Don't Get Left Behind: Supercharge Your SMB with AI in Salesforce

Introduction

The buzz around AI is everywhere, and it's already transforming businesses of all sizes. The secret’s out – AI is here to stay. The real question now is: How will you harness its power to propel your SMB forward?

CRMs like Salesforce and Hubspot are already compatible with modern AI.  If you’re not already using a CRM, then you best start there.  Schedule a consultation with a CRM Consultant today.

If you're already using Salesforce, you're in a prime position to take advantage of AI technologies like Einstein Discovery and Generative AI. Whether you’re looking to predict which sales opportunities to focus on, create smart AI fields, or automating your workflows using AI, there are practical AI tools ready to integrate directly into your existing system. Let’s explore how these AI-driven solutions can help your business grow and operate more efficiently.

1. Predictive AI with Einstein Discovery

Imagine being able to predict the likelihood of winning a sales opportunity with just the data you already have. With Einstein Discovery, you can do just that. By analyzing historical data, this tool can provide you with actionable insights, showing you which opportunities are worth pursuing and which ones might be better to let go. This means your sales team can focus their efforts on deals that are more likely to close, saving time and resources.

One client of mine used Einstein Discovery to analyze their pipeline and found that certain industries had a much higher win rate during specific times of the year. By focusing their efforts on these opportunities, they were able to significantly increase their close rates without adding any new resources.

2. AI Powered Custom Fields

Another powerful way to leverage AI is by integrating it directly into your Salesforce fields. This can be used for tasks like categorizing customer interactions or summarizing activity history to determine the next best steps.

For example, I recently worked with a company that used AI to automatically categorize and prioritize incoming customer service requests based on their urgency and complexity. This allowed their support team to address the most critical issues first, improving response times and customer satisfaction.

3. AI-Driven Salesforce Flows for Advanced Custom Automation

Lastly, AI can be integrated into Salesforce flows to create custom, automated processes tailored to your business needs. Whether it’s automatically routing leads based on predicted conversion rates or triggering follow-up actions based on customer engagement data, AI-driven flows can streamline your operations and ensure that nothing falls through the cracks.

One business I assisted was able to automate their entire lead nurturing process using AI-driven flows. This not only saved them countless hours but also increased their lead conversion rates by ensuring that every potential customer received the right message at the right time.

Conclusion

AI isn’t just for large enterprises anymore – it’s a powerful tool that’s accessible to SMBs like yours. By leveraging Einstein Discovery, integrating AI into Salesforce fields, and automating processes with AI-driven flows, you can enhance your business operations, make smarter decisions, and focus on what really matters: growing your business.

Ready to get started? Let’s chat about how these AI solutions can be integrated into your Salesforce system today.

About the Author

Hi, I’m Roque, a Certified Salesforce Administrator and Consultant with a passion for helping SMBs unlock the full potential of AI. Whether it’s predictive analytics, AI-driven automation, or intelligent data categorization, I’m here to help you navigate the exciting world of AI in Salesforce. Reach out to me at www.crminfotechs.com to learn more about how we can work together to future-proof your business.

CRM Info Techs is a Certified AI Associate and an Einstein Prediction Builder Accredited Professional, and is a registered Partner Consultant on the Salesforce Appexchange.