Salesforce, a global leader in CRM, offers a suite of AI features that empower businesses to enhance customer experiences, streamline processes, and drive growth. Let’s explore some of these features:

1. Einstein GPT (Generative AI for CRM):

   • What It Does: Einstein GPT creates personalized content across every Salesforce cloud (sales, service, marketing, commerce, and IT interactions) using generative AI.
   • Key Benefits:
     • Enhanced customer experiences: Personalized emails, quick customer service responses, targeted marketing content, and auto-generated code.
     • Productivity boost: Automates content creation, freeing up time for employees.
     • Future-proofing CRM: Integrates AI for intelligent, automated, and personalized engagement.
   • Integration with OpenAI: Connects to OpenAI’s advanced AI models for out-of-the-box generative AI capabilities.¹
     

2. Einstein Prediction Builder:

   • What It Does: Allows businesses to forecast outcomes for any field in Salesforce, enabling data-driven decisions.
   • Benefits: Anticipate trends, optimize processes, and enhance decision-making.

3. Custom AI Models:

   • What It Does: Users can build AI models tailored to their business needs without coding.
   • Benefits: Democratizes AI, making it accessible to a broader range of users.

4. Einstein CRM Analytics:

   • What It Does: Provides powerful analytics and insights across all Salesforce clouds.
   • Benefits: Real-time access to customer data for informed decision-making.

5. AI Cloud (Einstein):

   • What It Does: Offers end-to-end AI solutions for businesses.
   • Benefits: Seamlessly integrates AI across Salesforce products, including Tableau, MuleSoft, and Slack^{2 3}

In summary, Salesforce’s AI features empower organizations to connect intelligently with customers, optimize processes, and stay ahead in the ever-evolving business landscape.

Want to learn how you can incorporate Salesforce AI functionality into your business processes? Connect with us.

References

¹ www.salesforce.com/news/press-releases/2023/03/07/einstein-generative-ai/

² bing.com/search?q=AI+features+in+Salesforce

³ help.salesforce.com/s/articleView?id=sf.generative_ai_solutions.htm&language=en_US&type=5

⁴ www.salesforce.com/products/artificial-intelligence/

Screenshots courtesy of Salesforce*

In today’s fast-paced business landscape, organizations are constantly seeking innovative ways to connect with their customers, streamline processes, and drive growth. Enter Artificial Intelligence (AI), a transformative technology that has found its way into various aspects of business operations. When it comes to customer relationship management (CRM), Salesforce® is at the forefront of leveraging AI to enhance customer interactions and boost productivity.

Einstein GPT: The World’s First Generative AI for CRM

Salesforce recently unveiled Einstein GPT, a groundbreaking generative AI technology designed specifically for CRM. Let’s dive into what makes Einstein GPT a game-changer:

1. Hyperscale Content Generation: Einstein GPT creates personalized content across every Salesforce cloud, including sales, service, marketing, commerce, and IT interaction. Whether it’s personalized emails for sales reps, targeted marketing content, or auto-generated code for developers, Einstein GPT delivers AI-created content at scale.
2. Data-Driven Adaptability: By infusing Salesforce’s proprietary AI models with generative AI technology, Einstein GPT adapts to changing customer information and needs in real-time. It leverages real-time data from the Salesforce Data Cloud, harmonizing and unifying customer data for seamless content generation.
3. Integration with OpenAI: Salesforce collaborates with OpenAI, allowing customers to connect their data to OpenAI’s advanced AI models out of the box. Natural-language prompts within Salesforce CRM empower users to generate relevant and trusted content effortlessly.
4. Use Cases Across Departments:
   • Sales: Einstein GPT assists sales teams by generating personalized emails, responses, and recommendations based on customer interactions.
   • Service: Customer service professionals benefit from quick, AI-generated answers to customer queries.
   • Marketing: Targeted content creation improves campaign response rates.
   • IT: Developers can auto-generate code snippets, saving time and effort.

   

Why Einstein GPT Matters

1. Enhanced Customer Experiences: Imagine emails tailored to each customer’s preferences, faster customer support, and personalized marketing messages. Einstein GPT elevates customer interactions to new heights.
2. Productivity Boost: By automating content creation, Einstein GPT frees up valuable time for employees. Sales reps can focus on building relationships, while marketers can fine-tune campaigns.
3. Future-Proofing CRM: As AI continues to evolve, integrating it into CRM ensures that businesses stay ahead. Einstein GPT paves the way for more intelligent, automated, and personalized customer engagement.
   

Responsible AI and the Future

Salesforce’s commitment to responsible AI is evident through its collaboration with OpenAI and its focus on trusted content. As AI becomes an integral part of CRM, organizations must prioritize ethical practices and transparency.

In conclusion, Einstein GPT is not just a technological leap; it’s a strategic move toward a more connected, intelligent, and customer-centric future. Whether you’re a sales professional, marketer, or developer, embracing AI in Salesforce opens doors to unparalleled possibilities.

The future of CRM is AI-powered, and Einstein GPT is leading the way.

References

www.salesforce.com/news/press-releases/2023/03/07/einstein-generative-ai/

www.salesforce.com/blog/playbook/ai-guide/

trailhead.salesforce.com/content/learn/trails/get-started-with-ai-data

www.salesforce.com/products/ai-for-sales/

www.salesforce.com/blog/how-to-get-started-with-ai/

Screenshots courtesy of Salesforce*

Salesforce Multi-Factor Authentication (MFA) requirement went into effect on February 1, 2022, to help you satisfy this requirement, Salesforce is automatically enabling MFA for your product between January 12 and February 10, 2024. Once MFA is enabled for your org, every login will require that users provide MFA verification in addition to their username and password.

When will my Salesforce Org be impacted?

Salesforce is releasing these updates in phases from now through Spring ’24. In order to prevent disruptions, Bridgenext (formerly Wave6) highly encourages you to enable MFA before the end of 2023. Have questions? Bridgenext is here to help.

What if I already enabled MFA?

Thats great! This will not disrupt your organization, but there is one thing to consider before finishing up. Users who are exempt from the MFA requirement must be manually excluded by a Salesforce Admin. Bridgenext highly recommends you exempt these users before Salesforce completes auto-enablement for your org. Think you may have users that will be exempt? Find out here

What do I need to do?

Bridgenext highly encourages you setup your MFA verification process before the end of 2023 to minimize disruptions.

After the MFA setting has been turned on, users will be prompted to select a verification method. Verification options include security keys, authenticator apps, and built-in authenticators. After selecting your method of choice, Salesforce will guide users through a simple process to complete registration.

Once MFA has been enabled:

Register the method to connect it to your Salesforce Account. Again, Salesforce makes it easy as the registration process is automatically initiated the first time a user logins once MFA has been enabled.

Finally, use the verification method at each login to verify your identity.

Why is Salesforce enforcing MFA?

Customer trust is the highest priority at Salesforce. The global threat landscape is constantly evolving, and the types of attacks that can cripple a business and exploit consumers are on the rise. It’s more important than ever to implement stronger security measures. Which is why Salesforce is announcing a future requirement for all customers to enable MFA. MFA is one of the easiest, most effective tools for enhancing login security, and safeguarding your business and data against security threats.

Have questions? Bridgenext can help, let’s connect.

Learn more on Salesforce Multi-Factor Authentication at help.salesforce.com

The Salesforce summer release is almost here and we are filling you in on a few of the top enhancements and features. This release is full of exciting features and system updates that will make your life easier when utilizing the Salesforce platform! The summer preview is now available, and the release will generally be available on June 12^th. Stick around to see what all the excitement is about with Salesforce this summer.

Resolve complex cases faster with Swarming

When a customer reaches out for assistance, often the agent will need to bring in additional agents from other departments to help resolve the case. With the latest Swarming update, agents will be able to collaborate with other departments in real-time, providing the customer with a solution faster. Enhancing cross-functional communication is not only providing a better experience for the customer, but resolving communication barriers within organizations.

Filter and Customize related lists in the Lightning App

One of the most asked for enhancements is also being released this summer. There is no more going into the page layout editor to adjust your related lists. With this upgrade, you will be able to customize your related lists directly within the lightning app builder by using the Dynamic Related List-Single. This will support common use cases (open and closed case or opportunity). WOHOO!

Enhance experience with Triggered Campaign Messages

This next update is within Marketing Cloud, and places focus on customers with an eCommerce presence and B2C retailers. This upgrade allows for Marketing Cloud Personalization users the ability to tailor their experience with access to cart abandonment, catalog changes and other behavioral changes. Utilizing this feature allows organizations to re-engage their customers, and encourage them to purchase abandoned items or strike interest in alternate items.

These are only a few of the exciting new enhancements in the Summer 2022 Salesforce release. If you have any questions about this summers release contact our Salesforce experts here at Bridgenext (formerly Wave6).

Want to Learn more?

Interested in integrating Salesforce into your organization? The Bridgenext team is here to help. Let’s connect to learn how Bridgenext + Salesforce can help you achieve success.

Manufacturers have faced demand forecasting challenges for years. In the past, manufacturers relied on experienced employees to drive business decisions. With the rapid advancements in technology, forecasting methodology is also evolving. Introducing predictive analytics has been a game changer for manufacturers, taking the guessing game out of the forecasting process.

In order to provide accurate supply estimates, data and insights play an important role. Often overwhelming, the transformation of raw data into useful insight is tricky at best. By leveraging Salesforce, customized inputs ensure the data is utilized for the most accurate forecasting possible.

Not your Traditional Sales Pitch

Our experts have worked in and alongside manufacturers for years and understanding the uniqueness of their sales cycles. Most times, a customer is reaching out directly to customer service to place an order, instead of the traditional sales process. Our team is equipped to understand your needs and works with you to provide direction on critical statistics to formulate the most accurate forecast. With the power of Salesforce, leverage inputs from supply chain, customers and leading market indicators, to optimizing decisions; creating an arsenal of insights for manufacturers.

The Power of Artificial Intelligence

You may be thinking to yourself, “I don’t have the proper data to produce these type of analytics”. Bridgenext (formerly Wave6) is here to help. Our AI teams assist in deploying these tools to boosts the predictive power of your organizations. Bridgenext + Salesforce provide manufacturers with the right tools to collect large amounts of data from a wide range of sources; providing the right insights to make the best decisions.

Utilizing AI can open opportunities for your organization. By leveraging machine learning on the Salesforce platform provides for predictive demand forecasting. Allowing systems to learn, detecting patterns across departments and markets, all becoming essential information for predictive forecasting. AI-assisted insights allows organizations to take quicker action when needed.

In strange economic times, supply and demand levels can be similar to throwing a dart at a moving target. Leveraging Salesforce + Bridgenext can assist in avoiding inventory overages and minimize stock outages, while providing insight into business health.

Want to Learn more?

Facing challenges with your predictive demand forecasting process? The Bridgenext team is here to help. Let’s connect to learn more how Salesforce can help you achieve success.

On February 1, 2022, Salesforce will require customers to use Multi-Factor Authentication (MFA) in order to access Salesforce products. All internal users who log in to Salesforce products (including partner solutions) through the user interface must use MFA for every login. We encourage clients who haven’t started planning for this change start now, and where possible, begin implementing MFA.

To ensure that MFA is required for all your Salesforce users, you can turn it on directly in your Salesforce products or use your SSO provider’s MFA service. Salesforce products include MFA functionality at no extra cost.

Why is Salesforce enforcing MFA?

Customer trust is the highest priority at Salesforce. The global threat landscape is constantly evolving, and the types of attacks that can cripple a business and exploit consumers are on the rise. It’s more important than ever to implement stronger security measures. Which is why Salesforce is announcing a future requirement for all customers to enable MFA. MFA is one of the easiest, most effective tools for enhancing login security, and safeguarding your business and data against security threats.

MFA vs 2FA

You may be more familiar with the concept of two-factor authentication, or 2FA. MFA and 2FA both protect against unauthorized access by requiring a user to provide multiple authentication factors to prove their identity. The only difference between them is the number of factors that are needed to log in. MFA requires two or more factors, providing options for many combinations of authentication mechanisms. 2FA, on the other hand, is a subset of MFA that requires two factors only.

What you need to do!

We strongly encourage you to setup select your organizations verification method and set up mobile devices for MFA before the deadline in order to minimize disruptions.

Obtain a verification method

• Salesforce Authenticator Mobile App
• Microsoft Authenticator
• Google Authenticator

Once MFA has been enabled:

Register the method to connect it to your Salesforce Account. Again, Salesforce makes it easy as the registration process is automatically initiated the first time a user logins once MFA has been enabled.

Finally, use the verification method at each login to verify your identity

We strongly encourage you to setup your mobile device for MFA before the deadline in order to minimize disruptions.

Have questions? Bridgenext (formerly Wave6) can help, just reach out to our team.

Learn more on Salesforce Multi-Factor Authentication here.

Ensuring your business processes are efficient and accurate is vital to keeping the lights on. Often, organizations prioritize process management and improvement at the bottom of their list, focusing instead on reacting to situations, creating work arounds which result in inefficiencies and a disconnect throughout the organization. While this may allow organizations to pay the bills, business processes need to be monitored and enhanced regularly to ensure business success and increased revenue.

Insert process mining, a technique that takes the data you already have collected to help discover, monitor, and improve your business processes. Implementing this technique into your organization allows you to take your data and turn it into the valuable insights needed to ask the right questions around business performance, track weaknesses, and determine low-risk paths for improvement, ensuring you remain competitive in the marketplace.

No longer a Guessing Game

It is not uncommon for business decisions to be made based off gut-feelings. While that isn’t always a bad thing, being able to back up those decisions with hard facts will ensure the proper decision is being made for your business in a timely manner. Additionally, many organizations make decisions by looking at surface level data points that may be inaccurate but do not tell the entire story unless linked to other data. By implementing process mining you can connect your current data from multiple sources and transform it into valuable business insights and resources for your organization.

Identifying Bottlenecks

While all companies are different and have a unique set of needs, we can all agree that driving efficiency and managing risk are constant challenges. Utilizing Process Mining allows businesses to detect their bottlenecks, and provides the insight needed to determine how to best resolve this issue with as little risk to your organization as possible. This method provides you with full business transparency, and a readout that is free from emotional bias giving you all the tools needed to address business challenges.

Continuous Monitoring & Enhancements

While taking that first step in implementing process mining is important, continuing this technique to monitor and enhance your processes is just as critical. With technology constantly evolving, it is crucial to stay on track with the trends to ensure you remain competitive. Practicing this over time not only keeps your business profitable but provides you with more insight on how effective your processes are and helps ensure you get the most out of your investment.

Process mining is a highly impactful tool when it comes to analyzing business performance and increasing company success. Companies that have identified and are able to monitor their business performance have the advantage in their marketplace. They are equipped with an arsenal of valuable insights for them to enhance efficiencies, increase revenue and make important business decisions quickly.

Process mining can be implemented into any organization and provide an endless amount of benefits. Let our Process Mining experts here at Bridgenext (formerly Wave6) help you enhance your organization!

Want to Learn more?

Interested in revamping your business processes? The Bridgenext team is here to help. Let’s connect to learn more how Salesforce can help you achieve success.

Chemical spills, falls, fires, equipment accidents; this is something that manufacturers try to avoid every day. Employee safety and compliance is a top priority for manufacturers. They are continuously striving to implement greater safety measures to ensure their working environment is safe, productive and compliant. Introducing the Salesforce platform into the mix is the first step in reducing risk, maximizing quality and achieving compliance for your organization. Salesforce is best in class when it comes to addressing these topics and customizing the perfect solutions for your organization.

Safety

Putting employees first is an essential part in ensuring you are providing a safe working environment. With Salesforce, you have the ability to support employee health and well-being in an appropriate way. With the ability to manage workplace operations effectively, Salesforce provides you with the right set of tools to monitor employee preparedness, and well-being all from a single location.

Digitizing certain management processes allows organizations to track safety behaviors and specific situations from different projects, helping pinpoint which of these actions are becoming trends throughout the organization. This allows you the ability to ensure training content, tips, and reminders shared amongst departments are relevant and will have the ability to create change for a safer environment. Salesforce provides you with the tools to not only collect this information but consolidate it in an easy-to-use system allowing you to track the process easily and effectively.

Quality Assurance + Compliance

Ensuring your organization is staying on top of quality and compliance checks is crucial when it comes to keeping the doors open. This task can be quite overwhelming when the right tools and resources are missing.

Leveraging the full suite of Salesforce into your organization allows manufacturers to receive proper guidance for quality assurance and compliance processes. When implementing these resources into their organization, manufacturers are equipped with the proper knowledge and tools to ensure their organizations are set above quality standards, setting you up for success for when those compliance audits roll around.

Making this transition benefits manufacturers from every angle. Allowing Salesforce to help drive your safety and compliance procedures ensures companies are focusing on what is important and making the necessary changes needed. With the ability to sync your current systems into the Salesforce platform, it eases the adjustment of making sure information is flowing across the entire organization in the most productive way.

While it is important to put your customers first, manufacturers have learned it is just as important to have your employees on that level, as well. Equipping your team with the right resources, in an efficient way will set your company up for success, while avoiding accidents and mishaps in the workplace.

Want to Learn more?

The Bridgenext team is here to answer your question. Let’s connet to learn more how Salesforce can help you achieve success.

With the rapid advancements we are seeing in the world of technology, manufacturing industries are experiencing great pressure in reshaping the way business in done. While these advancements are exciting and useful for manufacturers, too often we are see challenges with business processes that create unnecessary disruption throughout companies. From order management issues to inaccurate forecasting to basic communication challenges, manufacturers are faced with these far-reaching, disruptive experiences for departments and customers alike.

Good news, by leveraging the Salesforce platform into a manufacturing organizations, you can quickly overcome these challenges. Salesforce delivers an easy way to modernize operations, provides better collaboration and pro-active communication across departments, allows greater visibility to key customer metrics, and assists in forecasting.

Close Deals Faster

Starting with the basics, Salesforce Sales Cloud is a great “team member” for manufacturers when it comes to sales growth and processes enablement. From lead management to campaign ROI to simply closing deals faster, Sales Cloud ensures that your teams are spending their time on the right opportunities at the right time.

Improve Customer Satisfaction

Drive higher customer satisfaction while lowering resource touchpoints with Salesforce Service Cloud. With tools like Field Service lightning, manufacturers can put information at their service teams’ fingertips – warranty information, purchase models, past interactions, and more. This allows your agents the ability to provide customers with a personal experience, while reducing onboarding for new agents at the same time.

Drive Transparency throughout Manufacturing Processes

In addition to Sales & Service Cloud, Salesforce Manufacturing Cloud gives you additional visibility to customer agreements, ensuring both sales and operations have a 360-degree view of the customer relationship. Consolidating this information into a central, searchable location ensures an easier way to collaboration with colleagues and customers alike.

Develop Accurate Forecasts

Forecast accuracy is key to ensuring maximum profitability for manufacturers. Manufacturing Cloud offers account-based forecasting, allowing your sales, product and operations teams the ability to collaborate on a single platform for a better view of all opportunities. This feature also allows you to create your own forecast algorithm based on the unique metrics of your business, providing you with real-time business data making it easier for your decision makers.

Connect Front-Office & Back-Office

Communication across departments is essential in ensuring your customers are receiving what they need. Manufacturing Cloud does just that by connecting systems, data, and teams ensuring that everything is synced. With the ability to integrate your current ERP system into the Salesforce platform ensures your teams are equipped with the essential information to keep your business growing.

From the transparency into customer insights to tearing down companywide communication barriers; Salesforce is your one stop shop for you road to success.

Want to Learn more?

The Bridgenext team is here to answer your question. Let’s connect to learn more how Salesforce can help you achieve success.

Customers want goods delivered quickly, safely, and expect to know where their orders are at the click of a button. This is something that the Transportation and Logistics companies drive to perfect every day.

Keeping customer satisfaction a top priority while operating on razor thin margins, T&L companies fully understand the significance of properly implemented digital platforms.

Fortunately, Salesforce offers a full suite of resources for the Transportation & Logistics industry; from the initial rate quote to contract through customer satisfaction, Salesforce has solutions to meet the demanding need of the T&L industry.

Service Cloud for T&L

Improving customer experience is a top priority for any team. Service Cloud was designed to do precisely that, all while improving your workforce efficiencies. With the collaboration and transparency tools of Service Cloud, companies have the ability to be steps ahead of any disruptions and have the preparedness to diagnose and resolve issues before disrupting the transportation process.

Salesforce not only provides customers with a seamless experience, but it provides front-line employees with an arsenal of resources; ensuring full visibility into your customer interactions. This creates significant efficiencies throughout your workforce, driving costs down and increasing customer satisfaction. Providing employees with reliable resources, and customers with quick and safe deliveries builds trust and long-term relationships and ultimately reducing customer churn. It’s a win-win for everyone.

Sales Cloud for T&L

Ensuring Sales teams are spending more time closing deals over logging data is extremely important for business success. Sales Cloud provides Sales teams with a central location to monitor their clients’ activities, get to information faster, provide insights to leadership and support the overall business health.

Suppling teams with a go-anywhere tool with all customer information allows them to sell smarter and faster. Integration into back-office systems provides end-to-end collaboration across your organization with real-time pipeline information, ensuring accuracy when forecasting and realized revenue comparisons.

Recruit faster using high velocity sales. In a world where minutes mean everything, Salesforce High Velocity Sales can help your Driver recruitment teams drive productivity, scale best practices and sign up new drivers faster than ever. An added bonus is using KPIs, AI insights and real-time information to continually improve your recruiting processes.

Experience Cloud for T&L

Experience Cloud is icing on the cake for Transportation & Logistics. Through self-service community and knowledge, agents are freed up to focus on more value added tasks. This cloud allows companies to meet their customers where they are when coupled with digital engagement tools such as phones, email, chat, and SMS. Each of these tools provide the opportunity to build stronger relationships with customers while encouraging self-service when looking for specific information or needing assistance.

Experience Cloud allows your business to keep moving forward, even when agents and sales teams may not be available. Not only does this provide better experiences for your customers but enhances your business efficiencies.

Finally, Experience Cloud also benefits current and prospective drivers and internal employees. From company resources at their fingertips, to cross-departmental communications, to retention and recruitment opportunities, Experience Cloud provides something to everyone.

With the T&L industry experiencing rapid growth, it can be intimidating to determine how to thrive in this new environment. Let our Salesforce experts jump in and pave the way for a clear path ahead.

Want to learn more?

Bridgenext is a leading Salesforce systems integrator in the Transportation & Logistics industry. Let our expertise and know-how help drive your technology investment to a successful outcome. From process improvements, staffing efficiencies and business innovations, we have partnered with many of the nation’s top T&L companies to get the most out of their Salesforce investments. Let’s connect.