Salesforce Einstein AI in Professional Services
AI Consultants for Service Companies
Ready to use AI to improve sales, service and support?
What We Can Achieve Together
Use Salesforce AI for Sales and Service Automation
AI can bring prescriptive insights and recommendations to revenue engineering, sales execution, services delivery, resource utilization, revenue leakage, price optimization and many more revenue and service programs.
AI with PSA Improves Services Delivery and Project Outcomes
Salesforce Einstein and Professional Services Automation (PSA) software combine to improve services delivery, project outcomes, customer engagement, financial margins and revenue growth.
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.
AI in Professional Services
What makes AI in the services industry unique is its focus on improving client acquisitions, customer relationships and services delivery. For example, AI for professional services harvests sales data to facilitate insights selling and increase sales win rates.
It allocates customer data into account segments to improve marketing campaign conversions and deliver more personalized, relevant and contextual customer experiences.
And it leverages project and services data to improve project estimating and solutioning, guide consistent and repeatable project execution, increase resource utilization, and deliver real-time visibility to project performance and profitability.
A Better Way
When implementing AI for professional services it's important to recognize that technology takes a back seat to the services 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 Services Companies
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 AI drives the most important performance results. Below is a summary.
Start with the Use Cases that Deliver the Biggest 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.
As an example, several outcomes and use cases are shown below.
Prep Your Data
Data integrity 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 account, contact, resource and service data is accurate and complete, secured and available to those who need it, and in compliance with company policy.
And because data becomes compromised at different times, continuous data quality measurement is needed. To aid data quality programs we generally use a data quality dashboard.
The data dashboard surfaces data quality variances in near real-time so they can be remedied before they spread to multiple systems.
Recognize a 10% increase in data quality will outperform a 100% improvement to an AI algorithm
Service companies have lots of data. But most do not effectively use it.
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 service programs. A sample data transformation solution architecture is shown below.
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 increase resource utilization, fix revenue leakage or improve services delivery.
Apply Artificial Intelligence Software
Now it's time to apply artificial intelligence software.
This step is greatly facilitated by leveraging CRM platforms that include integrated tools such as Salesforce Einstein. These cloud-based platforms remove technical barriers and put AI design into the hands of business analysts and project managers.
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 services delivery and project outcomes.
Implementing AI in Professional Services Companies is our Business
We are specialists in deploying AI for professional services.
We are experts in using this technology to increase lead acquisitions, grow the sales pipeline, deliver differentiated customer experiences, manage projects in real-time, improve services delivery, maximize resource utilization, grow customer lifetime value and other use cases that drive service company growth.
We have the high impact use cases, industry benchmarks, Salesforce accelerators and Einstein expertise to connect data, insights, actions and outcomes.
Johnny Grow Signature Services
AI for Services
AI to improve resource utilization, project margins and services delivery
AI for Sales
AI for improved sales coaching, staff productivity, win plans and sales win rates
Learn More
How To Get Started
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.
Artificial Intelligence Insights
eCommerce Efficiency Models: What B2B Growth Leaders Can Learn from High-Volume Transactional Data
Discover how B2B growth leaders can apply high-volume eCommerce efficiency models and transactional data insights to accelerate sales and improve lead scoring.
Topgrading Interview Questions
We tested Topgrading interview questions for 2 years. Here are the most effective questions to increase hiring of A level talent from less than 60% to over 90%.
What is topgrading?
Topgrading is a shift in your recruiting process from art to science and it’s proven to increase hiring success from less than 60% to over 90%. Here’s how.
SaaS Billing and Payments
How Predictable Billing and Subscription Payments Fuel Scalable SaaS Growth
Preserving Capital While Scaling
Risk-adjusted growth and disciplined cash flow planning preserve capital while scaling the company and show how well the company turns each dollar into progress
Humanized AI Text Can Boost Sales and Customer Engagement
Customer relationships grow stronger when communication evolves with their needs. Human like AI text makes that possible by learning from every interaction.
How Quality Manufacturing Drives Growth in Medical Technology
Operational excellence creates leadership in medical technology. Manufacturing precision ensures devices protect both patients and the brand’s reputation.
Create a Customer Intelligence Platform
Here’s how to use your CRM system to create a Customer Intelligence Platform that improves customer experiences and company conversions.
The Revenue Cycle Analytics to Supercharge Company Growth
Use any or all of these 6 revenue cycle analytics to boost top line revenue growth, bottom-line profits and company valuation.
The 7 Standout RevOps Best Practices
Use these RevOps best practices to lower time, cost and risk, and scale company growth without scaling the resources needed to achieve that growth.
Visit the Professional Services Best Practices and Insights Hub for more research findings, evidence-based best practices, professional services technologies and expert opinions.