Innovations in AI for CRM

Salesforce recently revealed Their Secret Weapon in Enterprise AI: The Atlas Reasoning Engine. While everyone's talking about AI agents, Salesforce quietly built something that's looking like it is changing the game in enterprise automation. Here's why it matters: The Atlas Reasoning Engine isn't just another AI tool – it's showing 2x better response relevance and 33% higher accuracy than competitive solutions. How? By reimagining how AI agents think and work together. Key innovations that caught my attention: - Uses "System 2" reasoning (think slow, deliberative thinking vs. quick reactions) - Declarative YAML configuration instead of traditional coding - Cooperative agent swarms that work together on complex tasks - Built-in enterprise security through Hyperforce integration Here's a key quote from the blog post: "...agents can become contextually aware, responsive, and capable of managing complex workflows autonomously, thereby enhancing efficiency across various use cases." Wow! Why does this matter? Any real world results? A major HR software company saw 30% efficiency gains, and a leading travel company doubled their answer relevance rates compared to their OpenAI implementation. This makes me wonder: Are we entering an era where AI agents will become the standard middleware for enterprise operations? Here's the blog post link: https://buff.ly/3Ptg5xi #EnterpriseAI #Salesforce #Innovation #DigitalTransformation #FutureOfWork

If you've ever touched a CRM at a 50+ person company, you've definitely faced this headache 😩: Should this become an official CRM field—or is it quicker just to export a CSV, drop it into Google Sheets, and add new columns on the fly for this initiative? 🤔 Right now, we're stuck in two extremes: 1️⃣ Overly Rigid CRMs 📦: Want to track something simple, like customer feedback from your latest campaign? Brace yourself for endless meetings, approvals, and waiting on IT. You put in tons of effort but rarely see the immediate value. 2️⃣ Fragmented Spreadsheets 📊: Frustrated by delays, teams choose speed and spin up spreadsheets and informal docs. It’s quick—but crucial insights end up buried in disconnected data islands. 🏝️ ✨ Here's the good news: AI could finally solve this "to CRM field or not to CRM field" battle! ✨ Imagine this—opening your workspace and instantly seeing proactive, AI-generated insights tailored exactly to your role, past activities, and KPIs. It might even send you a Slack message: 💬 "Hey, you've got customers from last week's webinar who still haven't received follow-ups. Want to see the list, relevant fields, and create personalized follow-ups for your ICPs?" As you add insights or new fields, AI intuitively figures out whether data should be officially structured or stay flexible—but always makes it accessible and valuable to everyone. Each interaction helps the AI learn, making future suggestions smarter and even more relevant. 🔄📈 This changes everything: ✅ People immediately see the benefit of contributing data—boosting collaboration 🤝. ✅ The right insights proactively reach the right people exactly when they need them 🎯. ✅ Doing things properly becomes simpler and more rewarding than creating isolated shortcuts 🛠️. This is the potential of AI-powered customer data platforms, generative AI, and hybrid data architectures (data mesh meets data fabric)—transforming CRM admins from gatekeepers into true enablers 💡. If working with customer data became intuitive, proactive, and personalized, teams would naturally gravitate toward doing things the right way. Could AI finally solve our data chaos? I'd love your thoughts! 💬👇

Pretty much every day I get asked if companies could get rid of their CRM. No — but I think AI and in particular AI-powered Revenue Intelligence has already changed the nature of how you use a CRM and where users get their value. CRMs are still the system of record; the structure. But for decades they have been inherently limited with two hard things: getting data in and getting insights out. New AI capabilities, manifest at the revenue execution layer in Gong, change the paradigm of how you do both. If CRM provides the book, AI-powered Revenue Intelligence writes the story and translates it to action. Here are the 3 benefits I’ve seen from marrying your CRM with revenue intelligence: 🪄 Automate data input for higher efficiency and accuracy; as Forrester wisely says, get reps out of the data capture business 📊 Deeply understand automatically, at scale for every deal across 1,000's of interactions, exactly what has happened and needs to next 🔎 Instant AI natural language query to find out anything you need to know, without dozens of clicks to check multiple fields More here in my recent piece on the Edge: https://lnkd.in/gtFw7ZUw #ai #artificialintelligence #revops #salesleaders #enablement #genai