"Einstein for Sales"

So, a client gets an email offering a great deal on “Einstein for Sales” in which they state “Your sales team can generate personalised emails to send to contacts and leads, easily summarise calls, and gain valuable insights”.

So, I try to find out what it is they are getting for this quoted pricing, so I can determine what I’d have to set up.

Note: this is not “Sales Cloud Einstein” which is different, it seems to be the previously known as “Einstein GPT for Sales”.

US Add-Ons Pricing Document

Einstein for Sales $75/user/month* Boost sales productivity with generative and predictive AI

Australian Sales Page

“Sell faster with generative and predictive AI, including Einstein Copilot.”

Older stuff

Salesforce Ben Einstein GPT for Sales

“Auto-generate composing emails, scheduling meetings, and preparing for the next interaction.

Surfacing external news for prospect research.

Adding contacts not already in Salesforce.

Generating additional collaboration channels.”

• Wait, News went the way of the dodo last year. Salesforce Ben says bring up the assistant and say “write me an overview of [company name] and include recent news”

• What is an additional collaboration channel?

Summer 24 Release Notes

“Let Einstein draft sales emails from a sales rep’s inbox and include related information with generative AI. Ramp up on accounts and opportunities by visualizing your contacts in a relationship map. Add buyer profile data to your contacts automatically to avoid manual data entry. Sales reps can draft meeting request emails, with possible meeting slots and a link to the sender’s calendar, using Einstein generative AI.”

Draft Personalized Emails with Einstein

Control Whether Users can Enter Their Own Sales Email Prompt Instructions

Improve the Convenience of Setting Up Meeting Requests

Relationship Selling

Draft Personalized Emails with Einstein

“To use Einstein Sales Emails, users need the Einstein Sales Emails permission set. To let reps access the feature in Gmail or Outlook, set up the Gmail or Outlook integration.”
”Choose between pre-made email instructions (1) or enter your own instructions (2) for Einstein and click Draft Email. The pre-made instructions can be default instructions or custom instructions created by your company’s admin.”

• So that would mean you need Prompt Builder, right?

Salesforce Help: Draft a Sales Email with Einstein Generative AI

• Good, consistent with Release Notes

TBA