AI Can Clean Your Data: How Watson Is Fixing Human Errors
Digital tools are getting better at their jobs. CRM tools help streamline sales and keep complete customer records. Artificial intelligence can predict patterns and sift through data. Salesforce introduced its AI tool, called Einstein, in 2016, and it has been radically changing how businesses use both CRMs and AI to make money. One of the most important impacts is:
Artificial intelligence can help catch errors and reduce manual data entry.
Every department has a lot of data to enter and modify. Your marketing department is verifying leads and entering contact details. Your salespeople are building opportunities, inputting pricing details into the Configure Price Quote tool, and moving customers through the pipeline. Even your Salesforce administrators and billing specialists are modifying features and generating reports. All of these tasks are highly manual and repetitive, which makes them prime candidates for typos that complicate your instance of Salesforce and can make your company look clumsy.
But Salesforce's AI tools, such as Einstein, are built to make predictions and double-check everyone's work. The tool can:
- stop data entry errors. AI can catch common typos, crosscheck different elements of customers' contact information, and fill in blank account details.
- verify pricing in CPQ. Every company has different pricing paradigms, such as standard prices, acceptable discount ranges for different customer sizes, and contracted pricing for super-clients and their subsidiaries.
- search for clients and sales opportunities that look atypical. AI is getting better and better at pattern recognition. It can analyze thousands of your sales records to find outliers. These outliers could include contradictory contact details, bad pricing, and sales that have lingered in the pipeline with no sign of closing.
Once your employees don't have to spend their time on manual data entry and checking their work for accuracy, they can focus on tasks that AI can't manage. Your teams can start cultivating more leads, planning sales strategies, and upselling. Browse our folio1 blog for more AI updates and features.