Training Example: Salesforce – Review the Data, Give Your Score & Compare to the Real AI Evaluation

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Slack

Where people, data, apps, and agents work together.

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Agentforce

Delivers always-on agents for customers and employees.

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Customer 360

Helps teams sell, serve, and operate at scale.

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Gives everyone real-time context.

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Agentforce delivers ROI faster and at a lower cost than a DIY approach.

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Salesforce is voted the #1 Global Software Company on G2.

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Futurum report explains why Agentforce is the fastest path to enterprise value.

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The Guide to AI for Small Businesses

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Trends in AI for CRM

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Small Business Marketing

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What is Salesforce?

Salesforce is the #1 AI CRM (customer relationship management) platform. We bring companies and customers together by providing a unified set of applications — powered by agentic AI and data — that help every department, including sales, service, marketing, commerce, and IT, work as one. You can learn more about what Salesforce is and what Salesforce does by visiting our official resources. Our cloud-based agentic solutions help you find more leads, close more deals, and provide better service to your customers, all on a single, integrated agentic platform.

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What is CRM and why do I need one?

CRM stands for customer relationship management. It’s a technology for managing all your company’s relationships and interactions with customers and potential customers. A CRM system helps you:• Organise contact information, leads, and customer service data• Automate tasks like logging calls and sending follow-up emails• Analyse data to understand customer behaviour and business performanceA CRM, especially one powered by AI like Salesforce, is essential for growth because it gives you a single, 360-degree view of every customer, allowing you to build stronger, more profitable relationships at scale.

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What is agentic AI and how is it used in Salesforce?

Agentic AI refers to advanced artificial intelligence systems that can act autonomously to achieve a specific goal with minimal human intervention. Unlike traditional AI that only generates content or analyses data, agentic AI can reason, plan multistep actions, and execute tasks.In Salesforce, agentic AI — part of our Agentforce technology — is used to:• Automate complex workflows like lead qualification or service case resolution• Predict business outcomes, such as which deals are likely to close• Personalise every customer interaction across marketing, sales, and service channels

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How does Salesforce CRM help my small business grow?

Salesforce offers agentic CRM solutions tailored for companies of all sizes, from startups and small businesses to large global enterprises. Our Agentforce 360 Platform is flexible and scalable, allowing you to start with the essentials you need — like sales, service, commerce, or marketing — and easily add more functionality as your business grows. This ensures you only pay for what you use and have an AI and CRM platform that can grow with your business.Starter Suite helps you hit the ground running for free, providing an all-in-one suite of sales, service, and marketing tools designed specifically for small business needs. The setup process is simple so you can focus on building customer relationships immediately, with the peace of mind that the full power of the Salesforce ecosystem is ready whenever you are.

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How is Salesforce Agentforce taking Heathrow to new heights?

The UK’s largest airport is using autonomous AI agents to deliver a "digital concierge" experience for 83 million annual travelers. By grounding Agentforce in real-time data, Heathrow has improved digital contact efficiency by 40% and now resolves 90% of passenger queries without a human handoff.https://www.salesforce.com/uk/customer-stories/heathrow-airport/

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The most complete enterprise agentic platform.

Agentforce is a complete, extensible, and open platform, letting you build and deploy digital labour for your customers and employees leveraging the existing workflows, data, and integrations that power your business today. Agentforce can take action across every channel and be integrated into any system, making it easy to add agentic automation across your entire business.

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Tools to manage the entire agent lifecycle.

Build, test, and supervise Agentforce with low-code and pro-code tools to deploy AI agents with confidence. AI powered assistance helps you configure Agentforce from natural language, and helps batch test at scale. Powerful supervision tools help you understand how Agentforce is performing and gives suggestions on how to refine the configuration.

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Relevant, accurate results for every business.

The Atlas Reasoning Engine is how Agentforce understands, decides, and acts autonomously to provide trusted, accurate answers for every request. It starts by understanding the user intent and scope of the problem, deciding what data is needed and what actions are required, and then autonomously executes those actions to complete the task.

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Trust and guardrails, out-of-the-box.

Agentforce contains a powerful set of low code guardrails and security tools designed to keep data secure, prevent abuse, and reduce hallucinated and biased responses. These guardrails are on by default and are easily configurable by admins and business users to ensure Agentforce performs the way they should and not deviate from their instructions.

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Explore pre-built use cases

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Customer Service

Provide always-on support for customers to help with answering questions, resolving cases, managing orders, and troubleshooting issues
Benefit: Reduced response times, always on service, cost savings.

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Sales Development

Drive growth around the clock by autonomously answering product questions, handling objections, and booking meetings for sales reps.
Benefit: Efficiency boost, increased win rates, shorter deal cycles.

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Employee Support

Give every employee a task-specific, highly specialised AI agent to help them by answering questions and automating routine tasks.
Benefit: Higher productivity, faster resolution time.

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Deep Research

Have Agentforce work behind the scenes to process data and perform long running tasks to improve productivity for any department.
Benefit: Cost savings, higher productivity, more complete data.

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Healthcare

Autonomously engages with patients, providers, and payers to resolve enquiries, provide summaries, and take action across multiple channels.

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Banking

Autonomously analyses data, proactively manages client requests, and provides personalised service across retail, commercial, and investment banking.

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Retail

Autonomously share campaign insights, proactively manage customer outreach, and resolve cases for fashion, grocery, and convenience retailers.

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Operations

Autonomously helps Operations teams manage plan creation, resourcing needs, and track progress across teams.

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CX

Autonomously analyse customer surveys and reviews, proactively suggest customer retention improvements, and manage omni-channel experiences.

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Analytics

Autonomously share data insights, conduct visualisations, and suggest data-driven actions to take.

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IT

Autonomously monitor security threat detection, share network insights, and resolve customer and employee helpdesk support cases.

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Finance

Autonomously share insights on financial reporting and risk assessments, act on fraud detection, and resolve compliance-related queries.

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Agent Guardrails

Agentforce Guardrails combine user-defined safeguards and Salesforce managed protections to foster trust and maintain control over agent behaviour. Key mechanisms work in concert to prevent deviations from core instructions, block off-topic or inappropriate conversations, and mitigate risks such as hallucination, bias, or the dissemination of incorrect information.

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Data Protection

The Einstein Trust Layer is a robust set of features and guardrails that protect the privacy and security of your data, improve the safety and accuracy of your AI results, and promote the responsible use of AI across the Salesforce ecosystem. With features like dynamic grounding, zero data retention, and toxicity detection, the Einstein Trust Layer is designed to help you unleash the power of generative AI without compromising your safety or security standards.

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Data Governance and Security

The Agentforce 360 Platform is built on a foundation of trust, including security testing, site reliability, disaster recovery, least privileged access, and core access controls embedded into our deeply unified platform. Our shared responsibility model allows customers to establish a robust governance foundation with built-in security controls while offering additional solutions to customise and strengthen data security, compliance, and resilience, including products to encrypt, audit, monitor, mask, protect, manage, backup, and archive data.

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How Agentforce Works

Agentforce uses data, reasoning, and actions to perform any task.

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Why Agentforce

See how Agentforce boosts teams – and why we beat the competition.

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How Agentforce Helps Employees

Build task-specific, highly specialised agents for any employee.

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Agent Builder

Configure Agentforce, Subagents, Actions, and Instructions in a few clicks.

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Agentforce Dev Tools

Get low-code and pro-code tools to manage the entire Agentforce development lifecycle.

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AgentExchange

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Extend Agentforce with AgentExchange.

Discover the trusted marketplace for ready-to-use agent actions and templates.

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Salesforce hit 1M+ support requests with Agentforce. Learn how you can, too.

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Futurum report explains why Agentforce is the fastest path to enterprise value.

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The Agentforce Guide to Reasoning, Subagents, Instructions and Actions.

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Flexible pricing is a full circle moment for Salesforce.

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Build agents fast.

Take a closer look at how agent building works in our library.

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Get expert support.

Work with Professional Services experts to quickly build agents and see value.

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Talk to a rep.

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What is an AI agent?

AI Agents are autonomous, proactive applications designed to execute specialised tasks to help employees and customers. Agents use large language models (LLMs) to analyse and understand the full context of customer interactions or an automated trigger, then reason through decisions on the next steps autonomously.
These agents generate responses that are consistent with your company’s brand voice and guidelines using trusted business data, including Salesforce CRM data, external data from Data 360 and more. These agents are capable of operating 24/7 across various platforms like self-service portals and messaging channels, handling tasks proactively within set guardrails. When faced with complex issues beyond their scope, they can escalate the matter to human agents, ensuring that queries are resolved efficiently and accurately.

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How do you build AI agents?

Businesses can build agents with Agent Builder using existing Agentforce 360 Platform tools to create standard and custom subagents and actions. You can use prompts grounded in trusted enterprise data. You can use Flows to create automations across any system. You can use MuleSoft API connectors to connect Agents to any system. And last, you can use your Apex & Javascript to create the custom code and business logic for your Agent.

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What types of AI agents are there?

Businesses can create an agent for any role, any industry and to solve any use case. With Agentforce, it's ready to spin up out-of-the-box agents across service, sales, marketing, commerce and more.
Service Agent replaces traditional chatbots with AI that can handle a wide range of service issues without preprogrammed scenarios, improving customer service efficiency.
Sales Development Representative (SDR) engages with prospects 24/7, answering questions, managing objections and scheduling meetings based on CRM and external data, allowing your sellers to focus on building deeper customer relationships.
Sales Coach provides personalised role-play sessions for your sales team, using Salesforce data and generative AI to help sellers practice pitches and objections tailored to specific deals.
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What is digital labour?

Digital labour refers to technologies (such as AI automation and AI agents) that mimic human decision-making and cognitive abilities. It powers everything from lead nurturing to 24/7 customer support to campaign generation — extending human capacity at speeds and scales no human-only workforce can match.

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What is an Agentic Enterprise and what does it mean for my business?

An Agentic Enterprise is a company where humans and AI agents collaborate seamlessly. Employees are enhanced by digital labour to boost productivity, unlock insights, drive results, and strengthen every customer relationship through trusted, data-driven experiences. This requires a deeply unified platform to deliver efficiencies that scale and customer success that lasts.

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What is the agentic era?

The agentic era is a turning point in how work gets done. For the first time, AI doesn't just respond to queries or perform simple repetitive tasks — it's evolved to reason, adapt, and handle cognitive work once reserved for people. Employees gain digital partners that think, learn, and act alongside them — driving faster decisions, more personalised customer experiences, and productivity at a scale a human-only workforce could never achieve.

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How can my business become an Agentic Enterprise?

Becoming an Agentic Enterprise starts with a clear vision and team alignment around your goals. From there, identify your initial high-impact use cases, transform your existing processes for humans and agents to work together, and build a trusted, unified data foundation that provides a single source of truth for every decision.
By doing so, you can achieve the “dual dividend” of delighting customers and ensuring employee success. Additionally, it’s important to look towards the future by preparing for advanced multi-agent environments, robotics, and enterprise general intelligence (EGI). Learn how to get started in our step-by-step guide here.

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What is an AI agent?

An AI agent is an intelligent reasoning application that can use data and large language models to conduct planning, task execution and conversations. An agent takes action based on a trigger, which can be changes in data, conversations and scheduled automations. It then uses that trigger to determine a plan of action. The plan of action is determined by the predefined topics assigned to an agent. A topic is a job to be done, complete with the instructions and set of actions the agent can execute to achieve that goal. The agent then reasons through the query, selects a relevant topic, selects the action to take and gathers the data required to execute. Agentforce is the platform where IT teams can define the following parameters for their AI agents.

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Is Customer 360 a product?

Customer 360 is not one specific product; it's an end state we help our customers achieve by using the breadth of our portfolio. We offer apps for virtually every team within your organisation, which means everyone — your employees and AI agents — can take action on a 360-degree view and is united around the customer to manage and grow customer relationships.

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How does Salesforce create a 360-degree view of my customer if our data is living in silos and disparate systems?

Disconnected data is a top barrier to great customer and employee experiences. Too often it sits in disconnected silos, cut off from the trusted source of truth your organisation needs. The answer is Data 360, which unifies all your data from any source into a comprehensive, trusted view of your business. MuleSoft, the world's #1 integration and API platform, connects data from anywhere (yes, even mainframes) so you can unite all your islands of data to get a complete view of your customers and business. And with our Zero Copy Partner Network, organisations can easily connect and use all their data within the Agentforce 360 Platform without needing to move or copy data between platforms.
Once your data is unified, Tableau helps to explore data, uncover patterns, and act on insights across your business. Together, our data solutions give employees and agents governed real-time intelligence — ensuring they only access the data they're authorised to use — while still enabling more personalised experiences at every touchpoint.

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What is Agentforce?

Agentforce is Salesforce's groundbreaking suite of customisable agents and tools, deeply integrated with the Agentforce 360 Platform that helps companies build, customise, and deploy autonomous agents to support employees and customers. With Agentforce, you can get out-of-the-box templates for quickly building and customising AI agents that meet specific business requirements. These agents can also be personalised using familiar Salesforce tools, including prompt templates, Flows, and Apex. Agents are able to carry out business tasks using a company's CRM data, external data, and metadata while adhering to strict privacy and security guidelines and action guardrails. Because these agents are completely integrated with your Customer 360 apps across sales, service, marketing, commerce, and more, they can seamlessly hand off to employees right in the flow of work. You can collaborate with your agents as a true extension of your team in any Salesforce app, partner app, or custom app you build.

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I’m just looking to get started with CRM and don’t think I need AI solutions yet. Is Salesforce right for me?

Yes. Our CRM apps are designed to meet you exactly where you are today and help you embrace the latest technologies. Some organisations may just need one of our market-leading CRM solutions to support a single department or business goal, while others may benefit from connecting more of their teams and data on an AI-powered CRM platform to manage customer relationships more holistically.

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How do I know Salesforce can deliver results for my business?

We're proud of the results our customers see with Salesforce. But you don't have to take our word for it. A customer survey completed in August 2025 revealed 97% of our customers achieved positive ROI with Salesforce and 98% were satisfied with Salesforce. On average, customers report a 34% faster response to customers, 33% faster decision-making, 33% faster collaboration, and 34% increase in employee productivity, among other metrics, across their entire Salesforce implementation. Read our customer success stories to learn more about the value Salesforce provides.

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How is Salesforce priced?

We offer a variety of pricing options for our customers, including:
Starter Suite, Pro Suite, or Foundation Suites: When you select a suite, you get a bundle of some of our most popular features in one package to create a Customer 360 out of the box across sales, service, marketing, commerce, and Data 360. Starter Suite is great for startups, whereas Foundations provides a more robust set of features for more established businesses.
Add-ons: Each add-on you select helps you to customise your CRM solution to get exactly what your organisation needs. We offer add-ons with different tiers of functionality, which is similar to how our editions have varying levels of functionality for most products.
To learn more, please visit the Salesforce Product Pricing page.

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Is AI included in all Salesforce apps and solutions?

Customers must purchase product-specific add-ons to take advantage of Agentforce and other generative AI capabilities embedded within Salesforce clouds. However, many predictive AI features are offered as add-ons to our standard cloud editions. Get in touch with our sales team to learn more.

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Does Salesforce integrate with other applications? How?

Salesforce CRM apps are deeply integrated, as they operate from one core platform with one metadata framework that creates a common language across apps. This means you can customise something in one app — for example, a customised object specific to your business like a “pet name” for an animal hospital or a “vehicle” for a car dealership — and that same customisation can appear across every other app, automatically. In addition, Salesforce is open to external apps and technologies by design, because we never want to box our customers into solutions. Our platform is built to provide a seamless back-end experience with any external partner, model, data store or productivity suite you currently use. We also operate a robust SaaS marketplace, AgentExchange, where partners build customised apps to extend your use of Salesforce.
You can also integrate any system with Salesforce thanks to MuleSoft, the world’s #1 integration and API platform owned and operated by Salesforce. With the MuleSoft Anypoint Platform™, you can connect any system, application, data and device to unleash the full power of the #1 AI CRM.
And we know how important unified data is to trusted AI, so we make it easy to bring in any external data to Salesforce with our Zero Copy Partner Network. Zero copy enables organisations to easily connect and use all of their data within the Agentforce 360 Platform without needing to move or copy data between platforms. Learn more about zero copy here.

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How are Salesforce AI solutions different from public generative AI models?

Public generative AI models can do amazing things, but the model learns from everything you enter into your prompts. That’s why enterprise AI is different — you certainly can’t have public models learning from your sensitive customer data.
Salesforce helps you harness AI to deliver impactful customer experiences across your business with data privacy and security built in. Our Einstein Trust Layer prevents sensitive data from leaving the Salesforce trust boundary, so you can use AI in every app, across every user, and in every workflow across your CRM with confidence. Learn more about how Salesforce AI delivers trusted, extensible AI grounded in the fabric of our Agentforce 360 Platform.

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Where can I learn more about Salesforce products?

If you haven't already, be sure to watch our latest demos of Salesforce in action. Continue learning about all the incredible solutions that help companies become an Agentic Enterprise by exploring the product pages of our website.

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Slack

Where people, data, apps, and agents work together.

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Agentforce

Delivers always-on agents for customers and employees.

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Customer 360

Helps teams sell, serve, and operate at scale.

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Data 360

Gives everyone real-time context.

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See Agentforce in action

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Grow your small business with AI Agents

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AI for Marketers

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Meet Slackbot: Your personal AI agent

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See the reMarkable story

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Report

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Agentforce delivers ROI faster and at a lower cost than a DIY approach.

Read the Valoir report

Report

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Salesforce is voted the #1 Global Software Company on G2.

Read the report

Report

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Futurum report explains why Agentforce is the fastest path to enterprise value.

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Explore all Agentforce learning

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The Guide to AI for Small Businesses

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Trends in AI for CRM

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Small Business Marketing

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[H3]

What is Salesforce?

Salesforce is the #1 AI CRM (customer relationship management) platform. We bring companies and customers together by providing a unified set of applications — powered by agentic AI and data — that help every department, including sales, service, marketing, commerce, and IT, work as one. You can learn more about what Salesforce is and what Salesforce does by visiting our official resources. Our cloud-based agentic solutions help you find more leads, close more deals, and provide better service to your customers, all on a single, integrated agentic platform.

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What is CRM and why do I need one?

CRM stands for customer relationship management. It’s a technology for managing all your company’s relationships and interactions with customers and potential customers. A CRM system helps you:• Organise contact information, leads, and customer service data• Automate tasks like logging calls and sending follow-up emails• Analyse data to understand customer behaviour and business performanceA CRM, especially one powered by AI like Salesforce, is essential for growth because it gives you a single, 360-degree view of every customer, allowing you to build stronger, more profitable relationships at scale.

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What is agentic AI and how is it used in Salesforce?

Agentic AI refers to advanced artificial intelligence systems that can act autonomously to achieve a specific goal with minimal human intervention. Unlike traditional AI that only generates content or analyses data, agentic AI can reason, plan multistep actions, and execute tasks.In Salesforce, agentic AI — part of our Agentforce technology — is used to:• Automate complex workflows like lead qualification or service case resolution• Predict business outcomes, such as which deals are likely to close• Personalise every customer interaction across marketing, sales, and service channels

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How does Salesforce CRM help my small business grow?

Salesforce offers agentic CRM solutions tailored for companies of all sizes, from startups and small businesses to large global enterprises. Our Agentforce 360 Platform is flexible and scalable, allowing you to start with the essentials you need — like sales, service, commerce, or marketing — and easily add more functionality as your business grows. This ensures you only pay for what you use and have an AI and CRM platform that can grow with your business.Starter Suite helps you hit the ground running for free, providing an all-in-one suite of sales, service, and marketing tools designed specifically for small business needs. The setup process is simple so you can focus on building customer relationships immediately, with the peace of mind that the full power of the Salesforce ecosystem is ready whenever you are.

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How is Salesforce Agentforce taking Heathrow to new heights?

The UK’s largest airport is using autonomous AI agents to deliver a "digital concierge" experience for 83 million annual travelers. By grounding Agentforce in real-time data, Heathrow has improved digital contact efficiency by 40% and now resolves 90% of passenger queries without a human handoff.https://www.salesforce.com/uk/customer-stories/heathrow-airport/

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Starter Suite

The connected CRM for small teams. Automate sales, service, marketing journeys, and commerce in one unified system.

£
20

GBP/User/Month

(Starting price. Transaction fees apply. Billed monthly or annually.)

$
25

USD/User/Month

(Starting price. Transaction fees apply. Billed monthly or annually.)

25

€

EUR/User/Month

(Starting price. Transaction fees apply. Billed monthly or annually.)

AU$
35

AUD/User/Month

(Starting price. Transaction fees apply. Billed monthly or annually.)

3,000

円

JPY/User/Month

(Starting price. Transaction fees apply. Billed monthly or annually.)

250

kr

SEK/User/Month

(Starting price. Transaction fees apply. Billed monthly or annually.)

£
20

GBP/User/Month

(Starting price. Transaction fees apply. Billed monthly or annually.)

Everything in Free plus built-in Sales Flows, Lead Routing

Built-in Sales Flows and Lead Routeing

Dynamic Email Marketing, Forms, and Analytics

Secure payment links and e-commerce storefront

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Pro Suite

The CRM you can customise with advanced automation, AI, and insights — built to scale for complex needs.

£
80

GBP/User/Month

(Starting price. Transaction fees apply. Billed annually. Contract required.)

$
100

USD/User/Month

(Starting price. Transaction fees apply. Billed annually. Contract required.)

100

€

EUR/User/Month

(Starting price. Transaction fees apply. Billed annually. Contract required.)

AU$
140

AUD/User/Month

(Starting price. Transaction fees apply. Billed annually. Contract required.)

12,000

円

JPY/User/Month

(Starting price. Transaction fees apply. Billed annually. Contract required.)

1,000

kr

SEK/User/Month

(Starting price. Transaction fees apply. Billed annually. Contract required.)

£
80

GBP/User/Month

(Starting price. Transaction fees apply. Billed annually. Contract required.)

Everything in Starter plus Enhanced, Real-Time Chat

Sales Quoting and Forecasting

Greater Customisation, Automation+ Access to AppExchange

Premier Support (add-on)

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Marketing Cloud Next Growth Edition

Grow your business with agentic marketing automation on the world's #1 CRM.

£
1,200

GBP/Org/Month

(Billed annually)

$
1,500

USD/Org/Month

(Billed annually)

1,500

€

EUR/Org/Month

(Billed annually)

AU$
2,100

AUD/Org/Month

(Billed annually)

180,000

円

JPY/Org/Month

(Billed annually)

15,000

kr

SEK/Org/Month

(Billed annually)

£
1,200

GBP/Org/Month

(Billed annually)

Agentforce Campaign Creation

Multi-Channel Journeys

Forms and Landing Pages

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Marketing Cloud Next Advanced Edition

Grow your business with agentic marketing automation on the world's #1 CRM.

£
2,600

GBP/Org/Month

(Billed annually)

$
3,250

USD/Org/Month

(Billed annually)

3,250

€

EUR/Org/Month

(Billed annually)

AU$
4,550

AUD/Org/Month

(Billed annually)

390,000

円

JPY/Org/Month

(Billed annually)

32,500

kr

SEK/Org/Month

(Billed annually)

£
2,600

GBP/Org/Month

(Billed annually)

Agentforce Campaign Creation

Path Experimentation

Two-Way Conversations for SMS and WhatsApp

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*All per month products require an annual contract.This page is provided for informational purposes only and is subject to change. Contact a sales representative for detailed pricing information.

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Agentforce Segmentation

Easily build targeted customer segments using natural language. With built-in Data 360, you can create segments based on marketing, sales, service and commerce data — helping you reach the right customers and increase personalisation.

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Agentforce Campaign Creation

Launch campaigns faster with Agentforce. Simply describe your campaign goals in natural language, and Agentforce creates audience segments, nurture flows and campaign assets - all in just a few minutes.

[IMG: A prompt for Einstein to create a campaign brief and campaign email targeting customers who attended an event with an offer to download an ebook.]

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Agentforce Conversational Campaigns

Nurture, qualify and convert high-quality leads 24/7 with agentic conversations across email, SMS, and WhatsApp. Agentforce answers technical questions, provides recommendations, and can book a meeting with sales reps.

[IMG: A prompt for Einstein to create a new segment based on attendees living in NY, NJ, RI, CT and MA.]

[IMG: A prompt for Einstein to create a campaign brief and campaign email targeting customers who attended an event with an offer to download an ebook.]

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Intelligent Lead Prioritisation

Focus your energy on the right people. Automatically identify and score buyers based on real-time behaviour and intent signals.

[IMG: A Journey Builder dashboard showing multi-channel journeys]

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Always-On Multi-Channel Conversations

Scale personalised conversations 24/7 across web, email, SMS, and WhatsApp to engage buyers where they are.

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1:1 Personalisation at Scale

Automatically tailor every content, promotion and recommendation based on each buyer’s unique history, real-time behaviour, and intent.

[IMG: A marketer is creating a new landing page using drag and drop functionality and components to include a Register Now form]

[IMG: A Journey Builder dashboard showing multi-channel journeys]

[IMG: A marketer is creating a new landing page using drag and drop functionality and components to include a Register Now form]

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Unified Customer Data That Powers Personalisation

Unify your data from any source into a single customer profile, giving you the complete picture you need to personalise every interaction.

[IMG: A Journey Builder dashboard showing multi-channel journeys and highlighting Einstein Send Optimisation for emails]

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Seamless Marketing-Sales handoff

Share complete buyer histories so reps can continue the conversation without dropping momentum or asking buyers to repeat themselves.

[IMG: A collection of analytics dashboards that show how customers are interacting with forms, landing pages, emails and SMS sends.]

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Real-time Performance Optimisation

Track what’s working in real-time to adjust spend instantly, and use attribution reporting to measure how every touchpoint impacts your bottom line.

[IMG: A collection of analytics dashboards that show how customers are interacting with forms, landing pages, emails and SMS sends.]

[IMG: A Journey Builder dashboard showing multi-channel journeys and highlighting Einstein Send Optimisation for emails]

[IMG: A collection of analytics dashboards that show how customers are interacting with forms, landing pages, emails and SMS sends.]

[IMG: A collection of analytics dashboards that show how customers are interacting with forms, landing pages, emails and SMS sends.]

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Get 50 proven tactics for increasing email ROI and lowering marketing spend.

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Report

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AI is marketers’ #1 priority and challenge. See why.

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Get Salesforce. Free.

Hit the ground running fast with out-of-the-box CRM tools all in one place, for free.

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Talk to an expert.

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Watch a demo.

See how Salesforce CRM can help your small business succeed today.

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What is the best marketing software for small businesses?

When it comes to choosing the best marketing software for your small business, you should consider a variety of different factors including expected business growth and business use cases and objectives.Just starting out? Check out Starter and Pro Suites to start connecting with your customers with dynamic email marketing, forms and analytics.
Already up-and-running, and looking for more automation, AI and agentic marketing capabilities? Agentforce Marketing (Marketing Cloud Growth and Advanced Edition) is the right marketing automation tool for you. Built on the same Salesforce platform as Sales, Service and Commerce, Agentforce Marketing allows teams to unify their data and work together in one place to close deals faster. Embedded AI agents work alongside your team to build end-to-end campaigns, personalise customer engagements at scale and orchestrate seamless handoffs. Whether you are looking to save time by automating manual processes or maximise marketing ROI by optimising campaign performance, with we’ve got you covered.

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What kinds of marketing tools does my small business need?

Marketing automation software helps automate and streamline marketing processes and multifunctional campaigns across channels. It includes functionalities for connecting siloed data into unified customer profiles, email and mobile marketing, functionalities to generate and nurture leads, run targeted campaigns, align with sales to close deals, and track the effectiveness of marketing effort.

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How will a marketing platform help my small business?

The benefits of marketing automation platforms are: 1) Scaling buyer engagement across accounts.2) Aligning marketing, sales, service, and commerce teams to close deals faster.3) Automating manual processes and saving teams time.

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How do I choose the best tools for small business marketing?

The right marketing automation platform will: 1) Integrate directly into your CRM.2) Align marketing, sales, service, and commerce around a single view of the customer.3) Automate manual processes and save teams time.

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[IMG: Jacobs customer story]

[IMG: Lennar customer story]

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[IMG: Erie Home customer story]

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27

%

improvement in customer satisfaction

Companies reported increased customer satisfaction after implementing Salesforce.

38

%

increase in marketing-led growth

Companies reported increased marketing-led or influenced growth after implementing Salesforce.

25

%

increase in sales revenue

Companies reported an improvement in sales revenue after implementing Salesforce.

Source: FY25 Customer Success Metrics for Engineering, Construction, and Real Estate

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Engineering and Construction

Discover how an integrated, shared view and AI-powered solutions can help you to win the right bids, find the right suppliers and subcontractors, optimise margins, and manage risk across your project lifecycle.

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Real Estate

Drive organic growth with connected data and real-time AI, empowering agents and brokers to optimise processes, unlock monetisation opportunities, streamline operations, and personalise client engagement.

Learn more

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Residential and Commercial Services

Power efficiency and scale with a strong data foundation and always-on digital workforce that enables you to elevate field service operations, improve work order management, and deliver efficient, hyper-personalised services.

Learn more

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Find out more

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Surpass Customer Expectations in Home Building with AI

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Webinar

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Next-Gen Real Estate: Chase Deals Not Data with Salesforce and AI

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Webinar

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Using Analytics in Construction to Optimise Performance

Watch the webinar

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Webinar

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Redefining Service Excellence in Residential and Commercial Services

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How can an engineering, construction, and real estate CRM help businesses?

An engineering, construction, and real estate CRM gives companies a 360 degree customer profile so they can deliver a best-in-class customer experience with data-driven actions, shift focus to high-value activities with automation and AI, and drive growth grounded in new technology and services.

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What is the best engineering, construction, and real estate CRM solution?

Salesforce is consistently ranked the #1 CRM provider every year by a variety of organisations. Salesforce has engineering, construction, and real estate customers from the largest enterprises to SMBs who run their business with our trusted CRM and Agentforce solutions.

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How do I choose the right engineering, construction, and real estate CRM?

Consider your specific business needs. Ask: How well does it integrate with my existing software? What security measures are in place to protect my company data? Can it be customised to fit my business processes? Can it scale with my business? What do current users say in reviews and testimonials?