Salesforce Einstein AI for Software Companies

Johnny Grow

Business Growth Architects for Software Companies

Ready to use AI to improve software sales, service and innovation?

What We Can Achieve Together

Use Einstein AI to Accelerate Company Growth

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

Use AI to Improve Software Innovation

AI is a top tool to harvest the customer intelligence to build better products.

Gartner reports that with AI and a Design Thinking innovation framework, "Companies pursuing breakthrough ideas are able to generate up to twice the product sales of their peers."

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 and data trajectories to shift information reporting from historical to predictive.

AI for Software Companies

What makes AI in the software industry unique is its focus on improving customer acquisitions, software consumption, customer retention and software innovation.

For example, AI for software companies harvests sales and customer intelligence data to facilitate insights selling and improve sales win rates, customer expansion and renewals.

It ingests telemetry data to improve user adoption, software utilization and customer experiences.

And it can perform white space analysis using customer data and feedback to surface the most compelling ideas that drive the most successful product innovation.

A Better Way

When implementing AI for SaaS companies it's important to recognize that technology takes a back seat to the customer use cases and company's 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.

The Johnny Grow Artificial Intelligence Framework is a 3 step approach that integrates prescriptive use cases, measurable business outcomes and AI technology. Below is a summary.


Identify the Use Cases that Deliver the Biggest Financial Uplift

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 use cases are shown below.

AI for Company Growth
AI for Company Growth

Prepare 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% per month so without a data maintenance program that asset can quickly become a liability.

A data quality program ensures account, user and software utilization 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 aid 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 spread to other systems.

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

Software companies have lots of data.  But many do not effectively use it.

To do better, assemble a data transformation process to convert raw data into insights and actions that improve sales, service and innovation programs. A sample data transformation solution architecture is shown below.

Data Transformation Pipeline
Data Transformation Pipeline

Data 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 user adoption, software utilization, upsell and renewals.


Apply Artificial Intelligence Software

Now it's time to apply AI software.

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

CRM combined with AI creates 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, improve services delivery and get more value from your IP.

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.

Implementing AI for Software Companies is our Core Competency

We are specialists in deploying AI for SaaS companies.

We are experts in using this technology to increase lead acquisitions, grow the sales pipeline, improve the sales force win rate, deliver differentiated customer experiences, maximize software utilization, improve product innovation, grow customer lifetime value, reduce customer churn and other use cases that drive software company growth.

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

Salesforce Einstein Certified

Johnny Grow Signature Services


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 in mind, we can bring it to life with a Proof of Concept (POC).

POCs are typically quick exercises to 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

7 Sales AI Use Cases to Accelerate Revenue Growth

The top 7 Sales use cases that show how to use CRM software with Artificial Intelligence to transform sales results and revenue growth.

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How to Use AI Sales Enablement to Accelerate Revenue Growth

3 steps to use Artificial Intelligence to improve salesforce productivity, sales win rates and revenue growth.

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AI Marketing Use Cases to Transform Marketing Operations

Salesforce Einstein AI marketing use cases to improve campaign conversions and transform marketing results.

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How AI Improves Marketing Results and ROI

A 3-step process to use AI to increase sales leads, expand the brand, generate more marketing sourced revenue and improve marketing ROI.

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How CRM with AI is Transforming Customer Service

Contact center artificial intelligence use cases that are transforming customer relationships and customer service operations.

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How AI Drives Customer Service ROI

A 3-step process to use AI to increase customer satisfaction, lifetime value, retention, and achieve triple digit Customer Service AI ROI.

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How AI Transforms CRM Software

Here is how CRM software with artificial intelligence converts static customer data into predictive models and revenue growth opportunities.

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5 AI Technologies that Boost CRM Value and ROI

The 5 Artificial Intelligence technologies that transform CRM software from a data depository to a predictor of customer behaviors.

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How AI Drives Transformational Value in CRM Software

How CRM software with artificial intelligence (AI) converts customer data from a byproduct to your most valuable company asset.

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See the Salesforce Einstein AI Best Practices for more research findings and best practices