7 Things to Consider when Evaluating SFDC Einstein

Get your hands on the infographic today.

Download Infographic

Salesforce Einstein sales analytics and sales AI have a lot of promise for predictive forecasting. While Salesforce Einstein comes bundled with Salesforce licensing, often as an add-on cost of $50/user, buyers must consider the following.

From a sales AI and sales analytics perspective, Salesforce Einstein competes with numerous other sales AI vendors. This means you may be doing yourself a disservice by choosing Einstein over the other dedicated sales AI platforms on the market. Before you choose Einstein, make sure you evaluate other platforms first.

When considering Salesforce Einstein Analytics, you must ask your sales rep these 7 questions:

  1. Does Salesforce Einstein find & connect new contacts buried inside of sales rep and CSM inboxes?
  2. Does Salesforce Einstein automatically associate contacts with the right opportunities?
  3. Does Salesforce Einstein depend on sales reps adding and associating new contacts to opportunities?
  4. What percentage of contacts and activities does Salesforce Einstein not collect or miss?
  5. Does Salesforce Einstein offer out-of-the-box reports that measure and track opportunity risk and activity intelligence?
  6. How configurable is Salesforce Einstein? Can you add your own business rules that influence the predictions?
  7. How adaptable is Salesforce Einstein to your forecasting process and cadence?

Fall-G2-Badges

 

Download Now
Navid Zolfaghari

Navid Zolfaghari VP Global Sales | Branch

“BoostUp measures deal risk based on engagement and the sentiment of those engagements. Risk scoring allows me to identify, track, and impact deal momentum quickly, which saves me hours a week. Additionally, we are more confident in our forecasting and we are much more reliable.”