A short Salesforce YouTube video (Jan 26, 2018) highlighting three primary ways Salesforce sales reps use Einstein Analytics: 1) gain full visibility into performance (closed deals, open pipeline, account health, peer comparisons, recommendations), 2) drill into pipeline changes to see deal movements (new, moved in/out, won/lost) and request manager help for moved-out deals, and 3) discover white-space opportunities across accounts (products sold vs not sold, propensity to buy, detailed opportunity views). Ends with a call-to-action to learn more online.
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Einstein analytics is helping trailblazers everywhere get intelligent sales insights and faster answers, and Salesforce is no exception. Here's a peek behind the curtain at three of the top ways sales reps at Salesforce use Einstein analytics to manage pipeline and sell smarter First, Einstein analytics gives our sales reps full visibility into their performance. At a single glance, they can see their closed deals and open pipe for the quarter and can monitor the health of their accounts by tracking the early warning score, license utilization and any top severity support cases. Reps can also see how their performance compares to other team members, get intelligent recommendations on which products to sell next to top accounts, and drill in further to analyze bookings and pipeline. Next, sales reps can drill into their pipeline to understand what changed instead of simply tracking beginning and ending pipeline. Sales reps can see everything that happened in new deals, deals that moved in or out of the quarter, and closed deals that were won versus lost. By clicking on the moved out category, they can see which deals were pushed out of the quarter and ask a manager for help to bring them back in. And finally, sales reps can discover new opportunities within their accounts with white space analysis. They can quickly understand which products have been sold into which accounts and then drill in to see which accounts have the highest propensity to buy. And as always, they can see the opportunity details down below, allowing them to focus their energy on the right deals. To learn how Einstein analytics can help you sell smarter, visit us online.