AI & Automation in CRM: The Latest Innovations Powering Customer Success
AI in CRM has moved beyond generating insights to taking autonomous action, powered by agentic AI. Salesforce’s Agentforce, Einstein Copilot, and Service Agent are transforming how businesses manage customer relationships with smarter, automated workflows. Companies like Zurich Insurance have cut service times by 70% using AI-powered CRM. Salesforce itself reports that AI now handles 85% of its customer service tasks — proof of AI’s efficiency and impact. Other innovators like NICE CXone and Zoho Zia Agents are also setting new benchmarks. Key Benefits of AI-Driven CRM: Automates repetitive tasks for sales, service, and marketing teams. Enhances personalization with real-time insights. Creates unified workflows for a seamless customer journey. Why Salesforce Consulting Partners Matter: Experienced Salesforce consulting partners help organizations identify the right AI tools, design tailored strategies, and drive smooth adoption. They leverage Salesforce application ...