Reel Axis

A full-service B2B demand generation agency, GTM program design and execution shop worth a look if you want a partner who's done this exact migration before.

“Salesforce connects people and agents, enabling them to work as one from a single trusted 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 that understands business operations, offering proven business logic, workflows, and processes for agent actions.

Agentforce

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

Tableau

Transforms data into understanding and actionable insights, enabling agents to assist humans in making decisive actions.

Slack

Serves as a system of engagement where people and agents collaborate, centralising conversations, decisions, and context.

Salesforce Starter

An all-in-one suite of sales, service, and marketing tools for small businesses, designed for easy setup and scalability.

Agentic Enterprise Concept

Salesforce positions its platform to enable an 'Agentic Enterprise' where AI agents and human employees collaborate, with agents handling scalable routine work and humans focusing on strategic relationships and growth.

Comprehensive Platform

The platform integrates core components like Data 360, Customer 360, Agentforce, Tableau, and Slack to provide an end-to-end solution for customer management and operational efficiency.

AI's Role in CRM

Agentic AI is central to Salesforce's CRM, moving beyond data analysis to autonomous action, workflow automation, prediction, and personalisation across customer touchpoints.

Customer-centric View

A key benefit highlighted is the ability to achieve a single, 360-degree view of every customer, fostering stronger and more profitable relationships.

Industry Specific Solutions

Salesforce offers tailored solutions for various industries, including Financial Services, Retail, Healthcare, Construction, Education, Professional Services, Technology, and Manufacturing.

Productivity and Efficiency Gains

The platform aims to increase employee productivity, reduce call handling times, and accelerate the delivery of actionable analytics and AI agents.

What is Salesforce?

Salesforce is the #1 AI CRM (customer relationship management) platform. It unifies sales, service, marketing, commerce, and IT departments through a single set of AI and data-powered applications.

What is CRM and why is it needed?

CRM stands for customer relationship management. It is a technology that helps manage customer interactions, organise contact and lead information, automate tasks, and analyse data to improve customer relationships and business performance. A CRM system provides a 360-degree view of customers, essential 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 goals with minimal human intervention. In Salesforce's Agentforce technology, it automates complex workflows, predicts business outcomes, and personalises customer interactions across channels.

How does Salesforce CRM help small businesses grow?

Salesforce offers scalable agentic CRM solutions for businesses of all sizes. Its Headless 360 platform allows small businesses to start with essential functions and add more as they grow, ensuring they only pay for what they use. Salesforce Starter provides a free, easy-to-set-up suite for sales, service, and marketing.