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Salesforce launches Agentforce for Retail

Martech

The new Agentforce for Retail includes a library of pre-built agent skills relevant to retail such as order management, appointment scheduling, guided shopping and loyalty promotion management. Self-service order servicing options allowing customers to conversationally update order information like payment or shipping details.

Retail 131
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AI Copilot for Field Service: An Introductory Guide

Salesforce

With 79% of field service organizations already investing in it and 83% of decision makers planning to increase their investment next year, AI is transforming the landscape of how we make our customers happier, lower costs, and give our employees time back to spend on valuable and fulfilling tasks. Get the free guide What is Copilot?

Service 52
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Your Roadmap To Adopting AI in Field Service

Salesforce

Many field service operations are standing at a crossroads, staring down a future with artificial intelligence (AI). In fact, our research finds that 83% of decision makers in the entire service industry are planning on increasing AI investment over the next year. Is your field service operation ready to join them?

Service 94
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Proactive Customer Service: You Read My Mind, and Earned My Trust

Salesforce

In today’s customer service, anticipating and meeting customer needs before they express them is the gold standard. While our research finds that 61% of service professionals say their organizations address issues proactively, only a third of customers agree! What you’ll learn: What is proactive customer service?

Trust 105
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Why you’re probably underutilizing email sequences

Martech

Reminder emails for appointments or renewals Missed appointments and expired subscriptions are lost opportunities. Example : Send a thank-you message a few days after the transaction, then follow up a week later, asking how the product or service is working for them.

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4 Steps to Evolving Your Service Strategy with AI Agents

Salesforce

The goalposts in customer service are always shifting. To stay ahead, your service strategy must evolve and thats where agentic AI, specifically Agentforce , can reduce time to value and increase self-service outcomes. Before you can define an AI strategy, you need to understand your organizations service strategy.

Service 106
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Appointment Setting for Financial Advisors Made Easy

Salesforce

In an appointment economy , organizations respect every customer’s time by setting up specific appointments with them and adhering to start and stop times. These capabilities are critical for financial services firms. Consider these best practices: Learn the tools for appointment scheduling success. Watch now.