Agentic AI Development
Development and deployment of autonomous AI systems capable of reasoning, planning, and executing multi-step actions with minimal human intervention.
← Back to directory
Agency
Verkko Strategies
MarketingOps
Cross-discipline
The provided page text is for Salesforce, focusing on its new 'Agentic CRM' and 'Agentforce' AI capabilities. It positions Salesforce as an AI-powered CRM platform that integrates various tools to enhance customer interactions and business processes.
Visit website ↗Our read
Section 01A sales/marketing automation systems for lasting customer relationships shop worth a look if you want a partner who's done this exact migration before.
“Salesforce connects companies and customers by providing a unified set of applications powered by agentic AI and data, helping every department work as one.”
Value proposition
Section 02Salesforce offers an 'Agentic CRM' platform designed to unify customer interactions and business operations through AI. The platform integrates various tools like Data 360, Customer 360, Agentforce, Tableau, and Slack, aiming to provide a single source of truth for customer data and business processes. This approach is intended to allow agents and teams to work collaboratively and efficiently.
The company's proposition revolves around enabling businesses to become 'Agentic Enterprises' by deploying trusted AI agents for tasks such as customer service, lead generation, and routine work. This is designed to free human employees to focus on complex judgments, relationships, and growth. Salesforce states that its solutions are flexible and scalable for businesses of all sizes and across various industries, emphasizing built-in trust and data integration.
Core competencies
Section 03CRM Platform Provision
Providing a comprehensive customer relationship management platform that integrates sales, service, marketing, commerce, and IT functions.
Data Unification and Management
Connecting diverse systems, managing data, and unifying customer context to create trusted business context for human and AI agents.
Workflow Automation
Automating complex business workflows and processes through proven business logic within the Customer 360 system.
Business Intelligence and Analytics
Transforming data into actionable insights and decisions using Tableau, enabling agents and humans to act decisively.
Collaborative Platforms
Offering Slack as a system of engagement for people and AI agents to collaborate, share context, and make decisions in one place.
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 guide 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 interpret data and assist humans in making decisions.
- Slack
- Serves as a system of engagement where people and AI agents collaborate, centralizing conversations, decisions, and context.
- Salesforce Starter
- An all-in-one suite of sales, service, and marketing tools tailored for small businesses, designed for quick setup and scalability.
Key takeaways
Section 05- Agentic Enterprise
- Salesforce aims to enable businesses to become 'Agentic Enterprises' by deploying AI agents for tasks like customer service and pipeline generation, freeing human employees for strategic work.
- Unified Platform
- The platform connects data, models, and workflows, ensuring trust is built-in, not added on, across all business operations.
- Comprehensive Context
- Data 360 provides a unified customer context, which is crucial for both human and AI agents to operate effectively.
- Proven Business Logic
- Customer 360 incorporates existing business rules and workflows, ensuring agent actions align with trusted business processes.
- Actionable Insights
- Tableau is integrated to translate data into understanding, helping agents and humans make informed decisions.
- Collaboration and Efficiency
- Slack facilitates seamless collaboration between human and AI agents, centralizing communication and decision-making.
FAQ
Section 06- 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 departments work together.
- What is CRM and why do I need one?
- CRM (customer relationship management) is a technology for managing customer interactions, organizing data, automating tasks, and analyzing behavior. It provides a 360-degree view of every customer, essential for growth.
- What is agentic AI and how is it used in Salesforce?
- Agentic AI refers to AI systems that can act autonomously, reasoning, planning, and executing tasks with minimal human intervention. In Salesforce, Agentforce uses agentic AI to automate workflows, predict outcomes, and personalize customer interactions across channels.
- How does Salesforce CRM help my small business grow?
- Salesforce offers flexible and scalable agentic CRM solutions for businesses of all sizes, allowing them to start with essential functions and add more as they grow. Salesforce Starter provides a free, all-in-one suite for small business needs.