Einstein activity capture and Email automation

Challenges

- Time consuming process of sending mails manually.
- Inefficient monitoring of email activities.
- Missed opportunities or delays in responding to client's inquiries.

Solutions

- Configured Einstein activity capture as per the client’s requirements.
- Created a comprehensive structure by integrating email and calendar applications with Salesforce.
- Created a flow to automatically send the mails to the concerned persons.

Results

- More streamlined and effective communication workflow with email automation.
- Saving valuable time of trained resources to allow them to focus on other important areas.
- Seamless integration of email and calendar applications with the Salesforce with Einstein activity capture.

Our client is a Non-profit organization, passionately serving the communities of South Jersey by providing STEM (Science, technology, engineering, and mathematics) education to students of all ages and preparing them to enter the fast-paced I.T. and IoT workforce.

The client was looking for email automation and a framework to directly link their email and calendar applications with the Salesforce. They wanted to focus on other important areas and enhance their productivity.

We configured Einstein activity capture for the client and did email automation for them. Einstein activity Capture is a productivity-boosting tool that helps keep data between Salesforce and email and calendar applications up to date. We integrated their calendar and email applications directly with Salesforce. They were able to enhance their efficiency and deliver impactful outcomes. We helped them to automate the process of sending mails and track their email activity through Einstein activity capture in an organized and structured  way.

Key Industry

Non-profit

Key Pains

- Time- consuming process of sending mails manually.
- Client’s calendar and email applications were not integrated with the Salesforce which led to inconvenience.

Product Mix

– NPSP

– Sales Cloud

– Einstein activity capture

The Challenges

Client’s mail and calendar applications were not integrated earlier with the Salesforce which led to a lot of inconvenience.

01
02

Trained and efficient resources were used for sending mails manually which compromised attention on other important areas.

Lack of a single platform for tracking all the email activities.

03

Difficulty and delays in sending responses to the contact form inquiries manually.

04

Duplication and errors due to manual processes.

05

The Solutions

  1. Configured and customized Einstein activity capture as per the client’s requirements. Integrated client’s email and calendar applications with the Salesforce using Einstein activity capture.
  2. Created a flow and added email templates to automatically send mails to the concerned person. Linked email templates with the email ids to send mails.
  3. All the client’s events and meetings were displayed on the Salesforce calendar only using Einstein activity capture.

The Results

  1. Enhanced tracking: Enhanced tracking and management of the mailing process with the help of Einstein activity capture.
  2. Reduced errors and delays: With email automation, the process of sending mails was automated which reduced errors and delays.
  3. Enhanced convenience: No need to visit email application or calendar, both were integrated with the Salesforce using the Einstein activity capture.
  4. Reduced inaccuracies: Reduced errors, delays and inaccuracies due to configuration of Einstein activity capture and email automation.

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