Salesforce shows how Data Cloud and Einstein AI help sellers close deals faster. The demo uses a fictional retailer to show three things: unified customer data in one place, AI-recommended next steps for each deal, and AI-written personalized emails grounded in real customer information.
Welcome to Data Cloud doubleclick where we demo live product to show you exactly how Salesforce helps customers solve their top use cases across the customer lifecycle. We'll use a fictional outdoor retail brand NTO as our example company. In this video, we're taking a look at the engagement stage of the funnel and how Data Cloud and AI can empower sellers to close deals faster. We'll show you how in three simple steps. One Using Embedded Insights to give sellers a complete view of the customer relationship. 2. Leveraging next best Action recommendations to ensure sellers are prioritizing the right offer and 3 putting generative AI to work to create personalized emails. Let's dive in when loyal NTO customer Andy Wong submits a large custom order for branded jackets. That request creates an opportunity in Sales Cloud. Back in the day, the rep would have to conduct her own research to determine if a cross sell or upsell offer was relevant. But now with Data Cloud, the rep has all the information she needs right in the opportunity. These embedded insights bring together previously siloed data into her flow of work in real time. If we take a look behind the scenes, we can see that the data powering the embedded insights is fully customizable with our flexible data model and all map together using clicks, not code to specify the fields, data and relationships. Next, we'll show you how to leverage next Best Action recommendations. In addition to the embedded insights we saw earlier, the rep also sees a recommendation that if Andy purchases these weekender bags, he'll receive a 15% discount and free shipping on the entire order. Behind the scenes again in Data Cloud, we're looking at the logic used in that Next Best Action. These types of insights can be created in minutes using batch and streaming transformations to create aggregated metrics used in Salesforce flows to automate personalized recommendations. And because this uses a drag and drop interface, there's no reliance on technical teams. Now let's put Generative AI to work for email creation. The sales rep wants to use all of these insights and the next Best Action recommendation in her outreach email to Andy following up on his custom jacket order. The good news is that this has never been easier. Using Einstein Generative AI in Data Cloud the sales rep can simply ask Einstein, using a prompt which will be grounded in her trusted data, to create this email. And just like that, V1 is ready for her to use or further refine. And because NTO knows that the customer relationship doesn't end post purchase, they'll continually capture new data points like engagement with that email to inform future outreach. So to quickly recap, you just saw how Data Cloud can power embedded insights, next best action recommendations and generative AI for personalizing emails empowering sellers to close deals faster. Double click deeper into Data Cloud in the next video.
