Salesforce Sales Cloud Einstein Overview

Salesforce-Sales-Cloud-Einstein leverages AI to help sales teams exceed quotas and build stronger relationships. AI for Sales enhances productivity and decision-making.

Use Cases

Customers recommend Engagement Management, Forecasting, Communication Management, as the business use cases that they have been most satisfied with while using Salesforce Sales Cloud Einstein.

Other use cases:

  • Customer Feedback Management
  • Social Media Marketing
  • Cross Selling
  • Generation Of New Leads
  • Social Media Management
  • Products & Pricelist Management
  • Lead Engagement
See all use cases See less use cases

Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Salesforce Sales Cloud Einstein.

Other priorities:

  • Enhance Customer Relationships
  • Grow Market Share
  • Increase Sales & Revenue
  • Improve Digital And Social Presence
  • Improve ROI
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Salesforce Sales Cloud Einstein Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Sales Cloud Einstein works with different mediums / channels such as Chat. Social Media. E-Mail etc.

Salesforce Sales Cloud Einstein's features include Personalization, Capture Activity, and Recording. and Salesforce Sales Cloud Einstein support capabilities include AI Powered, 24/7 Support, Chat Support, etc. also Salesforce Sales Cloud Einstein analytics capabilities include Analytics, and Custom Reports.

Reviews

"Einstein has transformed how we do business. Our sales reps have insights at their fingertips and we have seen a 20% increase in win rate." - Sara Natali

Salesforce Sales Cloud Einstein, belong to a category of solutions that help Sales Engagement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Sales Cloud Einstein

Top Industries

  • Marketing and Advertising

Popular in

  • Small Business
  • Mid Market

Salesforce Sales Cloud Einstein is popular in Marketing And Advertising, and is widely used by Small Business, and Mid Market,

Comprehensive Insights on Salesforce Sales Cloud Einstein Use Cases

What solutions does Salesforce Sales Cloud Einstein provide for Engagement Management?

What benefits does Salesforce Sales Cloud Einstein offer for Forecasting?

How efficiently Does Salesforce Sales Cloud Einstein manage your Communication Management?

How can Salesforce Sales Cloud Einstein optimize your Customer Feedback Management Workflow?

27+ more Business Use Cases

146 buyers and buying teams have used Cuspera to assess how well Salesforce Sales Cloud Einstein solved their Sales Engagement needs. Cuspera uses 334 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

Sara Natali

Senior Data Scientist

Univest

Einstein has transformed how we do business. Our sales reps have insights at their fingertips and we have seen a 20% increase in win rate. Testimonial By Sara Natali
Salesforce Sales Cloud Einstein testimonial

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
Salesforce Sales Cloud Einstein testimonial

Samantha Philip

CS Systems Developer

Sun Basket

Our customers have rated automation resolved cases at the same level as agent resolved cases: in the low 90% range. We see this as a huge win. Testimonial By Samantha Philip
CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

Sara Natali

Senior Data Scientist

Univest

Einstein has transformed how we do business. Our sales reps have insights at their fingertips and we have seen a 20% increase in win rate. Testimonial By Sara Natali
Salesforce Sales Cloud Einstein testimonial

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
Salesforce Sales Cloud Einstein testimonial

Samantha Philip

CS Systems Developer

Sun Basket

Our customers have rated automation resolved cases at the same level as agent resolved cases: in the low 90% range. We see this as a huge win. Testimonial By Samantha Philip

Case Studies

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

Video

Sales Cloud Einstein Demo | Sales Cloud | Salesforce

Video Thumbnail
lightning

Peers used Salesforce Sales Cloud Einstein for engagement management and forecasting

Salesforce Sales Cloud Einstein Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.49/5 ★

Read Reviews (22)
Analytics

4.60/5 ★

Read Reviews (40)
Custom Reports

4.33/5 ★

Read Reviews (35)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.49/5 ★

Read Reviews (22)
Analytics

4.60/5 ★

Read Reviews (40)
Custom Reports

4.33/5 ★

Read Reviews (35)

Software Failure Risk Guidance

?

for Salesforce Sales Cloud Einstein

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Sales Cloud Einstein

Salesforce, Inc. News

Partnership

Salesforce Partners with Polygon for NFT-Based Loyalty Program

Salesforce has partnered with Polygon to launch an NFT-based loyalty program. This collaboration will enable Salesforce customers to use its management platform to create and manage NFT loyalty initiatives on Polygon's blockchain. The partnership highlights Salesforce's integration with Ethereum and Polygon for its customer base.

Product

Salesforce Named a Leader in the 2025 IDC MarketScape on Low-Code & No-Code ...

Similarweb has launched the GenAI Intelligence Toolkit, a new product designed to track brand performance and traffic across AI platforms like ChatGPT and CoPilot. This toolkit helps businesses understand AI-generated traffic's impact on digital marketing, offering insights into brand visibility and top-cited sources in AI responses. In June, AI platforms generated over 1.1 billion referral visits, highlighting the toolkit's relevance in the evolving digital landscape.

Product

Veeam Data Cloud for Salesforce: Protecting Your Business-Critical SaaS Data

Veeam Software has launched Veeam Data Cloud for Salesforce, a new SaaS offering designed to enhance data resilience for Salesforce environments. This platform provides automated backup policies, surgical recovery options, and regulatory compliance support, all within a security-first architecture. It aims to unify SaaS data protection strategies, offering predictable costs and operational flexibility, addressing the critical need for robust Salesforce data protection.

Product

Agentforce boosts Salesforce partner support, handling over 19,000 requests since inception

Salesforce has launched Agentforce for Partner Community, an AI agent designed to enhance partner support by providing 24/7 conversational assistance. Since its launch in March 2025, it has handled over 19,000 requests and engages 120,000 monthly users. This tool aims to streamline partner interactions, improve efficiency, and support AI adoption, reflecting Salesforce's commitment to leveraging AI for partner success.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO