Ensuring the Success of Einstein Implementation

Are you seeking help for your Salesforce Einstein implementation?

These Success Guides share advice for your current objectives:

Roadmap to Einstein Analytics Success

Our approach to Einstein consulting starts with Strategy and Data, and then the more technical Einstein implementation.
Ensuring that Strategy and Data are solid leads to the destination: Results and ROI.
  • 1.


    We believe an analytics engagement should always start with strategy first. Because building models and achieving revenue gains with the models are two different things. We're here to help you increase revenue and customer lifetime value.

  • 2.


    Next, integrate Salesforce & non-Salesforce data to support Einstein predictions, insights & recommendations. We ensure data streams necessary for your analytics use cases are available to Einstein and if not, we help you plan to acquire the data.

  • 3.
    Einstein Implementation


    Once strategy is set and reliable data is available, we support your Einstein implementation in several ways: Quick Start with pre-built templates and apps, and custom engagements and custom predictive algorithms.

  • 4.


    Measure and track results toward strategy and ROI. Influence adoption and operationalize success.

Roadmap for Einstein Advanced Analytics for Salesforce
Salesforce Einstein Analytics Implementation Consulting Partner

Einstein Consulting & Implementation Services

Our consulting service focuses on embedding Einstein into your day-to-day decisions.

Sales Cloud

Opportunity Insights, Account Insights, Lead Scoring, Activity Capture, Forecasting

Service Cloud

Supervisor Insights

Marketing Cloud

Segmentation, Journey Insights, Recommendations

Commerce Cloud

Commerce Insights, Recommendations

Financial Services Cloud

Einstein for Financial Services, Discovery, Product Penetration, Portfolio Insights and more

Industry Expertise

Automotive, Transportation,
Commercial Fleet
SaaS, Technology
Financial Services, Insurance

Quick Start:
Einstein Implementation with Pre-Built Templates

To get you running quickly, our Quick Start implementation uses Einstein’s pre-built templates, apps, and data integrations in Salesforce.

What is Fast Track?

  • Data assessment and readiness
  • Creation of tailored use cases for your org
  • Define measurement and success criteria
  • Implementation and configuration of Einstein
  • User roll-out, training and adoption

We do the heavy lifting so Einstein is easy for your Salesforce users.

The result: High adoption and utilization for the fastest time to ROI.

Einstein Analytics Consulting Quick Start Program
Einstein Analytics Consulting Custom Algorithms

Customized Implementation:
Einstein Success Program

With Quick Start, we can get you started with pre-built templates.

With the Success Program consulting, we customize Salesforce Einstein for your unique needs.

Once you’re up and running with Quick Start, we map out the next steps to maximize your investment in Einstein.

In the Advance phase, we customize use cases and reports, add functionality for users, and maintain data integrity.

In the Accelerate phase, we improve data and predictive algorithms, refine business processes, and make Einstein valuable for your specific decision-making requirements.

Why Choose Valgen as Your Einstein Implementation Partner?

The success of a predictive analytics solution needs:

  • Proven data quality practices, to lay the right foundation
  • Domain expertise, to build effective models and use cases
  • Salesforce and Einstein advanced accreditation consultants

Valgen is a Salesforce Consulting Partner with knowledge and skills unique to implementing Einstein. Our sole focus is advanced analytics to serve your business strategy. We have an in-house, inter-disciplinary team of Salesforce admins, data quality experts, and AI and statistical developers who work together on your project.

And if you are in high tech, automotive/fleet, financial services or B2B – we have industry knowledge and we speak your language.

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Let's drive the success of your Salesforce Einstein implementation!

(847) 800-9310

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