How ESG software moves sustainability from admin to action
Learn how to choose ESG software that unifies sustainability data, simplifies reporting, and helps your business move from climate ambition to climate action.
Learn how to choose ESG software that unifies sustainability data, simplifies reporting, and helps your business move from climate ambition to climate action.
ESG reporting has grown up fast. What used to be a compliance exercise handled in a fringe spreadsheet now defines brand reputations and shapes business strategy. This shift is packed with opportunities, but it also comes with a few challenges.
One of those challenges is getting a lot of quality data for reporting. That isn’t always easy. Ninety-four per cent of leaders feel their data holds untapped potential. The insights are there, but they’re hard to unlock when emission figures, supplier information, and travel records all live in different places.
Source: Salesforce, State of Data and Analytics report
High-performance ESG software can close that gap. The right solution will help you collect better data, automate reporting, and turn sustainability into a strategic capability that drives your business’s growth. In this guide, we’ll break down the features to look for and show how AI-embedded platforms like Agentforce Net Zero (formerly Net Zero Cloud) are raising the bar for ESG.
Businesses are no longer asking whether sustainability belongs on the agenda. Instead, they’re asking how to make their initiatives work in the real world, where supplier data lives on one system, travel records in another, and reporting deadlines never seem to pause for breath.
Sixty-seven per cent of sustainability, finance, and technology leaders agree that sustainability is now essential to business success. It’s easy to see why. Striving for net zero is vital for our planet; it also defines reputations, attracts investment, and strengthens stakeholder trust. Getting it right can drive huge business value.
But this momentum introduces new challenges. As ESG becomes more deeply embedded in business strategy, it’s getting harder for one team to manage on the side. Coordinating emissions and managing costs means sustainability now depends on more parts of the business working together. That only happens when data works together, too.
Trusted, connected data is what turns sustainability from a statement of intent into a real-world strategy. It helps teams measure progress, spot trade-offs, plan next steps, and make decisions with confidence.
But this is where things get tricky. While 67% of senior leaders agree that high-quality sustainability data is pivotal to ESG success, only 37% believe the cause is well integrated into the core of their business.
This gap creates a friction point. Teams spend too much time chasing inputs, reconciling different versions of the truth, and stitching together reports. In turn, progress becomes hard to measure, and good sustainability work starts to feel heavier than it needs to be.
The good news is that this problem is entirely solvable with high-performing ESG software. We’ll explore the features you should be looking for shortly, but first, let’s quickly recap the regulations you should be aware of.
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Then there’s carbon accounting. Businesses need to organise their carbon impact under the Greenhouse Gas (GHG) Protocol , which splits emissions into three buckets.
Scope 3 is where things usually get more complicated. The standard covers 15 categories of indirect emissions across the value chain. That includes purchased goods, transport, and the use of products you’ve sold. In short, the biggest part of your emissions footprint sits outside of your business’s jurisdiction.
The good news: there is a solution. Now that we’ve got the problem out of the way, let’s talk about what you can do about it.
Let’s not sugarcoat things. Sustainability is becoming tougher to handle. But this doesn’t mean we’re all doomed to a lifetime of climate-focused admin. With the right software, ESG work can become more connected, measurable, and manageable.
A strong ESG solution will bring your sustainability data into one place, make it easier to explore, and help teams use it for decision-making. In essence, it closes the gap between your climate ambitions and the data-led strategy needed to reach them. The right platform can:
And the benefits here can be huge. Seventy-three per cent of senior leaders we surveyed agree that investing in sustainability can enhance brand reputation, 67% see it as a route to strengthening stakeholder relationships, and 63% believe it can drive innovation.
Source: Salesforce, The Gap in Sustainable Value Creation
The question, then, isn’t whether an ESG platform is right for your business. It’s about how to choose a platform that can deliver what you need to turn your ambitions into action.
Let’s look at some of the features you should be seeking out. We’ll also discuss how Agentforce Net Zero sets the standard with AI agents that can seek out context, provide actionable recommendations, and support decisions directly in the flow of work.
A lot of ESG platforms look the part, but that doesn’t always mean they can handle work in an enterprise environment. Below, we’ve outlined the features to look for so you can choose a high-performing ESG solution that drives you toward your goals.
The first question you should ask of any ESG platform: Can it save my team from chasing numbers whenever it’s time to compile a report?
As you’ll know from your latest disclosure, ESG data rarely lives in one place. You’ll often end up gathering insights from:
And that’s before you ever get into the rogue spreadsheets your teams built three quarters ago (and forgot to label properly).
The problem is that much of this information is locked away in silos. The average agentic enterprise in Australia runs 1,034 apps, of which only 25% are integrated. If your platform can’t pull these insights together into one clean view, every disclosure cycle becomes a digital paper chase. This means shakier reporting and slower decisions.
So, when you’re evaluating ESG platforms, stop asking whether it can store sustainability data. Ask whether it can collect, connect, and validate it. A strong solution should help you:
For example, with Agentforce Net Zero + Data 360, you can automate data collection, involve stakeholders when their input is needed, track tasks, and validate submissions before the data ever reaches a report. From there, your Climate Action Dashboard gives you a hub to monitor, explore, and analyse emissions data in one place.
Source: Salesforce
This data foundation also sets the stage for deeply embedded AI agents that can empower deeper analytics, surface proactive insights, and automate reporting. We’ll discuss how agentic AI can benefit your ESG efforts later in this guide. But here’s a quick peek at what’s possible when you bring agents into the flow of your sustainability initiative.
This is where things get exciting. Automated collection isn’t just about making reporting easier. It gives your business a more reliable way to power everything from disclosures to decision-making. Gather it once. Use it everywhere.
The easiest part about carbon accounting is gathering data about your own emissions. But once Scope 3 enters the picture and you’re tasked with reporting on 15 categories across suppliers, logistics partners, and every other corner of the value chain you forgot existed, things get tough to track.
For this reason, it makes sense to look beyond automated data collection and choose a platform that will help you get the full picture of your business footprint, including the bits that are easy to miss and hard to pull together. A strong platform can help you:
Using Agentforce Net Zero, for example, teams can automatically convert data from utility bills, business travel, and fleet records to carbon emissions in line with the Greenhouse Gas Protocol . This gives businesses a stronger view of the footprint they’re actually working with, rather than a snapshot stitched together by hand.
Source: Salesforce
And with the Scope 3 Emissions Hub, suppliers and subsidiaries can report their emissions to your business in real time. This gives you an active way to collect Scope 3 rather than waiting for an end-of-year scramble. You can then bring this data back into your Climate Action Dashboard, creating a unified view that’s ready for forecasting and AI-driven analysis.
Any strong ESG platform can tell you where you are today. But the real test is whether it can help you work out where to go next.
Future planning is at the heart of sustainability. Teams need to know which programmes are likely to cut emissions fastest, which carry the lowest cost, when they need to keep on track with their current efforts, and when it’s time to rethink.
This is why it’s a good idea to invest in a platform with integrated forecasting tools that let you plan your next move based on evidence rather than best guesses. Look for a solution that lets you:
For instance, Agentforce Net Zero can produce what-if reports that help teams simulate scenarios, forecast future emissions, and measure their progress against the net-zero goals they’ve defined, all handled through intuitive visual dashboards.
Then, when you need to weigh up different initiatives, Programme Analysis gives you the tools to compare options (like installing a new set of solar panels) by emission savings, marginal abatement costs, and cumulative emissions savings. This gives leaders a clear view of which programmes will deliver the best ESG impact without disrupting budgets.
AI agents make forecasting even more powerful by surfacing insights and recommendations faster. View the video below to see how Salesforce is using Agentforce to produce emission insights on the route to net zero.
Most ESG platforms will give you a place to store emissions data. Strong solutions help you drive value from that data in the flow of work.The best platforms handle the work for you.
This is the potential that agentic AI offers. Rather than relying on teams to make sense of ESG data manually, an AI agent can work across tasks, surface emissions insights faster, flag missing information, recommend different reduction opportunities, and help reporting move faster. This frees up time for teams to work on the deeply strategic stuff.
Source: Salesforce
We discussed the power of humans + AI agents + data at our 2026 Agentforce World Tour in Sydney. If you haven’t streamed the full event on Salesforce+ yet, here are some of the ways an Agentic enterprise platform like Agentforce can support your ESG initiative.
For your business, this means clearer direction and more momentum behind your sustainability efforts. And for your teams, it means having a sustainable AI coworker that handles the heavy lifting, so experts spend more time on strategy and less time buried in admin. To learn more, see how Endeavour uses Agentforce to blaze the path to net zero.
Modern ESG reporting is rarely focused on one framework. Teams often need to respond to the AASB S2 , CSRD, and ISSB , as well as other laws, such as California’s climate disclosure laws, all in the same disclosure window.
When every framework asks different questions, manual reporting slows down. This is why built-in disclosure features are worth prioritising. A strong platform should help you:
To give you an example of what’s possible, Agentforce Net Zero’s Disclosure and Compliance Hub provides framework-specific report builders for several compliance standards, including the CSRD. You can then build your reports in Microsoft Word with our Microsoft 365 plugin, giving you a clean way to turn your data into a standardised report.
Source: Salesforce
And, when you’re ready to get started, Agentforce can pull data from your dashboard to write a first draft of your compliance report, filling in the tedious details while creating placeholders for the details that require a human touch.
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There are dozens of ESG tools on the market, but not all of them solve the same problem. The right solution for your business depends on your ESG ambitions and whether you need a specialist tool or a single connected platform. Below, we’ve outlined some of the different candidates to consider.
| Platform | Best for | Strengths |
|---|---|---|
| Agentforce Net Zero | Enterprises that want one connected platform for sustainability, business data, reporting, carbon accounting, AI, and climate action | The #1 AI CRM for sustainability, strongest all around for businesses that want ESG connected to operations, reporting, forecasting, and AI agents |
| Workiva | Teams focused purely on collaborative reporting | Strong report creation and disclosure management features, ideal when the report process is the priority |
| Persefoni | Organisations that want finance-style carbon accounting without needing a wider business platform | A great carbon accounting structure, with emissions calculations and reporting support |
| Sweep | Businesses focused on supply-chain engagement and emissions throughout the value chain | Focus on supplier data, value-chain collaboration, and broader emissions data management |
| EcoVadis | Procurement-focused teams that want control over supplier sustainability for Scope 3 reporting | Strong supplier assessment features and Scope 3 frameworks |
As TELUS pushed towards carbon neutrality by 2030, the business ran into a common challenge: The closer you get to serious climate action, the harder it becomes to see your full emissions picture and meet Scope 3 targets as reporting expectations evolve.
To solve this, TELUS turned to Agentforce Net Zero to pull data from multiple internal and external sources into one place. Through the platform, TELUS now accesses more than 300,000 records annually, covering everything from diesel fuel burned to generator use and remote-site power. And that’s before value-chain data ever comes into the picture.
That unified foundation gives the TELUS team one dashboard to track overall progress and drill into areas for improvement in minutes, rather than piecing everything together by hand. With this shift, TELUS gained a more accurate, transparent, and usable view of its emissions.
Source: Salesforce
TELUS now has a stronger foundation for engaging its value chain and acting on the most important part of the footprint. As their Sustainability Strategy Manager puts it, Agentforce Net Zero offers a consistent approach for everything. That’s better data accuracy, more transparency, and a clearer path to reaching complex climate goals.
Source: Salesforce
An ESG platform will help you bring your data together, make reporting more efficient, and turn sustainability into something your business can use to drive value and work toward net zero. Now, the only thing left is choosing a solution that helps you reach that ambition.
At Salesforce, we’re committed to helping shape a more sustainable and equitable future through AI. That also means we’re here to help all businesses reach the same goal. Agentforce Net Zero brings together connected data, reporting, forecasting, and AI agents in one place, so teams can move from static reports to climate action with confidence.
Source: Salesforce
Ready to see how Salesforce can help? Get started for free today to see how Agentforce Net Zero can help you turn sustainability data into fast, reliable climate action.
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ESG stands for environmental, social, and governance. It’s a way of measuring how a business manages issues like climate impact, resource use, workplace ethics, and accountability. In essence, it’s a framework to see your climate impact and, with the right platform, learn how you can improve it.
These are the three categories businesses use to organise and measure greenhouse gas emissions. Scope 1 covers direct emissions from sources you own or control. Scope 2 covers emissions from the energy you buy. Scope 3 covers all indirect emissions across your value chain, such as suppliers, transport, business travel, and the use of sold products.
Not necessarily, but the best strategy is to prepare for the future. Even if you don’t need to report your emissions now, ESG software can help you build a clean data foundation, prepare for future requirements, and build a clear view of where you stand and what to do next. This is easier to do when you aren’t under pressure.