Embed Size (px)
Citation preview
Sales Cloud Einstein AnalyticsQuick-Start Packaged Offering
Are you just getting started with Sales Cloud Einstein? Need help to roll out Sales Cloud Einstein across your enterprise sales team to drive best practices and adoption? SpringML can help you with our Sales Cloud Einstein Accelerator. This Accelerator will enable you to deploy Sales Analytics, review best practice for Salesforce Inbox, and coach your team on how to leverage the other AI features in workflows and operations!
Sales Cloud Einstein Accelerator
Accelerator PackageBusiness Discovery Session to help:
Understand current stateGather business requirements and future state outcomesUnderstand your configuration of Sales CloudEnsure your org(s) are optimized to realize the power of Sales Cloud Einstein
••••
Collaboration on the configuration of Sales Analytics by:
Guided walkthrough of all Sales Analytics dashboards and other AI features like Lead Scoring and Opportunity & Insights
Training on Sales Cloud Einstein featuresImplementation of change management and enablement to measure and monitor success
Creating the AppWalking through the wizardIdentification and prioritization of any outstanding requirements
•••
Customer Quote
SpringML has helped our sales organization run more e�ectively. Their predictive algorithms provide us the insights to monitor our progress and see if our tweaks to sales programs, discounts and compensation are working. Their algorithms integrate seamlessly with the rest of our sales analytics dashboards allowing us to compare our internal numbers with their forecasts.
Director, Sales Analytics & CRM
WWW.SPRINGML.COM
How It WorksWeek 1 Business Discovery Sessions & Demo of Sales Cloud Einstein Features with key
business and technical stakeholders
Week 2 Configuration of Sales Analytics, Capturing of Additional Requirements for Customization, Development of Implementation Plan
Week 3 Dashboard Customizations, Configuration of Lightning Pages for AI Features, Development of Training and Success Plan
Week 4 Training and Production Deployment
Week 5 - 8 Ongoing Support and Success Monitoring
Prerequisites & AssumptionsFull administration access to production or full sandbox org to SpringML team•
Access to the customer project team to include a Salesforce Administrator, Business Sponsor, and supporting team of subject matter experts; expected to be engaged and participating in joint sessions
•
Quota data (if used) prepared in CSV file by the customer in the template provided by SpringML•
Customer is using Lightning Experience•
Sales Cloud Einstein Licenses are purchased by customer•
Accelerator Package BenefitsPerform white space analysis
Drill into customer needs
Deep dive into team performance
Spot trends, optimizing by product, geography, and team
Remove bottlenecks to move deals forward
•
•
•
•
•
Representative Customers
TO GET STARTED OR SCHEDULE A DEMO, CONTACT US AT [email protected] OR CALL 1.800.346.8260
www.springml.com
