NVISION

A custom marketing supply chain solutions consulting shop worth a look if you want a partner who's done this exact migration before.

“Salesforce focuses on bringing companies and customers together through a unified, AI-powered platform that enables agents and teams to work from a single source of truth.”

Data 360

Connects systems, manages data, and unifies customer context to create trusted business context for human and AI agents.

Customer 360

Provides a system of work with built-in business logic, workflows, and processes to ensure trusted agent actions.

Agentforce

Deploys infinitely scalable AI agents that reason, act, and improve processes across the business, trained on specific data and governed by rules.

Tableau

Transforms data into actionable understanding, helping agents and humans make decisive actions.

Slack

Serves as a system of engagement where people and agents collaborate, share context, and make decisions in one place.

Salesforce Starter

An all-in-one suite of sales, service, and marketing tools tailored for small business needs, offering a free initial option.

Agentic Enterprise Concept

Salesforce promotes the concept of an 'Agentic Enterprise' where trusted AI agents handle scalable, routine tasks to allow human staff to focus on growth and relationships.

Unified Platform Approach

The company offers a single platform that connects data, models, and workflows, ensuring trust and providing a comprehensive view across business functions.

Productivity and Efficiency Gains

The platform aims to increase employee productivity, reduce call handling times, and accelerate the delivery of actionable analytics, according to internal and external reports.

Scalability and Flexibility

Salesforce CRM solutions are designed to be flexible and scalable, suitable for businesses from small startups to large enterprises, allowing incremental functionality adoption.

Industry-Specific Solutions

The platform offers tailored solutions for a diverse range of industries, including Financial Services, Retail, Healthcare & Life Sciences, and Manufacturing.

What is Salesforce?

Salesforce is an AI CRM (customer relationship management) platform that provides a unified set of applications powered by agentic AI and data to help various business departments work together.

What is CRM and why is it needed?

CRM stands for customer relationship management. It is a technology for managing interactions with customers and potential customers, helping organise contact info, automate tasks, and analyse data to understand customer behaviour. It is essential for growth by providing a 360-degree customer view.

What is agentic AI and how is it used in Salesforce?

Agentic AI refers to advanced AI systems that can act autonomously to achieve specific goals with minimal human intervention. In Salesforce's Agentforce technology, it is used to automate complex workflows, predict business outcomes, and personalise customer interactions across channels.

How does Salesforce CRM help small businesses grow?

Salesforce offers agentic CRM solutions that are flexible and scalable for businesses of all sizes, allowing them to start with essential functions and add more as they grow. Salesforce Starter provides an all-in-one suite of sales, service, and marketing tools for small businesses.