Learn how unifying your customer data lets AI automate lead handling and predict your team’s next best action — without adding headcount. Hosted by Daniel Fagella with featured guest Sharif Karmally, VP of SMB Product Marketing at Salesforce.
You’ll learn how unifying your customer data lets AI automate lead handling and predict your team's next best action — without adding headcount.
Explores a three-level AI agent maturity model — question-answering, account data access, and action-taking — plus a channel-strategy framework for deciding when to deflect, route to digital-assisted support, or escalate to a live conversation.
Explores how Salesforce deployed an AI SDR agent to recover untouched inbound leads while keeping humans in the loop on conversions, plus how to pick low-risk use cases and scale agents across an SMB sales team.
Start fast with built-in AI and everything you need to get going — at no cost.
Not sure where to start? We'll help you figure it out.
See exactly what you're getting before you commit.
