CRM & Sales

AI tools for managing customer relationships, automating sales workflows, and unifying customer data across touchpoints.

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26

Use Cases

30

Tools

16

Companies

CRM & Sales Tools

A
Affinity
Affinity

CRM and relationship intelligence platform by Affinity for managing deals and relationship data.

1
cases
A3
Agentforce 360 Platform
Salesforce

Unified AI and CRM platform by Salesforce combining customer data, automation, and Agentforce agents.

AS
Agentforce Sales
Salesforce

AI sales agent product by Salesforce for autonomous outreach, qualification, and pipeline generation.

AS
Agentforce SDR
Salesforce

Salesforce AI sales development representative agent that autonomously engages inbound leads, qualifies prospects, and books meetings around the clock.

1
cases
AJ
Amazon Just Walk Out
AWS

Cashierless checkout technology by Amazon enabling frictionless retail purchases via computer vision.

1
cases
AU
Apache Unomi
Apache

Open-source customer data platform by Apache Unomi for tracking and managing customer behavioral data.

1
cases
A
Apollo
Apollo

Sales intelligence platform that combines a B2B contact database with outreach sequencing and engagement tools.

1
cases
A
Appetize
Appetize

Food and beverage POS platform by Appetize for concession ordering at stadiums and arenas.

1
cases
AP
Attention Platform
Attention

AI sales automation platform by Attention for automating CRM updates and coaching from sales calls.

1
cases
CA
C3 AI CRM
C3.ai

AI-powered CRM and sales forecasting platform by C3.ai for enterprise revenue optimization.

C
Catalyst
Grupo Falabella

Internal e-commerce platform by Grupo Falabella for managing online retail operations and customer orders.

CG
Consumer Goods Cloud
Salesforce

Retail execution and field sales platform by Salesforce for consumer goods companies.

1
cases
D
DocuSign
DocuSign

Electronic signature and agreement cloud platform for digitizing contract workflows.

2
cases
H
Harmonic
Harmonic

Startup intelligence platform by Harmonic for tracking company data and sourcing early-stage investment deals.

1
cases
H
HubSpot
HubSpot

CRM platform by HubSpot for managing contacts, pipelines, marketing, and customer service.

1
cases

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Use Cases (26)

WE
World Economic Forum
75%
attendee inquiries resolved instantly by ai

The World Economic Forum deployed Salesforce Agentforce as EVA, an AI concierge for Davos 2026, resolving 75% of attendee inquiries instantly and generating personalised briefings for 3,000+ global leaders across 450+ sessions.

NonprofitSDSalesforce Data CloudSASalesforce Agentforce
R
Reddit
46%
support cases deflected by ai

Reddit deployed Salesforce Agentforce to support SMB advertisers on its Ads Help Center, deflecting 46% of cases autonomously vs 13% with the prior chatbot, cutting resolution time from 8.9 to 1.4 minutes, and saving 760 hours of agent time annually.

SDSalesforce Data CloudSESalesforce Experience Cloud
O
OpenTable
70%
diner and restaurant inquiries resolved autonomously

OpenTable deployed Salesforce Agentforce across restaurant and diner support channels, autonomously resolving 70% of inquiries and handling 73% of restaurant web queries within 3 weeks — projected to resolve 180,000 cases annually.

TechnologySDSalesforce Data CloudSASalesforce Agentforce
T
Telepass
87%
faq resolution rate (autonomous)

Telepass deployed Salesforce Agentforce across its customer contact center, resolving 87% of FAQs autonomously and reducing average call handle time by 50% — live in 6 weeks with measurable returns within 10.

Financial ServicesSDSalesforce Data CloudSASalesforce Agentforce
M
MrBeast
1M+
players who engaged with ai agent

MrBeast and Salesforce built an AI-powered interactive puzzle challenge for Super Bowl 2026, engaging over 1 million players through a Slackbot agent that helped fans organize clues and test theories in real time. The entire enterprise-grade platform — capable of handling 1.5 million simultaneous users — was built in 42 days using Agentforce, Experience Cloud, and MuleSoft, with zero data retained from players.

Media & EntertainmentSASalesforce AgentforceSESalesforce Experience Cloud
E
Engine
15%
average handle time reduction

Engine, a B2B travel platform handling 500,000+ annual traveler requests, deployed an Agentforce AI agent called Eva that autonomously manages over 30% of customer cases end-to-end. The implementation reduced average handle time by 15%, lifted CSAT from 3.7 to 4.3, and delivered $2M in estimated annual cost savings — all within a 12-day deployment timeline.

RetailSASalesforce Agentforce
UM
UChicago Medicine
100
patient marketing segments built

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.

HealthcareSHSalesforce Health CloudSASalesforce Agentforce
R
reMarkable
35%
support cases autonomously resolved by agentforce agent

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.

TechnologySSSalesforce Sales CloudSDSalesforce Data Cloud
A
AUDITSU
£200,000
pre-seed funding secured

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.

TechnologyAApollo
PS
Pacers Sports & Entertainment
340,000+ fans
home game attendance (indiana fever 2024 season)

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.

Sports & EntertainmentTTicketmasterSSquare
A
Airtree
Reduced from 2 days to minutes
market & competitor research time

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.

Financial ServicesAAffinityHHarmonic
B
Bordr
$100,000+
annual business revenue achieved

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.

Professional ServicesSStripe
A
Attention
1.6 million hours
admin hours automated

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.

TechnologySSalesforceHHubSpot
L
Lenovo
25%
net promoter score improvement

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.

TechnologyDDocuSignMDMicrosoft Dynamics
SB
State Bank of India
64 million
app downloads

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.

Financial ServicesIGIBM Garage
SF
Scuderia Ferrari HP
2x
daily active users increase

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%.

Sports & EntertainmentSSalesforce

Showing the 16 most recent of 26 use cases