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Einstein Discovery is an analytics tool that is included in Salesforce Einstein. Einstein Discovery allows associations and nonprofits to automatically discover patterns, trends, and insights in their data. The tool uses machine learning algorithms to analyze data from multiple sources, including Salesforce data, third-party application data, and external data sources like association management software (AMS) and fundraising solutions.

There are several benefits of using Einstein Discovery, including automated insights, actionable recommendations, forecasting, ease of use, integration, and accessibility. By using Einstein Discovery, associations and nonprofits can make data-driven decisions that can improve outcomes, forecast future trends, and identify potential risks and opportunities.

Organizations can use Einstein Discovery in a variety of ways to gain insights from their data and optimize their operations. One way is through membership analysis, where associations can use the tool to identify patterns and trends in member behavior, such as which members are most likely to renew their memberships or which types of fundraising campaigns or activities are most popular. This information can help associations and nonprofits optimize their membership and fundraising programs and improve member retention rates.

Einstein Discovery can also be used to optimize event planning processes. By analyzing data related to past events, such as attendance rates and attendee feedback, organizations can identify factors that contribute to successful events. This can help them ensure that future events are well-attended and well-received.

Another way organizations can use Einstein Discovery is to improve marketing and communications strategies. By analyzing data related to marketing and communications efforts, such as email open rates and click-through rates, associations and nonprofits can identify the most effective messaging and channels for reaching their target audience. This information can help organizations increase engagement with their members and donors and improve their overall marketing and communications strategies.

Einstein Discovery offers a range of features designed to help organizations gain insights from their data, including a natural language interface, automated data preparation, machine learning algorithms, and visualization and dashboards. The tool’s natural language interface guides users through the analysis process, making it easy to use for users with little or no experience in data analytics. Automated data preparation reduces the time and effort required for manual data preparation, while machine learning algorithms ensure that insights are accurate and reliable. Interactive visualization and dashboards present insights in a way that is easy to understand and enable users to explore data in more detail.

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About Systems Rewired:

Systems Rewired is a Salesforce consulting company that offers Salesforce for associations and Salesforce for nonprofits options such as staff augmentation, managed services, and implementation services. If your organization is considering implementing Einstein Discovery for your organization, contact us today for a free consultation.

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