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Salesforce Einstein Consulting Services for Trusted, Extensible AI.

Say hello to Salesforce Einstein, the only comprehensive AI for CRM. Salesforce Einstein isn’t your traditional AI, it’s intelligent and is designed to help your business innovate and automate with ease.

Expert Salesforce Einstein Consulting Services to Drive Real Results.

Capture and analyze valuable insights from every piece of digital intelligence available in real time. Whether you’re tracking team efficiency, optimizing workflows, automating analyses or closing data gaps, Salesforce Einstein will be with you every step of the way to empower your team.

Einstein AI Implementation Services
Einstein AI Optimization Services
Einstein AI Managed Services

Salesforce
AppExchange

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G2
User Reviews

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Salesforce
Accredited
FSC

G2
Mid-Market
High Performer

Leverage Our Salesforce Einstein Expertise for Speed, Scalability, & Cost-Efficient Innovations.

Create & Automate

%

Faster Process

Generates Daily

AI Predictions

Reduced Costs By

%

After Implementation

INSURANCE // Insurance Industry


Driving Success with Salesforce: How AGG Transformed Benefytt’s Operations with Innovation and Expertise.

BANKING // SYSTEM INTEGRATIONS


Cadence Bank’s Digital Transformation: Seamless Integration of Salesforce Solutions.

PUBLIC SECTOR // CASE MANAGEMENT


Connecting Care: How Salesforce Transformed Massachusetts Health

HEALTHCARE // SERVICE CLOUD


Streamlining Support: Anthem’s Transformation with Salesforce Service Cloud

WEALTH MANAGEMENT // REPORTING


Boosting Productivity and Reporting: How Legg Mason Achieved Salesforce Excellence for Exceptional Client Service.

Smarter Decisions, Deeper Insights—Powered by Einstein.

Salesforce Einstein gives your organization deeper insight and predictive power across your business and customer interactions. Enhance smart workflows across Sales Cloud, Service Cloud, Marketing Cloud, App Cloud, Analytics Cloud, and Community Cloud. Leverage natural language processing (NLP) to uncover linguistic patterns, answer questions, respond to requests, and extract meaningful insights from text across the web.

Einstein Discovery

Uncover key patterns in your data, no matter where it resides. AI powered insights deliver predictions and recommendations within Tableau workflows for smarter decision-making. Make empowered actions based on your findings without ever leaving Salesforce, or needing to write codes.

 

Einstein Prediction Builder

Easily turn ideas into predictions. Create custom predictions such as churn or lifetime value to determine what happens next in your business without having to code. Just a few simple clicks, and you’re ready to build.

 

Einstein Next Best Action

Make the right recommendations at the right time. Easily create and distribute offers and actions for your whole team that are curated to meet your unique needs.

 

Einstein Language

Intelligent natural language processing quickly classifies the underlying meanings of a body of text, no matter what the language is, to flag and forward important messages to the right department.

 

Einstein Bots

A chatbot like no other. Salesforce Einstein bots can be easily trained and deployed on digital channels to boost business processes and free your agents to handle more complex issues.

 

Einstein Vision

Utilize image recognition in CRM and beyond to easily discover valuable insights about your customers, predict outcomes and make smarter decisions with confidence.

 

Advanced Automations

Leverage the power of Salesforce Einstein AI to automate recurring and laborious work so you’re spending less time on repetitive tasks and more energy on the jobs that demand their expertise.

 

Accelerate Speed, Scale, & Savings With Einstein-Powered Consulting.

Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.