AI & Automation in Salesforce
Einstein AI for predictive sales, service bots and intelligent automation with Flow Builder. We transform manual processes into automatic flows that scale without adding headcount.
The problem
Repetitive manual processes
Sales and service reps lose 2-3 hours daily on administrative tasks that should be automated: lead assignment, case escalation, field updates.
No predictive intelligence
Teams that react instead of anticipate. No lead scoring, no churn prediction, no data-driven next-best-action recommendations.
Disconnected flows
Automations built without governance: workflow rules, process builders and flows that overlap, create loops and send duplicate notifications.
Our solution
- Einstein Lead Scoring and Opportunity Insights for predictive sales
- Einstein Bots for automated service in Service Cloud
- Advanced Flow Builder with subflows, invocable actions and screen flows
- Multi-level approval automation with delegation
- Einstein Activity Capture and email insights
Methodology
Audit
We map all existing automations, identify conflicts, redundancies and AI opportunities.
Design
Automation architecture with governance: execution order, naming conventions and documentation.
Implementation
We build flows, configure Einstein and migrate legacy automations to Flow Builder.
Optimization
Adoption monitoring, predictive model tuning and expansion to new processes based on ROI.
Technologies
Reference case
For Mohawk Industries, we implemented Einstein Lead Scoring and lead assignment automation that increased conversion rate by 23% and reduced first contact time from 48 hours to under 2 hours.
Frequently asked questions
Do we need additional licenses for Einstein AI?
Some Einstein features are included in Enterprise+ licenses. Others require add-ons. We advise you on exactly what you need for your use case.
How long does lead scoring take to become accurate?
Einstein needs at least 1,000 leads with historical conversion data to generate reliable predictions. Typically 2-4 weeks of initial training.
What is the cost of implementing AI in Salesforce?
It is quoted based on scope. It depends on required Einstein features, flow complexity and available data volume.
Automate the predictable, focus on closing deals
Schedule a consultation and let's evaluate the automation potential of your org.