AI & Automation in Salesforce
Einstein AI, Flow automation and predictive analytics so your team sells more and serves better. Automate the repetitive, predict what matters.
The problem
Time-consuming repetitive tasks
Salespeople spending 60% of their time on administrative tasks instead of selling. Lead assignment, follow-ups and manual reports.
Decisions without data
Forecasting based on intuition. Without predictive models, directors don't know which deals will close or where to invest effort.
Reactive customer service
Support teams responding after the problem escalated. Without automation, SLAs are systematically breached.
Our solution
- Einstein Lead Scoring and Opportunity Insights
- Einstein Next Best Action for contextual recommendations
- Flow automation for sales and service processes
- Einstein Analytics and predictive dashboards
- Einstein Bots chatbots for self-service
Methodology
Diagnostic
We identify automatable processes and opportunities where AI generates the greatest impact.
Configuration
We activate Einstein, configure predictive models and design automated flows.
Training
We train models with historical data and adjust thresholds for optimal precision.
Optimization
Metrics monitoring, continuous model adjustment and expansion to new use cases.
Tech stack
Reference case
For Certior, we implemented Einstein Lead Scoring and Flow automation that increased lead conversion by 35% and eliminated 50% of the commercial team's manual tasks.
Frequently asked questions
Do I need historical data to use Einstein?
Yes. Einstein needs a minimum of 200-400 historical records to train reliable models. If you don't have them, we start with Flow automation while you accumulate data.
Does Einstein have additional cost?
Some Einstein features are included in Enterprise Edition. Advanced features like Einstein Prediction Builder require additional licensing. We help optimize costs.
How long does it take to see results?
Flow automation generates immediate impact. Einstein's predictive models need 2-4 weeks of data to generate reliable predictions.
Automate and predict with Salesforce AI
Schedule an automation diagnostic to identify the highest-impact opportunities in your org.