How to extract keywords from Salesforce Sales Cloud Sales Emails using generative AI
How to Extract Keywords from Salesforce Sales Cloud Sales Emails Using Generative AI
As a business, you receive a lot of emails every day. But, how do you identify important insights from these emails? In this post, we’ll show you how to use generative AI to automatically extract keywords from Salesforce Sales Cloud sales emails.
What is Keyword Extraction?
Keyword extraction is a natural language processing (NLP) technique that involves identifying the most important or relevant words or phrases in a piece of text. You can use it to extract key information and themes from text, such as search engine optimization (SEO), content analysis, and topic modeling.
Keyword extraction can be performed manually, but it can also be automated using machine learning algorithms. These algorithms learn to recognize patterns and features in the text that are associated with important words or phrases, and can be trained on a labeled dataset of text.
You can use keyword extraction to analyze and summarize large amounts of text data to quickly identify the most important information and themes.
Example Use Cases
Use cases for extracting keywords from Salesforce Sales Cloud sales emails include:
- Identifying common customer pain points and objections
- Improving sales rep productivity and efficiency
- Personalizing customer interactions
- Identifying areas for training and improvement
Teams that might find these use cases helpful include: sales, marketing, product, and operations.
Finding your input data and identifying preliminary keywords
You first need to identify the data that you want to work with. Here, we are looking at Salesforce Sales Cloud sales emails. You can extract this data using the Salesforce API, export it in CSV format, query a list of emails from your data warehouse or BI tool, or copy and paste with an example email.
For more information on the Salesforce API see here: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm
Next, it can be helpful (but not necessary) to identify common keywords that you may want to extract from your sales emails. Generative AI tools can be used to both identify and measure frequency of keywords but also to suggest additional keywords you may not have been aware to look for. For example - you might find that recurring customer inquiries around certain features or pricing may provide insights into product improvement opportunities non-obvious to the initial sales inquiry.
Once you have your data and preliminary keywords identified, you can use generative AI to automatically extract the most important keywords from your Salesforce Sales Cloud sales emails. This will help you improve the quality and consistency of your sales communication. This can help you both increase sales and improve the efficiency of your sales team.