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

"Our internal HR bot has handled 83% of our total employee chat engagements. This has allowed our HR teams to focus their time on issues that require human interaction." - Arto Altincatal

Peer review evidence (same sources as the product rating summary)

"...The reminders to track my follow ups , information at a touch of my finger...." Peer review by Joe S, PR Strategist , Marketing and Advertising
"...Account and Opportunity teams and their impact on roles, visibility, access and reporting Opportunity management, including forecasting, assets, price books and product lines and multi-currency and advanced currency management on opportunities Quotes Order management Lead management Implementation considerations when designing a sales process, including when to use different process automation tools Use cases for Sales Cloud Einstein Know when to go to custom or third party development Use cases and design considerations for a mobile app Capabilities and use cases for enterprise territory management Lead management, conversion and automation tools Campaign management Explain how ownership of account and contact records impact access to other related sales data such as opportunities, activities, etc. ..." How I Studied for the Sales Cloud Consultant Certification Exam
"...Employees across departments now collaborate internally to find fixes to issues posted on social media Activision calls this swarming...." Case Study ACTIVISION

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,

Salesforce Sales Cloud Einstein Customer wins, Customer success stories, Case studies

How does Salesforce Sales Cloud Einstein facilitate Engagement Management?

Why is Salesforce Sales Cloud Einstein the best choice for Forecasting?

How can Salesforce Sales Cloud Einstein enhance your Communication Management process?

What benefits does Salesforce Sales Cloud Einstein offer for Customer Feedback Management?

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.

CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

Arto Altincatal

Senior Manager, Marketing Operations and Technology

Hornblower Cruises & Events

Our internal HR bot has handled 83% of our total employee chat engagements. This has allowed our HR teams to focus their time on issues that require human interaction. Testimonial By Arto Altincatal
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

DAN HELFRICH

CHAIRMAN & CEO

DELOITTE CONSULTING LLP

One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new normal. Testimonial By DAN HELFRICH
CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

Arto Altincatal

Senior Manager, Marketing Operations and Technology

Hornblower Cruises & Events

Our internal HR bot has handled 83% of our total employee chat engagements. This has allowed our HR teams to focus their time on issues that require human interaction. Testimonial By Arto Altincatal
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

DAN HELFRICH

CHAIRMAN & CEO

DELOITTE CONSULTING LLP

One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new normal. Testimonial By DAN HELFRICH
 

Curative - Healthcare - Medium

Salesforce (CRM) Lost A $600, 000 Contract To An In House AI CRM

USA

Curative has replaced its Salesforce CRM system with an in-house AI-powered CRM platform, terminating a $600,000 annual contract. This move highlights a shift towards custom AI solutions as a cost-ef...fective alternative to traditional SaaS CRM offerings. Salesforce cites security and compliance challenges for in-house systems in regulated sectors as potential hurdles.

Read on →
 

Siemens - Manufacturing - Very Large

Businesses nearly triple AI agent deployments — Salesforce

Munich, Germany

Salesforce reports a significant increase in AI agent deployments, with businesses nearly tripling their use over the past year. Siemens, a key customer, uses Salesforce's Agentforce platform to auto...mate lead qualification and routing, enhancing efficiency and sales growth. AI agents are increasingly handling complex tasks across industries, driving execution efficiency and improving customer interactions.

Read on →
 

Curative - Healthcare - Medium

Curative Ditches $600, 000 Salesforce Contract Says 'AI Changes the Economics of Building ...

Austin, USA

Curative has terminated its $600,000 contract with Salesforce, opting to develop an AI-powered CRM system internally. This move underscores the potential of AI tools to enable faster, cost-effective ...software development tailored to specific business needs. Salesforce warns of the security and compliance challenges associated with internally developed systems, especially in regulated industries like healthcare.

Read on →

Under Armour - Apparel & Fashion - Large

Baltimore, USA

Under Armour used Salesforce POS to improve its in-store experience. The company cut hardware support costs by 50% and reduced transaction time by 12%. Store setup now takes less than two hours, down... from a day and a half. There are no missing transactions or replication issues. Staff can handle customer search, registration, and checkout in one mobile app. This led to faster checkouts, lower costs, and higher customer satisfaction.

Raylu - Information Technology And Services - Small

San Francisco, USA

Raylu used Salesforce and Slack to build a scalable revenue operations system. The team tracked five times more data per opportunity and doubled pipeline coverage. They automated billing and renewals... using Slack and Claude. Raylu managed all sales and marketing workflows without hiring a dedicated RevOps team. The integration gave them better visibility and control over their sales process. This helped Raylu grow fast while staying lean.

Live Nation - Entertainment - Very Large

Beverly Hills, USA

Live Nation uses Agentforce to support over 120 venues with a single AI agent. The platform answers fan questions and automates up to 300,000 inquiries each year. At BottleRock Napa Valley, the AI ag...ent Melody guided fans through 37,000+ interactions in just 12 days. This solution helps Live Nation deliver fast, personalized support and improves fan experiences at events. The scalable system prepares Live Nation for future global events.

Sales Cloud Einstein Demo | Sales Cloud | Salesforce

Video Thumbnail
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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

Product

Salesforce aims to be your enterprise AI harness, touts AIforce

Salesforce introduces AIforce, an enterprise AI harness designed to integrate data and workflows with AI agents without additional integrations. AIforce aims to unify Salesforce's platform layers, including data, applications, and semantics, enhancing enterprise transformation. The platform features zero data retention and packaged agents for industry-specific tasks.

Partnership

Salesforce and Anthropic Announce Claudeforce: The #1 AI Meets the #1 AI CRM

Salesforce and Anthropic have launched Claudeforce, a strategic partnership that integrates Claude's AI reasoning with Salesforce's enterprise platform. This collaboration introduces Salesforce in Claude, a plugin with 37 prebuilt sales skills, enhancing sales automation and enterprise data integration. The partnership also embeds Claude into Salesforce and Slack, aiming to transform enterprise AI applications and productivity.

Product

Salesforce Quarterly Highlights: FY27 Q2 Product Releases and Corporate Announcements

Salesforce announced several product releases and enhancements in its FY27 Q2 update. Key updates include the launch of Agentic Advisor, Agentforce Commerce, and Agentforce Help Agent, which leverage AI to enhance customer service and commerce capabilities. Additionally, Salesforce introduced new MCP servers for better integration with Slackbot, enhancing CRM functionalities within Slack. These innovations aim to improve customer engagement and operational efficiency across various platforms.

Awards

Salesforce Named a Leader in IDC MarketScape: Worldwide Software Platforms for National Civilian Government AI-Enabled Case Management

Salesforce has been named a Leader in the 2026 IDC MarketScape for Worldwide Software Platforms for National Civilian Government AI-Enabled Case Management. The recognition highlights Salesforce's strengths in mission-specific case management templates, AI investments, and global compliance. This accolade underscores Salesforce's role in enhancing government agencies' efficiency and responsiveness through AI-driven solutions.

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