Description

Salesforce for Non-Techies: Building Relationships, Not Just Databases

Here is some of the text I used below to generate this AI poducast using Wondercraft.ai. It is limited and they reduced my text quite significantly. But the different voices are fun and the platform is extremely simple. If you are completely new to podcasting definitely check it out.

Introduction

Hi everyone, and welcome to another episode of AI Made Easy with Bena Roberts! Today, we’re diving into the world of Salesforce, and trust me, it’s not as complicated as it sounds. If you’ve ever felt overwhelmed by CRM jargon like “Einstein AI” or “Agentforce,” you’re not alone. But here’s the good news: Salesforce is no longer just about databases and dashboards. It’s about building relationships, and with the power of cutting-edge AI, it’s easier than ever.

Now, let’s talk about the elephant in the room: fear. For many non-technical users, CRM tools can feel overwhelming. You might be thinking, “This is too complicated for me,” or, “I’m not a

1. Set Up a Dashboard: Start by creating a basic dashboard. You can use templates to track leads, opportunities, or student engagement—whatever fits your needs. For example, if you’re an educator, you could set up a dashboard to monitor student progress.
2. Use Einstein AI for Leads and Opportunities: Let’s say you’re a small business owner like Sarah. Einstein can analyze your customer data and prioritize your leads. It’ll even send you alerts about opportunities you might otherwise miss.
3. Explore Agentforce: If your team handles customer inquiries, Agentforce is a game-changer. It’s an AI-powered agent that handles queries, schedules appointments, and even learns from past interactions to improve over time.
4. Leverage Reports and Analytics: Reports are still vital. They help you understand what’s working and what’s not. The difference now is that AI can summarize key trends and highlight the data that matters most, saving you hours of analysis.