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.
Provide critical, in depth account details to help sales managers plan better. Review things like account performance and revenue and recommend actions to address any concerns.
Object Referenced
Account, Advanced Order, Visit, Asset, Customer Task
Data Sources
CRM, Consumer Goods Cloud, Flow
Template Type
Record Summary
How to use
Open a customer account. In the Einstein object, select the "account health assessment" prompt template.
Availability
Coming soon*
Disclaimer: *Salesforce pre-built Al solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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