So I’m sure you’ve heard that Einstein Discovery and Analytics is pret-ty rad. I mean, the lil’ guy basically took over Dreamforce 2019 when he showed up at the Opening Keynote. You can plop this tiny genius literally right in the middle of your meetings. You ask, and he answers, based on the data you’ve given him (from ALL your sources, not just Salesforce)!
Salesforce Chairman and Co-CEO Marc Benioff shows the audience an Einstein smart speaker during Dreamforce’s opening keynote.
https://www.salesforce.com/blog/2019/12/artificial-intelligence-insights.html
I was lucky enough to nerd out to this in person!
And of course, you don’t need the adorable speaker to tap into this powerful platform. You can hook your Einstein Analytics up to any home speaker, or none at all. But just look at him!
Artificial Intelligence is everywhere, and it’s changing the game. The Spring ’20 release included even more declarative customization, making it even easier to reveal the stories your data can tell you. With all the things Einstein Analytics and Discovery is capable of, where do you start?
Here are my favorite 4 things that EA can do for your business right now (yes, right now!)
Analyze your data from ANYWHERE.
Internal, external, all your integrated tools, your crazy spreadsheet collection, you name it. Salesforce data or not, Einstein can handle it. Through Connectors, you can bring all of your business data together – including external data – onto one platform. Once all your data is hanging out together, you can create custom “recipes” with it and cook up any dataset (any custom-built set of data) you want Einstein to analyze!
This allows you to customize Einstein to your specific business needs, and tailor the results to help you make the right decisions faster and improve your business outcomes. Automatically!
Predict the Future.
Don’t we all wish we could know what’s coming sometimes? With Einstein Prediction Builder you can. Einstein integrates with your Salesforce environment and enables you to quickly implement robust data analysis, predictions, and improvements with CLICKS, not code.
Einstein can use your data to tell you what happened, why it happened, what could happen, and how different variables could affect different results.
Which leads are most likely to convert? Which articles will help resolve cases the quickest? Which of these marketing emails is going to perform best? Which content, products and messaging will your customers most likely respond to? You can customize Einstein to automatically analyze the interactions your customers have with the myriad of touchpoints across your entire business.
You can predict ALL THE THINGS – again, with CLICKS, not code. The coolest part? Insights and recommendations on improving your most likely future outcomes.
Professional business advice based on science?! Yes, please!
Make your data beautiful.
As an Artist-by-Night, this one is my personal favorite. The pictures that you can create with your data in Einstein Analytics makes me positively giddy. You can turn your crazy complex data into easy-to-absorb graphics, and create custom dashboards to illustrate all your most important KPIs in one place.
Interactive geographical maps, scatter plots, gauges, funnels, heat maps, color gradients, and custom themes, the list goes on and on. Many people comprehend and process information faster when it’s in a visual format. When your data is presented to you in a series of pictures, you may gain insight and understanding that you never would have reached otherwise.
And did I mention how FUN it is to turn your data into pictures?!
Go Mobile Instantly.
Salesforce has made it easy-peasy to see your numbers on the fly. With Einstein Analytics on your Salesforce instance, all you (or any of your employees and users for that matter) have to do is download the Einstein Analytics App (iPhone and iPad only) and all your data and dashboards are at your fingertips instantly.
Your sales and service teams in the field can be tuned in to the state of the business at all times. AND you can create custom mobile-specific dashboards to give your team personalized metrics and key information about past, current, and future trends as they relate to each user’s individual and team business objectives. Genius, right in your hand!
Want to try it out? Download the app and you’ll have access to an interactive experience with sample apps included, so you can play around and imagine the possibilities for your business.
So what do I do next? How do I get started?
I know you’re already dreaming of all the beautiful charts and dashboards you could create with your data…well, great news! With the Spring ’20 Release, Salesforce announced that all Enterprise Edition and up orgs will be able to make one prediction for free with Einstein Prediction Builder! Now is the time to bring the wonders of Artificial Intelligence to your business. You can give it a shot right now in your production org or Sandbox, on your data, and see how Einstein Analytics & Discovery and your personalized predictions can work for you.
Here are a couple of trails to get you familiar with Einstein Basics:
https://trailhead.salesforce.com/en/content/learn/trails/get_smart_einstein
https://trailhead.salesforce.com/en/content/learn/trails/wave_analytics_enable_and_produce
And make sure to check out the latest awesomeness here:
https://trailhead.salesforce.com/en/content/learn/modules/spring-20-release-highlights
Once you get your customized prediction, you then have to put it into action. And of course, to assist you with this, Salesforce just released a brand new hands-on project: Put Predictions Into Action With Next Best Action. This Trailhead project covers both Einstein Prediction Builder and Einstein Next Best Action (which is also free to try in all orgs!) and guides you through taking those predictions and converting them into defined actions that you and your employees, users and stakeholders can take right away. Just imagine the oohs and aahs you’ll receive on THAT screen share!
Does this all sound super exciting and amazing…but you’re feeling a bit overwhelmed?
Schedule a consultation with our team of Salesforce Professionals today and let’s chat about your specific business needs and what Einstein could do for you and your business!
Emily Scott
Project Manager
Emily Magone is a graduate of Seattle University (Masters of Executive Nonprofit Leadership) and Western Washington University (Human Services) with over a decade of domestic and international program and project management experience in the nonprofit and small business sectors. Emily is a small business owner herself and is a Certified Salesforce Administrator as well as an Associate Human Resources Professional, and military spouse of an active duty Air Force service member.
About Roycon
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.