Einstein research insights: how a virtual assistant can help your sales reps

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Sales management is a complicated process, although it is often simplified to the act of purchasing a product or service and paying for it. However, every business owner knows that it goes much further than this. To be truly competitive in sales, sales representatives must be concerned with many things: understanding the customer, offering them what they demand, providing a consistent and positive experience, etc. Sales representatives require the right information to provide the right solution to each customer. Customer relationship management is becoming more and more an essential tool.

Salesforce, the world's number 1 CRM, is aware of this and is constantly working to offer the best solutions throughout the entire customer lifecycle. That's why, in the middle of last year, it launched a new tool called Einstein Relationship Insights. Let's find out what it's all about.

What is Einstein Relationship Insights?
Einstein Relationship Insights or ERI is an AI-powered automated research assistant. It works as a desktop plugin with a browser extension that explores disparate data from multiple sources to reveal relevant information that can help close deals faster.

Essentially, ERI autonomously scans both web and internal philippines whatsapp lead data sources (news articles, social media, collaboration apps, email, and more). It also offers the ability to update CRM with a single click to import the collected information. This way, the sales team can engage with customers in more relevant conversations to accelerate sales and generate new business opportunities.

While many think that the evolution of automated assistants will mean the extinction of salespeople in the future, ERI in particular is an example of how AI can work with these agents, not instead of them. In fact, AI tools are increasingly in demand by reps overwhelmed by information overload, since without it, sales agents themselves have to do the research manually. ERI does this work, saving time for reps to deal with high-impact interactions directly with customers.

According to one study, AI increases leads and appointments by over 50% while reducing costs by up to 60%, with AI creating more value for sales reps by freeing up their time to focus more on closing deals. Additionally, in Salesforce’s State of Sales Report, nearly 50% of sales reps surveyed cited a significant improvement in time utilization as a result of using AI.

7 Features and Benefits of ERI
The benefits of AI tools for the sales process are multiple, and the data proves it.

Advantages of Artificial Intelligence
It’s no surprise, then, that the key benefit of Einstein Relationship Insights lies in how sales teams have leveraged it to incorporate relationship intelligence into key decision making.

In a more expanded form we have:

Provides deep customer insight: Get to know your customer through data from multiple sources. This allows for more relevant and informed conversations and building strong relationships faster. Additionally, ERI identifies potential customers, unlocking new opportunities in your networks to grow into customers.
Optimize every customer interaction: ERI saves you time preparing for customer meetings. It provides a complete overview of prospects. It identifies which of the recommended relationships have records in Salesforce and thus allows you to leverage your own network. In this way, it also avoids duplicates.
Speed ​​up the sales process by making closing deals faster: more informed and relevant conversations contribute to achieving very positive customer experiences. In this way, the customer is more satisfied, based on a positive experience, and is more likely to make the purchase.
Maintains context of results: As you scan, ERI saves the web pages visited and Salesforce records created for future reference.
Provides relationship graphs: Provides graphs that make it easy to visualize the network around your business customers. This helps you identify and understand key relationships, as well as unlock opportunities.
Seamless Integration: ERI connects to all of the tools you use every day in your office (browsers, Salesforce, Microsoft Office) without disrupting your sales reps’ workflow.
Native tool: Being a native tool of the Salesforce ecosystem, it can be combined with other CRM solutions, making your company even more powerful.