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Unlocking AI-Powered Sales Strategies; Leveraging Salesforce Einstein for Exceptional Customer Experiences and Revenue Growth

$201.00
When you get access:
Course access is prepared after purchase and delivered via email
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Self-paced • Lifetime updates
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Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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What does the Unlocking AI-Powered Sales Strategies course cover?

Unlocking AI-Powered Sales Strategies is covered here in 10 modules: Introduction to AI-Powered Sales Strategies: Defining AI-powered sales strategies, Setting Up and Configuring Salesforce Einstein: Setting up Einstein Analytics, Understanding Customer Behavior with Einstein Analytics and 7 more. The outline lists 30 specific topics, opening with Defining AI-powered sales strategies and closing with Preparing for future Einstein certifications.

How do you approach Unlocking AI-Powered Sales Strategies step by step?

The work is sequenced in 10 stages. It starts with Introduction to AI-Powered Sales Strategies: Defining AI-powered sales strategies, moves through Setting Up and Configuring Salesforce Einstein: Setting up Einstein Analytics and Understanding Customer Behavior with Einstein Analytics, and ends at Final Project and Certification: Completing a final project using Einstein.

What is in Module 1 of the Unlocking AI-Powered Sales Strategies course?

Module 1 is Introduction to AI-Powered Sales Strategies: Defining AI-powered sales strategies. It works through Defining AI-powered sales strategies, understanding the benefits of AI in sales and Overview of Salesforce Einstein and its capabilities. It sets the vocabulary the remaining 9 modules build on.

How is the Unlocking AI-Powered Sales Strategies course delivered?

The Unlocking AI-Powered Sales Strategies course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the Unlocking AI-Powered Sales Strategies course cost?

The Unlocking AI-Powered Sales Strategies course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: Salesforce Einstein Toolkit, Salesforce Einstein Implementation and Administration, Salesforce Einstein, Unlocking AI-Driven Sales Strategies.

More answers: what you get with every course, refund policy, all help answers.

Unlocking AI-Powered Sales Strategies: Leveraging Salesforce Einstein for Exceptional Customer Experiences and Revenue Growth



Course Overview

This comprehensive course is designed to equip sales professionals with the knowledge and skills needed to leverage Salesforce Einstein and unlock AI-powered sales strategies. Participants will learn how to harness the power of AI to drive exceptional customer experiences, revenue growth, and business success.



Course Curriculum

Module 1. Introduction to AI-Powered Sales Strategies: Defining AI-powered sales strategies

  • Defining AI-powered sales strategies
  • Understanding the benefits of AI in sales
  • Overview of Salesforce Einstein and its capabilities

Module 2. Setting Up and Configuring Salesforce Einstein: Setting up Einstein Analytics

  • Setting up Einstein Analytics
  • Configuring Einstein Discovery
  • Integrating Einstein with Salesforce CRM

Module 3: Understanding Customer Behavior with Einstein Analytics

  • Using Einstein Analytics to analyze customer behavior
  • Creating custom dashboards and reports
  • Identifying trends and patterns in customer data

Module 4. Predictive Lead Scoring with Einstein Discovery: Understanding predictive lead scoring

  • Understanding predictive lead scoring
  • Configuring Einstein Discovery for lead scoring
  • Using predictive lead scoring to prioritize leads

Module 5. Personalizing Customer Experiences with Einstein: Creating personalized email campaigns

  • Using Einstein to personalize customer interactions
  • Creating personalized email campaigns
  • Developing targeted marketing strategies

Module 6. Sales Forecasting with Einstein: Configuring Einstein for sales forecasting

  • Understanding sales forecasting with Einstein
  • Configuring Einstein for sales forecasting
  • Using sales forecasting to inform sales strategies

Module 7. Collaboration and Automation with Einstein: Using Einstein to automate sales tasks

  • Using Einstein to automate sales tasks
  • Collaborating with teams using Einstein
  • Streamlining sales processes with Einstein

Module 8: Measuring and Optimizing Sales Performance with Einstein

  • Using Einstein to measure sales performance
  • Optimizing sales strategies with Einstein insights
  • Developing data-driven sales strategies

Module 9. Advanced Einstein Features and Best Practices: Troubleshooting common Einstein issues

  • Using advanced Einstein features
  • Implementing best practices for Einstein adoption
  • Troubleshooting common Einstein issues

Module 10. Final Project and Certification: Completing a final project using Einstein

  • Completing a final project using Einstein
  • Receiving a Certificate of Completion issued by The Art of Service
  • Preparing for future Einstein certifications


Course Features

  • Interactive and Engaging: Interactive lessons, quizzes, and hands-on projects to keep you engaged and motivated
  • Comprehensive and Personalized: Comprehensive curriculum tailored to your needs and learning style
  • Up-to-date and Practical: Latest Salesforce Einstein features and best practices, with real-world applications and examples
  • Expert Instructors: Experienced instructors with extensive knowledge of Salesforce Einstein and sales strategies
  • Certification: Receive a Certificate of Completion issued by The Art of Service upon completing the course
  • Flexible Learning: Self-paced learning with lifetime access to course materials
  • User-friendly and Mobile-accessible: Access course materials from anywhere, on any device
  • Community-driven: Join a community of like-minded professionals and instructors for support and networking
  • Actionable Insights: Gain actionable insights and hands-on experience with Salesforce Einstein
  • Hands-on Projects: Complete hands-on projects to reinforce learning and develop practical skills
  • Bite-sized Lessons: Bite-sized lessons and flexible learning schedule to fit your busy lifestyle
  • Lifetime Access: Lifetime access to course materials, including future updates and additions
  • Gamification and Progress Tracking: Track your progress and stay motivated with gamification features