Artificial intelligence is transforming the world of business, and Salesforce is leading the charge with Einstein AI. As an innovative CRM platform, Salesforce offers various Einstein features to help companies streamline processes, gain predictive insights, and boost productivity. However, with all these robust capabilities, it can be challenging to know where to start. This is where the Salesforce Einstein Readiness Assessor comes in.
The Einstein Readiness Assessor is a free tool that helps admins evaluate their organization's preparedness for enabling AI-powered features. It provides a personalized assessment report indicating which Einstein functionalities you are ready to deploy now and which require additional configuration. Understanding readiness is the first step to unlocking the true potential of Einstein for your business.
The Einstein Readiness Assessor examines your Salesforce implementation to see if you meet the prerequisites for the following Einstein capabilities:
Einstein for Sales – Features like Einstein Lead Scoring, Einstein Opportunity Scoring and Einstein Forecasting to increase sales.
Einstein for Service - Features like Case Classification, Routing and Article Recommendation to boost agent productivity.
Einstein Bots - AI-powered chatbots for customer service.
Einstein Conversation Insights - Surfaces trends and coaching moments from sales calls.
After assessing your setup, you get a detailed report outlining which features you can enable now versus those needing more configuration. It provides next steps to get Einstein ready based on your unique implementation.
Additionally, the tool estimates the potential ROI you can achieve from Einstein capabilities like Lead Scoring, Opportunity Scoring, and Bots. By inputting information about your business processes, it forecasts the value you could realize by deploying these AI innovations.
As a Salesforce consulting partner, Eigen X can help you interpret your Einstein Readiness Assessment results and create an AI adoption roadmap tailored to your specific needs. Our team of experts can guide you through prerequisite configurations, rollout planning, user adoption strategies and more to ensure you maximize Einstein's capabilities. Let us help you unlock transformative AI to accelerate success. Contact Eigen X today to get started with Einstein!