Agentic CRM Development
Developing and deploying AI-powered agents for customer relationship management, sales, service, marketing, and commerce.
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Agency
Altois
MarketingOps
Cross-discipline
Altois, operating as Salesforce in the provided text, offers an 'Agentic CRM' which integrates AI-powered agents with existing business tools to enhance productivity. The platform aims to connect various business functions, data, and workflows to create an 'Agentic Enterprise'.
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Section 01Builds its practice on martech solutions via Google, Pipedrive, Pandadoc, Integromat partnerships — ask them directly about team size before committing to a big migration.
“Salesforce provides a team of pre-built agents that understand your business, ready to work together from day one in the tools your team already uses.”
Value proposition
Section 02Altois, presented as Salesforce, focuses on delivering an 'Agentic CRM' solution that leverages AI to improve business productivity. The core offering involves a system of pre-built agents designed to integrate with a company's existing tools and workflows. This approach aims to unify various business operations, including sales, service, marketing, and commerce, within a single platform, described as the 'Agentic Enterprise'. The platform is built on principles of trust, with built-in rules, workflows, and data integration to ensure agents operate within established business logic.
The company's value proposition centres on enabling businesses to deploy scalable AI workforces that can handle routine tasks, generate new pipeline, and serve customers 24/7. This allows human employees to focus on strategic areas like judgment, relationships, and growth. Key components supporting this include Customer 360 for business logic, Agentforce for deploying AI agents, Tableau for data insight, Slack for team collaboration, and Data 360 for unifying customer context. The platform is designed to be open, allowing integration with various AI models and infrastructure through Headless 360 and a marketplace called AgentExchange.
Core competencies
Section 03Data Unification & Insight
Connecting diverse data systems to create unified customer context and generate actionable insights through platforms like Data 360 and Tableau.
Workflow Automation
Grounding AI agents in established business logic, rules, and workflows to automate routine tasks and improve processes.
Platform Integration
Providing a platform (Headless 360) to integrate with diverse AI models, apps, and existing infrastructure, enabling seamless deployment across various user interfaces.
Ecosystem Management
Operating AgentExchange, a marketplace for applications, agents, tools, and integrations, fostering a connected ecosystem for enterprise AI.
Products & services
Section 04- Salesforce Agentic Platform
- A comprehensive platform connecting business data, models, and workflows with built-in trust for the 'Agentic Enterprise'.
- Customer 360
- A system providing business logic, workflows, and processes to ground agents in trusted business operations.
- Agentforce
- A system for deploying scalable AI agents that reason, act, and improve processes across a business, trained on specific data and governed by rules.
- Tableau
- A system for turning data into understanding and insights, enabling agents and humans to act decisively.
- Slack System of Engagement
- A communication platform where people and agents collaborate, centralizing conversations, decisions, and context.
- Data 360
- A system that connects disparate data systems, manages data, and unifies customer context to provide complete business context for humans and AI agents.
- Headless 360
- Tools and capabilities to bring Salesforce functionality to any agent, app, or experience, enabling building and deployment across various channels with inherited trust and security.
- AgentExchange
- A marketplace for Salesforce apps, Slack apps, and Agentforce agents, tools, and MCP servers, facilitating discovery and activation of integrations.
Key takeaways
Section 05- AI Integration
- The platform integrates AI agents into core CRM functions, aiming for 'exponential productivity' by allowing agents and humans to collaborate.
- Unified Platform Approach
- It offers a single platform designed to connect data, models, and workflows across various business units to form an 'Agentic Enterprise'.
- Productivity Focus
- The primary goal is to offload routine work to AI agents, freeing human teams to concentrate on complex tasks, relationships, and growth initiatives.
- Openness and Interoperability
- The platform is designed to be open, allowing integration with chosen AI models (e.g., Claude, ChatGPT) and various third-party applications through its Headless 360 and AgentExchange offerings.
- Trust and Governance
- Emphasis is placed on building trust through built-in ethics, integrity of technology, and inherited governance for all agents and interfaces.
FAQ
Section 06- What is the primary function of Salesforce's 'Agentic CRM'?
- The 'Agentic CRM' combines AI with customer relationship management to enhance productivity through pre-built agents that work alongside human teams.
- How does Salesforce integrate AI agents into business operations?
- Salesforce integrates AI agents through platforms like Customer 360 for business logic, Agentforce for deployment, and Data 360 for context, all designed to work within existing business tools.
- What is the purpose of AgentExchange?
- AgentExchange serves as a unified marketplace for discovering and integrating Salesforce apps, Slack apps, and Agentforce agents and tools, promoting coherence in the AI ecosystem.
- Does Salesforce support integration with external AI models?
- Yes, through Headless 360, Salesforce is open to integration with various AI models such as Claude, ChatGPT, Perplexity, and Amazon Bedrock.