Map Your Journey to AI-Powered CRM

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

Looking for the complete Forrester study? Fill out the form to read now.

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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.

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.


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