← Back to directory
Agency

Fuel Made

MarketingOps
Lifecycle & CRM

Salesforce is a cloud-based software company known for its Customer Relationship Management (CRM) platform, which now integrates AI to offer 'Agentic CRM' capabilities. The company provides a suite of integrated products designed to help businesses manage sales, service, marketing, commerce, and data. These solutions aim to connect various parts of a business, enabling teams to work together with AI agents that understand business logic and workflows.

Visit website ↗

Our read

Section 01

Known for shopify CRO and ecommerce email marketing, Klaviyo email/SMS automation; a fit if you want a specialist rather than a full-service agency of record.

“Salesforce connects everything your business runs on – your data, models, and workflows – from the start with trust built-in, not bolted on.”

— Directory research note

Value proposition

Section 02

Salesforce offers a Customer Relationship Management (CRM) platform that integrates AI to enable what it terms an 'Agentic Enterprise'. This approach combines human teams with AI agents, built upon the existing CRM infrastructure, to automate routine tasks, generate new business opportunities, and enhance customer interactions. The system is designed to allow businesses to deploy scalable AI workforces trained on their specific data and governed by their rules.

The company's platform is presented as a comprehensive solution for various business functions, including sales, service, marketing, and commerce, unified through a central data system. It emphasises the integration of different tools and data sources, including third-party applications, into a cohesive ecosystem. Salesforce positions its offerings as a means for businesses of any size or industry to operate more efficiently, with a focus on trust, customer success, innovation, equality, and sustainability.

Core competencies

Section 03

Agentic CRM

Developing and deploying AI agents that understand business processes and can work alongside human teams to enhance productivity and generate pipeline.

Customer Data Unification

Connecting various systems, managing data, and unifying customer context to provide a comprehensive view for both humans and AI agents.

Integrated Platform

Providing a single platform that connects data, models, and workflows with built-in trust and security.

Ecosystem Integration

Facilitating integration with a wide range of external applications, AI models (e.g., Claude, ChatGPT), and services through AgentExchange and Headless 360.

Business Intelligence & Analytics

Utilising Tableau to transform data into actionable insights, enabling informed decisions for human users and guiding AI agent actions.

Collaborative Workflows

Integrating communication platforms like Slack to foster collaboration between people and AI agents within a unified environment.

Products & services

Section 04
Salesforce Agentic Platform
A single platform connecting business data, models, and workflows with built-in trust for the Agentic Enterprise.
Customer 360
A system of work with proven business logic, workflows, and processes to guide agent actions and manage customer interactions.
Agentforce
A system of agency to deploy scalable AI agents that reason, act, and improve processes across the business, trained on specific data and governed by rules.
Tableau
A system of insight that turns data into understanding for both humans and agents, driving informed actions.
Slack
A system of engagement where people and agents collaborate, centralizing conversations, decisions, and context.
Data 360
A system of context that connects systems, manages data, and unifies customer information to provide trusted business context for AI agents and humans.
Headless 360
Tools and capabilities to integrate Salesforce with other AI models and applications, enabling deployment across various channels like Slack, web, and mobile, with inherited governance.
AgentExchange
A marketplace for Salesforce, Slack, and Agentforce apps, agents, and tools, offering AI-guided search and one-click activation for integrations.

Key takeaways

Section 05
AI Integration
Salesforce's strategy heavily features AI, positioning itself as the '#1 Agentic CRM' by integrating pre-built AI agents across its platform to automate tasks and enhance business functions.
Unified Platform
The platform aims to unify various business operations (sales, service, marketing, commerce) and data sources, allowing different departments to work together effectively.
Agentic Enterprise Concept
Salesforce promotes the concept of an 'Agentic Enterprise' where trusted AI agents handle routine work, allowing human employees to focus on strategic tasks, relationships, and growth.
Openness and Integration
The platform is designed to be open, supporting integration with external AI models (e.g., Claude, ChatGPT) and a broad range of third-party applications and services via Headless 360 and AgentExchange.
Trust and Governance
Salesforce emphasizes built-in trust and security for its AI agents and integrations, ensuring actions are governed by business rules and compliance requirements.
Customer Success Focus
A core value is customer success, with solutions designed to help clients achieve their goals and stories highlighting improvements in areas like customer experience and operational efficiency.

FAQ

Section 06
What is Salesforce's primary offering?
Salesforce's primary offering is its cloud-based Customer Relationship Management (CRM) platform, now enhanced with AI capabilities to support what it terms an 'Agentic Enterprise'.
How does Salesforce integrate AI?
Salesforce integrates AI through pre-built AI agents (Agentforce) that work with its core CRM platform, automating tasks, understanding business logic, and collaborating with human teams across various business functions.
What is the 'Agentic Enterprise'?
The 'Agentic Enterprise' refers to a business model where trusted AI agents serve customers, generate pipeline, and handle routine work at scale, allowing human employees to focus on judgment, relationships, and growth.
Can Salesforce integrate with other AI tools?
Yes, Salesforce is designed to be open, allowing integration with various AI models like Claude, ChatGPT, and others through its Headless 360 capabilities and AgentExchange marketplace.
What core values guide Salesforce?
Salesforce is guided by the core values of Trust, Customer Success, Innovation, Equality, and Sustainability, which influence its business practices and product development.

Want the operator who's closed this before?