Achieve Full Product Adoption with Karya’s
Einstein Recommendation Builder for Salesforce Jump Start
You’ve made an excellent decision to transform the way you connect with your customers.
With Karya’s rapid and tailored service, you’ll benefit from a customized setup, expert guidance, and personalized shadowing sessions from a veteran Salesforce partner. Our jump start is designed to get you fully operational within weeks, enabling you to maximize the value of Salesforce in record time.
In-Scope (Setup)
Week 1
Kickoff Meeting: Align on recommendation goals.
Recommendation Builder Setup: Configure Einstein Recommendation Builder and define business rules for product or content recommendations.
Week 2
Data Readiness: Map product catalogs, user interaction data, and historical purchase behavior to Einstein.
Recommendation Scenarios: Set up simple recommendation scenarios (e.g., cross-sell, upsell) based on user behavior and purchase history.
Week 3
Testing with Sample Data: Test recommendations using sample data to ensure relevance and accuracy.
Training: Provide training for teams on how to use and manage recommendations in their day-to-day workflows.
Week 4
Go-Live Support: Assist with the first live recommendation campaign and monitor system performance.
Meetings
Kickoff, weekly check-ins, UAT, and go-live meeting.
Out of Scope
Advanced recommendation logic (e.g., multi-step recommendation flows or machine learning optimization).