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Salesforce is the central nervous system for modern revenue teams. It’s the definitive CRM, the system of record, and the foundation upon which the entire customer experience is built. To make this foundation intelligent, Salesforce Einstein was introduced, embedding AI-powered predictions and insights natively into the ecosystem. From Sales Cloud to Service Cloud, Einstein AI surfaces valuable information, from lead scoring to a revenue forecast.
But even with this powerful artificial intelligence, many go-to-market teams still struggle with a critical "execution gap".
The reality is that Salesforce itself wasn't originally built for today's high-speed, AI-native workflows. Insights are surfaced, but acting on them often requires manual work, navigating between systems, and context-switching that slows teams down. Many processes remain siloed, and teams are forced to operate reactively. When an insight isn't acted upon in real-time, you leave revenue on the table.
This is where AI agents become essential. By pairing the predictive intelligence of Salesforce Einstein with an automation and orchestration layer like Momentum, go-to-market teams can finally bridge this gap between insight and execution.
Below, we break down five common Einstein-driven workflows and explore how a true AI assistant can supercharge each one, turning passive data into decisive, automated action.
1. Automatically Logging Sales Activities (Einstein Activity Capture)
Einstein's Capability:
Keeping the CRM up-to-date with all customer interactions is a universal pain point for sales teams. Einstein Activity Capture is designed to help by automatically syncing emails and calendar events directly to Salesforce, reducing some of the manual data entry burden. It ensures that customer communications are recorded without reps needing to manually log every single touchpoint.
The Challenge:
This functionality is a helpful start, but it has significant limitations. Einstein Activity Capture primarily covers emails and meetings. Important conversations happening on calls, over Zoom, or left in voicemails are often missed entirely.
Also, the data captured often isn't written to standard Salesforce fields, which makes reporting and building dashboards notoriously tricky. Reps may still spend hours each week inputting notes, outcomes, and next steps from their calls. As a result, CRM records can lag days or weeks behind the real-world customer reality. This incomplete Salesforce data means that all of Einstein's other powerful predictions, from lead scores to your quarterly forecast, are based on an unreliable foundation.
Momentum's AI Boost:
An AI agent like Momentum takes activity logging to the next level. It moves beyond basic sync to comprehensive capture. Momentum listens to your sales calls, meetings, and emails, then uses generative AI to transcribe and auto-update Salesforce in real-time.
This AI automation doesn't just log that a call happened; it provides structured summaries, extracts key next steps, and can even identify risk signals from the conversation.
For example, a rep can finish a Zoom demo, and by the time they've clicked "End Meeting," Momentum's AI can have instantly logged the call, attached a summary of key discussion points, and updated Salesforce fields like "Next Step: Product trial scheduled". This completely eliminates the need to chase reps for updates.
This process goes far beyond Einstein's basic capture by including every interaction and standardizing it into actionable CRM data. The result is a "complete picture" of the account in Salesforce, achieved with zero manual effort. With clean, up-to-date customer data streaming in, all of Einstein's analytics become more accurate and useful.
2. Prioritizing Leads with AI (Einstein Lead Scoring)
Einstein's Capability:
Einstein Lead Scoring is a powerful use case for machine learning. The AI model analyzes your historical customer data—looking at factors like company size, title, and past engagement—to assign each lead a score. This score indicates which prospects are most likely to convert. This helps sales teams optimize their time by focusing on high-potential leads instead of blindly chasing every inquiry. Einstein Opportunity Scoring provides this same functionality for open deals.
The Challenge:
Simply having a score isn't enough if it doesn't trigger immediate action. A busy sales rep might overlook a high-scoring lead that appears in a daily report. By the time they see it, hours may have passed, and the lead's initial interest may have cooled.
Einstein on its own is brilliant at surfacing the data (e.g., "This lead has a score of 95"), but it doesn't proactively push reps to engage that lead right now. It doesn't automate the follow-up process or bring the insight into the rep's immediate line of sight.
Momentum's AI Boost:
Momentum acts as an AI copilot to ensure no high-priority lead falls through the cracks. It actively watches for changes in lead scores or status and can instantly trigger the right workflow in Slack or Salesforce when action is needed.
For example, the moment a new lead from a key marketing campaign hits the CRM with an Einstein score above 90, Momentum can post a real-time alert in the sales team's Slack channel. This alert can include key lead details and "claim" buttons, driving immediate rep action. Conversely, if a promising lead has gone cold (e.g., no activity for two weeks), Momentum can send a "Stale Lead" notification with a nudge to follow-up.
Because Momentum's AI agents don't just inform but also suggest next steps, they can even use LLMs to draft a personalized follow-up email or message for the rep to review and send. By embedding these real-time prompts directly into the team's primary workflow (like Slack), an AI agent supercharges Einstein Lead Scoring. It translates a passive insight into immediate, orchestrated action, helping sales teams engage the right prospects at the right time and dramatically increasing conversions.
3. Real-Time Deal Risk Alerts (Einstein Opportunity Insights)
Einstein's Capability:
Einstein Opportunity Insights acts as an intelligent monitor for your sales pipeline, flagging both risk and upside signals. It can highlight deals that are trending negatively—for instance, if an opportunity has had no customer activity in 30 days. It can also flag positive momentum, like when a prospect engages with a proposal quickly. These AI-driven insights warn a rep that a deal might be in trouble or suggest it's gaining traction, helping sales teams spot stalled deals before they slip away.
The Challenge:
While Einstein can identify these at-risk deals, it's then up to the team to take action—and fast. In practice, these valuable insights often live on Salesforce record pages or in reports. A manager or rep might only check these "periodically". If a rep doesn't notice the flagged insight in time, or if the team lacks a defined playbook for responding, the value of the Einstein AI is lost.
Furthermore, Einstein might highlight what the risk is (e.g., "No contact with key stakeholder"), but not why it's happening or what to do next. Busy salespeople might miss the window to intervene, and sales leadership might not hear about a problem deal until the weekly forecast call.
Momentum's AI Boost:
Momentum turns Einstein's passive insights into active alerts and automated playbooks. It comes with pre-built templates for common risk scenarios, like churn detection, deal stall alerts, or competitor mention flags.
For example, if Einstein indicates an opportunity is stagnating, Momentum can immediately trigger a workflow. This could send an alert directly to a Slack channel for the account team and leadership. The message won't just be a simple warning; it can provide full context: "Deal X has had no activity in 30 days and is at risk of slipping. Here are the last meeting notes and suggested next steps".
This real-time notification enables much faster decision-making to save the deal. Momentum's AI can even detect why a deal is at risk by analyzing the call transcripts and emails it captured (from Workflow 1). It might catch a competitor being mentioned or customer hesitation on pricing, and then route that specific context to the right people. The AI agent acts as a virtual analyst, ensuring every Einstein insight is not only noticed but also acted upon. It can then automate the follow-up, such as scheduling a renewal risk review or assigning a manager to assist.
4. Streamlined Pipeline Forecasting (Einstein Forecasting)
Einstein's Capability:
Einstein Forecasting uses AI models to predict sales outcomes far more accurately than traditional spreadsheets. It analyzes your pipeline history, open opportunities, and win rates to forecast how much revenue is likely to close in a given period. For sales leaders, this functionality is a game-changer. Einstein can highlight that you're trending above or below target and even explain which factors are influencing the forecast. It provides a data-driven way to gauge whether they'll hit the number, rather than relying solely on a rep's "gut feel".
The Challenge:
A forecast is only as good as the customer data in the system. If reps aren't logging their updates—deal stages, amounts, notes on customer behavior or sentiment—even Einstein's powerful machine learning will struggle to produce an accurate prediction.
Additionally, forecasts are typically updated periodically. If something critical changes in real-time—a big deal slips, a champion leaves, or a cluster of deals show new risk signals—busy executives might not find out until the next formal forecast meeting. Knowing you are 10% behind pace is vital, but Einstein "won't coordinate the plan to course-correct".
Momentum's AI Boost:
Momentum ensures your forecasting and pipeline reviews are fueled by live data and instant insights. First, by automatically capturing all interactions and updates (as covered in Workflow 1), it gives Einstein the clean, up-to-date dataset it needs for accurate predictions.
But Momentum also monitors the pipeline continuously and routes critical updates to stakeholders in real-time. For example, if a large deal's champion just left the company (a major risk), Momentum's AI can catch that context from an email or call note and immediately alert RevOps and the sales leader. This might prompt an immediate adjustment in the forecast or trigger an action plan to save the deal before it's too late.
Think of it as an "early-warning system" that amplifies Einstein Forecasting. Momentum's AI assistants can even suggest next steps at the leadership level: if the forecast looks short, it might flag a list of upside opportunities that could be accelerated. By connecting Einstein's predictive power with Momentum's orchestration, forecasting becomes a dynamic, actionable process.
5. Intelligent Meeting Follow-Up and Coaching (Einstein Conversation Insights)
Einstein's Capability:
Einstein Conversation Insights (part of Sales Cloud Einstein) is one of the platform's most powerful AI features. It analyzes call recordings and video meetings to pull out key information. It can detect topics discussed, customer behavior and sentiment, talk-to-listen ratios, or mentions of competitors and products. With Einstein Copilot's generative AI, Salesforce can even create call summaries or suggest email drafts for follow-up. It's a powerful tool for insight and coaching.
The Challenge:
After a customer call, there are almost always multiple follow-up tasks: write detailed call notes in Salesforce, update the opportunity stage, send a recap email to the client, and loop in other team members (like product or customer support) if needed.
Einstein might help by highlighting key points or auto-summarizing, but it "does not automatically perform all those follow-up actions". Reps often still need to copy-paste insights into Salesforce fields, remember to schedule the next meeting, or manually notify the team about what happened. Busy reps might jot down half-baked notes or forget an action item. This is both a "data loss problem" and a "missed opportunity" that can kill a deal's momentum.
Momentum's AI Boost:
Momentum shines in turning meeting insights into immediate, automated action. Its AI Notetaker will transcribe the call and push a structured summary, key quotes, and next-step tasks directly into the correct Salesforce opportunity fields. The opportunity record is enriched with what was promised, what concerns were raised, and what to do next—without the rep doing any busywork.
More than that, Momentum's AI agent can automatically generate a professional follow-up email or recap for the rep to send to the customer, ensuring consistency. AI assistants like Momentum are designed to not only log what happened but also suggest the next best actions and even draft the messages to execute them.
For instance, if the customer mentioned needing a pricing quote and a tech review, Momentum could trigger a multi-step workflow:
- Create a task for the sales engineer.
- Draft an email to the customer with the pricing attached.
- Notify the pricing team on Slack.
This AI automation also handles intelligent routing of insights. Your product team might automatically get a Slack message with a snippet of the call where a feature request came up, or a manager gets an alert if a big upsell was mentioned. The result is "spotless" follow-ups, a well-informed team, and a better customer experience.
From System of Record to System of Action
Salesforce Einstein provides the "brains" for the modern CRM—delivering predictive scores, powerful insights, and intelligent recommendations.
But to truly capitalize on those insights, an AI agent like Momentum provides the "brawn". It takes action, automates workflows, and closes the loop between insight and execution.
For GTM, sales, and RevOps leaders, this one-two punch means a more responsive and efficient revenue engine. High-priority leads get immediate attention. Deals at risk get rescued sooner. Forecasts adjust in real-time. And teams spend far less time on administrative repetitive tasks and more time selling.
The end result is a sales process that's not only smarter but also faster and more consistent. By embedding an AI copilot alongside Einstein, you supercharge your entire Salesforce investment.
Book a demo with Momentum to transform your CRM from a passive "system of record" into a dynamic "system of intelligence and action".