Service reps can use Salesforce Einstein to spot customers likely to churn, see what's driving the risk, and instantly recommend the right offer to keep them. Three steps: check the dashboard, inspect the factors, send the recommendation.
Here we go. 1, 2, 3 as a service representative, it's your goal to keep customers happy, resulting in renewals and upsell opportunities. Here are three steps to understand, predict and increase customer loyalty with Einstein Predictions and Next Best Action. First, use Einstein analytics embedded on your account or case records to quickly understand your customer from a single screen. Utilize Einstein analytics dashboards and predictions to understand customer satisfaction, pipeline case history and channel and likelihood of churn. Next, dig into the factors behind the predicted churn and take action. First, use Einstein Predictions to help you understand the key factors contributing to customer churn. Then, Next Best Action will recommend the actions most likely to keep them happy, all in just a couple of clicks with Einstein Next Best Action make the best offer at the right time to grow the customer's investment in your company. By combining the power of Einstein predictions with Next Best Action, you can be sure that service reps are presenting offers aimed at optimizing future outcomes. The right offer can help improve customer experience, increase product usage and drive up revenue from upsell and cross sell opportunities. To learn more, watch our webinar.
