Salesforce AI
Use Case Library
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Vehicle Insights
Stay on top of vehicle and fleet performance with AI
Driver Insights
Stay on top of vehicle and fleet performance with Artificial Intelligence
Billing Inquiry Management
Augment your customer service agents with generative AI to provide personalized, proactive customer support and resolve billing inquiries faster.
Offer Matching
Improve customer satisfaction and retention by always offering the best pricing and offers compared to competition.
Quick Quote
With Quote Generation, sellers can create quotes faster and more accurately.
Personalized Upselling
Utilize Service Level Objective (SLO) monitoring to proactively service customers experiencing degradation and identify upsell opportunities.
Efficient Inventory Management
DSD Supervisors manage field teams with many complex routes and constantly changing inventory. Save time by providing comprehensive summaries of their inventory status so they can resolve issues quickly.
Intelligent Account Planning
Sales managers waste time navigating disparate systems to understand the needs of their business. Einstein AI does the work for them by providing a clear picture of their accounts' health so they can sell more, faster.
Personalized Customer Services
Increase promotion profitability, streamline execution, and maximize customer satisfaction, with Salesforce's trusted AI for Consumer Goods Cloud.
Academic Operations
Define course and program details and use trusted AI to generate relevant skills.
Advancement & Alumni Relations
Enhance relationships through personalization, comprehensive data, and intelligent reporting.
Recruitment & Admissions
Learn how to drive prospective student engagement and exceed enrollment goals with AI
Student Success
Visualize data quickly and access AI-powered insights on a single student success platform
Clean Energy Program Advisor
Assist your agents in guiding customers towards optimized energy usage with personalized, informed recommendations on clean energy programs & services.
Field Service Summary
Help your field technicians reduce visit durations & administrative tasks with intelligent summary generation for accurate, comprehensive reports that incorporate real-time customer data, word order summary, steps completed, job images, and more.
Account and Customer Service Summaries
Enhance agent efficiency with deep insights into past customer interactions, account history, and service cases, coupled with the capability to summarize chats into clear, concise summaries that capture essential information for improved understanding and follow-up actions.
Insurance Claims Management
Enhance insurance claims management with AI-generated summaries and automated workflows for financial services.
Client Meeting Preparation
Ease the process of preparing for meetings by using AI to create brief summaries of recent communications and interactions into one overview.
Complaints Management
Simplify financial services complaints management with AI-powered tools and AI-generated summaries that expedite the process.
Personalized Engagement
Use data and AI to create personalized interactions and summaries for clients in the banking, wealth management, and insurance industries.
Transaction Dispute Management
Skip the manual dispute process with AI-powered tools that streamline transaction dispute management in financial services.
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