Deal Win Converting ‘missed opportunities’ into tailored engagement and optimized workflows with Einstein for Sales ACV, Einstein GPT $59K Challenge A virtual K-12 institution recently launched a staff initiative to improve efficiency and customer service. However, their lead conversion rate remains low at just 8%, primarily because the intake team, composed of service department staff, Region lacks the training and focus needed for effective sales. This has led to low first-call effectiveness, resulting in missed AMER opportunities for 92% of potential leads. Industry Solution Professional Services, Education Coastal partnered with customer to implement innovative solutions using AI-driven technology. Salesforce's Einstein for Sales transformed the customer's communication strategies by analyzing data to deliver personalized content, such as Role of Partner success stories, tailored to their audience. Coastal also leveraged Zoom transcripts to track keywords, enabling the in Customer Lifecycle Stage creation of precise email prompts that improved efficiency and correspondence. These advancements enhanced the Joint deal customer's engagement and streamlined their communication processes. Navigator Expert: Customer 360 Platform, Data Cloud, Education Solutions, Sales Cloud, Service Cloud “The customer launched an initiative to improve efficiency but faced challenges with lead conversion and Level 2 Specialist: sales. Coastal supported the customer in reframing their approach, demonstrating how Einstein for Sales could leverage customer data to generate personalized content. This gave the customer the confidence to Einstein pilot AI solutions and transform their communication strategies.”- Sam Taylor, Director of Innovation and Emerging Technologies, Coastal Level 1 Specialist: Einstein Gen AI Einstein for Sales Sales Cloud Products Service Cloud #WinningWithPartners