Discover agentic AI that knows your business — and helps it grow. Generate trusted, relevant responses grounded in secure customer and business data. Integrate actionable AI across your existing workflows, so you can focus on what matters most — driving revenue and building customer relationships.
Source: 2023 Salesforce Success Metrics Global Highlights. Data is aggregated from 2,165 customers across 9 countries.
Ditch those irrelevant outputs. With Salesforce, you can build and power AI with a complete CRM. That means every response is grounded in your business data, metadata, and proprietary models — streamlining sales pipeline, expediting service cases, and driving revenue.
Generate tailored responses with AI that's natively connected to your CRM and harmonized data from Data Cloud. Power AI-driven insights you can act on right in the flow of work — without expensive model training.
Work with AI easily. Chat with Agentforce Assistant, your AI assistant for CRM, in dynamic, multi-turn conversations. Using the full context of your data, metadata, prompts, and workflows, Einstein can intelligently reason and execute actions to complete any task.
The Einstein Trust Layer ensures the safety and accuracy of AI across your business with monitoring, auditing, feedback, and more. Benefit from the scale of foundation LLMs, or safely bring your own model without compromising data privacy and security.
An AI CRM is a customer relationship management system that integrates artificial intelligence (AI) to automate tasks, provide predictive insights, and personalize customer experiences in real-time. It can use AI agents to take action proactively, like reaching out to sales leads with personalized messages, optimizing marketing campaigns based on KPIs, or responding to common customer questions without oversight.
Unlike a standard CRM which primarily stores and organizes data, an AI CRM uses that data to offer proactive recommendations and intelligent automations to improve sales, service, and marketing outcomes.
The main benefits of an AI CRM for a small business include increased sales productivity through automation, more accurate sales forecasting, enhanced customer personalization, and smarter customer service. AI helps a small business team work more efficiently, make better decisions, and build stronger customer relationships without adding headcount.
Specific AI features can include predictive lead scoring (identifying which leads are most likely to convert), sales forecasting, intelligent AI agents for customer service, automated personalized email responses, and custom product recommendations based on specific customer behavior.
While AI adds advanced capabilities, modern AI CRMs are designed to be user-friendly. For example, Salesforce's AI tools are often built directly into the platform, making them accessible and easy to adopt. The AI works in the background to provide insights and automation, making the user experience simpler and more productive.
Yes. AI in a CRM can significantly improve customer service by powering tools like smart chatbots that handle common inquiries 24/7, routing complex cases to the right agent, and providing agents with intelligent recommendations for the best next action. This leads to faster issue resolution and higher customer satisfaction.
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