AI Call Center Software that Integrates with Salesforce Einstein 1 AI

Your company’s call center uses Salesforce, and you’ve noticed Salesforce isn’t the best option for your call center software. So how do you get Salesforce Einstein AI to integrate with a separate call center software?

In this video, I explain how your company can pair the Salesforce Einstein 1 AI solution with the right AI call center software, so you get the best of both worlds.

Want my recommendations on the best call center software vendors? Click the button below and ask me today.

About Me

Mike Smith has been helping companies select the best telecom, WAN, security, and cloud services since 1999. He founded AeroCom in 2003, and has been the recipient of numerous business telecommunications industry awards, including being recognized as one of the top 40 business people in tech-heavy Orange County, CA. Follow Mike on YouTube, LinkedIn, Reddit and SpiceWorks.

Transcript

If your company uses Salesforce, then you might have heard of the Einstein one AI platform. It’s a pretty cool platform that uses AI and it does things like Next Best Action and so some cool stuff within Salesforce. But the problem is, is that Salesforce doesn’t have the best call center software application. So they have a way of becoming also your call center software provider, but it’s not really the best of breed. So it’s really better to get the best of both worlds and go with Salesforce for your CRM. Keep that, but then go with a third party for your call center software application. But that being said, how do you really make sure that the two are working well together so that applications like Einstein one AI platform is integrated well with the call center software. So there’s a way to do that and I’m explain that in this video.

My recommendations

But first, if you’d like my recommendation on the best cloud call center software vendors to quote for your organization, reach out and contact me. Send me an email, give me a call. I’m a broker for all the major vendors out there, and I can help your company make a lot better decision in a fraction of the time. reach out, send me an email or give me a call (714.593.0011). I’d love to help. More information on that at the end of the video. Also, don’t forget to subscribe to the channel. I put out a new video every single week, sometimes too. So make sure you don’t miss any of the video. Subscribe to the channel. And don’t forget, if you’d like to video, hit the like button and ring the bell.

Salesforce isn’t the best call center

So as I mentioned at the beginning of the video, the problem is, is that Salesforce, if you have it today, that’s really the best of breed for CRM application and so is their Einstein AI platform in terms of, you know, integrating A.I. in the salesforce. But at the same time, Salesforce is not the best application to use for your call center software, for your contact center software as it’s now called. So the problem is, is, hey, how do you make sure those two talk together so that you can really fully utilize Einstein One A.I.? Well, the way you do that is,

1. Meet your company’s requirements

number one, make sure you pick a contact center solution that does everything you need. So best of breed has all the bells and whistles and features that you need to really research that I can help you with that. More information or not at the end of the video, but pick the right contact center vendor. Don’t pick Salesforce.

2. Has a pre-built integration into Salesforce

Number two, choose a cloud contact Center software solution that has a top notch integration with Salesforce. So almost every cloud contact center solution out there will say they have some type of plug in or connector or integration with Salesforce, but those are not all created equal. Some are vastly different. So you want to really make sure that you’re picking a company that has fantastic integration with Salesforce, especially when it comes to things like the Einstein A.I. platform.

3. Show you the integration with Einstein 1

Okay. The third thing you want to do is once you get to that point and you found a great integration, you want to make sure you have the service provider demonstrate that specific integration for your company’s specific use cases. So, for instance, you might want to see if you say you’re using the Einstein one platform through webchat and a customer wants to change their move date. So say they’ve said, Hey, we want to move our services or we want to do a move and they want to call in and change that move date and they’re going to use A.I. to do that because that’s something I can easily do for them with the large language model, right? So does the cloud call center software integrate with Salesforce to the ability where Salesforce is able to pick up on the call coming in? What the caller is saying and change the actual move date in the Salesforce CRM software. So the two are actually talking together seamlessly. So that’s something you want to make sure you demo that or whatever other use case your company has for using the call center to really capture a requests through AI and have those requests carried out within Salesforce.

Still confused? Reach out and contact me

So I hope that was helpful. If so, don’t forget to reach out, send me an email or give me a call (714.593.0011). I love to help your company find the best cloud call center vendors that your company should be quoting. This is what I do for a living. I’m a broker for all the major cloud call center software vendors out there, and I know the entire landscape I’ve been doing this for over 20 years, and if you tell me your company’s requirements, I can quickly tell you which handful of cloud call center software vendors your organization should be quoting and why. I can introduce you to the best sales reps who work at those organizations that I work with on a regular basis that I could vouch for. Also oversee the coding process to make sure your company gets the best pricing possible on your vendor of choice. So if you’re looking for Hey, which vendors should we be quoting? Just reach out and contact me. Send me an email. Give me a call. It’s the reason why I do these videos so that you actually do that. And the nice thing is, on top of all that, I won’t charge your company a dime for my services. The service providers actually pay me my broker fee, so there’s no excuse not to at least reach out and see what I have to say. And don’t forget to subscribe to the channel. Make sure you don’t miss any of the weekly videos that I put out. And if you’d like to video, ring the bell and hit the like button.

Thanks for watching and I’ll catch you on the next one.