Einstein Relationship Insights (ERI) autonomously mines the web and disparate data sources to uncover account and contact information about customers, prospects, and companies.
Salesforce is introducing a new AI-powered research tool called Einstein Relationship Insights (ERI) that it said autonomously mines the web and disparate data sources to uncover account and contact information about customers, prospects, and companies.
ERI is a desktop plug-in that works alongside the sales rep by highlighting key information from data sources such as news sites, social media, press releases, collaboration apps, and email. It also offers a single-click CRM update capability to directly import information from various data sources, Salesforce said.
Salesforce is pitching ERI as an example of how AI can work with salespeople to help reduce and potentially eliminate cold calling and manual prospecting. ERI is also being touted as a tool to help sales reps move deals forward and better utilize their time.
Close more deals with your own automated research assistant
Automatically search the web, news, internal, and external documents in the background to discover new leads. Einstein Relationship Insights is built natively into Salesforce and seamlessly integrates into your workflows.
- Reduce time spent identifying key individuals and networks by exploring disparate sources automatically
- Continue using the same tools you already use every day while Einstein learns what’s important
- Create and open Salesforce records from any webpage with the Einstein Relationships Insights browser extension
Get to know your customer
Have more informed conversations and build better relationships faster. Unlock new network opportunities and grow with your customers.
- Get critical context from disparate sources to reveal the most relevant information for every customer
- Support new relationships by letting Einstein scan documents from multiple sources
- Deliver greater value with strategic insights derived from your existing clients’ evolving network
Maximize every customer interaction
Master meeting preparation and make the most of every encounter by leveraging your network and organizational knowledge.
- Get a comprehensive overview of your prospects without manually searching the internet
- Find out when you already have records on recommended relationships so you can leverage your existing network
- Reduce the number of meetings required to move forward by quickly developing stronger relationships with targeted information