AI Tools for Salesforce 2024 – Revolutionize Your Business in 2024

Recent surveys indicate that a significant portion of the population in countries like India (73%) and the United States (45%) already utilizes generative AI technologies. 

This blog will explore AI Tools for Salesforce for businesses across various domains, including marketing, sales and more.

Let’s first go through an innovative Salesforce tool designed to help Salesforce consultants create high-value proposals efficiently.

GetGenerative.AI: Elevating Salesforce Consulting

GetGenerative.AI is revolutionizing the Salesforce consulting landscape with its advanced AI-powered co-pilot. Designed to make Salesforce consultants 10 times more effective, productive, and innovative, this purpose-built platform aids in swiftly creating solutions, estimates, and proposals within the Salesforce ecosystem. 

GetGenerative.AI has helped consultants generate proposals worth over $500 million for leading companies. Crafted by seasoned consultants with over 20 years of experience in tech consulting and a history of working on billion-dollar projects, GetGenerative.AI leverages deep industry insights to transform how Salesforce consultants work. By integrating this tool, consultants can deliver extraordinary client outcomes, ensuring success through exceptional Salesforce project results.

Salesforce’s AI Journey 

Its strategic partnership with IBM Watson, launched in 2017 is an example of keeping pace within AI. In the age of AI powered by GPT, Salesforce is focused on allowing businesses to seamlessly add superior capabilities on top of their technology stack and data.

Einstein GPT

Perhaps even more revolutionary for CRM is Salesforce’s Einstein GPT, its first-ever fully generative AI technology. Einstein GPT is a collaboration between Salesforce AI models, cutting-edge language model research and real-time customer data through the Salesforce Data Cloud to provide this advanced generative AI-driven CRM solution. Built in March 2023, Einstein GPT is built to power productivity by utilising natural language processing (NLP) for understanding what the users wants and helping them do it well.

Einstein GPT offers a range of features tailored to specific business functions:

• Einstein for Service: Utilizes bots to expand customer service capacity, reduce call handle time, and eliminate hold time.
• Einstein for Sales: Analyzes CRM data to identify success factors and accelerates sales by prioritizing top leads.
• Einstein for Marketing: Personalizes engagement and nurtures relationships with timely recommendations.
• Einstein GPT for Slack Customer 360 apps: Provides AI-driven customer insights within Slack using real-time data.
• Einstein GPT for Developers: This tool assists developers in code generation and analysis using Salesforce’s Large Language Model (LLM).

Salesforce’s AI Cloud

Beyond Einstein GPT, Salesforce’s AI Cloud offers an extensive suite of AI-powered tools and services designed to empower the workforce with generative AI capabilities tailored to Salesforce’s core products. This suite encompasses various NLP tools set to be released throughout 2023 and 2024.

Key features of Salesforce’s AI Cloud include:

• Sales GPT: Accelerates growth and productivity while reducing costs through features like auto-generated personalized and persuasive emails.
• Marketing GPT: Refines targeted marketing strategies using natural language inputs and AI-driven suggestions for audience segmentation.
• Slack GPT: Enhances team collaboration with features such as AI conversation summaries and writing assistance within Slack.
• Tableau GPT: Facilitates faster decision-making by making data insights and complex analyses more accessible, assisting sales leaders in meeting targets with visualizations generated from natural language inputs.

Top Salesforce AI Tools for Sales

GirikSMS App: Personalized Communication at Your Fingertips

GirikSMS is a state-of-the-art messaging platform designed to transform your business communication and expand your reach. With GirikSMS, you can create personalized SMS and WhatsApp campaigns that engage your audience and drive conversions. Fully integrated with Salesforce, this tool offers a 100% native experience, streamlining your communication efforts.

One of the standout features of GirikSMS is its advanced chatbot functionality, which enables seamless user interactions through WhatsApp and SMS. The chatbot can answer questions, perform tasks, and access data from databases within the conversational flow, enhancing user experience and automating routine tasks, ultimately saving time and resources.

Fathom: Effortless Meeting Summarization

Say goodbye to the tedious task 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, allowing you to focus on the discussion.

Fathom automatically highlights important points, identifies tasks, and distills calls into concise summaries. You can easily search transcripts for specific moments and share highlights with team members, ensuring everyone stays on the same page. With Fathom, you can regain your focus during meetings and maximize your time.

GPTfy: Generative AI for Sales Teams

GPTfy directly brings the power of Generative AI into your Salesforce, empowering sales teams with ChatGPT-like capabilities within the Sales Cloud. This native Salesforce tool enables sales representatives to engage with leads using real-time AI-generated, personalized responses. By reducing manual email composition time and increasing Web2Lead and Email2Lead conversions, GPTfy revolutionizes the way sales teams interact with potential customers.

Top Salesforce AI Tools for Support

Yellow AI: Empathetic Conversations Powered by Generative AI

Yellow AI harnesses the power of advanced Natural Language Processing (NLP) and generative AI to create empathetic and context-sensitive conversations that surpass customer expectations across multiple channels. With a multi-LLM architecture and consistent training on billions of conversations, Yellow AI maintains scalability, speed, and precision.

Yellow AI streamlines support operations by leveraging sophisticated chatbots and voice bots in over 135 languages and 35 channels and drives revenue growth through top-tier Generative AI solutions.

Quiq: Enhancing Customer Experiences and Optimizing Processes

Quiq employs AI-powered tools to elevate customer experiences and optimize business processes. Its AI suggests responses to agents in real time and utilizes generative AI to assist agents in crafting personalized and informative responses, resulting in faster response times and improved productivity.

Quiq proactively engages with customers based on their identity, location, and needs, enabling more efficient issue resolution without needing agent intervention.

TalkDesk: Natural and Engaging Customer Interactions

Talkdesk‘s AI understands and responds to customer inquiries naturally and engagingly, answering questions and providing round-the-clock support. By analyzing customer conversations, Talkdesk determines sentiment and emotions, offers real-time coaching to agents during interactions, and generates reports and insights that help contact centers identify areas for improvement and make data-driven business decisions.

Top Salesforce AI Tools for Marketing

Resemble AI: Transforming Voice and Audio Content

Resemble AI is a groundbreaking tool that empowers sales and marketing teams with advanced voice cloning and text-to-speech capabilities. This AI-powered solution enables businesses to create personalized voicemail messages, captivating product demos narrated by AI actors, and even interactive training simulations featuring lifelike virtual customers.

The possibilities are endless, from generating precise audio advertisements in various languages and voices to enhancing explainer videos with AI narrators. Resemble AI also prioritizes content accessibility by providing voiceovers at multiple speeds and languages, elevating personalization, engagement, and inclusivity, and ensuring that your message resonates with your audience effectively.

WordMate: Streamlining Content Creation

WordMate is an AI-powered assistant that simplifies the creation of high-quality business content, including social posts, sales emails, and marketing materials. This tool goes beyond merely accelerating outputs by transforming processes into step-by-step guides, empowering Salesforce teams to achieve better outcomes.

With an affordable pricing model of $90 per company per month, WordMate offers a cost-effective solution for businesses seeking to optimize their content creation workflow.

Grata: Intelligent Investment Opportunity Sourcing

Grata is an AI-driven platform that revolutionizes how dealmakers find and source investment opportunities. By leveraging semantic web search, similar company identification, intelligent recommendations, and AI-generated data, Grata understands the context of the text and identifies companies based on their business models, products, and services, even when those terms are not explicitly mentioned on their websites.

The platform also provides smart suggestions and recommends companies to dealmakers based on their previous investment interests and researched entities.

Top Salesforce AI Tools for Developers

Intelligent Assistant by Metazoa: Your Administrative Partner

Intelligent Assistant by Metazoa is a powerful tool that serves as your administrative partner for organizational management, focusing on data, metadata, and best practices. With this tool, you can ask questions about your org and receive detailed feedback, with relevant grounding data automatically included in the discussions. Intelligent Assistant offers hundreds of pre-made prompts, and you can also create and share your prompts with your team.

This tool empowers developers to generate Apex Classes; document Flows, create Validation Rules, write SOQL Filters, and much more, streamlining the development process and enhancing productivity.

Panaya Foresight: Instant Visibility into Your Org

Panaya’s Change Intelligence platform, ForeSight, provides instant X-ray visibility into your Sandbox and Production orgs. By deeply analyzing your organization’s metadata, ForeSight offers an instant visual mapping of dependencies within your organization’s structure. These valuable insights enable developers to plan changes, document, test, maintain, and debug their org with minimal risk and no disruption to business users.

With ForeSight, developers can easily navigate the complexities of their org’s structure, making informed decisions and ensuring smooth operations.

Plauti’s Data Action Platform: Effortless Data Manipulation

Plauti’s Data Action Platform eliminates the need to switch between multiple apps or components or rely on the laborious use of a Data Loader. It offers a unified solution supported by a highly configurable and secure framework, saving developers hours each week when modifying records in Salesforce.

With this platform, developers can effortlessly perform bulk data actions like mass updates, deletions, conversions, and record ownership changes. Modifying Leads, Contacts, Accounts, and all other standard and custom objects becomes a breeze, simplifying data management and enhancing efficiency.

Conclusion

In conclusion, AI Tools for Salesforce revolutionize how businesses operate in 2024. From personalized marketing and streamlined sales processes to enhanced customer support and efficient development, Salesforce’s generative AI offerings empower teams across various functions.  

Enroll in the Einstein 1 Bootcamp for free and become an AI-powered Salesforce expert today! 

Plus, join our Slack community to connect with fellow Salesforce enthusiasts. Start your transformative journey with us and harness the full potential of Salesforce’s AI capabilities!

Frequently Asked Questions (FAQs)

1. What is Einstein’s GPT? 

Einstein GPT is Salesforce’s groundbreaking generative AI-driven CRM solution that combines AI models, language models, and real-time customer data to enhance productivity across various business functions.

2. How does Resemble AI benefit marketing teams? 

Resemble AI enables marketing teams to create personalized voicemail messages, AI-narrated product demos, and interactive training simulations with lifelike virtual customers, enhancing engagement and accessibility.

3. What is the purpose of Fathom AI Meeting Assistant? 

Fathom AI Meeting Assistant records, transcribes, and summarizes video calls, automatically highlighting important points and tasks. This allows users to focus on the discussion and easily search for specific moments.

4. How does Yellow AI improve customer support? 

Yellow AI uses advanced NLP and generative AI to create empathetic and context-sensitive conversations across multiple channels, streamlining support operations and driving revenue growth.

5. What advantages does Panaya Foresight offer developers? 

Panaya Foresight provides instant visibility into Sandbox and Production orgs, enabling developers to plan changes, document, test, maintain, and debug their org with minimal risk and disruption.