CRM & sales · Salesforce
Salesforce Agentforce
The expected comparison for enterprises already running Salesforce: agents across sales, service, marketing, commerce and partner operations, grounded in Customer 360. A platform layer — not a reason to skip a specialist agent, attribution tool, or channel PRM.
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Website conversation
Inbound qualification and site conversation when the record, routing and actions already live in Salesforce. Compare this to HEA-World when brand voice and owned-knowledge governance are the job, not CRM nativeness.
Enquiry & forms
Lead capture and qualification should write into the same Customer 360 object a seller already trusts.
Outbound prospecting
Sales engagement from the CRM the team already opens — list, offer and handoff still need a human owner.
Sales conversation
Prep, next steps and coaching attached to the opportunity, not a sidecar notes tool.
Pipeline & forecast
Deal inspection from the system of record. Still not a substitute for a forecast owner.
Support & care
Service agents on the Salesforce case — choose this when Service Cloud is already the inbox, not when you need a new helpdesk.
Email nurture
Agentforce Marketing: campaign orchestration from the same customer graph. Not a measurement or media-mix system.
Partner programme & recruiting
Partner operations on Salesforce when the channel already lives there. Impartner or Channelscaler still win if PRM depth is the gap.
Partner sales activation
Partner-facing guidance grounded in CRM context — not deal registration, CPQ or rebate truth on its own.