresponding to associated calls.
  2. Difficult to troubleshoot in case something breaks at execution. Delay in identifying runtime issues.

CEPTES is a Salesforce partner with 10+ years of ecosystem expertise & over 80% Salesforce certified consultants. We are widely accepted as a leader in delivering Salesforce Cloud (Sales Cloud, Service Cloud, Marketing Cloud, App Cloud, etc.), Salesforce Analytics, and Lightning Migration services to various industries and companies of different sizes & types.

If you are looking for Certified Salesforce consulting services, then contact us today!


6 Ways Salesforce is Transforming the High-Tech Industry

With shorter product life cycles, companies operating in the High-tech sector are expected to deliver a better degree of customer support to sustain competitive advantage. Mediocre processes and poorly integrated systems spell doom for companies, especially in today’s era of rapidly changing customer demands & technologies. The most common challenges that the high-tech companies of today facing are:

  • Creating appropriate roadmaps for application architecture
  • To decipher and deconstruct relevant data from the vast information available
  • To accurately conceptualize solutions, identifying process entities and the relationships between those entities
  • Recommending best practices to customers
  • Devising and implementing recovery plans
  • Meeting B2B demands

To counter these issues, industry-leading high-tech companies are implementing Salesforce to transform their business and streamline sales processes. As a leading Salesforce partner with over 10 years of experience, CEPTES can help you leverage the solutions offered by the World’s #1 CRM provider.

Salesforce Capabilities

Some salient features of Salesforce that help you get the competitive edge in the market are:

  • Ease of use
  • Lightning-fast implementation
  • Point-to-point customization
  • Easy data management and organization
  • Provision to develop and customize your own apps
  • Automation of tasks
  • AppExchange app development

How Salesforce is transforming the high-tech industry

Companies in the high-tech sector that have implemented Salesforce have seen excellent improvements in terms of their sales. There are numerous ways in which Salesforce benefits the High-tech industry, some of them discussed below:

Exceptional Customer support powered by Service Cloud:

Implementing Salesforce Service Cloud will improve customer engagement, with seamless access to web services, chat, and email from any device and a 360-degree customer view. Critical cases can be escalated to development teams for further examination. In this way, real-time feedback on common issues helps your teams to solve them faster.

Next-gen Analytics:

Using Salesforce Analytics, your business users can explore data to discover new insights. Apart from the functionality to create amazing, mobile-friendly dashboards, Einstein Analytics also allows developers to create their own analytics apps that are highly customizable. Such cloud-based analytics tools from Salesforce can help your company adapt quickly to new trends.

Personalized Marketing:

You can get on top of your marketing strategy with an integration with the Marketing Cloud. The platform provides a 360-degree view of the customer, helping you compile customer data and design highly personalized marketing campaigns. You can manage and evaluate your campaigns by leveraging the power of Google Analytics and Salesforce’s advanced AI.

Accelerated Digital Transformation:

Digital Transformation is all about adapting your current process/ business models to prepare for the future, through technology-enabled change. Salesforce’s offerings enable you to automate processes and business models. With the help of Salesforce, you can automate forecasting, lead assignment, contract generation, quoting, and invoicing. Companies can use AppExchange to capitalize on new opportunities, build and deploy applications with point-and-click ease, and meet demands for CPQ. Further, by leveraging a powerful combination of Sales Cloud, Service Cloud, Pardot, and the Project Management tool, you can accelerate your digital transformation journey.


Salesforce’s Community Cloud offers community portal options for customers and partners. Customer communities help you set up custom web portals for better integration. You can customize your website’s environment as per your needs with this flexible tool. Partner communities make sure that you leverage your partners’ influence to grow your business effectively. Using partner communities, you can share certain parts of your platform with your partners so that they can collaborate on deals and access sales tools. So, processes like deal registration, onboarding, MDF, targeted recommendations, file sharing, etc. become really easy.

Culture of Innovation:

Salesforce Chatter allows users to post interesting blogs, videos, and websites to keep others up to date on the latest trends. Chatter also helps your employees to get answers to their questions, as well as feedback on your work. Chatter fosters a culture of collaboration and innovation within your organization so that the best ideas get cultivated.

With all these tools in its arsenal, Salesforce provides you with enough power to streamline your sales pipeline and achieve the highest level of customer satisfaction. CEPTES has been the trusted Salesforce consulting partner for numerous organizations in the High-Tech sector. With a decade of Salesforce platform expertise, our certified consultants can guide you at every step of the way to assist you in streamlining your critical business processes. To know more, please get in touch.

Real estate

How the real-estate industry can leverage Salesforce to streamline their sales funnel

The real estate sector, being traditionally unorganized, has always been slow to adopt new trends. However, lately, there has been a significant change in the real estate model. The recent surge in the availability and capacity of custom digital technology has affected the realtors too. There remain numerous challenges that realtors have to contend with:

  • Fierce competition
  • Low demand in the market
  • Customer expectations
  • Lack of proper communication channels
  • Lack of proper analytics

Given the unique demands of the real estate sector, there’s a growing need for tools that are highly adaptable, efficient, flexible, and effective. Salesforce steps in to solve these problems while making sure that you’re there for your clients whenever they need you. The platform is highly customizable and flexible, and it provides easy to use functionality that can be adapted to any system and business process.

What Salesforce Brings in?

Intelligent Lead Management

  • Using Sales Cloud, you can obtain leads from multiple sources and route them to different sales agents based on their location, segment, and availability, etc. The application automatically sends emails to the captured leads based on their interest levels. 

Personalized Campaign Management

  • Marketing Cloud helps you generate more leads by automating your marketing process. Using the platform’s robust features, you can have a single point of control. 
  • Salesforce’s Analytics tools help you predict trends, forecast sales pipeline, and nurture all your leads with highly personalized messaging to make them sales-ready. 

Process Automation

  • The platform helps you automate multiple business processes with seamless integration including billing process, from document generation to sending. You can generate sales agreements in one click, share documents with the customers for e-signature.

Dashboards & Reporting

  • Salesforce’s clutter-free, single dashboard projects a complete view of every business aspect such as customers, properties, partners, campaigns, sales reports, and financial reports, etc. You can generate customized reports based on various factors like property types, demographics, and monthly sales to optimize sales processes and generate more leads. The platform provides a complete view of partners and external agents. 


  • The platform’s interface helps you access all the information on the go, in real-time. Sales agents can obtain information related to customers, property, pricing details, and reports, etc. on any device, anytime. You can view customer details and entire communication history in real-time.

Customizations & Integrations

  • Salesforce real-estate solutions accommodate all your business needs and help streamline your complex processes. Salesforce’s automation system brings all your third-party systems, be it ERP, Accounting, HR, or other applications, to a single platform.

Once you implement Salesforce, you will begin to see some immediate improvements in your sales process. Some of the most compelling benefits of Salesforce are:

Customer Satisfaction: Salesforce’s Service Cloud will help you receive and respond to your clients’ messages from any internet-enabled device, helping your customers get instantaneous feedback. Faster response times will significantly increase customer satisfaction and help strengthen your relationship with them.

Efficiency: The tool will be able to automatically fill out forms, retrieve important data, keep track of important events, and file important documents. This will give you breathing room to focus on bigger and critical issues and tasks.

Easy Data Access: Salesforce will give you a single, unified system to maintain all data related to your multiple accounts, which can be accessed anytime from anywhere. The centralized database will also maintain track of your data so that the right agent gets the right information they’re looking for.

Easier Correspondence: By retaining contact information and current correspondence, the CRM can help maintain relationships even if they’re not active currently. You’ll be able to maintain regular contact with all your clients by sending simple, non-intrusive emails so that they know that you’ll be available to offer your services and assistance should they need it.

Immediate Evaluation: Salesforce constantly analyses, measures, and evaluates the effectiveness of your work in real-time to identify practices that don’t work. You’ll be able to abandon the line of action that isn’t paying off so that you can instead focus on the methods that will.

CEPTES’s offers a comprehensive real-estate automation suite built on the top of the world’s #1 CRM platform Salesforce which will help real estate agents, next-gen realtors, and brokerage firms grow business portfolios and streamline their complicated sales processes. To know more, please get in touch.


Why should SMEs opt for Salesforce?

Gone are the days of tardy pitches over innumerable inconvenient sales calls that struggle to retain information and customers, let alone bring in new leads. The world of sales needs a digital transformation into an efficient system where each cog has a purpose.

Small and Medium Enterprises (SMEs) rely heavily on sales teams to pitch their services and/or products to new customers or update existing customers with better deals. Despite all their efforts, the reason why sales teams often fall shorter than their original goals is because of the lack of an organized, flexible, scalable structure to support their hard work. In a world that runs before it walks, an SME simply can’t afford to lose customers due to the absence of a streamlined sales process.

The CRM approach

CRM (Customer Relationship Management) tools allow the sales team to manage all customer-related data at one place, to be retrieved anytime, anywhere, and from any device. Whether you’re making an urgent call or pursuing a game-changing lead on-the-go, a powerful CRM has your back.

Process automation

Software solutions automate critical parts of the sale process to ensure quick responses and better lead generation. Imagine an automated process that takes care of lead distribution, lead prioritization, responding to FAQs, analyzing reports, and getting sales alerts! With a digital transformation, all of this is possible and more.

Better security

The conventional approach to sales includes loosely recorded information, loss of leads from previous sales reps, disgruntled employees who turn rogue, and a vulnerable database. A CRM software solution provides a more secure option for crucial data.

Why Salesforce?

Salesforce the #1 CRM in the world, is the perfect CRM solution for all your needs that integrates companies and customers on a singular forum. While most of the small businesses wonder if Salesforce is for bigger enterprises, you can actually implement it to start your CRM journey. Certainly, you need to perform some customizations, integrations, and configurations to meet your specific business goals, but with the right Salesforce partner, you can achieve what you really need.

Sales process optimization & streamlined customer service are extremely crucial for any company, and SMEs are no exceptions. Moreover, SMEs are more concerned over their customer service and sales ROI, and using a platform like Salesforce will certainly help them transform their needs. 

How Salesforce can help SMEs?

  1. Start instantly with easy set-up
  2. Sell smarter with in-built intelligence
  3. Offer enterprise-grade customer service
  4. See all your customer info in one place
  5. Scale your business with the world’s #1 CRM
  6. Affordable pricing
  7. In-app tutorials & guided set-up

CEPTES is a global provider for Salesforce services, via consultation, digitalization, and innovation. We provide a one-stop-shop for a plethora of services, some of which are listed below:

Salesforce Implementation Services 

Partnered with Salesforce.com, we provide an economical solution in the form of CRM implementation and integration.

Salesforce Customization Services

CEPTES ensures custom-built, hand-crafted, tailored solutions to fit the designs and requirements of your SME. We deliver a product that’s unique to your SME’s processes and milestones, thus optimizing your Salesforce. Also offering continual support, even after the delivery of the product, to ensure seamless integration.

Salesforce Advisory Services

As your numero uno Salesforce consultant, CEPTES performs regular audits, assesses roadblocks or gaps in achieving goals, recommends solutions, and identifies opportunities.

Salesforce Analytics

CEPTES provides an in-depth analysis of your salesforce so that you can make quality decisions based on actionable data-driven insights. Make farsighted business decisions with AI at the helm.

CEPTES, and in extension Salesforce, have managed to revolutionize the sales industry by making the impossible possible. In a world that wishes to achieve an exponential increase in targets, truly opening the portals for success. SMEs often lack the well-oiled machinery required to establish greater visibility, credibility, and authority in a dynamic market.

CEPTES can strengthen the Salesforce for small businesses, making their targets more achievable, their processes methodical, and their success inevitable. Get in touch for more details.

Einstein, Einstein Analytics, Marketing Cloud

Salesforce has Introduced New Einstein Email Capabilities for its Marketing Cloud

Salesforce has recently introduced new email features in its Marketing Cloud in order to make email capabilities more efficient. The new Einstein Email capabilities will help new-age marketers enhance their productivity, send more personalized emails and drive more customer engagement. 

Salesforce’s intelligence platform Einstein Analytics is currently helping marketers get valuable insights in order to run more efficient campaigns as well as drive high-level personalization. Salesforce has now introduced enhancements on its email content selection, copying and messaging front. Einstein Content Selection, a powerful feature automatically recommends assets to use throughout messages that are customized to customer’s specific interests. 

Einstein Copy Insights uses natural language processing (NLP) to identify most engaging words and phrases for email subject lines, text messages and social media copy to improve engagement. With the new Einstein Messaging Insights, marketers will be now notified which email journeys or messages are underperforming or overperforming. This will help them to take future actions. 

Apart from these, Salesforce’s acquired Rebel (Interactive email provider) team will now enable creating interactive emails that will allow recipients to take action directly within an email. This is similar to AMP for Gmail where users browse image carousels, fill forms, register events, etc. directly from their inbox. Salesforce is planning to launch this pilot early in 2020 with its Email Studio & Journey Builder. 

Salesforce has also introduced two features to boost email marketing journey template creation. Journey Templates supports the sharing of templates across organizations. Einstein helps it to be more effective by recommending better performing content, text, or journey paths. These new features will automatically identify errors prior to springing a campaign and also identify items that require improvements. 

Email marketing has been one of the top drivers for marketers. A majority of the SMBs rely on email marketing for customer acquisition. Personalization is the key when it comes to improving email marketing for engagement and sales. These new Einstein capabilities in the email powered by AI & interactive email components will surely help marketers improve customer engagement. 

To get the best of your Salesforce Marketing Cloud investments and to make your email marketing more efficient, please get in touch with our Certified Marketing Cloud experts. 

Also Read: Decoding Einstein Analytics & how it is integrating data to accelerate business success



Salesforce’s new Einstein innovation: Tracking & Protecting Great White Sharks in Southern California

After reading the title, you must be wondering ‘What’s this?’ What is the connection between tracking sharks and Salesforce? But you read it right. Some of Salesforce’s Einstein team members have collaborated with US Santa Barbara’s Benioff Ocean Initiative and are using AI to analyze drone footage in near real-time to track the movement of the great white sharks close to the shore of Southern California. This AI application will certainly help to keep the beaches safer.  

We have seen some amazing AI use cases in recent times. Big data along with enhanced algorithms have taken AI out from research labs to drive some innovative and real-time applications. To name a few of the recent AI incredible applications are the hurricane forecasting system for the Caribbean, personalized classroom lessons, and best lead prediction for sales reps. 

The recent application to track white sharks will certainly help to protect their quickly diminishing population. The significant increase in the great white shark sightings near the popular surfing areas in Santa Barbara had grabbed the attention of the local community as well as the scientists. Benioff Ocean Initiative Director and UCSB professor Douglas McCauley teamed up with Salesforce Director of Research Michael “MJ” Jones, Salesforce Chief Scientist Richard Socher and San Diego State Associate Professor of Computer Science Xiaobai Liu to find out a new way to identify the presence of sharks in the coastal waters using Salesforce Analytics & AI.

Salesforce R&D team then leveraged AI and train the Einstein Vision algorithm which is being used for visual search, brand detection, image recognition, and product identification. With the help of Einstein Vision, they analyzed the drone video in real-time to identify the shark movements without physically tagging them or touching the water. The project was called ‘Project SharkEye’. 

Also Read: Image Recognition with the New Einstein Vision

Salesforce AI team worked with UCSB researchers and gathered the video by flying drones along a 10-mile stretch of beach. Einstein Vision was then taught to spot white sharks in the mighty blue ocean. However, to get real-time insights, computer vision was required. Training the algorithm was not an easy task. Einstein Vision has to learn to differentiate between shark species, such as a leopard shark and a great white. It had to rule out non-shark objects such as a large floating piece of kelp with a shark-like shape. Also, the algorithm has to learn which is a new shark or the same one. With time, the algorithm got smarter. 

Salesforce also wanted to help the local community who were getting their livelihood from the ocean and the tourists. The shops, the schools, local businesses, lifeguards, etc. Salesforce lately offered Field Service Lightning mobile apps to the field workers such as lifeguards, marine biologists, surf teachers so that they can use the app for onsite job management, real-time collaboration, and access information. The app will involve the local community in the white shark tracking and protecting mission as they can avail of all the information using the Lightning mobile app such as how many sharks were spotted and where. 

Project SharkEye was not only one of the all-time great AI use case, but also it allowed Salesforce to be helpful to the community. This initiative brought technology to a place where it was never been in the past. 

Also Read: Salesforce Introduced Einstein Search to Personalize CRM Search Results with AI

To know more about Einstein Analytics and how it can help your business get more insights, please get in touch with us. 


Source: Salesforce



Salesforce Introduced Einstein Search to Personalize CRM Search Results with AI

Today’s world is more digitally connected than ever. People use online search engines to get information. Search engines often try to provide accurate results in order to make search results more consistent. Users also expect a fast, reliable and relevant search experience, However, at times it becomes a little complex for them to get accurate results. This becomes even more complex while search happens using a CRM. It takes multiple clicks, interfaces, and hassles to get correct results. That’s a big worry, isn’t it? The search should be seamless and must give you highly relevant results quickly. To improve CRM search experience & productivity with AI, Salesforce introduced ‘Einstein Search‘ which is an intelligent search that is highly efficient, personal, accurate & insightful.

Enterprise search is completely different from consumer search. There are multiple challenges involved in enterprise searches. One of the biggest challenges is a diverse user base with a different set of goals. A sales rep will try to search for recent leads while a service agent will search closed customer cases. Another challenge is the different nature of data. When an enterprise uses a CRM, the functionalities and search results depend on their data and data will differ from company to company. So it becomes challenging for a standard CRM to give accurate search results. 

Introducing Einstein Search

In order to help enterprises overcome these complex search challenges, Salesforce has introduced Einstein Search which will improve & personalize CRM searches leveraging AI and fundamentally accelerate customer success. 

Personalized Results

As we have already mentioned above that a diverse user base has a different set of goals, they use CRM searches for various purposes. Einstein Search drives highly personalized results for every user. Each search result is highly tailored to offer the results that matter to you. Einstein Search utilizes innovative data mining & machine learning techniques to personalize search results. 

Relevant Results

Enterprise users expect highly seamless search experience using while using a CRM. Einstein Search offers highly relevant search results with the help of AI. For example, if a sales rep searches open opportunities in London, Einstein Search interprets that query and show open opportunities in London. The result retrieval process is extremely fast and accurate. 

Actionable Search Bar

Einstein Search not only offers fast & accurate search results within the CRM, but it also helps a user save 50% clicks and page loading time of most frequently used tasks. For example, instead of searching for a contact, clicking into their record, and then manually attaching the contact to an opportunity, you can take these same actions just by using the enhanced Einstein Search bar. 

When can you use Einstein Search? 

Einstein Search is currently in pilot and is already providing value for some of the top brands like iHeartMedia and MightyHive. It will be generally available next year for orgs with an Unlimited, Enterprise, or Performance Edition with 150+ active licenses for Sales or Service Cloud.

To know more, please get in touch with our Salesforce experts. 

ALSO READ: Decoding Einstein Analytics & how it is integrating data to accelerate business success


**source: salesforce.com

Einstein Analytics

Decoding Einstein Analytics & how it is integrating data to accelerate business success

In today’s connected world, data is at the center of every business decision. Research shows that every day 2.5 exabytes of new data is being generated. Isn’t that huge? As a business grows, it adds new users and generates even more data. Data volume is growing at a radical pace and we just can’t stop it. However, data is the greatest source for businesses to understand their customers and themselves. According to McKinsey & Co, businesses that embrace data-driven strategies witness 5% higher productivity and 6% higher profits than their competitors. 

The dependency on data for business growth is only going to increase as more and more digital data becomes available. But, to remain competitive, a business needs to do more than just collecting data. In order to achieve a higher competitive edge, business needs to be proficient of capturing, analyzing and deriving valuable insights from every piece of data available from all source, and most importantly in real-time. And believe it, Einstein Analytics is the solution your business need. 

How Einstein Analytics is connecting data?

If you are using any of the Salesforce Cloud solutions (Sales Cloud, Service Cloud, Marketing Cloud, Financial Cloud, etc.), you can use Einstein Analytics to discover insights, predict outcomes, find recommendations, and act smartly on a comprehensive AI-powered analytics platform. Einstein Analytics helps you make the right business decision every time using analytics that go beyond any other BI software. 

With Einstein Analytics in place, data can be brought in together from multiple sources by enabling the ‘Data Sync’ feature. When we say from multiple sources, it doesn’t only refer to your Salesforce system. You can connect objects from all your external sources including AWS, Google, SAP HANA, Heroku, NetSuite and also On-premise systems in order to visualize your entire business in one screen. 

External data ConnectOne of the best capability of Einstein Analytics is data manipulation. A high volume of data collected from multiple sources can be manipulated within Einstein Analytics to get prediction reports. Einstein Discovery enables users to identify relevant facts and themes using data in their Einstein Analytics datasets. Let’s talk a little more about Einstein Discovery.

dataflow for data manipulationOnce you are done analyzing Einstein Analytics dataset, Einstein Discovery quickly sifts through a huge volume of data to find important correlations and make accurate predictions. Einstein Discovery answers key business questions including what happened (outcome), why did it happen (factors), what are some possible actions that could improve the outcome (improvements), etc. 


Einstein Analytics offers an intuitive dashboard that can be customized. You can create your own dashboard embedding multiple data. Different pie-charts, tables, images can be used in the dashboard for better user experience and understanding. Einstein Templated Apps make it easy for you to get started. These pre-built templates help you quickly create best-practice dashboards and KPIs that you can use to drive business success. You can get the exact information you need by tailoring analytics to your business, all in a real-time. Whereas the Faceting feature enables the fastest and easiest way to connect widgets on a dashboard. All faceted components on the dashboard can interact with each other. Einstein Analytics has a lot of customized filters that help users have a view of the information they want to see. 

templated apps

Businesses using a Salesforce system and dealing with a lot of data must leverage Einstein Analytics to get the best out of their data. Einstein Analytics is a thriving success enabling Sales Analytics, Service Analytics, Field Service Analytics, Marketing Analytics and much more all within the world’s #1 CRM platform. 

Top 5 Benefits

  • See trends by connecting data from any source, right into Salesforce.
  • Customize and extend your analytics to match your needs.
  • Make smarter decisions with AI-augmented data discovery and explanations.
  • Get predictions and recommended actions.
  • Deliver augmented analytics on the world’s most trusted cloud platform.

To give your employees and partners a consistent view of data and access to new insights using Einstein Analytics, get in touch with our team.