Lucky for us, in Winter 24, Salesforce will launch Einstein GPT, the next generation of Einstein. Salesforce’s AI technology is a groundbreaking new platform that delivers more than 200 billion AI-powered predictions across the Customer 360 auto-generated AI content. The platform is designed to offer robust, intelligent, and generative CRM capabilities that help make every employee more dynamic and every customer experience better.
Einstein GPT has the potential to revolutionize how businesses interact with their customers. For example, Salesforce Einstein GPT can be used to:
- Generate personalized emails and marketing materials
- Create customer support chatbots
- Write sales scripts and proposals
- Develop training materials for employees
- Generate leads and opportunities
- Forecast sales and revenue
Salesforce Einstein GPT is a powerful tool that can help businesses of all sizes improve customer relationships and grow.
Einstein GPT combines public and private AI models with CRM data to allow users to ask natural-language prompts directly within Salesforce CRM. The result is AI-generated content that continuously adapts to changing customer information and needs, helping users save time and work more efficiently. By combining proprietary Einstein AI models with ChatGPT or leading large language models, customers can use natural-language prompts on CRM data to trigger powerful, time-saving automation and create personalized, AI-generated content.
Launching today are Einstein GPT for Sales, Einstein GPT for Service, and Einstein GPT for Marketing.
Einstein GPT for Sales
Auto-generate sales tasks like composing emails, scheduling meetings, and preparing for the next interaction.
- Sales Assistant
- Sales Emails
- Call Summaries
Einstein GPT for Service
Generate knowledge articles from past case notes. Auto-generate personalized agent chat replies to increase customer satisfaction through personalized and expedited service interactions.
- Service Replies
- Work Summaries
- Call Summaries
- Knowledge Articles
- Mobile Work Briefings
Einstein GPT for Marketing
Dynamically generate personalized content to engage customers and prospects across email, mobile, web, and advertising.
- Segment Creation
- Email Content Creation
- Segment Intelligence
AI Integration for Enhanced Efficiency
Real-time data is being pumped into these models from Salesforce ‘clouds’ and the Salesforce Data Cloud (Genie), which consumes, balances, and combines a company’s customer data.
The platform integrates Salesforce’s private AI models, which have been developed by Salesforce and are leveraged by customers using features from the Einstein technology layer. It also combines OpenAI’s ChatGPT, which provides out-of-the-box generative AI capabilities to companies through direct access to OpenAI’s enterprise-grade ChatGPT technology. Additionally, Einstein GPT is open and extensible, allowing users to use it alongside their external models.
Sales reps can also benefit from Einstein GPT, which can help them work faster to meet their quota by enabling them to auto-generate composing emails, schedule meetings, and prepare for the next interaction. It can also surface external news for prospect research, add contacts not already in Salesforce, and generate additional collaboration channels.
The platform enables faster case resolution for Service Agents while maintaining customer satisfaction. With Einstein GPT for Service, personalized agent chat replies can be auto-generated, natural language summaries can be created during case wrap-up, and knowledge articles can be generated from past case notes. This helps agents work more efficiently and provides customers with a better experience.
Marketers can also benefit from Einstein GPT by using its powerful features to generate personalized content to engage customers and prospects across email, mobile, web, and advertising. For instance, the platform can dynamically generate personalized content to engage customers and prospects across multiple channels, helping marketers work more efficiently.
Einstein GPT is a powerful platform to revolutionize how businesses interact with customers. Combining public and private AI models with CRM data provides users with AI-generated content that continuously adapts to changing customer information and needs. With its powerful features for enhancing customer service, streamlining sales processes, and creating personalized content for marketing, Einstein GPT is poised to become the go-to platform for businesses looking to improve their operations and enhance customer experiences.
Let XTIVIA help you with our certified Salesforce experts to help you set Einstein GPT to work for you! We provide Salesforce consulting services and Salesforce Admin On-Demand.