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The AI Solutions Offered by Generative CRM

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Generative CRM will combine the power of AI with your customer data for enhanced efficiency. [Getty Images/Malte Müeller]

Generative AI is poised to reshape CRM across companies in the years to come. See how this buzzy new tech, when used with your CRM, can help your teams work more efficiently and create better customer experiences.

The employee view

Imagine you’re a sales rep today and you’ve just been assigned a new account. How many hours would it take you to find a company overview, catch up on the latest company news, find the right contacts, and draft an intro email? Now imagine your customer relationship management (CRM) platform doing all this in seconds, so you can fine-tune that email and send it sooner.

This is the promise of generative CRM, which will combine the power of generative artificial intelligence (AI) with your customer data to make your teams more productive.

“Generative CRM is the e-bike version of CRM,” said Vala Afshar, Salesforce’s Chief Digital Evangelist. “You could ride traditionally, but why would you ever want to go back to a traditional bike?”

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The view across teams

Generative AI promises to help companies quickly and easily generate AI-created content across sales, service, marketing, commerce, and IT interactions. For example:

  • Service teams could use generative AI to automate the creation of smarter, more personalised chatbots that can understand, anticipate, and respond to customer issues.
  • Generative AI can help marketers more quickly generate product descriptions that are accurate, compelling, and optimised for search engines.
  • For sales teams, generative AI can help automate time-intensive sales tasks, personalise interactions with the customer, and optimise prospecting and lead-nurturing. 

The big trend in AI solutions

Generative AI has sparked a lot of discussion and interest since the public-facing introduction of ChatGPT in November 2022. The technology uses machine learning and algorithms to create content such as text, audio, images, and code.

Salesforce has leveraged this remarkable technology in Einstein GPT, the world’s first generative AI for CRM.

What is generative CRM?

Generative CRM combines the power of generative AI with your customer data to enhance your productivity and efficiency. It can perform countless functions like answering queries, teeing up conversational text, or crafting an email. It can create finely tuned segmentation of leads and contacts, write letters of introduction, analyse feedback, and suggest next best actions. The more people who use it, the smarter and faster it will get. 

Generative CRM will perform those tedious everyday tasks, freeing up your time to focus on more important projects. Because it can scour the internet and relevant data in seconds, it can help craft better responses, for example, within customer service interactions and then write knowledge articles based on those interactions.

“It really reduces the friction of going from an idea to a first draft,” said Jayesh Govindarajan, Salesforce Senior Vice President of AI and Machine Learning. “That could be writing a document based on six meetings you’ve had. Or, it could be summarising several conversation streams to look for one or two insights that you can use to improve your approach.”

How generative CRM can boost productivity, efficiency, and customer relationships

People spend hours performing mundane tasks just to get their jobs done. 

We sift through data and research, bang our heads against the wall trying to come up with a fresh ad for a new social marketing campaign, write and rewrite what we think is the perfect email pitching a prospective client, and scramble to find the right balance in conversations with angry customers. 

In fact, research has found that sales reps are so bogged down with administrative tasks, they only spend 28% of their time actually selling. 

What if you had a tool to streamline all of that, no matter what industry or department you work in? 

With generative CRM tools, which combine the power of generative AI with CRM across many industries, this will soon be possible. 

Reduce time to value

While AI has been around for some time and Salesforce’s Einstein already delivers more than 200 billion predictions daily, generative AI products like ChatGPT for writing, Dall-E for art, and MusicLM for composition, are helping people across industries work more efficiently. So how can this help you, especially with building and maintaining customer relationships? 

“Ultimately, the superpower of generative AI for CRM is to reduce time to value,” Afshar said. 

The technology will help filter out the noise many of us encounter on the internet, he added. Generative CRM will be smart enough to know what to search for if you ask it the right questions.

Free up humans for high-value work

Imagine you are trying to land a great new client. You spend hours going through data to beef up your sales pitch and it ends up being outdated. You then scour your network and the company website trying to find that perfect person to help get your foot in the door, only to find they left the company two weeks earlier. These are all repetitive and mundane tasks you’ve exhausted precious time on instead of building a new relationship. And they’re all things that generative CRM can or soon will be able to do for you.

At Queensland Investment Corporation (QIC), for example, Rebecca Aichholzer, Head of Business Systems Success, describes how the AI-powered automation enabled by Sales Cloud has eliminated the need for her to manually create and check every short-term lease that came up. Automation has hugely reduced both the time required and the risks associated with human error, increasing occupancy rates by around 3% while halving the number of people that touch each booking.

We can create a booking and send out a contract in minutes and most are fully executed within 24 hours. This means retailers can start trading in just one day as opposed to seven.

Rebecca Aichholzer
Head of Business Systems Success, QIC

AI solutions you can trust 

Security and privacy will be key to generative CRM, which will build on long standing principles for trusted AI with guidelines that specifically address concerns with generative AI.

While some generative AI models rely only on publicly available data, generative CRM will be rooted in secure, private customer data, while also drawing on public data. That’s a key part of what will make the technology both trustworthy and impactful for businesses.

“ChatGPT and other systems are extremely powerful and built on public data sources,” Govindarajan said. “But to work in the enterprise, the technology has to be grounded in the data available in that organisation. Being able to blend public and private data together is what makes this a more trusted, more valuable experience for our customers.”

What will generative CRM look like in action?

Here are more examples of how generative CRM can be put to use:


Generative CRM can create knowledge articles, improve response times, analyse customer feedback, and offer responses to frequently asked questions. Imagine you’re having a virtual chat with a customer. While they’re messaging you, Einstein GPT is scouring thousands of web pages and data to help craft the best reply. As the agent, you can edit the reply to ensure it sounds like they’re chatting with a person, not a machine.

And service leaders are already leveraging the power of AI technology for their customer service toolkits. The State of Service report found the share of service decision makers who report using AI has increased by 88% since 2020, from 24% of respondents to 45%.


Generative CRM will be able to enhance lead generation, predict future sales trends, analyse sales data, and create personalised communication. For example, generative CRM will find the most up-to-date information on a company and identify the appropriate contacts. It can then draft an email and give you the most current stats about the company or industry to help you prepare for a meeting.

Salesforce research shows that high performing sales teams are using AI to improve efficiency — indeed, they are 1.9x more likely to use AI than their underperforming counterparts. 


Generative CRM will design visually appealing, personalised ads to target specific audiences based on browsing and purchase history, build predictive models to forecast customer buying behaviour, and create influencer campaigns. For example, say a new shoe store is opening in a hot shopping area of Melbourne. Generative CRM can design a promotion for social media that targets customers most likely to visit that store based on past purchases or their social media posts and comments.

Sixty-two percent of marketing organisations are currently using AI and 90% are using CRM. The competitive edge will increase when marketers lean into the option that combines both: AI-powered generative CRM. 

“This is the power of how generative AI will use data to help guide us in real time,” Afshar said. “The ultimate Holy Grail is prescriptive use of analytics, the generative power of a real-time CRM.”

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Salesforce Staff

The 360 Blog from Salesforce teaches readers how to improve work outcomes and professional relationships. Our content explores the mindset shifts, organizational hurdles, and people behind business evolution. We also cover the tactics, ethics, products, and thought leadership that make growth a meaningful and positive experience.

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