AI has become one of the most sought after innovations in the current technology landscape. Salesforce embedded AI into their product suites and created a new versatile platform “Agenforce” enabling businesses to create autonomous AI agents capable of performing tasks independently.
Salesforce Agentforce is revolutionizing the way businesses operate across services, sales, marketing, and commerce. The agents create responses that are aligned with your business brand and vision utilising data from your business which includes Salesforce CRM data or any other external data coming from Data Cloud or more.
After the setup the agents are capable of operating 24/7 across different platforms and when faced with complex issues which may be beyond their capabilities, they can escalate the matter to human agents to ensure that queries are resolved efficiently and accurately.
Astrea and Agentforce
Astrea IT has built significant expertise on Salesforce Agentforce since they have been introduced. The team has analysed and brainstorm various real world scenarios and implemented various use cases of Agentforce across different industries.
The use cases below highlight the real world business cases where Agentforce can automate the process. The examples show how different industries can leverage such AI solutions to enhance their services.
Use Case: Making Subscription Management
Denver Antivirus Company struggled with its complicated subscription management system. It relied too much on manual processes, which caused delays and mistakes. The company decided to use Agentforce, a tool that works well with Salesforce. This new system automated important jobs like getting data renewing licenses, and creating records. This automation got rid of inefficient processes helping things run while still fitting in with how the company already worked. Because of this change, Denver Antivirus saw better data accuracy, fewer mistakes, and could make better decisions. In the end, this led to a more reliable and productive way to manage subscriptions.
Use Case: Implementing an Agentforce for Renewable Energy Solutions
Renewable Energy Solutions struggled to handle customer interactions and process large amounts of data from consultations, proposals, and energy audits. To fix these problems, they started using Salesforce's custom Object, Data Cloud, and Flow. These tools helped them to manage customer interactions better and store important data. This answer made workflows automatic and gave personalized advice based on what users input, making the consultation process easier for home, business, and industrial customers. Because of this Renewable Energy Solutions got better at engaging customers, managing data, and helping their clients switch to renewable energy solutions more.
Use Case: Order Management and Customer Support Agent
This automates customer service jobs like tracking orders, checking if products are in stock, handling returns, and giving refunds. It gives up-to-the-minute insights through Salesforce, suggests products based on what customers have bought before, and lets customers help themselves. By using AI that creates content and understands natural language, it boosts productivity, cuts down on what agents have to do, and gives support all day, every day. It can handle lots of questions while staying accurate and making customers happier.