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Trends in AI for CRM

Trends in AI for CRM

Nearly half of customer service teams, over 40% of salespeople, and a third of marketers have fully implemented artificial intelligence (AI) to enhance their work. However, 77% of business leaders report persistent challenges related to trusted data and ethical concerns that could stall their AI initiatives, according to Salesforce research released today. The Trends in AI for CRM report analyzed data from multiple studies, revealing that companies are worried about missing out on the opportunities generative AI presents if the data powering large language models (LLMs) isn’t rooted in their own trusted customer records. At the same time, respondents expressed ongoing concerns about the lack of clear company policies governing the ethical use of AI, as well as the complexity of a vendor landscape where 80% of enterprises are currently using multiple LLMs. Salesforce’s Four Keys to Enterprise AI Success Why it matters: AI is one of the most transformative technologies in generations, with projections forecasting a net gain of over $2 trillion in new business revenues by 2028 from Salesforce and its network of partners alone. As enterprises across industries develop their AI strategies, leaders in customer-facing departments such as sales, service, and marketing are eager to leverage AI to drive internal efficiencies and revolutionize customer experiences. Key Findings from the Trends in AI for CRM Report Expert Perspective “This is a pivotal moment as business leaders across industries look to AI to unlock growth, efficiency, and customer loyalty,” said Clara Shih, CEO of Salesforce AI. “But success requires much more than an LLM. Enterprise deployments need trusted data, user access control, vector search, audit trails and citations, data masking, low-code builders, and seamless UI integration. Salesforce brings all of these components together with our Einstein 1 Platform, Data Cloud, Slack, and dozens of customizable, turnkey prompts and actions offered across our clouds.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce AI Evolves with the Generative AI Landscape

Salesforce AI Evolves with the Generative AI Landscape

Salesforce AI: Powering Customer Relationship Management Salesforce is a leading CRM solution that has long delivered cutting-edge cloud technologies to manage customer relationships effectively. In recent months, the platform has further advanced with the integration of generative AI and AI-powered features, primarily through its AI engine, Einstein. Salesforce AI Evolves with the Generative AI Landscape. To explore how AI operates within the Salesforce ecosystem and how various business teams can leverage these innovations, this guide delves into Salesforce’s AI capabilities, products, and features. Salesforce AI: Transforming CRM Capabilities Salesforce remains a top choice in the CRM software market, offering one of the most comprehensive solutions for managing relationships across departments, industries, and initiatives. Through dedicated cloud platforms, Salesforce enables teams to oversee marketing, sales, customer service, e-commerce, and more, with tools focused on delivering enhanced customer experiences supported by powerful data analytics. With the introduction of generative AI, Salesforce has significantly elevated its native automation, workflow management, data analytics, and assistive capabilities for customer lifecycle management. Einstein Copilot exemplifies this innovation, aiding internal users with tasks such as outreach, analysis, and improving external user experiences. What is Salesforce Einstein? Salesforce Einstein is an AI-driven suite of tools integrated natively into various Salesforce Cloud applications, including Sales Cloud, Marketing Cloud, Service Cloud, and Commerce Cloud. It also operates through assistive technologies like Einstein Copilot. Einstein is built on a multitenant platform and incorporates numerous automated machine learning features to unify organizational data with CRM capabilities. Designed to make intelligent, data-driven decisions, Einstein requires no additional installation, offering a seamless user experience when paired with a compatible subscription plan. 7 Key Features of Salesforce Einstein 7 Applications of Salesforce Einstein Future Trends in Salesforce AI Bottom Line: Salesforce AI Evolves with the Generative AI Landscape Salesforce continues to enhance its AI-powered features, keeping pace with advancements in generative and predictive AI. Whether new to the platform or a seasoned user, Salesforce offers innovative, AI-centric solutions to streamline customer relationship management and business operations. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce AI Tools for Healthcare

Salesforce AI Tools for Healthcare

Salesforce to Launch Pre-Built AI Tools for Healthcare in October Salesforce is introducing a new library of out-of-the-box AI tools specifically designed for healthcare operations, available through its Health Cloud. These generative AI features aim to streamline time-consuming tasks by integrating directly into clinician workflows, enhancing both the quality and efficiency of patient care. Key Features and Benefits Part of Salesforce’s broader initiative to address operational challenges across 15 industries, these healthcare-specific AI tools are embedded in each of its industry clouds. The Einstein Copilot, for example, will allow healthcare providers to generate patient summaries in natural language, leveraging new data management capabilities. This could enable care coordinators to view comprehensive patient summaries—such as care plans, prescriptions, and prior authorizations—before appointments. According to Salesforce, these AI-driven services, powered by Einstein prompts, are integrated within Health Cloud’s member accounts, simplifying administrative tasks like sending referrals and booking appointments. Data privacy and security remain a priority, with Einstein’s data masking and zero data retention layer ensuring patient information is protected. Beyond patient care, the new AI features will support business operations, including verifying insurance coverage, determining out-of-pocket costs, and ensuring eligibility—all designed to reduce administrative burdens and improve operational efficiency. Why It Matters Healthcare organizations often lack the resources to build and train their own AI models, a process that can cost upwards of 0 million. Salesforce’s pre-built AI capabilities provide an accessible solution, allowing organizations of all sizes to adopt AI tools tailored to their specific needs. By automating administrative processes, healthcare providers can focus more on patient care, with faster approvals and fewer manual tasks. Salesforce is positioning these tools to help organizations streamline workflows, reduce inefficiencies, and ultimately improve the patient experience. The features will be generally available in October, with pricing based on specific implementations. Industry Impact and Larger Trend The release of these healthcare-specific AI tools is part of Salesforce’s broader push into industry-specific AI. In March, Salesforce launched the Einstein AI Copilot within its Einstein 1 Platform, designed to leverage healthcare organizations’ unique data within its Health Data Cloud. New capabilities, such as patient services and benefits verification, aim to reduce platform switching, enabling faster approvals and supporting clinicians in real-time patient record updates. Salesforce’s investment in industry-specific AI comes at a time when many healthcare organizations are grappling with the rising costs of technology and labor. At the HIMSS AI in Healthcare Forum in Boston, leaders echoed the challenges of managing expansive technology footprints while balancing the need for AI-driven transformation. Operational workflows, particularly back-office processes, offer a low-risk area for AI deployment, as noted by Lee Schwamm, chief digital health officer at Yale New Haven Health System. On the Record “Organizations of every size and budget can now easily get started with practical AI tools that were purposefully designed to solve their unique challenges,” said Jeff Amann, executive vice president and general manager of Salesforce Industries. Salesforce’s new AI use case library, featuring more than 100 AI capabilities embedded across 15 industry clouds, underscores the company’s commitment to developing industry-specific solutions. For healthcare, these tools include automated patient matching for clinical trials, AI-generated prescriptions, and pre-visit summaries—helping organizations accelerate time to care and improve clinical outcomes. In addition, a new auto-matching tool for life sciences will assist in identifying eligible clinical trial participants, using both structured and unstructured data to reduce assessment time. These features allow healthcare CIOs to easily deploy AI capabilities designed to address their organization’s unique needs. Looking Ahead Salesforce’s latest AI tools for healthcare represent a significant step in the company’s strategy to bring industry-specific AI to market, with healthcare, life sciences, financial services, and retail among its top priorities. By offering pre-built, customizable solutions, Salesforce is making AI accessible to a broader range of organizations, enabling them to deliver value quickly while navigating the complexities of modern healthcare operations. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Customized Conversational AI Assistant

Customized Conversational AI Assistant

Create and Customize a Conversational AI Assistant for CRM Einstein Copilot is your all-in-one CRM AI assistant, seamlessly integrated into every Salesforce application. It empowers teams to accelerate tasks with intelligent actions, deploy conversational AI with built-in trust, and easily scale a unified copilot across your organization. Customized Conversational AI Assistant. Einstein 1 Studio Customize and Enhance AI for CRM:Einstein 1 Studio allows you to tailor Einstein Copilot to your specific business needs. Configure actions, prompts, and models to create a personalized AI experience. Users can interact with the AI using natural language, making task execution more intuitive and efficient. Copilot Builder Expand Einstein Copilot with Advanced Features:Enhance Einstein Copilot by integrating actions with familiar Salesforce platform features like Flows, Apex code, and Mulesoft APIs. Convert workflows into copilot actions and test these interactions within a user-friendly interface, enabling you to monitor and refine your copilot’s performance. Prompt Builder Accelerate Employee Task Completion:Design prompt templates that quickly summarize and generate content, helping employees complete tasks faster. Create prompts that draw from CRM data, Data Cloud, and external sources to make every business task more relevant. Develop prompts once and deploy them across Einstein Copilot, Lightning pages, and flows. Model Builder Integrate and Manage AI Models:Incorporate your predictive AI models and large language models (LLMs) within Salesforce through the Einstein Trust Layer. Utilize no-code ML models in Data Cloud, and manage all your AI models from a centralized control platform, ensuring seamless operation and integration. Deploy Trustworthy AI Leverage Generative AI with Built-In Safeguards:Einstein Copilot is designed to ensure the privacy and security of your data, while improving result accuracy and promoting responsible AI use across your organization. Built directly into the Salesforce Platform, the Einstein Trust Layer offers top-tier features and safeguards to ensure your AI deployments are trustworthy. “The combination of AI, data, and CRM allows us to help busy parents solve the ‘what’s for dinner’ dilemma with personalized recipe recommendations their family will love.”— Heather Conneran, Director, Brand Experience Platforms, General Mills Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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