Organizations using Salesforce CRM can up their Sales Reps.' productivity significantly by adding AI tools such as Einstein Bots and Einstein Voice. Not to mention, other apps that Sales Reps. are already using to supplement their day-to-day work in the office, can be seamlessly integrated with Salesforce to remove redundancy and save time.
Let us take a closer look into how to seamlessly integrate the widely used G Suite Apps with Salesforce Essentials/Lightning making it a productive pairing.
What if you could use your Gmail application to keep an eye on the on-going sales and service requests?
Better yet, what if you leveraged this idea into action to attract more customers and earn more sales?
This is the superb idea of integrating G-suite apps with the Salesforce Platform.
It is a strategic pairing, resulting in huge benefits – allowing your Sales Reps. to save time and focus more on sales.
Let’s dive deep and look at the different apps that you can integrate with the Salesforce platform and how they would help your business.
Organizations around the world who use both Gmail and Salesforce should consider this integration now as it helps to sync data automatically associating emails from Gmail to the Salesforce records. This boosts user productivity to a large extent, more so because of the following benefits:
Now, let’s see why the Sales Reps use Gmail!
Next, they use Salesforce to automate the following functions:
So, undoubtedly, there are some common functions they are performing both sides, spending time in double data entry.
Salesforce Gmail Integration addresses this by maintaining consistent data between Gmail and Salesforce, which helps Sales Representatives to stay on top of their game. Once integration is accomplished, they would shift to the following processes:
Every organization has contacts that serve as the primary information and it’s a good idea to have all of your contacts synced in one place rather than distributed across applications.
Here is a list of benefits that comes with integration—
The power of syncing Salesforce events with the Google Calendar enables the Sales Reps. or Service agents plan their actions efficiently. Planning the tasks and performing them on time counts and helps in excellent deliverability.
Efficient Data Storage is an important aspect of any organization’s on-going operations. And, sharing data between these two applications helps streamline and optimize complex business processes.
Again, this app is the most commonly used. Let us consider the business benefits below:
Now that we know how to integrate G Suite Apps, let’s see how to take your customer relationship to the next level by using Salesforce Einstein AI Technology.
You can think of Einstein as your Smart CRM Assistant, which gives business insights, predictions and recommendations to connect your customers in a whole new way. It consists of AI Technologies like Advanced machine learning, deep learning, predictive analytics, natural language processing, and smart data discovery.
The major benefits of this technology are to predict future behavior, recommend best next actions, and also to automate these tasks.
From the availability standpoint, Einstein is fully integrated into Salesforce and doesn’t require you to hire a team of Data Scientists or developers or even the IT resources. It is available today for customers with Enterprise edition licenses and above with lightning enabled users.
Voice interface is the future.
Einstein Voice enables sales Reps. to use their mobile apps in a new way. They just need to talk to the app to perform tasks that otherwise had to be done with a keyboard.
Consider the Average typing speed, it’s 55 words per minute, whereas the talking speed is about 150 words per minute. That’s like a three-fold increase in productivity.
The Einstein Voice App is capable of understanding and interpreting voice successfully into action items.
Thanks to Siri and Alexa, but Einstein bots are more focused on delivering assistant to Salesforce users.
It does make use of the existing bot architecture and allows to help users using voice interaction.
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