Decide, Automate and Scale with Salesforce Einstein and Agentforce
By integrating artificial intelligence (AI) into Salesforce, you can make data-driven decisions and manage customer relationships more effectively. The technologies behind this are Salesforce Einstein and Agentforce.
With Salesforce Einstein, you can analyse data in real time, identify patterns and generate forecasts. Your employees receive data-driven recommendations that help them make informed decisions. Sales teams can identify promising leads more quickly, marketing teams can optimise campaigns and customer service staff can resolve enquiries proactively.
Salesforce Agentforce goes one step further. This generative AI tool operates autonomously, leverages internal knowledge and creates content independently. It drafts e-mail responses, develops conversation guides and suggests solutions for service enquiries – directly in Salesforce, without manual input.
As an experienced Salesforce agency, we are happy to help you unlock the full potential of Salesforce Einstein and Agentforce for your business.
Einstein vs Agentforce – A Comparison of Salesforce’s AI Solutions
Salesforce Einstein
- Focus: Analysing data and predicting future developments
- Mode of Operation: Assistive, providing recommendations and forecasts
- Use Cases: Lead scoring, churn analysis, revenue forecasting
- Interaction: Analytical, delivering actionable insights for employees
- Target Audience: Companies prioritising data-driven intelligence
Salesforce Agentforce
- Focus: Autonomous AI agents for specific tasks
- Mode of Operation: Autonomous, generating texts, responses and recommendations in real time
- Use Cases: Automated service responses, conversation guides, content creation
- Interaction: Proactive, directly interacting with employees
- Target Audience: Companies with a need for process automation
Salesforce Einstein: Benefits at a Glance
through streamlined handling of customer enquiries and standardised response suggestions
through guided selling with Next Best Action
through tailored recommendations
through automated analysis and visualisation of business-relevant KPIs
through suggested knowledge articles
through shorter waiting times and more targeted responses
through the reduction of repetitive tasks and end-to-end support across the entire process
through system-supported cross-selling and customer-specific recommendations
in e-mail marketing through the delivery of personalised content based on individual customer preferences
Salesforce Agentforce: AI Agents at a Glance
With Salesforce Agentforce, you not only gain access to pre-configured agents, but can also develop your own AI agents. These can be tailored precisely to the specific requirements of sales, marketing and customer service. Examples include the following agents:
Responds to routine enquiries autonomously – around the clock, across all channels and in natural language. The Service Agent is ready to use in just a few minutes. It automatically forwards complex cases to human colleagues.
Acts as a digital sales assistant, answering product questions, prioritising leads, preparing meetings and communicating proactively across common channels. All interactions are based on your data – personalised, scalable and efficient.
Analyses sales conversations in real time, identifying optimisation potential and providing targeted recommendations for sales arguments. This has been proven to increase closing rates and strengthen your teams.
Boosts revenue through intelligent product recommendations, automated shopping cart recovery and AI-powered pricing and inventory optimisation. This enables you to deliver fully personalised shopping experiences.
Need help with quoting or internal communication? No problem. Salesforce Agentforce allows you to create your own AI agents. With low-code tools, they can be implemented quickly and tailored precisely to your processes.
Our Services as a Salesforce AI Agency
1. Process Analysis
Assessment of your existing processes to identify potential for optimisation and automation
2. Strategy
Development of an AI strategy for the optimal use of Salesforce Einstein and Agentforce, taking into account your business goals and expectations.
3. Data Processing
Structuring of your data and processes to ensure optimal use of Salesforce Einstein and Agentforce
4. Implementation and Optimisation
Rollout and refinement of AI solutions across your Salesforce platform
5. Training
Transfer of technical expertise combined with change management to drive adoption of AI solutions
Why dotSource Is the Right Salesforce Partner for You
- Salesforce Partner Since 2016: Benefit from our many years of experience as an official Salesforce Partner.
- Multi-Cloud Expertise: Get end-to-end support for all Salesforce clouds from a single source – whether it is Sales, Service, Marketing or Commerce Cloud.
- Comprehensive Assistance: Draw on our wide range of services – from consulting and implementation to optimisation of your Salesforce platform.
- Expertise as an AI Agency: Leverage our experience in the field of AI and process automation.
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Frequently Asked Questions About Salesforce’s AI Solutions
How much do Salesforce Einstein solutions cost?
Depending on the desired solution and cloud, Salesforce offers Einstein products free of charge, on a licence basis or as add-on packages. More than 70 cross-cloud features are often bundled into packages. We are happy to assist you in reviewing your requirements and selecting the right package.
What are the prerequisites for using AI?
The first step is to identify problems and define clear use cases for AI in your business. Experience has shown that high data quality and consistent processes are essential foundations for unlocking the full potential of AI. Our Salesforce and AI experts are happy to support you from initial assessment to targeted optimisation.
What should you consider before implementing Salesforce Einstein or Agentforce?
We recommend starting with a well-defined AI strategy tailored to your business. This involves identifying the challenges you want to solve, selecting the right features you and aligning them with your business goals. In addition, change management is more important than ever when implementing AI. Only by building trust and reducing uncertainty can AI deliver its full value and drive long-term success.
