Executive service questions
This section is written for decision-makers who need to understand the business reason, risk, first step and expected outcome before approving a CRM, data or automation engagement.
Einstein AI & Azure AI Implementation should become a priority when the current process is limiting revenue visibility, slowing execution or forcing teams into manual workarounds.
Waiting usually increases hidden cost because poor process and data quality compound across reporting, automation, migration and user adoption.
A strong plan should connect business goals to architecture, process design, data ownership, implementation sequence, QA and adoption.
Approve the work when the business problem is clear, the cost of inaction is visible and the scope can be tied to revenue, efficiency or governance outcomes.
The first 30 days should deliver a decision-ready plan, not vague recommendations.
Prepare enough context to explain the business impact, current technical state and decision process.
Use these answers to decide whether this page matches your current CRM problem. If it does, ask Celumai for a focused audit and implementation plan.
Discuss Einstein AI & Azure AI Implementation →Business challenges
01
Einstein is licensed but not properly configured
Salesforce Einstein is included in the enterprise licence. It has never been configured beyond the defaults. The AI features are technically active but produce scores that reps actively ignore.
02
AI features configured without sufficient training data
Einstein Opportunity Scoring running on 3 months of pipeline history. Azure AI deployed without domain-specific fine-tuning. Models producing outputs with no business relevance.
03
No measurement framework for AI performance
AI features are live but nobody is measuring whether they are making any difference to conversion rates, forecast accuracy, or rep behaviour. Leadership cannot justify the licence cost.
04
Platform capability misunderstood
Teams build custom models for use cases that Einstein handles natively in their existing licence. Or they use Einstein for use cases it was not designed for and wonder why it underperforms.
What is included
Configure Salesforce Einstein Opportunity Scoring, Lead Scoring, Activity Capture, Forecasting, Next Best Action, and Einstein GPT -- calibrated against your actual pipeline data, your stage definitions, and your team workflows.
Deliverables
How it works
Platform audit
Assess which AI features are licensed, which are configured, and which -- if any -- are producing measurable business value today.
Use case mapping
Match your specific business outcomes to the AI capabilities your platform supports. Identify mismatches between what you have configured and what you need.
Data preparation
Assess and remediate the training data quality and volume required before each AI feature will produce reliable results.
Configuration & calibration
Configure each AI feature against your specific data, process definitions, and business rules -- then calibrate thresholds and weights against real outcomes.
Measurement & optimisation
Establish baseline metrics, deploy, and run 30-day measurement cycles to demonstrate and improve impact.
Success stories
Einstein Opportunity Scoring was licensed for 2 years and actively ignored by our reps. Celumai reconfigured it against our actual stage conversion data and ICP. Rep adoption went from 0% to 78% in 60 days. The forecast accuracy improvement was visible to the board within a quarter.
Copilot for Sales now drafts follow-up emails, surfaces relevant case studies before calls, and flags stalled deals automatically. Our reps spend 40% less time on pre-call preparation and more time on the conversations themselves.
SaaS & Technology
2.1x increase in qualified demo requests
B2B SaaS Company, Early Growth Stage
SaaS & Technology
9 years of customer history migrated with zero disruption to active renewals
B2B SaaS Company, Mid-Market Segment
Platforms we use for this service
Free resource
Which Einstein features your licence includes, what each one does, what training data it requires, and what business outcomes you can realistically expect.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
