Backed By Salesforce
AI-powered analytics and forecasting integrated within Salesforce CRM.
Salesforce Einstein integrates AI capabilities into the Salesforce CRM platform to provide deal forecasting, predictive analytics, and personalized recommendations. It helps sales teams prioritize leads, predict revenue, and identify risks to close deals more effectively.
Predict revenue
Identify risks
Focus on high-value leads
Optimize pipeline
Einstein Lead Scoring
Generative Replies, Summaries, Answers, and Knowledge Articles
Purpose-built analytics and AI
Einstein Lead Scoring and Opportunity Scoring (Predictive AI)
Einstein Activity Capture (Automated logging of emails and calendar events)
Einstein Forecasting (AI-powered sales predictions)
Einstein Conversation Insights (Conversational intelligence/call analysis)
Generative Replies and Summaries for Service Agents
Real user experiences from across different platforms
Its biggest handicap is that it does not allow for data storage or data migration. You can't really input the data from Einstein into another platform It has an extremely complicated setup process.
Product Management Director
Recent
ce ecosystem looking to add advanced, deeply integrated AI capabilities.
ty for generative AI, leveraging the Einstein Trust Layer.
sources due to complexity and high cost.
tack (best-of-breed) that require seamless integration outside of the Salesforce environment.
Trusted, personalized, and predictive AI natively embedded across the #1 CRM platform, unifying data, AI, and workflows to boost productivity and drive growth for every user and department.
Complexity and steep learning curve, especially without dedicated admin/developer support. High total cost of ownership (TCO) due to pricey add-ons and significant implementation/professional services costs. Strong vendor lock-in; works best when fully committed to the Salesforce ecosystem and Data Cloud. Inconsistent behavior and issues with Einstein Activity Capture (e.g., incorrect activity attribution, creating duplicate events, limited roll-up of activities to accounts). Accuracy depends heavily on the cleanliness and volume of existing CRM data. Some AI features are consumption-based, leading to unpredictable billing/overage risk (e.g., Flex Credits, per-conversation fees for some agents).