Salesforce Einstein

RATING:

4.0

(3)
Overview

About Salesforce Einstein

Salesforce Einstein is an artificial intelligence (AI)-enabled solution that helps businesses manage customer communication, data analysis, report generations and productivity across departments via a unified portal. The application allows organizations to build, train and launch automated bots to connect with prospects/customers, automatically respond to queries, and capture and record data across different digital channels. Salesforce Einstein lets enterprises design custom apps to manage data predictions and view and analyze sales, marketing, customer and other data on a unified portal. Users can also establish automated workflows to route client queries and identify sentiments/intent in communication by integrating natural language processing (NLP) into applicatio...

Salesforce Einstein Pricing

Please contact Salesforce directly for pricing details.

Free trial: 

Not Available

Free version: 

Not Available

Salesforce Einstein bot creation
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Salesforce Einstein Reviews

Overall Rating

4.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

3.5

Most Helpful Reviews for Salesforce Einstein

3 Reviews

Tim

Information Technology and Services, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed March 2022

Data analysis directly in the CRM system

Under Einstein Salesforce summarizes various additional programs for data analysis in Salesforce (e.g. Sales Cloud). My review mainly refers to the data analysis functionalities provided in Tableau CRM (formerly Einstein Analytics).

PROS

The biggest advantage is obvious: Tableau CRM is directly integrated into Salesforce, so data integration is very easy. With the so-called Recipies, simple data preparation can be performed in a goal-oriented way, even by non-IT employees. The result visualization in Lenses and Dashboards works well. I would describe the selection of machine learning algorithms through Einstein Discovery (integrated in Tableau CRM) as below average. There is no extendibility. Nevertheless, the algorithms are sufficient for most use cases.

CONS

For comprehensive requirements, one quickly reaches the limits of the functional scope and has to implement workarounds.

Stefan

Information Technology and Services, 1,001-5,000 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed October 2023

Powerful Analitical tool extention to SalesForce

PROS

Einstein is intuitive and use to use. It is very easy to install. For the Users it is a question of few cllicks to make it work. For existing SalesForce CRM users it is very fast and easy to extend. I m using the Sales platform that helps us evaluate the business opportunities from CRM based on all customer interactions through the various communication channels (Teams meetings, Outlook mails etc)

CONS

Although the AI is very powerful the outcomes must be treated with causion as it takes time for the algoritm to learn, but also users write in different languages, use slang etc that can be misinterpreted by the system.Some of the functions in the menu might be difficult to understand for non Sales Force users. Generating reports require deeper knowledge.

Isaiah

Non-Profit Organization Management, 501-1,000 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed September 2023

Nice to have as an option, but lacking.

I was able to create an okay bot with Einstein for my users, but it could've been a lot better.

PROS

The interface for creating and maintaining an Einstein bot is nice and easy to use. A lot of the basic functions are straight-forward and not hard to integrate. I like the reliability of the chatbot and how quick it would update when changes were made. Responses were fast as well.

CONS

Natural Language Processing (Intent) never worked for me. I entered the right amount and Utterances, but I could not get the bot to intelligently understand free text.