Salesforce Einstein
AI embedded in Salesforce CRM
0 case studies
4 specialists
Sales & Marketing Application AI embedded in Salesforce CRM
Used to embed AI capabilities across the Salesforce platform — predicting deal outcomes, scoring leads, recommending next best actions, generating email drafts, and summarizing case histories. Sales and service teams use it to work faster within their existing CRM workflows without switching tools.
Einstein features are available as add-ons to Salesforce editions. Einstein for Sales and Service come with Enterprise and above. Einstein GPT and Copilot features require additional licensing. An admin enables Einstein in Salesforce Setup and configures which predictions, recommendations, and generative features to activate.
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Copy.ai
CMO at Copy.ai, the first GTM AI Platform. Started in B2B SaaS in 2013 as 6th employee at Looker (acquired by Google for $2.6B). Previously CMO at Clari. Under his leadership, Copy.ai pivoted from a copywriting app to an end-to-end GTM workflow automation platform, growing revenue 260% in eight months.
OpenAI
GTM Systems Lead at OpenAI, responsible for implementing AI-powered sales workflows. Transitioned OpenAI from single-source to multi-source data enrichment using Clay, more than doubling enrichment coverage from 40% to 80%. Drives consistent weekly usage across OpenAI's sales team.
Salesforce
CEO of Salesforce AI, leading development of Einstein GPT, Einstein Copilot, and the broader Einstein platform. Previously founded Hearsay Systems. Author of 'The Facebook Era.' Serves on the board of Starbucks.
Salesforce Ben
Founder of Salesforce Ben, the most-read independent Salesforce publication with millions of annual visitors. Salesforce MVP and widely recognized authority on the Salesforce ecosystem including Einstein AI.
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