Salesforce Launches Agentforce Operations to End Back-Office Bottlenecks

I covered Salesforce Agentforce in New York this past month. This event was organized to showcase Salesforce’s Agentforce. Agentforce is DIY AI in action. Agentforce is a customer service agent built by Salesforce customers and integrated across industries and across the customer journey.

In the keynote, Patrick Stokes, President and CMO, Salesforce, announced the launch of Agentforce Operations.

Agentforce Operations uses AI to turn manual and outdated back-office processes into clear tasks so that Agents can do the work instead of humans. Agentforce Operations can automate tasks such as process coordination, data verification, ensuring compliance, obtaining approvals, and more.

Using Agentforce Operations pays big dividends with cycle times reduced by 50 to 70 percent, improved accuracy, and manual data entry cut by 80 percent. This leads to better outcomes and experiences. With Agentforce Operations, Agents complete work beyond organizing tasks for completion. 

Salesforce also announced the creation of a Slack workspace and Slackbot, which is being offered free to every new Salesforce customer. Sales and Service Teams can use AI and Apps across their tech stack, moving from Slack to Microsoft Teams, Gmail, and more, to increase their productivity. Slackbots can turn customer conversations into records, capturing updates and keeping data current. 

I saw demos for use cases across industry verticals and the customer journey in Sales, Service, and Marketing functions with Canada Goose, Engine, and Dell.

Leah McGowen-Hare, SVP at ‪Salesforce‬ , Demos How Canada Goose is an Agentic Retailer using Salesforce and Data 360

Rob Seaman, SVP & GM ‪Slack‬ shows how Engine became an Agentic Travel Company using ‪Salesforce‬

MaryAnn Patel SVP, at ‪@salesforce‬ , shares how Dell is an Agentic Enterprise W/Agentforce Operations

There were panel discussions, and leaders discussed Agentforce Operations. Panelists also shared how they would like Agentforce and DIY AI to evolve to improve productivity and outcomes.

Hayley Advokat, MPS, Head of AI Product & Executive Communications at Salesforce, led the Agentforce Operations Deep Dive with Sanjna Parulekar, SVP of Product Marketing at Salesforce.

Maha Neouchy, Director of Communications at Salesforce, moderated the panel discussion with Muddu Sudhakar, SVP and GM of Salesforce IT Service and HR Service, and CEO of Cornerstone OnDemand, who discussed how Salesforce is transforming front-office operations in HR and IT, improving the employee experience with Slack and Teams.

I built AI Agents with Agentforce, Vibes, and Claude Code, using them to start building Sales and Marketing analytics and strategy. 

Agentforce Tour was a great event. I learned a lot about AI Agents, DIY AI, and how it can transform the worker and customer experience.

If you want to be on the cutting edge of DIY AI, attend Agentforce in your city.

Have you used Agentforce?

Share your experience in the comments.

Additional pictures can be found on Instagram.

Free or Low-Cost Trials

When creating a new offering, I would offer a free or low-cost trial of your product to the end-users and industry experts. Consumers look for social proof before they buy a product. Now if the product is new, none exists. To lower buyer resistance, you need to make it low risk and feel safe.

In addition to market research and product testing; the free or low-cost trial is a great way to build trust and get feedback. Surveys can be created to ask potential customers about their experience.

If your product helps to solve a customer’s problem they will be more than happy to share it with others; converting to paying users! The product will earn testimonials and endorsements. Testimonials and endorsements will address product reliability creating: loyalty, brand recognition, and Sales for your product.

Loss Leaders

In place of a free or low-cost trial, a loss leader can be an option. A loss leader is when you offer a product at a loss or break-even point to gain business in the future. Supermarkets do this all of the time when a new product is rolled out.

Another place I saw loss leaders was when I was in Field Sales. I was selling Dental equipment at the time. Certain customers were loyal to certain types of equipment. When I ask why they stated that these were the tools that they had used in school. When I called on Dental schools and Hospitals, I found they were locked up with large contacts. My larger competitors sold the equipment at cost practically giving it away. Why would they do this? My competitors were creating life-long customers who were trained on certain tools and refused to switch.

Connection, trust, and advocacy are essential for customer acquisition. It is your job as a brand to turn your customer base into evangelists.

The decision on developing and implementing offering free, low-cost trials and/or loss leaders will be different for each product.

Free, low-cost trials and loss leaders help to Increase Sales and Customer Loyalty.

How have you used free, low-cost trials and loss leaders to create Sales and Customer Loyalty?

Comment and share.

Social Networks are places where people congregate; making them great sources of Market Research and Revenue. As a result, Social networks are looking for new revenue streams. The latest revenue channel for them is E-commerce.

Facebook is partnering with Shopify to launch Facebook shops. The social network is the latest to get in on the E-Commerce business.

Last year at SMX East, Google and YouTube shared how they are allowing people to shop online for products. Google also shared people’s buying behavior. I have included parts of the article below.

In Google’s Keynote, I learned how businesses can get an edge during the holidays. I also learned of Google’s plan to use Google Images and YouTube for E-Commerce. Google is also allowing businesses to use location-based Ads in Google Maps.

The key insights of the presentation were:

1. According to Google most shopping visits start online.

2. When diners search for a great place to eat the searches are probably happening on a smartphone.

3. When people are online in cars, more than half of them are searching for information on a mobile device making localization and targeting important.

4. 2/3’s of shoppers say that online video has given them insight and inspiration to make purchases.

5. Shoppers use at least 3 channels or more when shopping.

6. Brands need to provide an omnichannel channel experience all year, especially during the holidays.

7. Sales are happening online and offline. As a result of this shift, Brands need to serve customers on the channels of their choice.

Would you shop on a Social Network? Share your thoughts.