{"id":13112,"date":"2026-03-22T07:00:00","date_gmt":"2026-03-22T07:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=13112"},"modified":"2026-03-23T13:42:37","modified_gmt":"2026-03-23T13:42:37","slug":"ai-strategy-for-small-business","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/eu\/blog\/ai-strategy-for-small-business\/","title":{"rendered":"AI Strategy and Implementation Tips For Your Startup or SMB"},"content":{"rendered":"\n<p>If you&#8217;re a <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/what-is-an-smb\/\">small or medium business (SMB)<\/a> owner, you\u2019re probably asked this question quite a bit: what&#8217;s the AI strategy for your business? This question implies that if you don\u2019t have a business strategy in place for <a href=\"https:\/\/www.salesforce.com\/eu\/artificial-intelligence\/\">artificial intelligence (AI)<\/a> tools and systems, it\u2019s time you had one &#8211; because it equips your SMB or <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/what-is-a-startup\/\">startup<\/a> for growth today. In this article, you\u2019ll learn all about \u200can effective AI strategy, and the top tips to develop one easily.\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-an-ai-strategy-for-small-business\">What is an AI strategy for small business?<\/h2>\n\n\n\n<p>An AI strategy for a small business is a focused plan that integrates smart tools and technologies into specific business processes to achieve measurable objectives, such as boosting productivity, enhancing the <a href=\"https:\/\/www.salesforce.com\/cx\/what-is-customer-experience\/\">customer experience<\/a>, or reducing operational costs. Unlike enterprise strategies, this strategy is more practical, and focuses on adopting affordable, off-the-shelf AI solutions (like a <a href=\"https:\/\/www.salesforce.com\/eu\/crm\/\">customer relationship management (CRM) tool<\/a>) to manage all business data, address pain points, automate repetitive tasks, and <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/data-analytics-fundamentals\">data analysis<\/a>.<\/p>\n\n\n\n<p>An AI strategy for a small team would typically begin with identifying where it can save you time and money, so you can focus on growing your business and building customer relationships. Think of it as picking the right tools to manage the right jobs to be done. This could involve automating repetitive tasks, improving customer service through <a href=\"https:\/\/www.salesforce.com\/eu\/agentforce\/what-are-ai-agents\/\">AI agents<\/a> or AI-powered <a href=\"https:\/\/www.salesforce.com\/eu\/service\/customer-self-service\/portals\/\">self-service portals<\/a> (online platforms that address common customer concerns), or making <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/critical-thinking-and-decision-making-with-data-and-ai\">data-driven decisions<\/a>.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Benefits of having an AI strategy for smaller teams<\/h3>\n\n\n\n<p>According to Salesforce\u2019s latest Small and Medium Business Trends Report, <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/smb-trends\/\">78% of SMB leaders say that AI will transform their business operations<\/a>. For an SMB, every hour and dollar counts \u2014 and that&#8217;s why a thoughtful AI strategy becomes your competitive advantage. When your AI strategy works, it leads to results like the following:\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/smb-trends\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1018\" height=\"548\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/12\/image_9ccd21.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-13114\" srcset=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2025\/12\/image_9ccd21.png 1018w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2025\/12\/image_9ccd21.png?w=300&amp;h=161 300w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2025\/12\/image_9ccd21.png?w=768&amp;h=413 768w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2025\/12\/image_9ccd21.png?w=150&amp;h=81 150w\" sizes=\"auto, (max-width: 1018px) 100vw, 1018px\" \/><\/a><figcaption class=\"wp-element-caption\">Source: <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/smb-trends\/\"><em>Small and Medium Business Trends Report<\/em><\/a><em>, 6th Edition, Salesforc<\/em>e<\/figcaption><\/figure>\n\n\n\n<p>Here are the benefits of an AI strategy:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Aligns your goals: <\/strong>It acts as a roadmap for your AI adoption and enables it to support your core business goals. This keeps everyone on the same page.<\/li>\n\n\n\n<li><strong>Boosts productivity<\/strong>: Your AI strategy helps identify your biggest, most repetitive pain points. This way, your time and budget are spent on practical AI tools that your team will use to boost productivity and improve business operations.\u00a0<\/li>\n\n\n\n<li><strong>Manages risk and ethics:<\/strong> An AI strategy outlines basic guidelines for data privacy, bias avoidance, and transparency with customers about AI usage. This builds your reputation and trust early on.<\/li>\n\n\n\n<li><strong>Scales operations organically:<\/strong> It provides a defined plan for when and how to implement &#8220;next-level&#8221; features, like moving from simple automation to complex <a href=\"https:\/\/www.salesforce.com\/eu\/analytics\/what-is-predictive-analytics\/\">predictive analytics<\/a>. This gives you clarity and better control over planning.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"432\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/12\/12.10_CSG-Webinar.webp?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-13115\" srcset=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2025\/12\/12.10_CSG-Webinar.webp 768w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2025\/12\/12.10_CSG-Webinar.webp?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2025\/12\/12.10_CSG-Webinar.webp?w=150&amp;h=84 150w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><figcaption class=\"wp-element-caption\"><strong><em>Webinar: <\/em><a href=\"https:\/\/www.salesforce.com\/events\/webinars\/measure-ai-impact-5-tips-prove-business-value\/\"><em>Measuring AI\u2019s Impact: 5 Tips to Prove Business Value<\/em><\/a><\/strong><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Common mistakes that kill an AI strategy<\/h2>\n\n\n\n<p>Even with the best intentions, many SMB owners stumble when implementing AI because they fall into predictable traps. Here are a few pitfalls to avoid:<\/p>\n\n\n\n<p><strong>Chasing shiny objects without a plan:<\/strong> Jumping on every new <a href=\"https:\/\/www.salesforce.com\/news\/stories\/future-of-salesforce\/\">AI trend<\/a> without thinking if it solves a real problem can lead to employee frustration and money wastage.<\/p>\n\n\n\n<p><strong>Underestimating change management:<\/strong> Rolling out AI tools without <a href=\"https:\/\/trailheadacademy.salesforce.com\/products\/agentforce\">training your team<\/a> or explaining how it helps them\u200c can lead to resistance, poor adoption, and tools that sit unused despite your investment.<\/p>\n\n\n\n<p><strong>Ignoring ethical and bias considerations:<\/strong> AI learns from data, and if that <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/data-bias-recognition-and-prevention\">data reflects biases<\/a>, and if you aren&#8217;t honest with customers about how you&#8217;re using their data, you could lose their trust and even run into legal problems later on.<\/p>\n\n\n\n<p><strong>Expecting magic overnight:<\/strong> AI is just like hiring another team member: it takes time to integrate, train, and optimize every tool. This is why investing in the right tool is the best strategy.&nbsp;<\/p>\n\n\n\n<p><strong>Copying enterprise strategies that don&#8217;t scale down:<\/strong> What works for a Fortune 500 company with huge budgets and big tech teams won&#8217;t work for SMBs. Your strategy should solve your unique challenges.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-top-6-tips-to-implement-an-ai-strategy-for-your-startup\">Top 6 tips to implement an AI strategy for your startup <\/h2>\n\n\n\n<p>And now, you\u2019re all set to move from &#8220;should we use AI?&#8221; to\u200c \u201cwhich AI tools will be best for me and my business?\u201d These six battle-tested strategies will help you implement AI the best way for business:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Start with high-impact, low-risk use cases<\/h3>\n\n\n\n<p>Don&#8217;t try to change your entire business on day one. Instead, select an area where AI can make a significant impact without disrupting your operations. Ask yourself: &#8220;What tasks can we automate and how can we better the customer experience?\u201d<\/p>\n\n\n\n<p>Are your customers frequently waiting for service to resolve their issues? Then, <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/service\/\">customer service<\/a> might be the perfect starting point. Consider training <a href=\"https:\/\/www.salesforce.com\/eu\/agentforce\/chatbot\/what-is-an-ai-chatbot\/\">AI chatbots<\/a> or intelligent, autonomous agents, such as <a href=\"https:\/\/www.salesforce.com\/eu\/agentforce\/\">Agentforce 360<\/a>, to handle common concerns and resolve customer issues, 24\/7.\u00a0<\/p>\n\n\n\n<p>Trying to improve internal communication? Consider moving to an AI-enabled collaboration platform like <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/collaboration\/\">Slack<\/a>. It can summarize conversations, pull up relevant information, or automate routine updates. Slack also integrates with 2,600 out-of-the-box apps to reduce context switching and improve productivity.<\/p>\n\n\n\n<p>These are just a few ideas to get started \u2014 there are sales, marketing, commerce, and more <a href=\"https:\/\/www.salesforce.com\/eu\/artificial-intelligence\/ai-strategy-guide\/\">strategies with AI<\/a> just waiting for you. Try these low-risk wins to build confidence, and get a quick return on investment (ROI) before tackling larger AI projects.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Prioritize data readiness<\/h3>\n\n\n\n<p> According to Salesforce&#8217;s latest State of Data and Analytics Report,<a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/state-of-data-analytics\/\">a whopping 84% of leaders say their current data strategies need a complete overhaul for successful AI implementation<\/a>. AI is only as good as the data you feed it. So, if your customer data is messy, scattered across multiple systems, your tools will struggle to deliver value.\u00a0<\/p>\n\n\n\n<p>Where do you keep your customer interactions, sales history, and communication logs stored? Can you pull up a complete picture of any customer relationship with your team included in every thread? This is why <a href=\"https:\/\/www.salesforce.com\/eu\/data\/connectivity\/data-integration\/\">data integration<\/a> is so important and AI can help.<\/p>\n\n\n\n<p>Look for an <a href=\"https:\/\/www.salesforce.com\/eu\/crm\/ai-crm\/\">AI CRM<\/a> like <a href=\"https:\/\/www.salesforce.com\/eu\/\">Salesforce<\/a>, as it can unify both structured data, like sales figures and dates, and unstructured data, like emails and chat transcripts, to create a comprehensive customer view. And a smart CRM offers actionable insights, makes accurate predictions, and <a href=\"https:\/\/www.salesforce.com\/eu\/mulesoft\/workflow-automation\/\">automates workflows<\/a> across your entire business. Look for tools that operate with <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/meet-salesforces-trusted-ai-principles\/\">trusted AI<\/a>, and <a href=\"https:\/\/www.salesforce.com\/eu\/platform\/data-security\/\">secure data<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How an AI CRM Scales With You | Salesforce Explained\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/N2z5swelQTM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">3. Use low-code or no-code tools&nbsp;<\/h3>\n\n\n\n<p>Today&#8217;s no-code and <a href=\"https:\/\/www.salesforce.com\/eu\/platform\/low-code-development-platform\/\">low-code tools<\/a> put powerful AI capabilities directly in your hands through simple, intuitive interfaces. Your best bet is to start with a <a href=\"https:\/\/www.salesforce.com\/eu\/crm\/crm-for-small-business\/\">CRM for small business<\/a>. It includes what you need to tie a business together. With the <a href=\"https:\/\/appexchange.salesforce.com\/\">AppExchange<\/a>, you can work with other departments and teams cohesively in one dashboard.\u00a0<\/p>\n\n\n\n<p>If <a href=\"https:\/\/www.salesforce.com\/eu\/marketing\/campaigns\/\">marketing campaigns<\/a> and <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/marketing-content-creation\">content creation<\/a> are your top priority, tools like <a href=\"https:\/\/gemini.google.com\/\">Gemini<\/a> can help with <a href=\"https:\/\/www.salesforce.com\/eu\/marketing\/email\/\">email marketing<\/a>, social media, or video marketing. For automation and integrated apps, there\u2019s <a href=\"https:\/\/zapier.com\/\">Zapier<\/a>, which acts as the glue between all your tools. It can automatically move data and create workflows (like adding form submissions to your CRM or sending welcome emails) without any coding required. These tools are designed for entrepreneurs like you to start small, learn as you go, and implement AI without the technical overwhelm.<\/p>\n\n\n\n<p><strong>Recommended starter tools for your AI strategy:\u00a0<\/strong><br><a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/starter\/\">Starter Suite<\/a> is the ideal cloud-based CRM for SMBs. It comes with all-in-one tools for <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/sales\/\">sales<\/a>, <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/marketing\/\">marketing<\/a>, <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/commerce\/\">commerce<\/a>, and <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/service\/\">service<\/a> to simplify operations across your business. If you\u2019re looking for more advanced features, <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/pro-suite\/\">Pro Suite<\/a> is a flexible CRM suite that comes with drag-and-drop features and prebuilt workflows that you can customize in minutes. Whether you\u2019re setting up a <a href=\"https:\/\/www.salesforce.com\/eu\/commerce\/online-store-platform\/\">digital storefront<\/a> or <a href=\"https:\/\/www.salesforce.com\/eu\/marketing\/segmentation\/\">segmenting your customers<\/a> for marketing activities \u2014 these tools can help you be more productive and scale efficiently.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Foster AI literacy across the team<\/h3>\n\n\n\n<p>Your AI strategy will only work if your team embraces a learner\u2019s mindset and feels confident that you\u2019re using AI to make them productive \u2014 not replace them. Create an AI literacy program for your team by scheduling regular training sessions to explore AI tools hands-on, ask questions without judgment, and share how they&#8217;re using AI to make their work easier.&nbsp;<\/p>\n\n\n\n<p>Encourage experimentation by asking them to test AI tools for their specific roles \u2014 \u200cwhether that&#8217;s using AI to draft responses (vibe marketing), analyze data, develop an app (vibe coding), or automate repetitive tasks. Have a shared space (like a <a href=\"https:\/\/www.salesforce.com\/eu\/slack\/salesforce-channels\/\">Slack channel<\/a>) where they can swap tips and wins. The goal is to build an environment of trust around AI within your team and stakeholders.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: What&amp;apos;s the Best Way to Teach AI to Salesforce Users?\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/356n50mrtXglZCNvrOluds?si=30YPCexCQ5CJSyzsLBEumg&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">5. Set ethical and secure guardrails<\/h3>\n\n\n\n<p>Our latest research states that <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/smb-trends\/\">41% of SMBs express security concerns around AI usage, and at least 25% of their customers don\u2019t trust AI enough<\/a>. So, it\u2019s very important to set <a href=\"https:\/\/www.salesforce.com\/news\/stories\/developing-ethical-ai\/\">ethical AI<\/a> guidelines, and be transparent to your customers about how you use their data and AI. Your AI strategy should involve using tools with enterprise-grade <a href=\"https:\/\/www.salesforce.com\/platform\/cloud-data-security\/enterprise-cloud-security-guide\/\">security features<\/a> like encryption, regular security audits, and compliance certifications such as<a href=\"https:\/\/compliance.salesforce.com\/en\/documents\/a005A00000wlSboQAE\"> ISO\/IEC 27001<\/a>.\u00a0<\/p>\n\n\n\n<p>Make sure your CRM offers role-based access controls (so only the right people see sensitive data), audit trails that track who accessed what and when, and clear data privacy policies that explain how your information is stored and protected. Go for tools that transparently share their security documentation, <a href=\"https:\/\/www.salesforce.com\/eu\/service\/customer-service-incident-management\/\">incident response procedures<\/a>, and how their AI models use your data. These guardrails protect your business from data breaches, build customer trust, and meet compliance regulations like <a href=\"https:\/\/security.salesforce.com\/eu\/general-data-protection-regulation\">General Data Protection Regulation (GDPR)<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. Create a 90-day AI strategy roadmap<\/h3>\n\n\n\n<p>Break your AI implementation into a clear 90-day plan with specific milestones so you&#8217;re not wandering aimlessly or trying to do everything at once. Here&#8217;s how to structure it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Month 1: Assessment and setup:<\/strong> Identify your pain points, choose the right tool that addresses them, and configure it with your existing data and systems.<\/li>\n\n\n\n<li><strong>Month 2: Training and adoption:<\/strong> Roll out the tool to a small group, provide hands-on training, gather feedback, and refine your processes based on real-world use.<\/li>\n\n\n\n<li><strong>Month 3: Measurement and scaling:<\/strong> Track key metrics like time saved, costs reduced, or <a href=\"https:\/\/www.salesforce.com\/eu\/service\/digital-customer-engagement-platform\/how-to-measure-customer-satisfaction\/\">customer satisfaction<\/a> improved, then expand successful implementations to the rest of your team while planning your next AI use case.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-growing-team-s-ai-success-story\">A growing team&#8217;s AI success story<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/customer-stories\/figtree-financial-success-pro-suite\/\">FigTree Financial<\/a>, a wealth management firm, struggled with disconnected systems, like a separate case tool, <a href=\"https:\/\/www.salesforce.com\/eu\/service\/help-desk-software\/guide\/\">help desk<\/a>, and <a href=\"https:\/\/www.salesforce.com\/eu\/sales\/what-is-sales-tracking-software\/\">sales tracker<\/a>. This caused significant manual effort and affected team productivity. With <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/pro-suite\/\">Pro Suite<\/a>, FigTree unified these systems into a single CRM. This simplified their entire operation, leading to immediate, measurable results:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>10% less busywork (reduced time-switching systems)<\/li>\n\n\n\n<li>Over 50% improvement in forecast accuracy and pipeline visibility<\/li>\n\n\n\n<li>60+ client touchpoints automated monthly<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Pro Suite has made life easier because all the data is right there. You don\u2019t have to jump from one system to the next, it makes finding information fast and easy.<\/p>\n<\/blockquote>\n<span class=\"citation-role\">Rameez Ishmael, IT Operations Manager, FigTree Financial<\/span>\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Share on LinkedIn (Opens in a new tab)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Feu%2Fblog%2Fai-strategy-for-small-business%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=AI%20Strategy%20and%20Implementation%20Tips%20For%20Your%20Startup%20or%20SMB\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 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14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"AI Strategy and Implementation Tips For Your Startup or SMB\" https:\/\/www.salesforce.com\/eu\/blog\/ai-strategy-for-small-business\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<div class=\"layout-sixteen wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\"><strong>From fragmented to focused<\/strong><\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Learn how FigTree Financial set itself up for long-term growth by consolidating processes, automating tasks, and increasing efficiency with Pro Suite CRM.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_self\" href=\"https:\/\/www.salesforce.com\/customer-stories\/figtree-financial-success-pro-suite\/\">Read the customer story<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-sixteen.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-sixteen.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration-left\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-left-layout-sixteen.png\" alt=\"\">\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-sixteen.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">AI strategies that work with Salesforce<\/h2>\n\n\n\n<p>When you\u2019ve nailed that AI strategy down, your business growth will be the conversation starter at every event. With Salesforce, you get all the tools for sales, service, commerce, and marketing, unifying every experience right out of the box. There are more resources on the <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/category\/ai\/\">Salesforce Blog for AI<\/a>, and <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/get-started-with-ai-data\">Trailhead<\/a>, the free online learning platform to help you scale. Good luck with your AI strategy, we\u2019re always here to help.<\/p>\n\n\n\n<p>Start your journey with the <a href=\"https:\/\/www.salesforce.com\/eu\/crm\/free-crm\/\">Free<\/a> or <a href=\"https:\/\/www.salesforce.com\/eu\/form\/signup\/freetrial-salesforce-starter\/?d=bcta\">Starter Suite<\/a> today. Looking for more customization? Explore <a href=\"https:\/\/www.salesforce.com\/eu\/small-business\/pro-suite\/\">Pro Suite<\/a>. Already a Salesforce customer? Activate <a href=\"https:\/\/www.salesforce.com\/eu\/crm\/foundations\/\">Foundations<\/a> to try out <a href=\"https:\/\/www.salesforce.com\/eu\/platform\/agentforce-platform\/\">Agentforce 360<\/a> today.<\/p>\n\n\n\n<p><em>AI supported the writers and editors who created this article.<\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\">Frequently Asked Questions (FAQs)<\/h2>\n\n\n<div class=\"accordion \">\n\t\n\n<button class=\"accordion-header\" type=\"button\">What is an AI strategy for small business?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>This type of business strategy is a focused plan to integrate affordable, smart tools into core business functions. It makes sure <a href=\"https:\/\/engineering.salesforce.com\/building-sustainable-enterprise-ai-adoption-cultural-strategies-that-achieved-95-developer-engagement\/\">AI adoption<\/a> directly aligns with and boosts your growth objectives, and improves team productivity.<\/p>\n\n<\/div>\n\n\n\n<button class=\"accordion-header\" type=\"button\">How can I get started with AI strategy for my business?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>Start by clearly identifying your biggest pain points or repetitive tasks (like customer service replies or content creation) that cost you time. Then, choose simple AI tools (often with freemium plans) that address those specific issues.<\/p>\n\n<\/div>\n\n\n\n<button class=\"accordion-header\" type=\"button\">What are the benefits of having an AI strategy for small business?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>An AI strategy helps a small business compete with larger companies by handling routine tasks, personalizing customer experiences, while saving time and money. It makes sure your team uses AI tools to work smarter instead of getting buried in daily operations.<\/p>\n\n<\/div>\n\n\n\n<button class=\"accordion-header\" type=\"button\">What is the best AI tool for small business?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>The best AI tools for small business are an AI CRM for sales and service, or a <a href=\"https:\/\/www.salesforce.com\/eu\/artificial-intelligence\/what-is-generative-ai\/\">generative AI (Gen AI)<\/a> tool like Gemini for content creation. Look for tools that deliver the highest measurable ROI for your team.<\/p>\n\n<\/div>\n\n\n\n<button class=\"accordion-header\" type=\"button\">Can I use AI to run my small business?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>Yes, you can use AI to support and simplify every part of your small business, but you\u2019ll need humans in the loop. Use AI to automate repetitive tasks, analyze data, and improve customer service, so your team can focus on complex tasks that require human attention.<\/p>\n\n<\/div>\n\n<\/div> <!-- \/.accordion -->\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A practical guide to implementing an AI strategy without big budgets, big teams, or big hype.<\/p>\n","protected":false},"author":130,"featured_media":13113,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"69090c59fd1c3ca448da22e4EU","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[32,251,442],"sf_content_type":[437],"coauthors":[484,449],"class_list":["post-13112","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-small-business","sf_topic-ai","sf_topic-agentforce","sf_content_type-blog"],"yoast_head":"<!-- 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