This is part 1 of a detailed series on the Salesforce + AI Roadmap and consideration, how we should think about it, what business use cases you can solve with AI, what about security, privacy, and more.
What?
A simple guide that shows how AI can improve your business when used with Salesforce. We’ll look at real customer service, sales, and document handling examples that save time and money.
Who?
For teams wanting to use AI to solve real problems in service, sales, and document handling with clear results to show.
Why?
To move past the AI hype and create projects that deliver real value.
-> Save money. Work faster. Make customers happier.
What can you do with it?
Make customer service better and faster with AI
Help sales teams close more deals
Process documents like claims and bills automatically
In service and support, AI can help by summarizing claims and cases, checking how customers feel, routing cases to the right people, and suggesting knowledge base articles to help your team. It can even work with chatbots to help customers right from your app.
For sales teams, AI can help them understand relationships better, spot sales chances, and work better with partners through healthcare.gov and other channels.
Handle questions securely with AI. Works with Pro, Enterprise & Unlimited - your data never leaves Salesforce.
Get GPTfyRead More hereAI can help you go through the PDFs to get the answers to the customer query, compare PDFs from insurance, find key insights, and more.
You have to find those use cases that can show the value, aka help your Salesforce end users, and give a decent ROI on it, which justifies the investment in AI for your Salesforce.
The best approach is phased implementation. Start with very specific, low-risk, less invasive features that show clear value.
AI in Salesforce can make your business work better and faster.
Start with simple projects that show quick results, like having AI read documents or summarize cases.
Then, build on what works and do more. The key is to begin with clear goals that save time or money and grow from there.
Look where your teams spend too much time or need to correct things
Start using AI there first. Things like case summaries or document reading can show quick wins.
Check out other Salesforce + AI Use Cases
Watch the Salesforce + AI Use Cases Demo
Check out the GPTfy Blog for parts on Salesforce + AI Roadmap and Consideration
Saurabh is an Enterprise Architect and seasoned entrepreneur spearheading a Salesforce security and AI startup, with inventive contributions recognized by a patent.
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