Salesfive Insights

Here, our experts regularly share their practical knowledge on Salesforce solutions, strategy, artificial intelligence, integration and digital transformation.

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Insights

In Focus

A sales person uses Salesforce in Claude.
Artificial Intelligence

Claudeforce: What the Partnership Between Salesforce and Anthropic Means for Businesses

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A woman and a man are using Salesforce Marketing Cloud Next on a tablet.

Salesforce Marketing Cloud Next: Are You Ready?

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A business professional uses the CRM of the future.
Artificial Intelligence

The Future of CRM: Will AI Agents Make CRM Systems Obsolete?

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Blog

Knowledge that helps you advance

A business professional uses the CRM of the future.
Artificial Intelligence

The Future of CRM: Will AI Agents Make CRM Systems Obsolete?

The CRM system interface becomes optional, but the process governance behind it remains critical. Discover how AI agents are changing the landscape, why more agents do not automatically mean greater productivity, and how organisations can prepare now.

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A service technician and a manager review service data on the shop floor, showing how AI and Agentforce help teams plan, prepare and document field service more efficiently.
Artificial Intelligence

Field Service Management with Agentforce: How AI Supports Service Teams

Plan service visits efficiently, prepare technicians effectively and simplify documentation: discover how Agentforce reduces the workload for field service teams and what matters when implementing AI successfully in Field Service Management.

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A sales person uses Salesforce in Claude.
Artificial Intelligence

Claudeforce: What the Partnership Between Salesforce and Anthropic Means for Businesses

Salesforce and Anthropic are expanding their partnership: with Claudeforce, Claude and Salesforce work more closely together. We explain what this means for businesses and how Claudeforce differs from Agentforce.

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The team discusses how Celonis Process Mining helps uncover process inefficiencies, optimize workflows, and maximize the value of Salesforce data
Artificial Intelligence

Process Mining with Celonis and Salesforce

Companies face significant pressure to keep processes as efficient and productive as possible. CRM systems such as Salesforce provide valuable leverage, as does process mining with Celonis. Together, they unlock untapped potential.

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Colleagues sit together in the office, each focused on her laptop as they explore MuleSoft

MuleSoft: The Key Technology for Seamless Salesforce Integration

Reliable system integration is crucial for the success of digital business processes. Why is MuleSoft the ideal choice, and how do companies benefit from scalable data networking?

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Colleagues at a table in the office discussing the development of a CRM strategy.

Develop a CRM Strategy in Four Steps

How do I find the right CRM strategy and what does it involve? We answer the most important questions about CRM strategy development.

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A man is sitting in an office at his computer, learning what a CRM system is.

What Is CRM: Meaning and Definition

CRM helps companies strategically organize customer data, processes, and communication. We show you what daily work with CRM looks like and what added value a CRM system offers.

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A person is working on a laptop and using DocXpert for automated document generation

DocXpert: Automated document generation in Salesforce

With DocXpert, companies automate document creation without media disruptions directly in Salesforce. This creates consistent processes and frees up capacity for value-adding tasks.

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A Man in an office looks at his laptop to explore everything important about Agentforce
Artificial Intelligence

Agentforce – Everything You Need to Know about Costs, Tools and Integrations

What makes Agentforce so special? How do you build an AI agent? How can they be integrated into other systems? And above all: How much does Agentforce cost?

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Two Salesfive employees are reading the Data 360 glossary on a tablet.
Artificial Intelligence

The Salesforce Data 360 Glossary: Key Terms and Features

The Salesforce Data 360 glossary provides a detailed overview of all key terms and features. Learn how the Customer Data Platform integrates customer data.

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A blue machine in the automotive industry uses predictive maintenance.
Artificial Intelligence

Predictive Maintenance in the Automotive Industry: How AI Prevents Machine Failures

Unplanned downtime costs the automotive industry millions. How Predictive Maintenance with Agentforce for Manufacturing replaces reactive maintenance with data-driven decisions – and what companies need to put in place to get ready.

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Salesfive employee uses Data 360 and AI.
Artificial Intelligence

Data 360 and Agentforce: AI-Driven Decisions with Salesforce

Salesforce’s Data Cloud and AI capabilities help your company make the most of data, automate processes, and personalize customer experiences.

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