Salesforce Einstein AI for AEC Companies

Johnny Grow

Revenue Architects for Architecture, Engineering & Construction (AEC) Companies

Ready to use AI to accelerate company growth?

What We Can Achieve Together

Use Salesforce AI to Accelerate Company Growth

AI can bring prescriptive insights and recommendations to revenue engineering, sales execution, sales cycle interventions, revenue leakage, price optimization and many more revenue generation programs that accelerate company growth.

Use AI to Increase Staff Productivity by 20%

The CRM Benchmark Report found that when Salesforce Einstein is used automate repetitive activities, prioritize tasks and streamline workstreams with guided execution, it increases staff productivity by 20% within two quarters.

Use AI to Convert Data into Your Most Valuable Asset

AI converts data from an unused byproduct to an information asset and routes that information to the right person at the right time. It also detects patterns so that information reporting shifts from historical to predictive.

A Better Way

When implementing Artificial Intelligence (AI) it's important to recognize that technology takes a back seat to the industry specific business use cases and financial outcomes. The smart approach is to define the high value use cases that deliver quick-wins and enough payback to fund the AI journey.

A 3 Step Approach to Maximize AI for AEC

The Johnny Grow Artificial Intelligence Framework integrates prescriptive use cases, measurable business outcomes and AI technology. It's a three-step sequence to demonstrate how this technology drives the most important performance results. Below is a summary.

1

Identify the Use Cases that Most Impact Financial Results

Succeeding with AI is less about the technology and more about the bottom-line results. That's why we start with prioritized business outcomes and then assemble the use cases, data, and technology to achieve them.

Several sample use cases are shown below.

AI for Company Growth
AI for Company Growth
2

Prepare Your Data

Data quality is a prerequisite to AI success.

Customer data can be the company's most valuable asset. However, it decays at about 2 percent per month so without a data maintenance program that asset can quickly become a liability.

A data quality program ensures lead, account and contact data is accurate and complete, secured and available to those who need it, and in compliance with company policy and regulatory requirements.

And because different data becomes compromised at different times, continuous data quality measurement is needed. To bring visibility to data quality programs we generally use a data quality dashboard.

CRM Data Quality Dashboard
CRM Data Quality Dashboard

The data dashboard surfaces data quality variances in near real-time so they can be remedied before they exacerbate and spread to multiple systems.

Recognize that a 10% increase in data quality will outperform a 100% improvement in an AI algorithm

Companies have lots of data.  But many are data rich and information poor.

To do better, once you have accurate and complete data, you need to assemble a data transformation process to convert raw data into insights and actions that improve business programs. A sample data transformation architecture is shown below.

Data Transformation Pipeline
Data Transformation Pipeline

Data only becomes an asset when it is converted from a raw material to a finished product of information or insight. Only then will the data provide answers to powerful questions such as how to improve brand reach, grow the pipeline, increase sales win rates, deliver differentiated customer experiences and increase customer lifetime value.

3

Apply Artificial Intelligence Software

Now it's time to apply artificial intelligence software technology.

This step is greatly facilitated by leveraging CRM platforms that include integrated tools such as Salesforce Einstein AI. These cloud systems remove technical barriers and put AI design into the hands of business analysts.

Salesforce Einstein

AI + CRM = BFF

It's also helpful to recognize that CRM and AI are highly synergistic and work better together.

CRM and AI combine to better serve customers and in turn deliver better customer experiences, grow customer relationships and achieve other objectives that serve both the customer and company.

CRM with AI benefits include efficiency-based cost savings and improved staff productivity. But the more strategic benefits include using data to identify customer behaviors and align company actions to increase customer engagement, grow customer relationships and improve products and services.

AI and CRM are more than a convergence of customer data and analytics processing, they create a synergistic relationship which shifts customer engagement from reactive to proactive and elevates data from a byproduct to an asset

When combined with artificial intelligence, CRM software shifts from a customer data repository to a predictor of customer behaviors, creator of customer insights and facilitator of customer and company objectives.

Implementing AI is our Business

We are specialists in deploying AI for construction, architecture, and engineering companies.

We are experts in using this technology to increase lead acquisitions, grow the sales pipeline, improve sales conversions, deliver differentiated customer experiences, grow customer lifetime value and other use cases that drive company growth.

We have the high impact use cases, performance benchmarks, Salesforce integrations and Einstein expertise to connect data, insights, actions and outcomes.

Salesforce Einstein Certified

Signature Services

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AI for Marketing

AI to increase lead acquisitions, lead conversions and Marketing ROI

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AI for Sales

AI for improved sales coaching, staff productivity, win plans and sales win rates

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AI for Customer Service

AI for improved case resolution, agent experience and customer satisfaction

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How To Get Started

AI Proof of Concept
AI Proof of Concept

Proof of Concept

If you have an AI use case or business scenario in mind, we can bring it to life with a Proof of Concept (POC).

POCs are normally quick exercises that deliver working solutions that verify success measures and can be expanded upon. POCs shift AI from a concept to hands-on reality.

AI Insights

Visit the Salesforce Einstein AI Insights Hub for research findings, best practices and methods to deploy Salesforce Einstein AI for Construction, Architecture and Engineering Companies