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Agency

The Wayward Co.

MarketingOps
Cross-discipline

Salesforce is a leading AI CRM platform that integrates artificial intelligence and data to unify company and customer interactions across various departments. It offers an 'Agentic Enterprise' approach, utilising AI agents to automate tasks, generate leads, and enhance customer service. The platform is designed to be scalable and adaptable for businesses of all sizes, from small businesses to large enterprises.

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Our read

Section 01

Handles gTM engineering: systems, data, automation for B2B startups/scale-ups; ask them directly how they handle post-launch support once the build is done.

“The platform focuses on combining human expertise with autonomous AI agents to drive efficiency and improve customer interactions.”

— Directory research note

Value proposition

Section 02

Salesforce provides an AI-powered Customer Relationship Management (CRM) platform, aiming to connect companies and customers through a unified suite of applications. These applications, including sales, service, marketing, commerce, and IT tools, are underpinned by agentic AI and integrated data, enabling departments to function cohesively. The core value proposition centres on creating a 'trusted source of truth' for customer interactions, allowing human teams and AI agents to collaborate effectively.

The company's approach, termed 'Agentic Enterprise', deploys trusted AI agents to handle routine work, generate new business, and provide 24/7 customer service. This strategy is designed to free up human employees to concentrate on judgment, relationships, and growth. Salesforce integrates various systems like Data 360 for unified customer context, Customer 360 for business logic and workflows, Agentforce for deploying AI agents, Tableau for data-driven insights, and Slack for team collaboration. This comprehensive platform aims to deliver increased productivity, reduced call handling times, and faster delivery of actionable analytics.

Core competencies

Section 03

Agentic AI Development & Deployment

Developing and deploying autonomous AI agents that can reason, plan, and execute multi-step tasks across business operations.

Customer Relationship Management (CRM)

Providing a comprehensive platform for managing customer interactions, leads, and service data.

Data Unification & Management

Connecting diverse systems, managing data, and creating unified customer context for human and AI agents through Data 360.

Business Logic & Workflow Automation

Implementing proven business logic, workflows, and processes within Customer 360 to guide agent actions and streamline operations.

Data Analytics & Insight Generation

Transforming data into actionable insights and decisions for both human and AI agents through Tableau.

Team Collaboration & Engagement

Facilitating communication and collaboration between human employees and AI agents through integrated platforms like Slack.

Products & services

Section 04
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 business logic, workflows, and processes to ensure agent actions align with business trust.
Agentforce
Enables deployment of scalable AI agents that reason, act, and improve processes, trained on company data and governed by rules.
Tableau
Transforms data into understanding and actionable insights, helping agents and humans make informed decisions.
Slack
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 specifically for small businesses to facilitate rapid setup and growth.

Key takeaways

Section 05
Agentic AI Focus
Salesforce is heavily invested in 'Agentic AI', which refers to AI systems capable of autonomous action with minimal human intervention to achieve specific goals, moving beyond simple content generation or data analysis.
Unified Platform Strategy
The platform integrates multiple components, such as Data 360, Customer 360, Agentforce, Tableau, and Slack, to provide a 'single source of truth' and enable seamless collaboration between humans and AI.
Industry Versatility
Salesforce offers tailored solutions for a wide range of industries including Financial Services, Retail, Healthcare & Life Sciences, Construction & Real Estate, Education, Professional Services, Technology, and Manufacturing.
Scalability for Businesses
The platform is designed to be flexible and scalable, catering to companies of all sizes, from small businesses and startups with 'Salesforce Starter' to large global enterprises, allowing functionalities to be added as needs evolve.
Productivity & Efficiency Gains
The integration of AI agents is presented as a means to increase employee productivity, reduce call handling times, and accelerate the delivery of actionable analytics.
Trust and Governance
The platform emphasises built-in trust and governance, ensuring that AI agents are trained on company data, built for specific industries, and governed by established rules.

FAQ

Section 06
What is Salesforce?
Salesforce is an AI CRM (customer relationship management) platform that unites companies and customers through a set of applications powered by agentic AI and data, enabling various departments like sales, service, marketing, commerce, and IT to work together.
What is CRM and why do I need one?
CRM (customer relationship management) is a technology for managing 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 stronger relationships.
What is agentic AI and how is it used in Salesforce?
Agentic AI refers to advanced AI systems that act autonomously to achieve specific goals with minimal human intervention. In Salesforce, agentic AI (part of Agentforce) is used to automate complex workflows, predict business outcomes, and personalise customer interactions across multiple channels.
How does Salesforce CRM help my small business grow?
Salesforce offers scalable agentic CRM solutions, including Salesforce Starter, that allow small businesses to begin with essential functionalities like sales, service, or marketing and add more as they grow. This provides an integrated AI and CRM platform that adapts to business needs.

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