Today’s world is more digitally connected than ever. People use online search engines to get information. Search engines often try to provide accurate results in order to make search results more consistent. Users also expect a fast, reliable and relevant search experience, However, at times it becomes a little complex for them to get accurate results. This becomes even more complex while search happens using a CRM. It takes multiple clicks, interfaces, and hassles to get correct results. That’s a big worry, isn’t it? The search should be seamless and must give you highly relevant results quickly. To improve CRM search experience & productivity with AI, Salesforce introduced ‘Einstein Search‘ which is an intelligent search that is highly efficient, personal, accurate & insightful.
Enterprise search is completely different from consumer search. There are multiple challenges involved in enterprise searches. One of the biggest challenges is a diverse user base with a different set of goals. A sales rep will try to search for recent leads while a service agent will search closed customer cases. Another challenge is the different nature of data. When an enterprise uses a CRM, the functionalities and search results depend on their data and data will differ from company to company. So it becomes challenging for a standard CRM to give accurate search results.
Introducing Einstein Search
In order to help enterprises overcome these complex search challenges, Salesforce has introduced Einstein Search which will improve & personalize CRM searches leveraging AI and fundamentally accelerate customer success.
As we have already mentioned above that a diverse user base has a different set of goals, they use CRM searches for various purposes. Einstein Search drives highly personalized results for every user. Each search result is highly tailored to offer the results that matter to you. Einstein Search utilizes innovative data mining & machine learning techniques to personalize search results.
Enterprise users expect highly seamless search experience using while using a CRM. Einstein Search offers highly relevant search results with the help of AI. For example, if a sales rep searches open opportunities in London, Einstein Search interprets that query and show open opportunities in London. The result retrieval process is extremely fast and accurate.
Actionable Search Bar
Einstein Search not only offers fast & accurate search results within the CRM, but it also helps a user save 50% clicks and page loading time of most frequently used tasks. For example, instead of searching for a contact, clicking into their record, and then manually attaching the contact to an opportunity, you can take these same actions just by using the enhanced Einstein Search bar.
When can you use Einstein Search?
Einstein Search is currently in pilot and is already providing value for some of the top brands like iHeartMedia and MightyHive. It will be generally available next year for orgs with an Unlimited, Enterprise, or Performance Edition with 150+ active licenses for Sales or Service Cloud.
To know more, please get in touch with our Salesforce experts.