AI tools for managing customer relationships, automating sales workflows, and unifying customer data across touchpoints.
15
Use Cases
30
Tools
14
Companies
CRM & Sales Tools
CRM and relationship intelligence platform by Affinity for managing deals and relationship data.
AI agent platform by Salesforce for deploying autonomous agents across sales, service, and marketing.
Unified AI and CRM platform by Salesforce combining customer data, automation, and Agentforce agents.
AI sales agent product by Salesforce for autonomous outreach, qualification, and pipeline generation.
Cashierless checkout technology by Amazon enabling frictionless retail purchases via computer vision.
Open-source customer data platform by Apache Unomi for tracking and managing customer behavioral data.
Food and beverage POS platform by Appetize for concession ordering at stadiums and arenas.
AI sales automation platform by Attention for automating CRM updates and coaching from sales calls.
AI-powered CRM and sales forecasting platform by C3.ai for enterprise revenue optimization.
Internal e-commerce platform by Grupo Falabella for managing online retail operations and customer orders.
Retail execution and field sales platform by Salesforce for consumer goods companies.
Customer data platform by Salesforce for unifying customer records and enabling personalized experiences.
Customer data platform by Salesforce for unifying customer profiles and enabling real-time personalization.
Digital signature and contract management platform by DocuSign for electronic agreement workflows.
Startup intelligence platform by Harmonic for tracking company data and sourcing early-stage investment deals.
CRM platform by HubSpot for managing contacts, pipelines, marketing, and customer service.
IBM methodology for cloud-native development and digital transformation
Sales qualification methodology framework for identifying deals with budget, authority, need, and timeline.
CRM and ERP platform by Microsoft for managing customer relationships and business operations.
In-venue point-of-sale platform by retailcloud for retail sales and inventory at sports venues.
CRM and sales automation platform by Salesforce for managing pipelines, accounts, and revenue growth.
CRM platform by Salesforce for managing customer relationships, sales, and service across enterprises.
AI agent platform for customer service, sales, and employee support automation
Unified customer data platform for connecting and activating data across systems
Consultative selling methodology framework focused on understanding customer pain points and building trust.
E-commerce platform by Shopify powering online and in-person retail for merchants of all sizes.
Point-of-sale and payment platform by Block for accepting payments in-person and online.
Payment processing platform by Stripe for accepting online and in-person payments globally.
Global ticketing platform by Ticketmaster for event discovery, ticketing, and fan experience management.
In-suite commerce platform by VenueNext enabling mobile ordering and payments at sports venues.
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Use Cases (15)
Pacers Sports & Entertainment (PS&E) struggled to connect fan data spread across 30 disconnected platforms, making personalized engagement nearly impossible. By deploying Salesforce Data 360, Marketing Cloud, and Agentforce, PS&E unified its entire fan data ecosystem into a single golden record. The organization is now positioned to deliver hyper-personalized experiences across the Fever, Pacers, and all PS&E properties.
FedEx unified siloed sales, shipping, and web data using Salesforce Data 360 to act on customer signals in real time. By automating dormant account reactivation and personalizing outreach at scale, FedEx achieved over 2,000% ROI and improved customer activation rates by 13%. The platform now powers more than one billion personalized emails annually.
UChicago Medicine, a leading academic health system, leveraged Salesforce Data Cloud, Marketing Cloud, and Agentforce to unify patient data and deliver hyper-personalized outreach at scale. In just four months, the team built 100 data-driven marketing segments, achieving a 60% campaign conversion rate and full ROI in under a year. The organization is now deploying Agentforce Voice to autonomously handle millions of nonclinical patient inquiries annually.
Equipter, a construction equipment manufacturer, deployed Salesforce Agentforce Sales to handle the flood of inbound leads overwhelming its six-person sales team. AI agents now respond to prospects within minutes instead of hours, lifting social media lead response rates from 4% to nearly 10% and reactivating cold leads that had gone dark for up to 10 months.
Airtree, a $2 billion Australian venture capital firm, deployed Claude Cowork as shared firm-wide infrastructure to unify fragmented data across tools like Notion, Slack, Google Drive, and Affinity. The team built custom Skills to automate board meeting prep, market research, and portfolio reporting — cutting multi-hour tasks down to minutes. What began as individual productivity gains quickly scaled into a collaborative system where Skills built by one person benefit the entire firm.
Yoodli is an AI-powered experiential learning platform that helps enterprise sales teams practice high-stakes conversations before they happen. By integrating Claude into its real-time roleplay engine, Yoodli delivers realistic AI personas that coach reps at scale — helping customers like Snowflake and Google Cloud achieve measurable performance gains.
Bordr, an online service helping foreigners obtain Portuguese tax IDs, used n8n to automate its entire order management workflow — from document generation to customer email updates. By replacing manual processes with multi-step automated pipelines, the two-person team scaled to a six-figure business within months without sacrificing customer service quality.
Grupo Falabella, one of Latin America's largest retailers, deployed Salesforce Agentforce on WhatsApp to autonomously handle customer service inquiries across seven countries. The AI agent resolves 60% of requests without human intervention, operates 24/7, and has driven a 3x increase in WhatsApp conversations in just three months — shifting customer support away from costly phone channels.
Attention built an AI-powered sales platform using Claude as its core reasoning engine, automating post-call admin work and delivering actionable sales intelligence at scale. By replacing manual CRM updates, follow-up emails, and coaching reviews with Claude-driven agents, Attention has saved over 1.6 million hours of admin work. Customers report up to 40% improvements in win rates thanks to AI outputs accurate enough to trust in live deals.
Lenovo's Solutions and Services Group deployed ServiceNow Technology Provider Service Management and generative AI to unify its global Device-as-a-Service operations across 400+ enterprise customers. The platform streamlined onboarding, integrated third-party tools, and enabled self-service portals — delivering measurable gains in customer satisfaction and retention within a single year.
FedEx unified a petabyte of daily operational data with Salesforce Data 360, achieving 2,000% ROI, 13% improvement in customer activation, and scaling to 1 billion personalized emails annually.
reMarkable deployed Salesforce Agentforce in 3 weeks, with AI agent Mark handling 37% of 27,000+ monthly support cases at satisfaction levels matching human agents, plus an internal IT agent via Slack.
OpenTable deployed two Salesforce Agentforce AI agents — one for restaurants and one for diners — improving case resolution rates by 40% and handling tens of thousands of conversations without human escalation.
State Bank of India partnered with IBM to build YONO, a comprehensive mobile platform combining banking, financial services, and marketplace that achieved 64 million downloads and a USD 40-50 billion valuation.
Scuderia Ferrari HP partnered with IBM Consulting to reimagine their mobile fan app using IBM watsonx AI, delivering AI-generated race summaries, personalized content, and interactive features that doubled daily active users and increased in-app engagement by 35%.