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Accessible AI: Agents in Free CRM, Starter and Pro Suite

Upcoming Live On-demand
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In a fast-paced work environment, your most valuable asset is time—yet it’s often drained by the repetitive, high-friction tasks that keep you from high-impact work. Join our upcoming webinar to learn how to reclaim your day by delegating the "busy work" to AI.


We’ll showcase the latest AI innovations available across Salesforce Free, Starter, and Pro Suites, giving you the roadmap to scale your business:

  • Catching up on accounts: Use AI to instantly summarise dense activity histories instead of scrolling through months of notes.
  • Draft Emails: Generate context-aware email drafts for follow-ups and service responses automatically.
  • Administrative Assistance: Use the Internal Employee Agent to update customer records and prep for upcoming meetings via simple conversational prompts.
  • Live demonstration to show common use cases within all suites

Whether you are just starting out or ready to scale, AI is accessible for small business owners.


Featured Speakers

Amy Boulter
Salesforce

Amy Boulter

RVP, Sales
Salesforce
Simon Carolin
Salesforce

Simon Carolin

Senior Account Solution Engineer
Salesforce