We use Service Cloud. We use it to classify the cases and get the escalation scores correctly. We also use it for knowledge management. We have multiple use cases.
As a sales representative, my primary tool for data analysis is Salesforce Einstein Analytics, which I predominantly utilize for sales-related activities near Rina. Additionally, I regularly review the tracked figures within the platform to ensure that I meet all the required performance metrics expected by the company.
We have had very extensive use cases of the solution in our organization. So, we had a lot of data that had to be populated and visualized. Around 50% of my project tasks are done online using the solution.
It is more related to the salespeople. From the systems engineering part, we use it for some data. We mainly use it to get some analytics related to the customer opportunities we have. If I'm not mistaken, I have version 6.
Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
Vice President at a healthcare company with 10,001+ employees
Real User
2022-03-14T14:42:07Z
Mar 14, 2022
We had a pretty large Salesforce deployment across our company. This deployment was for all internal customers around our globe, such as shared services and business services, which were connected with the contact centers in each region of the world (NA, LATAM, ASPAC and EMEA). Salesforce was the platform that we consolidated all our Level 1 and Level 2 processes on. We brought it together with Genesis across all call centers which integrated our platforms. When we first did the assessment, this was at a global level. We were putting in a standardized software platform for all the corporate functions, such as HR, finance, procurement, payroll, and compliance. We standardized all their processes on Salesforce case management and knowledge management. Key day to day to day integration was required with ServiceNow and Workday and other financial systems, such as SAP. We used Salesforce as one of our enterprise platforms. We use ServiceNow for the IT side of our operations and needed to e-bond tickets and requests across these systems
VP Technology/Vice President at a healthcare company with 11-50 employees
Real User
2021-06-15T20:48:09Z
Jun 15, 2021
We use this solution to synchronize email communication between my Microsoft Office 365 instance and Salesforce. It is also used to synchronize events and appointments into Salesforce, which means that you can have a holistic view of the customer in Salesforce.
Salesforce Einstein Analytics is a customer and business analytics platform that’s optimized for mobile use and brings flexible customer analytics to everyone in the company. It works with many types of data, from many data sources, and it can change the way your company answers critical questions. Einstein Analytics allows you to:
Connect directly to your CRM data and execute on insights directly in Chatter.
Automatically analyze millions of rows of data and get predictive analytics with...
We use Service Cloud. We use it to classify the cases and get the escalation scores correctly. We also use it for knowledge management. We have multiple use cases.
The solution helps me to analyze the opportunities and evaluate the chance of closing the deals.
As a sales representative, my primary tool for data analysis is Salesforce Einstein Analytics, which I predominantly utilize for sales-related activities near Rina. Additionally, I regularly review the tracked figures within the platform to ensure that I meet all the required performance metrics expected by the company.
We have had very extensive use cases of the solution in our organization. So, we had a lot of data that had to be populated and visualized. Around 50% of my project tasks are done online using the solution.
We use Einstein Analytics to evaluate sales and marketing metrics.
It is more related to the salespeople. From the systems engineering part, we use it for some data. We mainly use it to get some analytics related to the customer opportunities we have. If I'm not mistaken, I have version 6.
I'm in HR, and my company is the end user of Salesforce.
We had a pretty large Salesforce deployment across our company. This deployment was for all internal customers around our globe, such as shared services and business services, which were connected with the contact centers in each region of the world (NA, LATAM, ASPAC and EMEA). Salesforce was the platform that we consolidated all our Level 1 and Level 2 processes on. We brought it together with Genesis across all call centers which integrated our platforms. When we first did the assessment, this was at a global level. We were putting in a standardized software platform for all the corporate functions, such as HR, finance, procurement, payroll, and compliance. We standardized all their processes on Salesforce case management and knowledge management. Key day to day to day integration was required with ServiceNow and Workday and other financial systems, such as SAP. We used Salesforce as one of our enterprise platforms. We use ServiceNow for the IT side of our operations and needed to e-bond tickets and requests across these systems
The solution allows for the automation of certain tasks.
We are using Tableau CRM for AI-driven analytics.
We use Salesforce Einstein Analytics for human capital management systems, similar to an HRMS system.
We primarily use the solution for customer insight analytics.
We use this solution to synchronize email communication between my Microsoft Office 365 instance and Salesforce. It is also used to synchronize events and appointments into Salesforce, which means that you can have a holistic view of the customer in Salesforce.