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Salesforce AI

Effortlessly Scale Your Business with AI. Salesforce Einstein, IBM Watson, and ChatGPT – transforming routine processes, predicting trends, and improving customer interactions.

AI-Powered Salesforce Services

Salesforce AI, powered by Einstein, elevates your CRM by learning from your customer data to deliver tailored recommendations and insights. With over 50+ AI-driven features integrated into the unified Einstein 1 Platform, it offers powerful predictive analytics and generative AI tools for content creation and task automation.

Still unsure if AI integration is right for you?

See what you gain by trusting Routine Automation for your Salesforce AI integration:

Tackle data overload and quality issues with real-time updates driven by generative AI.
Enhance competitiveness by automating routine tasks and boosting team productivity.
Partner with experts to implement tailored solutions that fit your business.

Routine Automation is your trusted AI guide, ensuring secure, accurate integration. Unlock growth, stay competitive, and drive efficiency with our cutting-edge solutions.

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Why Is RA Your Trusted Partner for Salesforce AI Implementation?

We pride ourselves on being a certified Salesforce partner with a team of 50+ professionals. Our expertise in Salesforce AI ensures your transition to AI-driven solutions is smooth and effective.

Here’s why you should trust us with your Salesforce AI implementation:

Our team of certified Salesforce experts is well-versed in the latest Salesforce AI technologies and best practices.
We customize Salesforce AI solutions to meet your business needs.
We have a history of successful implementations, demonstrating our ability to deliver results and improve your business outcomes.
We provide continuous support and training to ensure you fully leverage Salesforce AI capabilities.

We Solve Your Problems

At Routine Automation, we bring over 5 years of proven expertise and a team of certified Salesforce specialists. We excel in creating tailored solutions using Salesforce Einstein. Our focus is on clear goal alignment, thorough documentation, and proactive collaboration to ensure seamless integration and optimal results.

years of experience

4.9

rating on Clutch and Appexchange

50+

certified experts

Salesforce AI Capabilities Tailored to Your Business Needs

Sales Teams

Customer Service Teams

Marketing Teams

Commerce

Sales Teams

AI Benefits for Sales Teams:

Automatically generate data-enriched emails for quick follow-ups and introductions via Outlook, Gmail, or LinkedIn.
Receive concise, actionable summaries of sales calls, focusing on key takeaways and customer sentiment to accelerate deal progression.
Create customized action plans with step-by-step CRM-based guidance.
Automate prospect research, CRM updates, and data entry, minimizing manual tasks.
Enhance forecast accuracy with AI-driven insights into trends and pipeline gaps.
Analyze customer feedback and sales call trends to refine strategies and resolve deal-stalling issues.
Accelerate onboarding by sharing successful sales techniques and implementing milestone-based programs.
Transform lead conversion and meeting scheduling by replacing web forms with live conversations.

Customer Service Teams

Einstein Copilot Benefits for Customer Service Teams:

Enhance CRM efficiency using Einstein Copilot’s advanced language models for precise responses.
Streamline issue resolution and update knowledge bases with AI-generated interaction summaries.
Boost customer satisfaction with AI-generated replies across multiple channels, allowing for easy agent edits and sharing.
Utilize Einstein Service Agent for 24/7 case resolution with natural language support on various platforms.
Ensure data privacy with the Einstein Trust Layer, which masks personal information and ensures security.
Quickly deploy a multilingual AI bot integrated with Salesforce to automate tasks and improve customer interactions.

Marketing Teams

AI Benefits for Marketing Teams:

Achieve precise audience segmentation instantly using natural language and AI.
Build and deploy custom models with tools like Amazon SageMaker and Google Vertex AI, enriching profiles without data duplication.
Automate and optimize campaigns with AI, fine-tuning content, channels, and timing for peak engagement.
Use generative AI to swiftly create on-brand copy and visuals, overcoming content bottlenecks and enhancing personalization.
Enhance marketing and sales efficiency with AI-driven scoring, automatically identifying top prospects and leads.
Analyze intent data and past interactions with AI for tailored messaging and offers, increasing conversion rates.
Streamline data management and KPI standardization with AI, freeing time for strategic improvements.
Optimize campaigns with AI analysis, reduce overspending, and boost success through real-time insights.
Improve ad spending efficiency with predictive AI insights and real-time alerts.

Commerce

AI Benefits for Commerce:

Enhance shopping experiences with Copilot, providing seamless, AI-driven support through popular messaging apps for effortless product searches and purchases.
Increase cart size with Einstein’s personalized product recommendations based on browsing and purchase history.
Boost conversions with AI insights into buying behavior, top-selling products, and co-purchase trends.
Quickly generate and localize SEO-friendly product descriptions using AI.
Drive sales with auto-generated, multilingual offers for email and messaging apps via Einstein GPT.
Launch a multilingual chatbot effortlessly for browsing, purchases, and issue resolution across channels.

Salesforce AI Products

Revolutionizing Business with Intelligent Solutions. Launched in 2016, the Einstein technology propelled Salesforce to become the world’s leading CRM. Today, Salesforce AI boasts over 50 features and tools across various products, driving innovation and efficiency.

Agentforce

Einstein Copilot

Einstein GPT

Einstein Analytics

Einstein Discovery

Einstein Vision

Einstein Language

Einstein Trust Layer

Agentforce

Create and deploy AI-driven agents tailored to your business needs. The technology utilizes Salesforce Data Cloud to unify data from multiple sources for enhanced performance and insights.

Einstein Copilot

Enhance your team’s productivity with Einstein Copilot, an AI assistant that integrates seamlessly with popular messaging apps. It simplifies tasks, delivers accurate responses, and supports CRM activities, improving overall efficiency and user experience.

Einstein GPT

Utilize Einstein GPT’s generative AI to automatically create high-quality content, from personalized emails to branded product descriptions. This tool enhances marketing strategies and engages customers more effectively.

Einstein Analytics

Turn data into actionable insights with Einstein Analytics. This AI-powered platform provides advanced analytics and predictive insights, enabling informed decision-making and uncovering critical trends in your data.

Einstein Discovery

Explore and understand your data with Einstein Discovery. It delivers automated insights and predictive analytics, revealing key drivers of business outcomes to support data-driven decisions.

Einstein Vision

Leverage Einstein Vision for advanced image recognition. This tool analyzes images for improved understanding and categorization, facilitating precise product management and enhanced customer interactions.

Einstein Language

Improve communication with Einstein Language’s natural language processing capabilities. It enables sentiment analysis, intent recognition, and automated responses, enhancing customer service and interaction efficiency.

Einstein Trust Layer

Protect your data with the Einstein Trust Layer. This suite of features ensures privacy and security by incorporating dynamic grounding, zero data retention, and toxicity detection, allowing you to harness AI’s power while upholding safety and security standards.

Our Success Stories

Retail

Revolutionizing Sales Forecasting with Data-Driven AI Analytics on Salesforce Einstein

U.S. retailer used Salesforce Einstein's AI analytics to revamp sales forecasting, resulting in 30% better accuracy....more

ITTelecommunications

Boosting Customer Support with Salesforce Service Cloud and AI

Telecom company improved their customer support with Salesforce Service Cloud and AI innovations...more

Finance

Service Cloud & Integration with 3rd party system for Financial services organization

How RA Team helped Financial organization to build a strong community and improved customer experience....more

See all cases

What Technology Do We Choose and Trust?

Sales AI

Prioritize leads and close deals faster with Einstein Lead Scoring. Use Agentforce low-code customizations to streamline tasks, while keeping data secure with the Einstein Trust Layer.

Customer Service AI

Automate case management, deliver personalized responses with Einstein bots and provide proactive support through any channel suitable for each customer – your website, messengers, mobile app, SMS, and more.

Marketing AI

Let Einstein analyze your marketing data with AI scoring to identify top prospects. Use real-time personalized recommendations to convert more leads, optimize journeys, and boost loyalty.

Commerce AI

Assign campaign rules and copy pages with the same settings with B2C Commerce Page Designer. Enhance the shopping experience as Einstein provides data-driven recommendations based on trends and purchase history.

Tableau Pulse

Visualize data and simplify decisions with AI-driven insights from Einstein Discovery. Get natural language summaries via Today’s Pulse and personalized insights from any channel.

Einstein 1 Platform

Create accurate, relevant prompts from omnichannel data to streamline workflows. Build ML models on Data Cloud with clicks to generate predictions without writing code.

Sales AI

Prioritize leads and close deals faster with Einstein Lead Scoring. Use Agentforce low-code customizations to streamline tasks, while keeping data secure with the Einstein Trust Layer.

Customer Service AI

Marketing AI

Let Einstein analyze your marketing data with AI scoring to identify top prospects. Use real-time personalized recommendations to convert more leads, optimize journeys, and boost loyalty.

Commerce AI

Tableau Pulse

Visualize data and simplify decisions with AI-driven insights from Einstein Discovery. Get natural language summaries via Today’s Pulse and personalized insights from any channel.

Einstein 1 Platform

Create accurate, relevant prompts from omnichannel data to streamline workflows. Build ML models on Data Cloud with clicks to generate predictions without writing code.

Awards & Recognitions

We had received many awards in the past years, one of them beeing the Clutch's Top 1000 Consulting Firms

Top crm consulting Company

Salesforce Partner

Top it services Company

Top email marketing Company

Top Web Development Companies 2024

Top Marketing Automation Consultants

Top salesforce Company

Top digital marketing Company

Verified Agency DesignRush

See All

How Einstein 1 Transforms Your Business

With Salesforce AI, you can achieve:

29% increase in business user productivity
30% increase in customer retention
27% increase in win rate

Unlock the full potential of your data with Salesforce Einstein 1. This integrated platform connects over 60 Salesforce features and bridges gaps left by disconnected apps – 70% of which are often isolated.

See how Einstein 1 enhances productivity, integrates data seamlessly, and maintains data privacy. Watch the video to learn more about transforming your business with AI-driven insights.

How AI integration boosts

productivity & transforms operations?

Data-Driven Decision-Making

Forecast trends, customer behaviors, and sales outcomes with precision to boost win rates by 14%. Categorize and analyze data for strategic, data-driven business strategies.

Personalized Customer Experiences

Leverage Einstein Copilot for 24/7 personalized support, crafting tailored content and recommendations that enhance engagement and customer satisfaction.

Targeted Sales and Marketing

Pinpoint high-value prospects and opportunities to boost conversion rates and maximize ROI. Einstein helps identify key accounts when implementing an ABM.

Scalable Growth and Continuous Improvement

Adapt to growing data and evolving needs with AI-driven analytics. Use Agentforce to configure custom agents tailored to your business goals, optimizing teamwork for superior results.

How AI integration boosts

productivity & transforms operations?

Data-Driven Decision-Making

Forecast trends, customer behaviors, and sales outcomes with precision to boost win rates by 14%. Categorize and analyze data for strategic, data-driven business strategies.

Personalized Customer Experiences

Leverage Einstein Copilot for 24/7 personalized support, crafting tailored content and recommendations that enhance engagement and customer satisfaction.

Targeted Sales and Marketing

Pinpoint high-value prospects and opportunities to boost conversion rates and maximize ROI. Einstein helps identify key accounts when implementing an ABM.

Scalable Growth and Continuous Improvement

Adapt to growing data and evolving needs with AI-driven analytics. Use Agentforce to configure custom agents tailored to your business goals, optimizing teamwork for superior results.

Salesforce AI Implementation Process

Design & Define

Collaborate with stakeholders to develop a comprehensive configuration workbook that outlines requirements and aligns goals, tailoring the AI solution to meet your business needs.

Implement

Configure and integrate Salesforce AI features to meet your specific requirements. Maintain transparent communication with stakeholders and provide regular progress updates to ensure alignment.

Test & UAT

Perform rigorous QA and UAT to verify that AI functionalities meet performance and scalability standards, targeting 95% defect-free results before deployment.

Deploy

Launch AI features for all users, delivering training sessions and practical examples. This phase includes onboarding and initial support.

Evolve

Continuously monitor AI performance with monthly evaluations, implementing updates based on user feedback.

Support

Provide 24/7 support to address issues and optimize AI functionality, ensuring sustained performance and user satisfaction.

Salesforce AI Implementation Process

Design & Define

Collaborate with stakeholders to develop a comprehensive configuration workbook that outlines requirements and aligns goals, tailoring the AI solution to meet your business needs.

Implement

Configure and integrate Salesforce AI features to meet your specific requirements. Maintain transparent communication with stakeholders and provide regular progress updates to ensure alignment.

Test & UAT

Perform rigorous QA and UAT to verify that AI functionalities meet performance and scalability standards, targeting 95% defect-free results before deployment.

Deploy

Launch AI features for all users, delivering training sessions and practical examples. This phase includes onboarding and initial support.

Evolve

Continuously monitor AI performance with monthly evaluations, implementing updates based on user feedback.

Support

Provide 24/7 support to address issues and optimize AI functionality, ensuring sustained performance and user satisfaction.

Reviews

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FAQ

What are the main functions of Einstein AI in Salesforce?

Einstein AI powers your Salesforce CRM with features such as predictive analytics, personalized recommendations, and task automation. It analyzes customer data to offer actionable insights, enhance sales strategies, and streamline service operations.

How does Einstein AI integrate with other Salesforce products?

Einstein AI integrates with Salesforce products like Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud. It ensures that AI-driven insights and automation are consistently applied across all customer interactions and business processes.

What is the cost of using Salesforce AI?

Salesforce AI pricing varies by organization size and required features. It starts at €25 per user per month for the Einstein Activity Capture feature only and can go up to €500 per user per month for full feature access. For precise pricing, consult Salesforce or a certified partner.

What data is needed for Einstein AI to work effectively?

Einstein AI requires comprehensive and accurate customer data, including historical sales data, customer interactions, service records, and marketing metrics. Access to extensive and high-quality data enhances the accuracy and relevance of its insights and recommendations.

Can Einstein AI models be customized?

Yes, Einstein AI models can be tailored to meet your specific business needs. Salesforce offers customization options to align the AI tools with your industry, business processes, and unique requirements, ensuring the insights and recommendations are highly relevant to your organization.