Salesforce for CMOs

Today's marketing playbook won't drive tomorrow's growth

Marketing has more to influence. Less of it happens where you can see it.

Customers are forming opinions through AI, peers, and social communities long before they reach your properties. The traditional funnel still has value. It just doesn't tell the whole story of how customers discover, evaluate, and choose brands.

Explore how CMOs can build brand preference, turn intent signals into revenue, and prove marketing's impact.

The CMO Agenda

What's top of mind

As customers change how they discover, buy, and engage, CMOs need to rethink where they focus their attention, teams, and budgets.

Get discovered, earn trust, and be chosen.

Understand how AI represents your brand, the questions customers are asking, and what influences their choices. Use those insights to build trust and give buyers reasons to choose you.

Convert interest into revenue and loyalty.

Recognize buying interest sooner, respond while customers are deciding, and use their history across sales, commerce, and service to improve conversion and loyalty. 

Prove marketing's impact and improve ROI.

Look beyond traditional attribution to understand marketing's contribution to revenue. Use measurement, testing, and customer research to determine which investments deserve more budget.

Put AI agents to work. Keep marketers in control.

Let agents build campaigns, personalize for every customer, and improve as they go. Agents ground their work in trusted data and clear goals, while marketers keep the strategy moving forward.

The new CMO playbook

Your next move

Discoverability

Shape what AI says about your brand

Customers are asking AI which brands to consider. See where your brand appears, how it's described, and which competitors show up instead. Use insights to improve accuracy, visibility, and brand reputation.

Brand & Content

Create experiences that customers trust and AI can use

Customers encounter your brand across websites, apps, campaigns, and storefronts. Use AI to create and personalize content, then manage and reuse it across channels without rebuilding every experience. Keep content and product information consistent, accurate, and on-brand.

Pipeline & Conversion

Turn more buying interest into revenue

Buyers research independently and often arrive ready to act. Recognize interest earlier, answer questions immediately, and connect to sales before opportunities are lost.

Customer Experience

Connect every interaction into a seamless experience

Customers don't see separate departments. They see one brand. Connect marketing, sales, commerce, and service so customers can reply, ask questions, and get help across channels with AI agents and teams using connected context to respond without making them start over.

Marketing Intelligence UI
Attribution

Understand what influences revenue, beyond the last click

The interactions you can measure don't always tell the full story. Combine attribution, testing, customer research, and sales results to better understand marketing's contribution, including the influences traditional reporting misses.

Channel and Marketing Mix

Know where to reach customers, and when to shift spend

Customer attention moves across search, social, web, email, and messaging. Use agents grounded in customer context to decide where to engage, which campaigns to prioritize, and when to shift channels or investment. Keep paid and owned marketing working toward your business goals as results change.

Improve AEO with Palmata

Palmata shows you how AI answer engines talk about your brand and exactly what to fix first to change it. Watch to see how it works.

Start Using Campaign Agent

While you focus on strategy, Campaign Agent acts as your digital campaign manager — creating assets, prioritizing sends, and optimizing budgets based on your team's direction. Watch to see how it works.

Let Piper and Hunter remix your B2B marketing

Meet Piper and Hunter, the AI agents that fill your pipeline from both ends. Piper turns website visitors into qualified conversations the moment intent is highest, while Hunter finds and engages the best outbound prospects before your competitors do. Together, they share context so nothing slips through the cracks and your reps spend their time closing. Watch the video to see them in action.

Want more? Check out these resources.

Are You Funding What Works?

The way customers discover, evaluate, and choose companies has changed. What happens when the signals we’ve learned to rely on don’t tell the full story?

Palmata configuring product recommendations, with a guided setup stepper, a brand-perception breakdown, and prioritized recommendations showing expected uplift.

Dreamforce Main Keynote

Watch as Salesforce CEO Marc Benioff is joined on-stage by leading CEOs to unpack how agentic AI empowers employees and creates connected customer experiences.

A "What is Palmata?" resource card defining Palmata as an answer engine optimization solution, among related AEO articles.

The AI Questions Marketing Leaders Need to Answer Now

Learn the framework for navigating autonomy, judgment, legibility, measurement, and ownership in the agentic web.

Palmata brand-perception dashboard for Manta Footwear, showing a 63% AI mention rate, brand-positioning ranking, and the report navigation.

The Tenth Edition State of Marketing Report

See the latest trends in AI, data, and personalization, based on insights from nearly 4,500 marketers worldwide.

Two report covers: "What Can Our Agents Do Without Us?" and "The AI Question Marketing Leaders Need to Answer Now."

Dreamforce Marketing Keynote

Learn how agentic marketing can help teams respond faster to customer behavior, optimize experiences in real time, and reach customers wherever they discover, engage, and make purchasing decisions.

Palmata strategic-analysis report giving a written assessment of Manta Footwear's AI positioning against competing brands.

The State of Demand Generation

Uncover where pipeline is actually lost, between intent and response, and what high-performing teams do differently.

Check Your Brand's AEO Health

Do you know what AI is saying about your brand? Find out with a brand report from Palmata.

State of the Agentic Enterprise

With insights from 2,000+ decision makers, see how leaders who are getting ROI from agentic AI are making choices, and how you can apply it to your path.

Explore Marketing Cloud

Get to know Marketing Cloud, the tool from Salesforce that gives every marketer agents that act. Learn how your team can shape what AI says about your brand, run campaigns that improve themselves, and turn buying signals into revenue.

Salesforce Signs Definitive Agreement to Acquire Braze

AI is raising the bar for marketers, who now need agentic solutions that can understand customers, make decisions, and act in real time. Salesforce is moving to lead that shift, through both organic innovation and acquisitions that meet the standards of our M&A framework.