Map Your Journey to AI-Powered CRM

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In January 2024, Salesforce commissioned Forrester Consulting to survey over 700 global business leaders for their take on succeeding with AI for CRM.

Read "The Journey to AI-Powered CRM" study to discover:

  • How companies are investing in AI for CRM
  • What's blocking success with AI-powered CRM
  • Expert strategies to adopt AI, including data readiness
A shopper uses his mobile phone to schedule an appointment with a personal stylist.

Is your data ready for AI?

Ninety-two percent of business leaders surveyed believe a strong data strategy is critical for AI success, yet only 34% have a formal data strategy in place.

A shopper uses his mobile phone to schedule an appointment with a personal stylist.

AI is only effective when companies trust it.

Data privacy and security concerns are the #1 barrier to purchasing generative AI for CRM. Buyers seek AI vendors that prioritise security and data protection.

AI is a powerful tool. AI education makes it useful.

Understanding AI means knowing what it is, what it can do, and how to use it. Teams use AI effectively when you teach them how.

Get the study