If you’re one of the 4.5 billion people connected to the internet today, you use a search engine to find, purchase, or learn about pretty much anything that comes to mind. Consumer search engines provide a seamless way for us to make sense of our complex world. And consumers are used to a search experience that is fast, accurate, and constantly improving.
But when those same people try to search within their CRM at work, the experience is painfully underwhelming: too many clicks to find what you’re looking for and an interface that confuses more than it helps. This shouldn’t be the case today.
Search should be intelligent and help you quickly find critical information, be more productive, and resolve customer issues faster. “That’s why I am so excited to announce the arrival of Einstein Search, which brings the incredible power of intelligent search to CRM by making it personal, natural, and actionable,” says Will Breetz is VP, Product Management at Salesforce.
The new features of Salesforce Einstein Search include:
Personalized results for every user
Each search result is tailored to what matters at your company and how you work as an individual. For example, if a sales representative covers accounts in the Northeast in the Financial Services vertical, Einstein Search will learn that and show them more of what matters to them. Under the hood, Einstein Search leverages innovative data mining and machine learning techniques to personalize search results, all while keeping specific user information anonymized.
Relevant results from natural language queries
When we type the words “where can I find the nearest coffee shop” into Google, we expect the system to render a list of the coffee shops closest to our current location. Enterprise users expect the same seamless search experience when they use their applications. Einstein Search understands natural language, specifically as it applies to Salesforce.
An actionable search bar for quicker time to value
Sales and service teams use Salesforce to get work done. Einstein Search increases productivity by not only displaying the most relevant information for each user, but also serves up customizable actions within the search results. For example, instead of searching for a contact, clicking into their record, and then manually attaching the contact to an opportunity, you can take these same actions just by using the enhanced Einstein Search bar. Using Einstein Search can result in an up to 50% reduction in clicks and page loads for the most frequently-used tasks, such as editing sales records.