Agentic CRM
Developing and deploying AI agents that understand business operations and work within existing tools to automate tasks and drive pipeline.
Salesforce is a technology company offering a CRM platform enhanced with AI capabilities, known as the Agentic CRM. It provides pre-built AI agents designed to integrate with existing tools and facilitate collaboration across business functions. The platform aims to connect data, models, and workflows to improve efficiency and customer interactions.
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“Salesforce’s approach centers on unifying people and AI agents within a single, integrated platform to drive exponential pipeline growth and operational coherence for businesses of all sizes.”
Salesforce positions itself as an 'Agentic CRM', integrating AI agents into its core platform to enable businesses to automate tasks, generate pipeline, and handle routine work. The company's offering focuses on fostering collaboration between human teams and AI, leveraging its Customer 360, Agentforce, Tableau, Slack, and Data 360 components to provide a unified operational environment. These agents are trained on business data and governed by established rules, operating across sales, service, marketing, and commerce functions.
The Salesforce platform is designed to be open, allowing integration with various AI models and existing infrastructure through its Headless 360 offering. It also provides AgentExchange, a marketplace for applications, agents, and integrations from partners, aiming to bring coherence to the broader Salesforce ecosystem. The company emphasises values such as trust, customer success, innovation, equality, and sustainability as guiding principles for its operations and technology development.
Developing and deploying AI agents that understand business operations and work within existing tools to automate tasks and drive pipeline.
Connecting data, AI models, and workflows across an integrated platform (Salesforce Agentic Platform) with built-in trust and security.
Grounding AI agents in established business rules, workflows, and processes through Customer 360 to ensure trusted actions.
Transforming data into actionable understanding through Tableau, enabling both humans and AI agents to make informed decisions.
Facilitating seamless interaction between human teams and AI agents via Slack, centralising conversations and context.
Offering Headless 360 for building on Salesforce and integrating with various AI models and third-party applications, supported by the AgentExchange marketplace.