Pisces

Known for marketing operations consulting, business process management, and go-to-market operatio...; a fit if you want a specialist rather than a full-service agency of record.

“The platform focuses on enabling agents and teams to work from a single, trusted source of truth to ensure every customer interaction reflects a business's best.”

Data 360 (System of Context)

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

Customer 360 (System of Work)

Provides proven business logic, workflows, and processes to guide actions taken by agents, ensuring consistency and trust.

Agentforce (System of Agency)

Deploys scalable AI agents capable of reasoning, acting, and improving processes across business functions, trained on specific company data and governed by rules.

Tableau (System of Insight)

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

Slack (System of Engagement)

Serves as a collaboration platform where people and agents can work together, centralising conversations, decisions, and context.

Salesforce Starter

An all-in-one suite of sales, service, and marketing tools designed for small businesses to get started with CRM functionalities.

Agentic AI Integration

Salesforce is integrating 'agentic AI' into its CRM platform, allowing AI agents to perform autonomous actions and complex tasks with minimal human intervention.

Unified Customer View

The platform aims to provide a 'single source of truth' for customer data, enabling comprehensive, 360-degree views of every customer interaction and relationship.

Productivity Enhancement

The system is designed to increase employee productivity and reduce manual work by automating routine tasks, allowing staff to focus on strategic activities and customer relationships.

Scalability and Flexibility

Salesforce offers scalable and flexible solutions suitable for businesses of all sizes, from startups to large enterprises, allowing them to expand functionality as needed.

Industry-Specific Solutions

The platform provides tailored solutions for a diverse range of industries, including Financial Services, Retail, Healthcare, Education, and Manufacturing.

Ecosystem and Learning

Salesforce supports its users with a strong ecosystem including partners, apps via AgentExchange, and educational pathways like Agentblazer to foster deeper understanding and implementation.

What is Salesforce?

Salesforce is a #1 AI CRM (customer relationship management) platform that unites companies and customers by providing a unified set of applications powered by agentic AI and data across departments like sales, service, marketing, commerce, and IT.

What is CRM and why is it needed?

CRM stands for customer relationship management, a technology for managing all company interactions with customers and potential customers. It helps organise contact information, automate tasks, and analyse data to understand customer behaviour, providing a 360-degree view of every customer for growth.

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, through Agentforce technology, it automates complex workflows, predicts business outcomes, and personalises customer interactions across various channels.

How does Salesforce CRM help small businesses grow?

Salesforce offers agentic CRM solutions, including the Salesforce Starter, that are flexible and scalable for small businesses. They allow companies to begin with essential functionalities and easily add more as they grow, ensuring they only pay for what is used and have a platform that scales with their business needs.