AI and Agents

Augment sales teams at every stage.

  • Deliver a full funnel of qualified pipeline directly to sellers with agents that autonomously engage leads 24/7
  • Boost sales productivity by ditching manual data entry and admin work with automated lead scoring, account research, call summaries, and real-time CRM updates 
  • Level up account management by empowering human strategy in every customer interaction with living account plans, critical signal surfacing, and recommended next steps
Data

Give reps and agents a unified view of all your data.

  • Fuel AI with a single data layer that connects all your internal and external data
  • Surface high-propensity prospects with enhanced data
  • Build trust and governance with agent updates that are assistive-first and include full citations
Single Platform

Connect your entire sales process from end-to-end.

  • Scale growth with a complete, connected solution that extends agentic tools, unified data, and visibility to channel partners
  • Build smarter, agile sales plans directly in the CRM using natural language modeling with native tools to your platform
  • Align sales, finance, and revenue options with full automation of the quote-to-cash process and agile incentive management

Customers who use Salesforce report:*

30 %
increase in sales revenue
30 %
increase in sales productivity
29 %
increase in sales pipeline
29 hours
saved by reps on sales tasks per week
Cory Benz headshot

Salesforce’s integrated AI tools, like Agentforce, combined with the unmatched power of its platform, make them more than a partner — they’re a catalyst for our transformation.

Cory Benz
Revenue Operations Manager, Crexi

* Source: FY26 Customer Success Metrics