We have seen the same outcome play multiple times in the last decade: most AI projects tend to fizzle out without delivering value to enterprises that pursue them. Despite being an epochal development in the evolution of AI, agentic AI will be no exception to this rule. According to Gartner, 40% of agentic AI projects will be terminated by 2027.
However, the value of autonomy in enterprise operations is too big to leave on the table. The key is to traverse the fastest, cheapest, and risk-mitigated approach to realizing agent-based outcomes. This is what Salesforce’s latest agentic AI platform Agentforce offers to enterprises.
Most businesses already rely on Salesforce to build lasting customer relationships with state-of-the-art sales and service workflows. With Agentforce, these businesses can now embed autonomous AI across sales and service workflows to realize lucrative outcomes rapidly.
In this article, read how Birlasoft can help you realize this valuable opportunity across four critical areas with Salesforce and Agentforce.
Feed powerful insights to sales actions with Agentforce Assistant
Despite having powerful tools at their disposal, sales teams still bridge fragmented context in competitive deals. It becomes difficult to factor in historical data, competitor intelligence, and account insights while tackling non-strategic tasks.
The Agentforce Assistant brings this critical context in place while abstracting non-differentiating tasks:
- Offers critical context like competitor positioning and historical data, which enables sales teams to strike the most profitable deals every single time.
- Enables sales personnel to draft pitches, proposals, and follow-ups that take pricing and configuration rules into account.
- Helps users trigger actions in conversational interfaces, which accelerates approvals and increases momentum across sales cycles.
Ultimately, with Agentforce Assistant, sales teams are more focused on strategic factors that influence the core outcomes of a deal. They spend less time on rote work, and are able to close deals sooner – thus scaling best-case outcomes across the sales function.
Ease dealer operations across complex partner networks with Dealer Copilot
In complex partner networks, dealers find it difficult to balance stock, forecast demand, and manage orders – especially in the absence of effective digital tooling.
The Dealer Copilot, built on the Agentforce platform and integrated across dealer portals, enables businesses to empower their dealers with strong agentic AI capabilities:
- Maintaining a balanced inventory by analyzing historical sales patterns, seasonality, and local shifts in demand.
- Forecasting demand more accurately and easing order placement and tracking via conversational tools.
- Integrated self-service tools that address dealer queries through strong integration with OEM knowledge systems.
These capabilities help dealers stay responsive to customer demand, thus driving positive outcomes for OEMs as well as their partners.
Orchestrate 24x7 support effectively with Virtual AI Agent
Businesses have used rigid, rule-based chatbots to deliver round-the-clock support to their customers. However, this approach was not very effective for delivering meaningful results in support scenarios.
Agentic AI represents a material leap in this regard: its ability to reason and act enhances outcomes in complex cases, thus reducing the workload on human agents. Here’s how this is achieved:
- It provides customers with timely updates on products, orders, and deliverables, which lowers the volume of simple tickets.
- Resolves customer issues by breaking tasks into steps and planning action sequences to tackle complex requirements.
- These agents adapt escalation logic by routing issues when they need human intervention.
These capabilities help service teams deliver consistent outcomes at scale, while offering customers quick and responsive resolution to pertinent issues.
Eliminate technician friction in the field with Field Service Copilot
Field service operations have advanced significantly as businesses have deployed Salesforce field service solutions. However, agentic AI promises numerous enhancements that will directly impact the experience as well as the value created by technicians on the field. Here’s how Field Service Copilot will elevate outcomes in the field:
- Automatically summarize work orders and field/site history so that technicians arrive informed with the right context.
- Guide the technician with troubleshooting steps that are specific to the type of equipment or part that is deployed.
- Automatically generate notes and reports to reduce paperwork for technicians.
Lastly, Field Service Copilot will also help technicians suggest relevant upgrades or services to customers and generate precise quotes on the spot. Thus, in addition to elevating technician productivity, Field Service Copilot will help them create more value on the ground.
Attaining assured RoI with agentic transformation
Research findings suggest that leveraging pre-built workflows in Agentforce can lower the TCO of agentic AI by 20% compared to custom solutions. However, the success of these solutions will depend on completeness, the ability to chain automations, and integrating agents with the enterprise tooling.
With decades of experience in the Salesforce ecosystem and innovations in agentic AI, Birlasoft can help businesses unleash maximal value of the Agentforce platform. Embark on the agentic transformation with Birlasoft and Salesforce to achieve differentiated outcomes in the third wave of AI innovation.
