Inclusion Cloud Digital Engineering
May 27, 2024
🕒 3 minutes
Selling Has Never Been Easier The New Einstein Copilot Features for Marketing and Merchants
Table of Contents

It’s revealing when you realize that 80% of customers value their experience with a company as highly as its products and services. This highlights the essential role of impactful marketing and e-commerce in making customers feel valued and seen. Brands that succeed in these areas are not just preferred—they become ‘lovemarks,’ cherished and advocated for by their customers.

Join us as we examine how the new Salesforce Einstein Copilot features can help your business set new sales records next quarter and transform your brand into a lovemark that customers continually desire. 

Why Do You Need Einstein Copilot for Marketing and Sales? 

First, let’s see some stats that show the relevance of using this virtual assistant for empowering the sales and marketing teams:  

  • McKinsey highlights that a focus on improving customer experience can lead to an increase in sales revenue by 2 to 7 percent and profitability by 1 to 2 percent.  

  • 80% of customers say customer experiences should be better considering all the data companies collect. 

  • 40% of customers stated they would stop doing business with a brand if they perceive its communications as irrelevant. 

Salesforce’s New Tools: Eistein Copilot for Marketers & Merchants 

It’s great news that Salesforce has recently launched new Einstein Copilot features for marketing and merchants. These tools are designed to integrate seamlessly with Salesforce Data Cloud and Einstein Trust Layer, creating a unified source of truth that is secure and trustworthy.  

By leveraging these innovative features, selling becomes not just simpler but smarter—enabling more effective and intuitive marketing and sales strategies. 

The Integration of Data Cloud and Einstein Trust Layer 

By connecting to the Data Cloud, your marketing and sales efforts can access a consistent source of customer data, ensuring all interactions are personalized and data-driven. The Einstein Trust Layer bolsters this by securing all processes, protecting both consumer and corporate data from potential breaches

How These New Features Empower Marketers and Merchants 

The Einstein Copilot for marketing and merchants are designed to complement one another

  • Marketers: Copilot simplifies campaign design (email, social media, and all digital channels), leveraging AI to produce content that aligns with your brand’s voice and meets customer expectations. 

  • Merchants: It provides tools to improve online sales approaches, including personalized product descriptions, design your e-commerce, and enhanced SEO strategies for your website. 

The New Features Putting to Work: Launching Smart Home Devices 

Imagine you’re the head of marketing at a tech company ready to launch an exciting new product: a line of advanced smart home devices designed to automate home living seamlessly. This example will display how you can use Salesforce’s Einstein Copilot features to bring this product to market effectively, showing the power of integrating advanced tools into every stage of your marketing and sales strategy

  1. Data Preparation: Sync your past customer data in Salesforce Data Cloud, ensuring everything is secure with the Einstein Trust Layer. 

  1. Marketing Strategy: Use Einstein Copilot to identify tech-savvy homeowners as your target audience and tailor your marketing plans to reach them effectively across emails, social media, and your website. 

  1. E-Commerce Optimization: Enhance your online store with AI-generated product descriptions and personalized promotions to attract and retain customers. 

  1. Campaign Adjustment and Monitoring: Launch your campaign and use real-time insights from Einstein Copilot to make necessary adjustments, optimizing your strategy as needed. 

  1. Analysis and Improvement: Post-campaign, analyze the effectiveness of your strategies and use these insights to refine future initiatives. 


With Einstein Copilot, you’re not just aligning your marketing and sales strategies—you’re ensuring they work hand-in-hand to set new records in revenue. This tool transforms your approach, making every effort count toward turning your brand into a lovemark. A brand so beloved that customers choose you every time they need a product or service you offer. 

For more insights on how to make the most of tools like Einstein Copilot and to keep up with the latest in digital transformation, follow InclusionCloud. Stay ahead of the curve and transform your customer interactions into lasting relationships

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