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.
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.
Getting Started with an Einstein GPT Implementation
A roadmap and assessment with our experts can help set you up for success with generative AI.
Process
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
Outcomes
- 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
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 Copilot — Your Gen-AI-Powered Chatbot
With Einstein Copilot, transform the way your users work on Salesforce by leveraging a generative AI-powered chatbot. We’ll help you customize Einstein Copilot to create custom actions and leverage it for the use cases that matter to drive results.

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