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Lean Team, Big Bet: Agentforce as a Competitive Edge
The most ambitious small business leaders aren’t testing AI — they’ve made it core to how they compete. Hear how they got there and walk away knowing what’s possible.
, VP Revenue Operations, Tempo Software
, VP, Product Marketing, Salesforce
, Founder & AD, Alidays
, Chief Operating Officer, Feazel
Product: Salesforce Platform
Role: Small Business Owner
Topic: Agentic AI
Session Level: Beginner
Session Format: Breakout
Wednesday, Sep 163:00 PM - 3:40 PM PDT
(10:00 PM - 10:40 PM GMT)
Metreon AMC, L3, Theatre 8
FIRST COME FIRST SEATED
Thursday, Sep 1712:30 PM - 1:10 PM PDT
(7:30 PM - 8:10 PM GMT)
Moscone West, L3, Room 3018
FIRST COME FIRST SEATED
Session Summary: This session at Dreamforce explored how businesses are leveraging Salesforce technologies, including AI-powered agents, to transform operations, enhance customer experiences, and scale efficiently. Insights were shared on the challenges and successes of implementing AI, with 82% of surveyed Salesforce customers reporting strong ROI and 81% noting improved customer experiences. Panelists highlighted the importance of connecting AI with contextual data from tools like Customer 360 to deliver tailored and effective solutions, while emphasizing the role of AI in freeing up employees for higher-value tasks. Recent innovations, such as Slackbot integrations and pre-built AI agents, were discussed as game-changers, enabling rapid deployment and improved data governance across organizations of all sizes.
Key Takeaways:
• AI adoption by small and medium businesses (SMBs) is accelerating, with Salesforce's out-of-the-box solutions enabling faster deployment and more effective use of customer and operational data.
• AI-powered tools like Slackbot are helping companies improve efficiency, reduce onboarding time, and enhance customer experiences by automating repetitive tasks and providing actionable insights.
• Connecting AI to contextual data has proven critical for success, as it enables businesses to deliver personalized experiences and achieve higher ROI, with 81% of surveyed Salesforce customers reporting improved customer satisfaction.
I go to Dreamforce because innovation is transferable across industries, and I can connect with a community that stretches across cities, time zones, and years.
Kathy Lueckeman
Chair, Education Trailblazers Association
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