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Einstein GPT Implementation Services

Get the strategic guidance and implementation expertise you need to identify realistic use cases and drive business value with generative AI

You’ve no doubt read, heard, or seen the potential of generative AI, be it Einstein GPT (generative AI specifically for CRM), ChatGPT (a popular text-to-text model), or another model. This new wave of AI that can empower different business stakeholders to create compelling content based on data that a model’s algorithms have been trained on. While traditional AI systems are designed to recognize patterns and make predictions, generative AI creates something entirely new from existing material.

However, it’s easy to get lost in the hype of generative AI and lose sight or direction in terms of realistic use cases for your business. At Atrium, our certified Salesforce consultants are at the forefront of generative AI — especially Einstein GPT, focused on CRM optimization at scale. Through our Einstein GPT implementation services, we help businesses interested in realizing the potential of Salesforce generative AI to strategize and reach their goals.

Einstein GPT Implementation Use Cases and Considerations

Salesforce is combining OpenAI’s enterprise-grade ChatGPT technology with Salesforce’s private AI models so that Salesforce customers can reap the benefits of relevant, trustworthy AI-generated content. Knowing how and where to begin starts with conceptualizing some initial use cases, considering certain factors and generative AI risks, and having a partner to help guide you through implementation and beyond.

Einstein GPT Use Cases in Detail

Conceptualizing initial areas where and how generative AI can drive business outcomes in your organization starts with a couple of key questions: Where are your users writing three or more complete sentences? (Generative composition.) Where are your users reading half a page of text or more? (Generative summarization.) Here are several scenarios to consider, including emerging use cases.

Generative Composition

  • Dynamic content by audience
  • Service ticket responses
  • Sales pitch and talk track
  • Marketing content generation and revision
  • Product and product suite description
  • Search engine optimization
  • Content translation
  • Job descriptions

Generative Summarization

  • Service ticket summaries
  • Sentiment analysis
  • Entity recognition
  • Summarized account newsfeeds, websites, social media, and industry content
  • Account summaries for sales
  • KPI and reporting summaries
  • Similarity/difference comparison of content
  • Q&A via chatbots and interactive FAQ


  • Model outputs to workflow trigger capabilities
  • Fraud/threat and spam detection in text
  • PII anonymization
  • Image descriptions
  • Translations of user requests into standard data queries
  • Deck and slide generation
  • Generation, debugging, refactoring, and documenting code

Getting Started with an Einstein GPT Implementation

A roadmap and assessment with our experts can help set you up for success with generative AI.


Assessment of data and business processes to determine a catalog of potential generative AI use cases for your CRM systems — evaluated using the following:

  • Feasibility: cutting through the hype
  • Business value: efficiency and efficacy
  • Ease of integration: speed to value and cost


  • Prioritized catalog of generative AI CRM use cases
  • Outcome-oriented roadmap informed by factors and considerations necessary for successful implementation of selected use cases
  • Guidance around data governance and business change enablement necessary to maximize value of generative AI

We Know Salesforce Data Cloud

As an expert Salesforce Data Cloud partner, we know the importance of real-time data for organizations and how Salesforce Data Cloud can help you further enable your sales and marketing teams and more seamlessly serve your customers. Learn more about our expertise and how we can help you get the most value out of Salesforce Data Cloud and Einstein GPT.

Our Partners

Salesforce logo

As Salesforce consulting pros and certified experts in CRM Analytics, Salesforce Data Cloud, and all manner of industry and core clouds, we enable you to surface insights in the system where your users actually work. As your Salesforce certified consultant, we are equipped to guide you following best practices on Einstein GPT.

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We pride ourselves on being the market leader in providing intelligent experience solutions on the Salesforce platform. As such, we combine CRM strategy, data science, Snowflake, and Tableau software implementation expertise to drive sustainable business intelligence solutions on the Tableau platform.


Our certified and experienced Snowflake consultants (i.e., SnowPros) — combined with our deep data science expertise and award-winning Salesforce implementation capabilities — enable you to use and optimize the power and flexibility of Snowflake’s data cloud, with Snowpark and third-party system integration specialization.

Ready To Talk?

Let's discuss your goals and how we can help you achieve them with Einstein GPT implementation services.