Ground Einstein Copilot with data

AnalyticsAutomationGeoDataLead RoutingOwnership & SharingSales
March 31, 2024

Can AI become a trusted solution?

Sales and marketing teams need to connect with customers on a more individual level. But how can they possibly overcome this challenge without great cost and loss of time?

To overcome the problem, cutting-edge teams are finding ways to ground Salesforce Einstein Copilot with data. This technology opens up doors for summarizing customer records, generating email messages and automating workflows.

Marc Benioff, Chair & CEO of Salesforce, warns that AI models are “very confident liars, producing misinformation and hallucinations”. Benioff suggested during a recent earnings call that “There’s a danger for companies, for enterprises, for our customers, that these are not trusted solutions”. Benioff made the point that generative AI requires a huge dataset, including metadata so the AI technology can understand and deliver critical insights and intelligence that customers need.

This blog post outlines how to effectively ground the Salesforce Einstein Copilot with deep datasets and metadata. We will show you how to empower your team with trusted AI results to be used across marketing and sales. But first, let’s discuss the need for data.

ground Einstein Copilot with DataHow to ground Salesforce Einstein Copilot with data

For Generative Artificial Intelligence to work, customer data must be grounded by datasets and metadata so AI models can generate trusted results.

Generative AI is only as powerful as the data you have access to in Salesforce. Creating useful email messages for new Leads with limited data is almost impossible. You must have access to a lot of data – deeply grounded datasets with metadata – before making attempts to use AI for marketing and sales.

Using Generative AI with limited and incorrect data will cause what’s called AI hallucinations. This is simply responses containing false and misleading information. Needless to say, this can lead to catastrophic results when it comes to customers trust in your brand.

This is where the RealZips GeoData Platform comes in. RealZips provides endless sources of verified and trusted data points for each Zip code. Every customer record in Salesforce is connected to RealZips, unlocking access to deeply grounded data.

Have a look at Zip code US-33178 in Miami (screenshot). As soon as you start feeding the Salesforce Einstein Copilot with these datapoints, your team can produce meaningful AI results.

The Salesforce Einstein Copilot becomes grounded with deep data from RealZips. The AI technology is fed with critical geographic data points, territory teams, and meaningful statistics.

The AI technology can now tap into demographic data, business performance, risk profiles, local incentives and even laws and regulations. Copilot can easily be taught to reference the closest sales rep, brand store or service location by distance.

Generate a Lead Summary

Let’s say your team is selling hurricane protection for windows and doors. The Lead record below just came in from a web form. The Lead is automatically linked to Zip code US-33178 (shown above) so the Salesforce Copilot can now intelligently merge data from different sources.

By combining datapoints from the Lead and the RealZips record, the “ReaZips Lead Summary” (below) was automatically generated by Einstein Copilot in just seconds.

Your sales team is given an instant summary, making it possible to approach Scarlett with meaningful selling points. Notice how the AI technology generates highly valuable pointers based on local hurricane risk and crime composite. The closest location where Scarlett can visit for a product demo is automatically included:

Send personalized email to Leads

Thanks to the ReaZips Lead Summary generated above, your sales team now has a solid understanding for which hurricane protection products will be suitable for Scarlett.

It’s time to make the first reach-out. Let’s start with an introductory email to get the conversation going. This is how Einstein Copilot generates a completely custom email message in just seconds based on trusted RealZips data:

Focus on customer experience

Email messages can now be generated based on reliable data for each Lead, their specific location and your own territory team. When you ground Salesforce Einstein Copilot with RealZips data your team will save large amounts of time by eliminating tedious research and endless email write-ups. Empowered with meaningful AI data – your sales team can build meaningful connections a large number of Leads – guiding them throughout the buying experience.

AI-enabled workflows

Your own customer data in Salesforce is the perfect starting point for introducing AI into your teams workflows. You can build automated processes such as ownership assignments, and appoint internal specialists to new customers. Copilot can be used to assign the closest available service rep to a new Case. As soon as you combine Copilot and RealZips, you’re opening up unlimited possibilities for your team to save time and serve customers even better. The video below even shows how it’s possible to create automated action plans for Opportunities.

Video demo –  Generate AI Actions

Video demo showing in real-time how to use AI to summarize customer records and propose action plans. Scrub through the chapters and learn how to use AI for summarizing Lead records, create actions for thousands of Cases, and how to generate action plans for all Opportunities:

 

Learn more about Artificial Intelligence

The RealZips solution can be implemented now.  You can deliver successful AI outcomes immediately. Start solving endless use cases, tapping into deep RealZips datasets. These are key articles to help start your AI projects:

Salesforce Press Release

Salesforce Blog Posts & News

RealZips Posts