RevOnyx

Pitches end-to-end AI transformation partner for B2B GTM teams. Fine if that's the exact shape of work you're buying.

“Salesforce connects agents, teams, and data on a unified platform to ensure every customer interaction reflects a business at its best, leveraging agentic AI for autonomous action and enhanced customer relationship management.”

Data 360

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

Customer 360

Manages business logic, workflows, and processes to ensure every agent action is consistent with established business rules.

Agentforce

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

Tableau

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

Slack

Provides a collaborative platform where people and AI agents can work together, centralising conversations, decisions, and context.

AI CRM for Small Business

Tailored AI CRM solutions, including Salesforce Starter, designed for startups and small businesses to manage sales, service, and marketing.

Agentic AI Integration

Salesforce's core strategy involves integrating 'agentic AI' into its CRM platform, enabling autonomous AI agents to perform tasks, predict outcomes, and personalise customer interactions.

Unified Customer View

The platform aims to provide a 360-degree view of every customer by connecting disparate data sources, ensuring all agents and team members work from a single, trusted source of truth.

Productivity Enhancement

Salesforce claims significant increases in employee productivity and reductions in call handling time through the deployment of AI agents and streamlined workflows.

Scalability and Flexibility

The Headless 360 platform is designed to be flexible and scalable, allowing businesses of all sizes to start with essential functionalities and expand as they grow.

Key Product Components

The Agentic Enterprise architecture is built upon several integrated products: Data 360 (System of Context), Customer 360 (System of Work), Agentforce (System of Agency), Tableau (System of Insight), and Slack (System of Engagement).

Industry Versatility

Salesforce offers tailored solutions for a wide array of industries, demonstrating the adaptability of its AI CRM platform to diverse business needs.

What is Salesforce?

Salesforce is an AI CRM platform that unifies applications across various departments like sales, service, marketing, commerce, and IT. It uses agentic AI and data to bring companies and customers together on a single, integrated platform.

What is CRM and why is it needed?

CRM (Customer Relationship Management) is 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 and business performance, providing a 360-degree view of customers.

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, this technology (part of Agentforce) 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 flexible and scalable agentic CRM solutions for small businesses, allowing them to start with essential functionalities and add more as they grow. Salesforce Starter, for example, provides an all-in-one suite of sales, service, and marketing tools designed for quick setup and immediate use.