Category: Artificial Intelligence
Why RealZips GeoData is Vital for Salesforce Einstein Copilot
Organizations using Salesforce can elevate their Einstein Copilot Artificial Intelligence (AI) projects by adding RealZips GeoData.
Here’s how the RealZips GeoData app substantially boosts the Salesforce Einstein Copilot capabilities.
How does it work?
RealZips enhances Salesforce Einstein Copilot’s AI capabilities by integrating verified, contextual datasets that ground AI results.
By incorporating RealZips’ comprehensive geographic and contextual metadata, Einstein Copilot receives detailed and verified information on your organization’s territory assignments, local resources, channel partners, and competitive locations down to the ZIP code level, including travel distances. This enables Einstein Copilot to generate precise, relevant content, summaries, and recommendations tailored to specific local conditions.
Here’s how your organization can leverage RealZips to automatically feed Einstein Copilot with relevant information:
1. Enhanced Data Enrichment & Accuracy
- Geographic Precision: RealZips offers detailed geographic data, including jurisdictions, risk assessments, and territory information. This automatic enrichment of customer records is crucial for effectively training Einstein Copilot models.
- Comprehensive Data: RealZips GeoData includes detailed information on regions, counties, demographics, socioeconomic factors, and economic metrics, providing virtually unlimited datasets from which AI models can learn.
2. Improved Personalization & Targeting
- Customized Recommendations: Einstein Copilot can leverage RealZips to deliver recommendations based on geographic and demographic insights, offering customers more personalized and relevant suggestions.
- Segmented Outreach: By combining geographic data with aggregated sales information, Einstein Copilot can help craft highly targeted marketing and sales campaigns, boosting engagement and conversion rates.
3. Enhanced Predictive Analytics
- Accurate Predictions: RealZips enhances Einstein Copilot’s ability to predict customer behaviors through geographic data. For example, understanding if consumers within a 10-mile radius of stores are more likely to make in-person purchases.
- Trend Analysis: With geographic trend data, Einstein Copilot can identify and capitalize on regional patterns, such as whether homeowners are more inclined to switch insurers in areas with rising home insurance costs.
4. Operational Efficiency
- Optimized Logistics: Distance data automatically generated in RealZips can streamline routing and reduce costs for sales, logistics, or field services. Einstein Copilot uses these insights to ensure efficient operations.
- Resource Allocation: RealZips helps solve large-scale logistics challenges by providing automated distance zones for effective planning and resource allocation.
5. Enhanced Customer Insights & Engagement
- Deep Insights: RealZips GeoData offers detailed customer demographics and regional preferences. Einstein Copilot can use this data to derive valuable insights and make informed suggestions.
- Targeted Engagement: Geographic data allows Einstein Copilot to design engagement strategies tailored to specific regions, such as targeting customers in areas where a product is legally sold or where incentives are available.
6. Risk Management & Compliance
- Risk Assessment: RealZips aids in assessing risks related to natural disasters, crime rates, and other regional factors. Einstein Copilot can analyze these risks and suggest mitigation strategies.
- Regulatory Compliance: Einstein Copilot seamlessly accesses regulatory data from RealZips to ensure compliance with regional regulations and standards, reducing legal and operational risks.
Takeaways
Integrating RealZips GeoData into Salesforce Einstein Copilot provides a rich geographic, territory, distance, and demographic context that significantly enhances the AI’s capabilities.
Your organization can greatly benefit from improved personalization, compliance, predictive accuracy, operational efficiency, and strategic planning. The RealZips GeoData ensures the AI model will generate trusted results.
RealZips GeoData makes it possible for Einstein Copilot to leverage the full potential of geographic information, driving innovation and delivering a competitive edge.
Next Actions
The RealZips team is your trusted partner in navigating the AI landscape. These are the steps we believe your team should consider:
- Define AI Objectives and Use Cases: Clearly outline your organization’s goals for AI and identify specific use cases where AI can add the most value.
- Evaluate Data Quality and Sources: Review existing data sources to ensure they are comprehensive and suitable for feeding into Einstein Copilot. Identify missing data, need for metadata, and data quality issues.
- Test AI Capabilities and Risks: Conduct initial tests of AI to understand its capabilities and potential risks associated with generating content.
- Consult with the RealZips Team: Schedule a meeting with the RealZips team to discuss your data requirements and how they align with your upcoming AI projects.
- Run RealZips Free Trial: Install the free trial of RealZips in conjunction with Einstein Copilot in your Salesforce Sandbox and assess the results to determine effectiveness.
Why CIOs Use RealZips in Salesforce and Beyond
In the dynamic landscape of enterprise IT, Chief Information Officers (CIOs) face the daunting task of managing vast amounts of data across multiple applications. Disorganized data and fragmented systems lead to inefficiencies, inaccuracies, and missed opportunities.
One tool that is gaining traction among CIOs for its ability to automate data organization and integration is RealZips. This blog post explores CIOs’ challenges with disorganized data, the importance of metadata in harmonizing data across systems, and how RealZips can deliver significant benefits to the CIO office.
Pain Points of Disorganized Data
Data Fragmentation and Integration Challenges
One of the primary challenges CIOs face is data fragmentation. As organizations grow, they often accumulate disparate systems and applications, each with its own data repository. Integrating these systems becomes a complex and time-consuming task, usually leading to:
- Inconsistent Data: Different systems may store variations of the same data, leading to inconsistencies that complicate data analysis and decision-making.
- Data Silos: Isolated data silos hinder the flow of information across departments, reducing collaboration and efficiency.
- Complex Integrations: Integrating various systems requires significant resources and expertise, and the process is prone to errors and delays.
The Need for Metadata
Metadata plays a crucial role in harmonizing data across systems. It provides a powerful organization of raw data, enabling highly effective data management and integration. Key benefits of metadata include:
- Data Consistency: Standardized metadata ensures that data is consistently interpreted across systems.
- Improved Data Discovery: Metadata makes locating and understanding data easier, facilitating better data utilization.
- Enhanced Data Governance: Proper metadata management supports compliance and data governance initiatives.
Get Salesforce data ready for AI Use Cases
CIOs must prioritize preparing customer data in Salesforce for AI use cases to unlock the full potential of AI technologies and drive business value. Quality data is the foundation of effective AI, as algorithms rely on comprehensive, clean, and connected datasets to generate accurate insights and predictions. Without proper data preparation, AI initiatives may yield biased or inaccurate results, hindering decision-making and customer engagement.
Benefits of RealZips for CIOs
RealZips offers a comprehensive solution to the challenges of disorganized data by enriching Salesforce records with detailed geographic, territory, distance, and contextual market data. This delivers instant benefits to CIOs and their entire organizations.
RealZips Data Enrichment of Salesforce Records
RealZips enhances Salesforce records on a global scale with accurate territory assignment, geographic data, and contextual market data. This enrichment process unlocks several advantages:
- Improved Data Accuracy: By adding ZIP-code-based geographic data points, RealZips helps eliminate data inaccuracies and structures records by jurisdictions such as counties.
- Metadata Management: Organized data is easier to manage and analyze, reducing the time and effort required for data maintenance.
- Enhanced Customer Insights: Geographic and territory assignment data enables detailed customer profiling, leading to better-targeted marketing and sales efforts.
Automated Structuring Using Geographic Data
RealZips automatically structures Salesforce records with local and relevant geographic data, simplifying data management and analysis:
- Efficient Data Organization: Automated structuring ensures that data is consistently organized, making it easier to search, filter, and analyze.
- Enhanced Reporting: Local geographic data enables granular reporting and analysis, providing deeper insights into regional trends and opportunities.
- Reduced Manual Effort: Automation reduces the need for manual data entry and management, freeing up resources for more strategic tasks.
Use Case: Automated Customer Ownership and Commission Calculations
RealZips Territories automates customer ownership and commission calculations, streamlining sales operations. Commission calculations can often become very complex for global enterprise teams since data reside both in Salesforce and in the ERP system. RealZips is proven to solve the challenge as follows:
- Accurate Territory Management: Automated territory management ensures that sales territories are appropriately defined and maintained, reducing disputes and overlaps.
- Simplified Commission Calculations: Robust customer ownership management simplifies commission calculations, ensuring sales representatives are compensated fairly.
- Improved Sales Performance: Accurate territory and commission management can boost sales performance by providing fairness and clear incentives across overlapping sales teams.
Enriched Integrations with Other Apps and Tools
The RealZips app and global geographic data improve integrations with other applications, analytics tools, and master data services, enhancing overall data management:
- Seamless Integrations: RealZips data can be easily integrated with other enterprise applications, improving data consistency and flow across systems. RealZips provides a unique key for every ZIP and postal code worldwide, which can be used in any other system for two-way data integration.
- Enhanced Analytics: Detailed geographic data from RealZips enriches BI tools such as Tableau, providing deeper insights and more accurate analyses.
- Streamlined Master Data Management: RealZips supports master data management initiatives by providing high-quality geographic metadata, which immediately improves data governance and compliance across all systems the CIO team manages.
Conclusion: Why CIOs leverage RealZips
Organizations depend on reliable and actionable data. CIOs must prioritize effective data management and reliable integration between different systems. RealZips offers a powerful solution to the challenges of disorganized data, providing geographic data enrichment, automated metadata, global territory management, and seamless integrations.
By leveraging RealZips, CIOs can enhance data accuracy, improve operational efficiency, and drive better business outcomes. Embracing RealZips is a strategic move that can help organizations unlock the full potential of their Salesforce CRM and all connected systems.
Learn more
Why add Geographic Metadata to Salesforce?
What is Geographical Metadata?
Geographic metadata refers to the detailed geographic information associated with Salesforce records, such as leads, accounts, and opportunities. This metadata provides context about these records’ location and distance relationships, enabling your team to optimize activities and automate Salesforce workflows.
Why is Geographic Metadata critical?
By incorporating geographic metadata, you will immediately remove a number of pain points and automate numerous workflows. At the same time, you will enrich and organize your Salesforce data to be used by Einstein Copilot AI. Implementing geographical metadata today will immediately drive better business outcomes for your entire team.
Do you need data enrichment?
Not having geographic metadata in Salesforce today creates significant inefficiencies. Sales teams struggle with ineffective territory management, leading to missed opportunities and unbalanced workloads.
Without geographic metadata, marketing teams have difficulty targeting regional audiences, leading to less effective and costly campaigns. Customer service teams struggle to provide support because they cannot optimize operations based on proximity. The lack of geographic insights hinders strategic decision-making, leading to suboptimal resource allocation and planning.
Missing geographic metadata impedes overall efficiency and effectiveness across all Salesforce-related workflows.
Geographic Data Structure and AI
Access to verified geographic metadata in Salesforce becomes critical when introducing generative Artificial Intelligence (AI). Geographic metadata enhances the capabilities of generative AI thanks to contextual, location-based information that guarantees more precise, relevant, and actionable insights.
Here are the most common reasons why geographic metadata is critical when it comes to putting AI to work for your team:
1. Personalized Customer Interactions
- Tailored Content Generation: Generative AI can use geographic metadata to create personalized messages, offers, and content tailored to customers’ preferences in different regions.
- Localized Language and Tone: AI can adapt the language, tone, and cultural references in communications to align with regional nuances while improving engagement.
2. Optimized Sales and Marketing Strategies
- Targeted Campaigns: AI can be used to design marketing campaigns that target specific geographic regions based on local trends, demographics, and consumer behaviors.
- Predictive Analysis: Geographic data can enhance AI-driven predictive models, allowing them to forecast sales trends and market demand by regions.
3. Faster Decision-Making
- Data-Driven Insights: AI algorithms can analyze geographic metadata to identify patterns, providing decision-making insights.
- Regional Performance Analysis: Your team can use AI to compare the performance of different regions, allocating resources effectively and uncover areas for growth.
4. Improved Customer Service
- Efficient Field Service Management: AI can help optimize the deployment of field service teams by using geographic distance and metadata, ensuring timely responses and service delivery.
- Incident Response: AI can use location data to predict and preemptively address future service issues based on regional incident patterns.
5. Advanced Reporting and Analytics
- Geospatial Analytics: Geographic metadata allows AI to generate sophisticated geospatial analytics, such as heat maps and geocoded reports, providing deeper insights into regional performance.
- Contextual Analysis: AI can tap into deep contextual geographic data, leading to a better understanding of business challenges and opportunities
6. Enhanced Territory Management
- Dynamic Territory Adjustment: AI can be used to adjust sales territories based on geographic data and Salesforce metrics, ensuring balanced workloads and optimal coverage.
- Proximity-Based Assignment: AI can automate the assignment of leads, accounts and opportunities to sales reps and locations based on distance, improving efficiency and conversion rates.
7. Automated Customer Segmentation
- Granular Segmentation: Geographic metadata enables AI to segment customers more granularly, allowing highly targeted marketing and sales efforts.
- Location-Based Recommendations: AI can provide location-based product or service recommendations, increasing relevance and likelihood of purchase.
Get started with RealZips GeoData
RealZips is a powerful app that automatically enriches your Salesforce records with deep geographic metadata.
RealZips can be implemented in a matter of days, instantly providing detailed geographic data and process automation.
Thanks to the rich geographic metadata in RealZips, generative AI can significantly enhance Salesforce workflows. This integration allows for localized content generation and customized offers, optimizing sales territory management, lead routing, and assigning team members and channel partners. It also enables highly targeted marketing campaigns and efficient event planning.
Finally, enhanced customer segmentation and location-based recommendations drive precise and effective marketing and sales strategies. RealZips geographic metadata grounds generative AI in Salesforce, driving better business outcomes and higher efficiency.
Next Steps
- Click here to view examples of AI generated email, case summary and next actions for an opportunity.
- Learn about geographic metadata and automatic data enrichment.
Ground Einstein Copilot with data
Can AI become a trusted solution?
Sales and marketing teams need to connect with customers on a more individual level. But how can they possibly overcome this challenge without great cost and loss of time?
To overcome the problem, cutting-edge teams are finding ways to ground Salesforce Einstein Copilot with data. This technology opens up doors for summarizing customer records, generating email messages and automating workflows.
Marc Benioff, Chair & CEO of Salesforce, warns that AI models are “very confident liars, producing misinformation and hallucinations”. Benioff suggested during a recent earnings call that “There’s a danger for companies, for enterprises, for our customers, that these are not trusted solutions”. Benioff made the point that generative AI requires a huge dataset, including metadata so the AI technology can understand and deliver critical insights and intelligence that customers need.
This blog post outlines how to effectively ground the Salesforce Einstein Copilot with deep datasets and metadata. We will show you how to empower your team with trusted AI results to be used across marketing and sales. But first, let’s discuss the need for data.
How to ground Salesforce Einstein Copilot with data
For Generative Artificial Intelligence to work, customer data must be grounded by datasets and metadata so AI models can generate trusted results.
Generative AI is only as powerful as the data you have access to in Salesforce. Creating useful email messages for new Leads with limited data is almost impossible. You must have access to a lot of data – deeply grounded datasets with metadata – before making attempts to use AI for marketing and sales.
Using Generative AI with limited and incorrect data will cause what’s called AI hallucinations. This is simply responses containing false and misleading information. Needless to say, this can lead to catastrophic results when it comes to customers trust in your brand.
This is where the RealZips GeoData Platform comes in. RealZips provides endless sources of verified and trusted data points for each Zip code. Every customer record in Salesforce is connected to RealZips, unlocking access to deeply grounded data.
Have a look at Zip code US-33178 in Miami (screenshot). As soon as you start feeding the Salesforce Einstein Copilot with these datapoints, your team can produce meaningful AI results.
The Salesforce Einstein Copilot becomes grounded with deep data from RealZips. The AI technology is fed with critical geographic data points, territory teams, and meaningful statistics.
The AI technology can now tap into demographic data, business performance, risk profiles, local incentives and even laws and regulations. Copilot can easily be taught to reference the closest sales rep, brand store or service location by distance.
Generate a Lead Summary
Let’s say your team is selling hurricane protection for windows and doors. The Lead record below just came in from a web form. The Lead is automatically linked to Zip code US-33178 (shown above) so the Salesforce Copilot can now intelligently merge data from different sources.
By combining datapoints from the Lead and the RealZips record, the “ReaZips Lead Summary” (below) was automatically generated by Einstein Copilot in just seconds.
Your sales team is given an instant summary, making it possible to approach Scarlett with meaningful selling points. Notice how the AI technology generates highly valuable pointers based on local hurricane risk and crime composite. The closest location where Scarlett can visit for a product demo is automatically included:
Send personalized email to Leads
Thanks to the ReaZips Lead Summary generated above, your sales team now has a solid understanding for which hurricane protection products will be suitable for Scarlett.
It’s time to make the first reach-out. Let’s start with an introductory email to get the conversation going. This is how Einstein Copilot generates a completely custom email message in just seconds based on trusted RealZips data:
Focus on customer experience
Email messages can now be generated based on reliable data for each Lead, their specific location and your own territory team. When you ground Salesforce Einstein Copilot with RealZips data your team will save large amounts of time by eliminating tedious research and endless email write-ups. Empowered with meaningful AI data – your sales team can build meaningful connections a large number of Leads – guiding them throughout the buying experience.
AI-enabled workflows
Your own customer data in Salesforce is the perfect starting point for introducing AI into your teams workflows. You can build automated processes such as ownership assignments, and appoint internal specialists to new customers. Copilot can be used to assign the closest available service rep to a new Case. As soon as you combine Copilot and RealZips, you’re opening up unlimited possibilities for your team to save time and serve customers even better. The video below even shows how it’s possible to create automated action plans for Opportunities.
Video demo – Generate AI Actions
Video demo showing in real-time how to use AI to summarize customer records and propose action plans. Scrub through the chapters and learn how to use AI for summarizing Lead records, create actions for thousands of Cases, and how to generate action plans for all Opportunities:
Learn more about Artificial Intelligence
The RealZips solution can be implemented now. You can deliver successful AI outcomes immediately. Start solving endless use cases, tapping into deep RealZips datasets. These are key articles to help start your AI projects:
Salesforce Press Release
- February 27, 2024: Einstein Copilot is Here: The Conversational AI Assistant for CRM that Delivers Trusted AI Responses Grounded with Your Company Data
Salesforce Blog Posts & News
- March 6, 2024: Einstein Copilot In-Depth: What It Is, How It Works, and What It Can Do
- February 29, 2024: Why Every AI Project Should Begin as a Data Project
RealZips Posts
- October 12, 2023: Prepare your Salesforce data for the AI revolution
- March 5, 2024: Improve your data in Salesforce with RealZips
- Integrate Market GeData & GeoData Insights with existing customer data
- Knowledge Article: How to configure Einstein Pilot with RealZips GeoData
Prepare your Salesforce data for the AI revolution
You’re ahead of the AI game
Teams using Salesforce have a tremendous advantage when it comes to rolling out Artificial Intelligence capabilities. Salesforce is quickly adding AI features on top of your existing customer data allowing you to rapidly unlock potential cost savings and revenue gains.
RealZips delivers shortcuts to getting value from AI,
eliminating the need to run data cleanup projects.
Tap into Artificial Intelligence
AI technology is rapidly becoming available and 84% of leaders agree that generative AI will serve their customers better. A whopping 92% of large businesses that already have invested in AI are seeing returns.
Make sure to start testing existing AI capabilities in Salesforce already today, learning how to make predictive analytics. Keep a close eye on what’s gradually becoming available in the promising generative AI space right inside your Salesforce organization.
The data problem
Bad data quality and missing data are major hurdles for most organizations as they start tapping into AI opportunities. The premise of the new AI technology is however limited by the quality of your own data in Salesforce.
Hard way: Scrub your Salesforce data
There are few shortcuts to improving your data, while preparing for AI-driven workflows. Here are a few common approaches for getting your data in shape:
- Update Account records with address, industry and key data points.
- Update Contact records with address, title and valid email.
- Look into services that test if contact email addresses are active.
- Harmonize and standardize picklists where possible.
- Implement methods for record deduplication.
- Identify old open Opportunities and start cleaning up.
Once you start digging into customer data that’s been added over time, chances are that even a small data scrub project will take a lot of time and effort.
Keep in mind you probably have apps connected to Salesforce that use existing datapoints. Your Salesforce automation is very likely to use ‘bad data’ which makes data cleanup harder.
Easy way: Add RealZips GeoData
The RealZips app creates an automatic relationship between a Salesforce record and endless datapoints on the related zip code record. Instantly, you’ll have access to datapoints from the zip code, such as city, county, state, territory, and much more. Data you can add is actually endless. Have a look at the thousands of datasets available in our online store: RealDatasets.com
RealZips gives you immediate shortcuts for tapping into AI, since the RealZips app automatically augments existing data by adding contextual data to your records. For example you can geofence all customers by county, and prepare for AI predictive analytics by county!
Don’t break integrations, searches, reports & dashboards
The RealZips app does not need to change any existing data, making the implementation of RealZips completely risk free. RealZips is simply bypassing all the problems associated with updating existing data fields to new values.
Most of us have seen data update projects break app integrations, mess up searches, render list views useless, distort function formula calculations, not to mention making critical reports and dashboards useless. RealZips makes it possible avoid these issues simply by delivering a data augmentation solution.
Add automatic contextual data
Contextual geographic data unlocks tremendous possibilities, that your team will be using every day across marketing, sales and customer support.
Think about contextual data as an automated process that provides critical market conditions for each record in Salesforce. Contextual data makes it possible to focus marketing and sales in geographic areas where your team is most likely to deliver success for your customers.
Examples of contextual data from RealZips, used to improve all records in Salesforce:
- Local incentives that will help your team sell a product or service.
- Local laws and regulations that may promote (or block) the sale of your product.
- Automatic geofencing by for example county, organizing customers by local jurisdictions.
- Travel distance between sales team members and prospective customers.
- Distance between open opportunities and your own service locations.
- Distance between existing customers and your competitions’ closest locations.
- Insights into your customers’ customers: age groups, income and consumer preferences.
- Weather conditions such as sun hours per year, climate zone and FEMA based disaster risk.
Contextual data, providing risk for natural disasters. Distances for key locations – closest to each zip code – are automatically calculated.
Explore AI capabilities, powered by contextual data
Let’s say your team believes they are closing more Opportunities inside Metropolitan areas, with a really high population density.
You can test out the theory by adding RealZips data points such as ‘MSA Metro’ (your geofence) and ‘Population Density’ to all Won Opportunities. Next, run the Salesforce Einstein Prediction Service across the Opportunities and learn if the theory holds up.
Prepare for AI success
It’s possible to kick-start your team’s AI journey simply by adding RealZips contextual geographic data to your records in Salesforce in a matter of hours. Install the RealZips free trial from the AppExchange and launch your AI success journey.
Prepare for AI success by organizing all records by territories and geographic zones. Close more deals – by applying AI predictions – based on your own data and RealZips geographic data.
Learn about Salesforce Artificial Intelligence capabilities: AI for Sales and CRM