San Francisco, CA
800-667-6389
Enterprise applications: Interfacing with enterprise software (ES)
Analytics
Scope: Full
System: Cloud
Summary
- Salesforce is a cloud-based customer relationship management (CRM) solution. The company’s integrated CRM platform gives multiple departments—including marketing, sales, commerce, and service—a single, shared view of every customer.
- Salesforce Einstein is part of the Salesforce Customer 360 Platform, using Artificial Intelligence technologies, a “smart CRM assistant.”
- “Einstein Bots” support building, training, and deploying custom bots on digital channels that are connected to your CRM data.
- Salesforce Einstein includes analytics capabilities, analyzing previous customer histories and similar data.
Delving Deeper
Salesforce is a customer relationship management (CRM) solution. The company’s integrated CRM platform gives multiple departments—including marketing, sales, commerce, and service—a single, shared view of every customer. It can be thought of as a specialized database system. The name Salesforce suggests the early emphasis of the system as a way that sales teams could keep track of prospects, still a major use of the platform.
Salesforce Einstein is an optional part of the Salesforce CRM platform. It can be used to build AI-powered apps for employees and customers on a “complete artificial intelligence platform.”
Salesforce analytics capabilities can extract insights from customer data. For example, the software can use historical browsing and purchase data to predict which channels, content, products, and messaging customers will most likely respond to. Companies can create custom models to predict things such as churn risk, likelihood to convert, delayed payments, and lifetime value without coding.