Salesforce with Agentforce (AI CRM platform)

Business Profile

Core Value Proposition

Salesforce provides the #1 AI CRM that combines AI agents, data, and CRM apps on one unified platform to drive customer success.

Target Customer

Businesses of various sizes seeking an AI-powered CRM for sales, service, marketing, and commerce, with the option to augment teams with autonomous AI agents (Agentforce).

Key Differentiator

Agentforce autonomous AI agents operating 24/7 integrated with Salesforce’s Customer 360, plus a broad ecosystem (Slack, Tableau, MuleSoft, Heroku) and a no-install, browser-based onboarding experience.

Implementation Timeline

Value available from day one with Starter Suite; onboarding described as setup in minutes with no software to install; 30-day free trial available.

Pain Points

1Need to automate and scale customer interactions using AI agents without sacrificing human oversight.
2Siloed data across systems; require a unified platform to personalize engagement.
3Desire to accelerate pipeline, reduce handling times, and improve lead conversion and marketing efficiency.

Key Features

1Agentforce autonomous AI agents to support employees and customers 24/7
2CRM suites across Sales, Service, Marketing, and Commerce (Sales Cloud, Service Cloud, Marketing, Commerce)
3Data Cloud for unifying data from multiple sources
4Salesforce Platform for building and customizing apps
5Slack integration and ecosystem connections (Tableau, MuleSoft, Heroku), AppExchange marketplace

Target Customer Industries

Client Results

12M+ cases closed using Salesforce (Agentic Enterprise)
285% autonomous case resolution
315% more marketing pipeline
41.8x higher lead conversion

Competitive Advantages

1No software to install; browser-based access
2Unified platform combining AI agents, data, and CRM apps
3Rapid onboarding and trial with 30-day free access
4Extensive integrations and ecosystem (Slack, Tableau, MuleSoft, Heroku) plus AppExchange

Key Benefits

1Autonomous AI agents that augment employees and processes 24/7

2Unified data and CRM across multiple business functions

3Fast onboarding, no software installation, and a 30-day free trial

4Strong ecosystem and integrations (Slack, Tableau, MuleSoft, Heroku) with AppExchange access

Case Studies & Success Stories

Ennube case study

Case #1

Ennube saves time with AI-generated emails.

Algo case study

Case #2

Algo cuts call times with Salesforce automation.

Inter case study

Case #3

Inter boosts ROI by personalizing every banking experience; Agentforce results include 85% autonomous case resolution, 15% more marketing pipeline, and 1.8x higher lead conversion.

Additional Product Information

Product Description

Salesforce combines AI agents, data, and CRM apps on a single unified platform to help sales, service, marketing, and commerce teams operate more efficiently and intelligently.

Target Market

Organizations of all sizes seeking an AI-enabled CRM and digital labor augmentation across industries such as finance, healthcare, education, retail, and technology.

Unique Value Proposition

The only AI CRM platform that seamlessly integrates autonomous AI agents (Agentforce) with unified customer data and CRM apps, delivered in a browser-based, scalable, enterprise-grade environment.

Technical Requirements

Web-based access with no installation required; potential provisioning on Hyperforce (Salesforce public cloud); supports data import from spreadsheets and connectivity to external data sources; integrates with Google data sources via Data Cloud; works with partner apps and APIs through AppExchange and MuleSoft.

Pricing Model

Starter Suite pricing at $25 USD per user per month; 30-day free trial; no credit card required to start; trial may be provisioned on or migrated to Hyperforce.

Companies Solving Similar Problems

Based on matching: problems solved, key features, industries

Mindler Career Guidance Platform

Comprehensive career guidance and counselling services using advanced assessments and expert advice to help students discover and plan their ideal career paths.

Education

Career Counselling

Y Combinator

Y Combinator helps startups make something people want by providing early-stage funding, mentorship, and a strong network.

Technology

E-commerce

Design and Development Services

Umuzi Digital provides comprehensive design, product development, and strategic digital support at a fraction of the cost, enabling businesses to enhance their performance and grow.