Top Salesforce AI Tools 2024 – The Ultimate List
The business landscape is experiencing a major shift in 2024 as artificial intelligence rapidly evolves and advances. Current forecasts suggest that 2030 the worldwide AI market could grow to an estimated $1.59 trillion.
Within the CRM space, Salesforce has emerged as a leader in leveraging AI to enhance its product offerings. A survey found that 73% of the Indian population surveyed uses generative AI, and 45% of the US population surveyed uses generative AI.
This blog post will explore Salesforce’s most significant generative AI releases and how these advancements empower businesses across various functions, from marketing and sales to customer support and development.
Salesforce’s AI Advancements
In the following section, we delve into Salesforce’s most significant generative AI releases within its core product offerings, which are built upon two key components:
As one of the pioneers in adopting Artificial Intelligence in Enterprise SaaS,
Salesforce has made substantial investments over the past six years and beyond to bring these capabilities to its customers. This includes a strategic collaboration with IBM’s AI division, Watson, dating back to 2017. These investments have persisted in the current GPT era of AI, enabling organizations to enhance their technology and data with remarkable capabilities.
Einstein GPT: Pioneering Generative AI for CRM
Einstein GPT merges Salesforce AI models with generative AI technology from leading language models and real-time customer data from the Salesforce Data Cloud, establishing a generative AI-powered CRM solution.
Introduced in March 2023, Salesforce touts Einstein GPT as its next Einstein AI evolution. It enhances productivity through natural language processing (NLP) by comprehending the user’s or organization’s objectives and assisting in executing those tasks.
Key Features
- Einstein for Service employs bots to expand customer service capacity and enhance productivity, enabling teams to minimize call handle time and eliminate hold time.
- Einstein for Sales analyzes CRM data to identify the factors differentiating successful and unsuccessful deals. It accelerates the journey from prospect to closed deal by emphasizing the next steps to take with top leads.
- Einstein for Marketing fosters relationships and customizes engagement with timely suggestions and more.
- Einstein GPT for Slack Customer 360 apps provides AI-driven customer insights in Slack, utilizing real-time data to enhance team understanding of their clients.
- Einstein GPT for Developers leverages the Salesforce Large Language Model (LLM) to aid developers in code generation and analysis.
Salesforce’s AI Cloud: An Extensive Suite of Tools
Salesforce’s AI Cloud offers a comprehensive array of AI-driven tools and services on its platform. Its goal is to equip the workforce with generative AI capabilities specifically designed for Salesforce’s primary products. This suite includes various NLP tools scheduled for release in 2023 and 2024.
Key Features
- Sales GPT helps accelerate growth and productivity while minimizing costs with standout features like auto-crafted personalized and persuasive emails.
- Marketing GPT utilizes natural language inputs and AI-powered suggestions to refine targeted marketing strategies via audience segmentation.
- Slack GPT revolutionizes team collaboration with features like AI conversation summaries and writing assistance directly within Slack.
- Tableau GPT facilitates quicker business decisions by making data insights and complex analyses more accessible. It assists sales leaders in meeting their objectives with visualizations created from natural language inputs, showing real-time progress and strategic recommendations against targets.
Top Salesforce AI Tools for Marketing
AI-powered tools designed for Marketing departments offer valuable applications that span strategic planning and operational aspects, as well as the hands-on implementation of e-mail campaigns and content creation. These AI solutions can significantly enhance Marketing strategies by processing enormous volumes of real-time data, incorporating machine learning algorithms, and leveraging predictive modeling techniques to uncover profound insights into customer behavior patterns.
By seamlessly integrating these insights with your Marketing execution processes, AI empowers teams to develop highly personalized and pertinent messaging at scale, optimizing the impact of lead nurturing efforts and ultimately driving higher conversion rates. The AI Tools featured in this list are all compatible with Salesforce, essential for ensuring efficiency across the entire go-to-market (GTM) workflow.
Resemble AI
Resemble AI is a game-changer for sales and marketing teams, offering powerful voice cloning and text-to-speech technology. With this AI tool, businesses can create personalized voicemail messages, engaging product demos narrated by AI actors, and even interactive training simulations featuring lifelike virtual customers. The potential uses are vast, including creating precise audio advertisements in various languages and voices and enhancing explainer videos with AI narrators. Resemble AI further enhances content accessibility with voiceovers available in multiple speeds and languages, elevating personalization, engagement, and inclusivity, and ensuring that your message resonates clearly and effectively.
WordMate
WordMate is an AI-driven assistant that generates top-notch business content covering everything from social posts and sales emails to marketing materials. This tool is designed to transform processes into step-by-step guides, helping Salesforce teams achieve better outcomes rather than just faster outputs. At $90 per company per month, WordMate is an affordable solution for businesses looking to streamline their content creation process.
Grata
Grata is an AI-driven platform that helps dealmakers efficiently find and source investment opportunities. It uses semantic web search, similar company identification, intelligent recommendations, and AI-generated data to understand the context of the text and find companies by their business models, products, and services, even if those terms aren’t explicitly mentioned on their websites. Grata also offers smart suggestions and identifies companies for dealmakers based on their previous investment interests and researched companies.
PathFactory
PathFactory AI enables businesses to customize content seen by each buyer based on their interests, past behavior, and other criteria. PathFactory’s content AI creates personalized and engaging buyer experiences by targeting varied content, offers, and product recommendations. This approach ensures that the right content is delivered at the optimal moment in the sales cycle, enhancing the likelihood of a purchase.
Optimizely
Optimizely is a digital experience platform enhanced by AI that enables businesses to personalize customer experiences, conduct experiments, and understand customer behaviors. This platform allows for delivering customized content, offers, and product suggestions to individual customers. It facilitates A/B testing on different website or app elements to see which versions are more effective. With a pricing of $50,000 per company annually, Optimizely offers a robust solution for businesses aiming to enhance their digital interactions.
Persado
Persado utilizes AI to craft language that motivates customers to engage and take action. The Persado Motivation AI Platform uses a vast proprietary database of marketing communications, advanced AI, deep learning models, and a decision engine to produce precise language that motivates each individual. The platform first identifies the intent of the message and the target audience, then employs its database of millions of customer interactions to determine the most effective language patterns for that audience. It generates various language variations, each tailored to appeal to different aspects of the audience’s motivations.
Top Salesforce AI Tools for Sales
The exciting developments and hype surrounding AI are largely concentrated in Sales Automation Tools.
These AI solutions harness the power of Generative AI to boost the efficiency of sales representatives directly. They achieve this by automating various tasks, including generating targeted leads, enriching data, crafting personalized cold outreach messages, developing tailored proposals, and more.
The AI Tools mentioned integrate flawlessly with Salesforce, enhancing the core CRM capabilities with a comprehensive array of additional features.
GirikSMS App
GirikSMS is a cutting-edge messaging platform designed to revolutionize your business communication and expand your reach. This tool allows you to craft personalized SMS and WhatsApp campaigns, creating engaging interactions that lead to conversions. Fully integrated with Salesforce, GirikSMS provides a 100% native experience, making your communication efforts more efficient.
A standout feature of GirikSMS is its advanced chatbot functionality, which enables user interactions through WhatsApp and SMS. The chatbot answers questions, performs tasks, and accesses data from databases within the conversational flow, improving user experience and automating routine tasks, thus saving time and resources.
Fathom
Eliminate the hassle of manual note-taking during video calls with the Fathom AI Meeting Assistant. This complementary tool records, transcribes, and summarizes your Zoom, Google Meet, or Microsoft Teams meetings, enabling you to focus on the discussion. Fathom automatically emphasizes important points, identifies tasks, and condenses calls into concise summaries. You can search transcripts for specific moments and share highlights with team members, keeping everyone aligned. With Fathom, regain your focus during meetings.
GPTfy
GPTfy integrates Generative AI into your Salesforce, directly empowering Sales teams with ChatGPT-like capabilities within the Sales Cloud.
This native Salesforce tool enables reps to engage with leads using AI-generated, personalized responses instantly. It reduces manual email composition time and increases Web2Lead and Email2Lead conversions.
pickle.ai
Pickle.ai leverages AI to boost sales teams’ performance with automated call recording and transcription, AI-generated meeting summaries, keyword identification and tagging, and insights and analytics from meetings.
As the first conversation intelligence platform aimed at SMB sales reps, Pickle seamlessly integrates with the platforms used by the entire organization.
Draup
Draup uses AI to deliver Talent Intelligence and Account Intelligence to enterprises.
By analyzing millions of data points related to talent and skills worldwide, Draup provides insights into the talent market, assists in identifying and engaging potential candidates, and supports employee development and retention.
Furthermore, Draup offers valuable insights into key accounts and decision-makers.
MeetRecord
MeetRecord provides an easy, scalable way to record and analyze all online meetings (Zoom, Teams, Meet), enhancing visibility, influencing process and behavior changes, and impacting the bottom line.
MeetRecord improves team performance by aiding Customer Success and Sales teams to speed up sales deals, enhancing coaching, and facilitating asynchronous work during remote operations.”
Related Read – Top Apps for Salesforce Consultants
Top Salesforce AI Tools for Developers
AI Tools for Developers are designed to meet a variety of needs. Generative AI is enhancing engineers’ productivity by enabling code generation from natural language, automating testing and bug detection, aiding in documentation, and optimizing the DevOps process.
There is also an increasing trend toward delivering AI Developer tools as APIs. These toolkits permit developers to access large language models and integrate these functionalities into their product offerings.
The AI Tools mentioned are specifically built for Salesforce or are designed to be technology-agnostic.
Intelligent Assistant by Metazoa
Intelligent Assistant is your administrative partner for organizational management, focusing on data, metadata, and best practices. You can pose any query about your org and get detailed feedback, with relevant grounding data automatically included in the discussions.
Utilize hundreds of pre-made prompts, or create and share your own with your team. Generate Apex Classes, document Flows, create Validation Rules, write SOQL Filters and more!
Panaya Foresight
Panaya’s Change Intelligence platform, ForeSight, offers instant X-RAY visibility into your Sandbox and Production orgs.
ForeSight deeply analyzes your org’s metadata, providing an instant visual mapping of dependencies within your org’s structure. These insights enable you to plan changes, document, test, maintain, and debug your org with minimal risk and no disruption to business users.
Plauti’s Data Action Platform
Plauti’s Data Action Platform removes the need to toggle between multiple apps or components or the laborious use of Data Loader. It provides a unified solution supported by a highly configurable and secure framework.
This platform saves hours each week when modifying records in Salesforce. Perform bulk data actions like mass updates, deletions, conversions, and record ownership changes. Modify Leads, Contacts, Accounts, and all other standard and custom objects effortlessly.
Moveworks
Moveworks is an AI-powered platform that automates IT support tasks and accelerates issue resolution. It understands IT systems by absorbing data from various sources, such as ticketing systems, configuration management databases, and event logs, identifies issues, and suggests solutions.
Spin.ai
Spin.ai is a SaaS security platform that leverages AI to safeguard SaaS data from ransomware. It monitors for suspicious activity and detects unauthorized data access. The platform identifies and prevents data exfiltration and configuration errors that could be exploited by attackers.
Top Salesforce AI Tools for Support
Support teams are utilizing AI to improve the customer experience in every interaction significantly. This includes AI tools that interact directly with customers through conversational intelligence, chatbots, and tools that enhance Support Reps’ capabilities by providing them access to extensive support data and knowledge articles. These can be accessed instantly during support calls, with an AI Copilot at their fingertips.
The AI tools described here integrate seamlessly with Salesforce, essential for enhancing efficiency across the entire Go-to-Market strategy.
Yellow AI
Yellow AI employs advanced NLP and generative AI to create empathetic and context-sensitive conversations that exceed customer expectations across multiple channels. Utilizing a multi-LLM architecture, Yellow AI consistently trains on billions of conversations to maintain scalability, speed, and precision. Yellow.ai improves customer experiences with top-tier Generative AI solutions that streamline support operations and increase revenue through sophisticated chatbots and voice bots. These AI bots are available in over 135 languages and over 35 channels.
Quiq
Quiq uses AI-powered tools to improve customer experiences and optimize business processes. Its AI suggests responses to agents in real time and uses generative AI to help agents develop personalized and informative responses, leading to quicker response times and enhanced productivity. Quiq proactively interacts with customers based on their identity, location, and needs, enabling more efficient issue resolution without waiting for an agent.
TalkDesk
Talkdesk‘s AI understands and responds to customer inquiries naturally and engagingly, answers questions, and provides round-the-clock support. It analyzes customer conversations to determine sentiment and emotions, offers real-time coaching to agents during interactions, and generates reports and insights that help contact centers identify improvement areas and make informed business decisions.
Forethought
Established in 2018, Forethought is a prominent generative AI company that automates customer service to maximize support teams’ efficiency and productivity. Forethought’s products facilitate seamless customer experiences by incorporating generative AI powered by large language models (LLMs) at every stage of the customer support journey. This includes instantly resolving common cases, predicting and prioritizing cases, and aiding agents with relevant knowledge—all from a unified platform.
Zowie
Zowie is an AI-powered customer service automation platform that assists e-commerce brands in delivering superior customer support. Zowie’s AI, which includes machine learning, natural language processing, and deep learning, quickly and accurately understands and responds to customer inquiries.
Zowie’s chatbot answers customer questions 24/7, even when human agents are unavailable. Trained on a vast dataset of customer inquiries, the chatbot can comprehend and respond to a wide range of questions. The platform also automates the processing and response to customer emails and directs customer tickets to the appropriate agent or team based on the customer’s question or issue.
Netomi
Netomi‘s AI enhances business customer service by creating a more natural and engaging customer experience. It simplifies the process for customer support agents to find necessary information and ensures customers receive prompt and effective assistance.
Netomi’s conversational AI naturally and engagingly understands and responds to customer inquiries. It also provides agent coaching, offering real-time feedback and suggestions to help customer support agents improve their performance.
Conclusion
Integrating AI into Salesforce’s core products revolutionizes how businesses operate and engage with customers. From Einstein GPT and AI Cloud to a wide array of AI-powered tools for marketing, sales, development, and support, Salesforce is at the forefront of driving AI adoption in the enterprise. By harnessing the power of generative AI, businesses can enhance productivity, personalize customer experiences, and gain valuable insights to drive growth.
To learn more about leveraging AI to transform your business, visit getgenerativeai.com and explore our cutting-edge AI solutions that integrate seamlessly with your Salesforce ecosystem.
Frequently Asked Questions (FAQs)
1. What is Einstein’s GPT?
Einstein GPT is Salesforce’s generative AI technology that combines Salesforce AI models with generative AI and real-time customer data to enhance productivity across various functions.
2. How can AI help with marketing in Salesforce?
AI-powered marketing tools in Salesforce enable businesses to personalize campaigns, optimize targeting, and create engaging content at scale.
3. What are some AI tools for sales teams using Salesforce?
Salesforce offers several AI tools for sales, such as GirikSMS for personalized messaging, Fathom for meeting summaries, and GPTfy for AI-generated lead responses.
4. Can developers benefit from AI in Salesforce?
Yes, AI tools for Salesforce developers help with code generation, testing, bug detection, and documentation, boosting productivity and streamlining processes.
5. How does AI improve customer support in Salesforce?
AI-powered support tools in Salesforce enable conversational intelligence, chatbots, and real-time access to support data and knowledge articles, enhancing the customer experience.