Real-world proof that Agentforce can transform customer engagement
When Salesforce launched its flagship AI product, Agentforce 2.0, users worldwide took notice. And for good reason. Agentforce is a transformative solution, fully integrated with the Salesforce Customer 360 platform, to help enterprises elevate customer engagement and streamline operational efficiency through the use of autonomous, AI-powered “agents.”
These agents can be trained to perform a wide number of critical tasks, freeing humans from mundane, repetitive work and boosting productivity across a wide spectrum of business functions—from service, sales, and operations to customer experience, IT, finance, and human resources.
The launch effectively fired up business leaders across the Salesforce footprint to explore ways they could enhance customer service, increase efficiencies, and streamline work. They called on developers and architects to build solutions based on the potential. And, in response, Salesforce partners have begun to offer accelerator tools to fuel the race to embrace applicable use cases.
Here are 5 ways you can apply Agents now:
USE CASE #1: Elevate Healthcare Operations
Agentforce helps streamline operations for healthcare providers and payers. For providers, it simplifies onboarding and credentialing on provider networks using Salesforce Health Cloud's provider network management system. For payers, it reduces document procurement and processing delays to minutes with AI-powered automation.
USE CASE #2: Augment Financial Services
Agentforce helps banking and financial services enterprises provide personalized financial advice for wealth planning services. It summarizes past client interactions, including manual notes, recordings, and other data, and suggests personalized cross-sell and up-sell opportunities to raise revenues and enhance customer relationship.
USE CASE #3: Empowering Automobile Users with Unified Knowledge
Agentforce integrates knowledge resources into Salesforce, so service agents can resolve cases faster and more efficiently. It helps revamp customer service for the automobile industry by recognizing essential terms from conversations and accessing relevant content on Salesforce and other integrated sources. This minimizes human intervention, leading to savings, efficiency, customer satisfaction, and knowledge-base expansion.
USE CASE #4: Superior Employee Efficiency
As enterprises gather vast amounts of data from different systems, Agentforce can help by providing a summary of key client information in real-time to internal stakeholders. It can generate responses based on uploaded PDFs, FAQs, SOPs, and other knowledge articles. Summaries include important contacts, opportunities, orders, quotes, service tickets, assets, and high-priority information, giving human agents a detailed overview. This helps create transparent dashboards for leadership to make strategic decisions and can improve employee productivity by 30% or more—freeing them up for more innovative tasks.
USE CASE #5: Agentforce-Powered Project Management
Scrum masters can use Agentforce to automate and streamline project management tasks within Salesforce scrum teams. With automated story management and deployment script generation, Agentforce provides a comprehensive project overview and real-time story status-tracking. This leads to improved transparency, efficient task delivery, and minimal manual intervention, helping teams bring new solutions to market faster and support business objectives across industries.
Drive customer success with Agentforce
While each of the above use cases is currently achievable, the ability to build and customize AI agents to support employees and customers 24/7 is occurring rapidly.
To summarize, humans using AI agents can elevate customer engagement and streamline operational efficiency using Salesforce-enabled agents that are trusted and secure, scalable and accurate, easy-to-customize, and hosted on a unified metadata platform that is nested in an open development ecosystem.
To learn more about Agentforce and how you can leverage its powerful capabilities with Wipro – Salesforce partnership, click here.
