AI tools for managing customer relationships, automating sales workflows, and unifying customer data across touchpoints.
44
Use Cases
37
Tools
18
Companies
CRM & Sales Tools
CRM and relationship intelligence platform by Affinity for managing deals and relationship data.
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.
Salesforce AI sales development representative agent that autonomously engages inbound leads, qualifies prospects, and books meetings around the clock.
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.
Sales intelligence platform that combines a B2B contact database with outreach sequencing and engagement tools.
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.
Data enrichment and GTM automation platform that pulls from 100+ sources to build and enrich prospect lists.
Retail execution and field sales platform by Salesforce for consumer goods companies.
Electronic signature and agreement cloud platform for digitizing contract workflows.
AI-driven sales engagement tool for automating outreach sequences and tracking buyer interactions.
Showing 15 of 37 tools
Sign up to read complete case studies, access detailed metrics, and unlock all use cases.
Use Cases (44)
Dreamforce is Salesforce's flagship annual conference — 50,000 attendees, 2,000 sessions, three days. Salesforce built an event agent powered by Agentforce and grounded in Data Cloud-unified attendee profiles to deliver personalised real-time guidance across mobile and web, helping attendees plan agendas, navigate venues, and track sessions. The agent reached 47,000 unique users, drove a 30% higher session show rate, and was designed as a reusable framework that now supports more than 15 global Salesforce events without per-event customisation.
VentureCrowd is Australia's leading multi-asset digital investment platform, connecting private market issuers and investors using proprietary AI in one of the country's most tightly regulated financial sectors. The company was diverting specialist engineering resources into building and maintaining bespoke compliance infrastructure for each AI agent deployment instead of building investment use cases. By migrating its agentic stack to the Agentforce 360 Platform, VentureCrowd reduced deployment cycles from two months to two weeks — a 75% reduction — and achieved 4× faster agent delivery, with Agentforce's built-in security, auditability, and governance meeting APRA and AUSTRAC requirements natively.
Perk (formerly TravelPerk) is an AI-native platform for corporate travel and spend management, serving over 12,000 companies worldwide from headquarters in Boston and London. The company's SDR team was bottlenecked by manual prospect research across multiple tools, with reps spending much of their day on admin instead of selling. Perk deployed Agentforce Prospecting Agent to autonomously identify high-fit prospects, place them in targeted outreach cadences, and run 24/7 — achieving 3× call volume, 2× email reply rate, and attributing 60% of North American pipeline to the agent within weeks of launch.
Rare is a nonprofit that uses behavioral science to drive conservation, climate action, and sustainable fishing and farming. With a 300-person team supporting small-scale farmers and fishers across multiple countries, Rare built Agent Tierra — an Agentforce-powered AI coach that delivers personalized farming guidance grounded in 300+ data points per farmer profile, local weather conditions, and peer insights directly through WhatsApp. In pilot, 100% of farmers said they would use Agent Tierra again, 97% of queries were resolved autonomously, and field teams project a 40% gain in time for high-impact work — with a goal of reaching 100,000 farmers within two years.
Engine is a modern travel platform for small and medium businesses, trusted by over 1 million travelers with hotel, flight, and car rental bookings. As the company expanded from a hotel-focused product into a full-service travel platform, it deployed Eva, an Agentforce-powered AI agent that handles end-to-end booking requests across voice, web, and mobile — resolving 50% of chat inquiries autonomously and cutting customer support handle time 15%. Engine also built an internal Slackbot used by 85% of employees and developed its first AI agent in 12 days using Agentforce's hybrid low-code/pro-code development platform.
Thames Valley Police and Hampshire & Isle of Wight Constabulary (TVP and HIOWC) are two of England's largest police forces, together serving over 4 million people across 3,800 square miles. Receiving more than 400,000 non-emergency calls per year — nearly half from citizens simply seeking case updates — the forces built a digital front door for policing: a secure citizen portal powered by MuleSoft and Agentforce Experience, and an AI agent named Bobbi that handles 200+ non-emergency conversations per day, resolving 75% autonomously. The result is £1.4M in cost avoidance and a 97% reduction in cost per interaction.
Equitable is a US financial services company serving Americans since 1859, with 8,000+ employees and a focus on retirement strategies, protection products, and employee benefits for small and mid-sized businesses. Its Employee Benefits team replaced a fragile homegrown email-to-CRM connector and manual campaign stack with Salesforce Agentforce Marketing, cutting overall campaign build time by 75%, shrinking audience segmentation from 60 minutes to five, and reducing sweepstakes admin work by 75% — while restoring creative control to marketers.
Bouygues Telecom is one of France's top three telecom providers, serving millions of customers with mobile, fiber, and TV services since 1994. The company built Iris, an AI service agent powered by Salesforce Agentforce and grounded in Data Cloud, to help 6,000 contact center reps and 500 retail store associates deliver accurate, data-driven answers to customer questions in 30 seconds instead of minutes. Iris achieves a 95% accuracy rate, is rated 4 or 5 stars by 90% of reps, and sends 10,000 AI-drafted follow-up texts daily — with Bouygues now extending the same model to 10,000 field technicians.
UChicago Medicine deployed Salesforce Agentforce for Health alongside Health Cloud and Marketing Cloud to provide 24/7 AI-driven patient support. Autonomous agents handle prescription refills, appointment scheduling, insurance verification, and parking logistics — tasks that previously required live staff and averaged 4 minutes each. The team built 100 targeted patient marketing segments in just 4 months.
reMarkable built two Agentforce-powered AI agents — 'Mark' for customer support and 'Saga' for internal IT help — autonomously resolving 35% of inbound support cases and significantly reducing IT team workload, enabling the company to scale without proportional headcount growth.
AUDITSU's founder built an 18-scenario AI-powered go-to-market system in Make that replaced a 10-person sales team, secured £200,000 in pre-seed funding, and processes thousands of leads automatically 24/7.
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.
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.
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.
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.
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%.
Showing the 18 most recent of 44 use cases