Discover Salesforce

Learning Objectives

After completing this unit, you’ll be able to:

Explain what Salesforce does.
Summarize how Salesforce can help you connect with customers in a whole new way and transform your business for the world of AI.
Describe how Salesforce brings autonomous AI agents, unified data from any source, and leading CRM apps together on one integrated platform.

What’s Salesforce?

Let’s start with the basics: What does Salesforce do?

Salesforce is revolutionizing how businesses operate by integrating artificial intelligence (AI) into every aspect of customer relationship management (CRM). With Salesforce, organizations of any size in any industry can use AI to enhance customer experiences, simplify operations, and influence growth.

Companies are eager to employ this technology to transform their businesses. However, more than half of AI projects fail to reach completion due to high costs, slow return on investment (ROI), or concerns about trust and data security. Salesforce addresses these challenges to ensure that your AI initiatives not only launch but also deliver tangible results. In fact, an independent report from industry analyst Valoir found that Agentforce helps organizations deliver autonomous AI agents an average of 16 times faster with 75% higher accuracy than do-it-yourself approaches.

The Salesforce digital labor platform, Agentforce, extends your workforce with a team of autonomous AI agents that work side-by-side with your employees. It’s your always-on digital labor that helps your employees be more productive and serves your customers 24/7.

When Salesforce autonomous and trusted AI agents are paired with unified data from any source and leading CRM apps, this powerful combination allows humans and agents to work together seamlessly. Joining the precision of technology with the empathy of human interaction leads to faster problem resolution, more personalized customer experiences, and a more cohesive and effective team.

In short, Salesforce is the #1 AI CRM, where humans and agents drive customer success together. Check out this short video to learn how Salesforce is helping lead the next generation of customer experience.

How Is Salesforce Different?

Salesforce stands out as the only integrated platform that brings together all your data with AI to power autonomous action across every CRM process and customer touchpoint. The following describes how it makes a difference.

Grow Customer Relationships

Salesforce helps you better understand your customers by giving every employee a single, shared view of every customer. And with Agentforce proactively working on your behalf, you can deliver personalized experiences that build stronger relationships at scale. Agentforce can create highly personalized content and responses because it learns from your business and customer data. For example, to serve up the best product recommendations, Agentforce can reference past purchase history and performance.

Boost Employee Productivity

Our product portfolio enhances your employees’ capabilities, making employees more efficient in their roles. Agentforce is trained on your trusted data and integrated into our CRM apps. Working side-by-side with your employees, Agentforce acts autonomously to provide intelligent insights and automate routine tasks, freeing up valuable resources.

Improve Business Margins

By integrating all your data and embedding AI across every CRM process, the Salesforce portfolio of products helps you simplify and automate processes, make better data-driven decisions, improve customer satisfaction with deep personalization, and ultimately, increase profitability.

Salesforce isn’t just the world’s #1 CRM‌—it’s a deeply unified, holistic, and open platform that helps businesses thrive in the age of AI. It’s the only enterprise AI platform that connects your data to your AI agents, with no training of models required!

Salesforce is foundationally integrated to drive action across your data and applications. By uniting your data on one platform and using AI throughout CRM apps for every department, Salesforce ensures that your customer relationships, employee performance, and business outcomes are optimized for success.

Ready to dive deeper? Continue on to explore how Salesforce can transform your business!

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