AI case study

SalesforceCRM automation

Rote tasks slowed sales reps. A zero-retention AI layer now automates summaries and chats while keeping client data private.

Published|1 year ago

The story

Context

A global enterprise software provider offering a unified platform for sales, service, marketing, and commerce to thousands of organizations.

Challenge

Business customers demanded the productivity gains of generative AI but were wary of risks regarding data privacy and security. The company needed to...

Solution
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Scope & timeline

  • AI features delivered to 1,000s of organizations

Quotes

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The company

Salesforce logo

Salesforce

salesforce.com

AI-powered CRM platform for sales, service, marketing, and commerce teams.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees50K-100K
Founded1999

The AI provider

AI research and deployment company developing generative models and tools.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees1K-5K
Founded2015

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