AI that lives inside the record, not beside it.
We embed Einstein predictions, Copilot, Prompt Builder and Model Builder into your core CRM processes — scoring, discovery, next-best-action and generative recaps.
What Salesforce offers on Einstein AI.
Einstein is Salesforce's built-in AI layer: predictive models (Opportunity, Lead and Case scoring, Churn and Discovery), Einstein Copilot for conversational assistance inside the CRM, Prompt Builder for grounded generative prompts, Model Builder for BYO and Data Cloud models, Einstein Bots and Einstein Vision — all wired directly into the record page and Flow.
What we hear from Einstein AI leaders.
- 01Einstein licences are paid for and largely unused — models aren't tuned to the org's data or wired into workflows.
- 02Copilot and Prompt Builder rollouts stall on grounding, prompt governance and eval.
- 03The team wants to bring their own model via Model Builder but the Data Cloud pattern is unclear.
Where Einstein AI programmes get stuck.
Einstein features are licensed but unused because models aren't tuned to the org's data.
Prompt Builder and Copilot rollouts lack grounding, governance and prompt evaluation.
Predictions (scoring, churn, next best action) aren't wired into seller/agent workflows.
BYO-model ambitions are blocked by unclear Model Builder and Data Cloud architecture.
Where we automate Einstein AI — end to end.
Every engagement targets a specific set of automation and AI plays, scoped so value shows up in weeks — not quarters.
Predictive scoring
Opportunity, Lead, Case and Churn models wired into record pages and Flow.
Copilot & Prompt Builder
Grounded generative assistance for sellers, agents and marketers.
BYO models via Model Builder
External LLMs and custom models exposed through Data Cloud and Copilot actions.
Discovery & story insights
Automated pattern detection and narrative insights on CRM data.
What we deliver on Einstein AI
Copilot & Prompt Builder
Grounded generative copilots wired to your data model.
Prediction & Discovery
Opportunity scoring, churn prediction and story-driven insights.
Model Builder
BYO models via Data Cloud and external LLM endpoints.
Einstein Bots & Vision
Conversational and image AI for service and field.
Reusable assets we bring to your Einstein AI programme.
Battle-tested blueprints, reference builds and diagnostics that compress discovery and de-risk delivery from day one.
Einstein Value Assessment
Feature-by-feature adoption review with prioritised use cases and business case.
Prompt & Copilot Blueprint
Reference prompt templates, grounding patterns and Copilot actions per persona.
Model Governance Kit
Model registry, eval process and change-control workflow for BYO and native models.
Systems we routinely wire into Einstein AI.
MuleSoft-led API architecture with reference connectors and reusable patterns across the systems your teams already rely on.
Which edition fits.
Einstein 1 (Sales/Service)
Bundles Copilot, Prompt Builder, Data Cloud entitlement and advanced Einstein features.
Einstein Predictions & Discovery
Available as add-ons for orgs on Enterprise edition.
Legacy → target state.
- 01Legacy scoring models (Einstein Prediction Builder) → Model Builder + BYO models via Data Cloud.
- 02Standalone Copilot pilots → Grounded Prompt Builder templates wired into records and Flow.
- 03External LLM apps → Federated via Model Builder with governance and evals.
A four-stage delivery model.
See the full methodology for artefacts, cadences and governance at each stage.
Discover
Two-week diagnostic on your Einstein AI landscape, org health and target outcomes.
Design
Reference architecture, data model and phased roadmap signed by a Principal Architect.
Deliver
Agile pods with embedded architects, hypercare and change enablement built in.
Evolve
Managed services, evals and quarterly value reviews to compound the return.
Where Einstein AI moves the P&L.
We frame every Einstein AI programme against three impact vectors — so the business case survives beyond go-live.
- Revenue
24% win-rate lift
Faster cycles, higher conversion and more productive teams operating on Einstein AI.
- Cost to serve
47% handle time reduction
Automation, AI deflection and consolidation of overlapping tools and processes.
- Time to value
1.9x adoption of AI features
Fixed-price discovery, reusable accelerators and Principal Architect leadership from day one.
How CRMPRACTICE engages
Every engagement starts with a fixed-price discovery — a Principal Architect leads a 2-week diagnostic and delivers a de-risked roadmap before any build begins. See engagement models for commercial options.
- 01Einstein use-case discovery
- 02Prompt Builder and Copilot design
- 03Prediction and scoring model rollout
- 04Model governance and evaluation
Model the Einstein AI business case.
Model predictive scoring, generative summarisation and next-best-action productivity.
Risk reflects change-management complexity, integration surface and AI governance load — CRMPRACTICE accelerators reduce this on delivery.
- 46 productive work weeks / year.
- 40% of scoring lift captured (attribution haircut).
Directional model for early business cases. CRMPRACTICE will validate with your data during discovery.
Ready to accelerate your Einstein AI programme?
Speak with a Principal Architect about your roadmap, current state and success metrics.
Book a consultation