Name: What’s the one big thing driving CRM and AI approaches at NAB?
Start: 2024-04-03T02:20:00Z
End: 2024-04-03T02:20:07.000Z
Location: BrightTALK
Rating: 0

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Through Agentforce, our suite of customizable agents and tools, Salesforce brings autonomous agents, unified data, analytics, and Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way.

Great AI starts with great data, and Agentforce + Sales Cloud delivers both. We’ve reinvented Sales Cloud with an agentic layer to help you empower your sales team to work smarter, sell faster, and scale efficiently — all on one unified platform.
Join our exclusive webinar to see how agents can help you:
*Enhance prospecting with buying signals
*Streamline account management in the flow of work
*Enable and activate sellers with data-driven sales programs
Don’t miss this chance to see sales agents in action.

Boost Your Sales Success: Agentforce at Every Step of the Deal Cycle

AI is moving at breakneck speed and organizations are already seeing tangible results from real-world deployments. Join this BrightTALK webinar brought to you by Salesforce to hear experts share actionable insights and use cases from what they’ve learned from the frontlines of AI implementation. 

From change management to AI fluency and how to ensure that strategic planning caters to both short and long-term goals, points of discussion include: 

- Tangible lessons learned from customer deployments  
- Why it’s crucial to invest in AI foundations  
- How automated reasoning can solve specific CX pain points  
- Tips for the right approach to deterministic control, data ingestion and accuracy 
- Best practices for AI-assisted setup and scaling 
- Why pro code and low code AI can be a game changer 

Watch the webinar on demand now. 

Featured Speakers: 
Vivek Mahapatra - Vice President, AI Product at Salesforce 
Parminder Singh - Co-Founder & CEO, Claybox

AI Adoption Stories from the Frontlines: Essential Insights into Change Management, AI Fluency and Strategy

Episode 1: Growing Amid Competition with Parkable

The ANZ sales landscape is more competitive than ever with success requiring strategic insight, data-driven decisions, and the ability to meet higher customer expectations.

Watch this webinar for the first episode of our new webinar series, where we will explore how to grow your business amid fierce competition. Tune in to hear insights from Hamish Cadigan, Head of Sales Operations at Parkable, and Olia Chrzanowska, Account Executive for Growth at Salesforce.

Watch this webinar to discover:
* A Real-World Success Story: Hear how Parkable have successfully navigated competitive markets using growth strategies.
* Strategic Insights for Competitive Advantage: Gain practical strategies for standing out in a crowded market 
* Leveraging Data-Driven Insights: Learn how to use data to make informed decisions and drive results.
* Fostering a Sales Culture of Success: Explore how to build a sales culture that drives growth and loyalty.

The Future of Leadership: Growing Amid Competition with Parkable

Agentforce for Industries Virtual Summit - Healthcare.

Explore the transformative potential of Agentforce and AI in the healthcare sector. Learn how Agentforce can enhance patient care, streamline administrative tasks, and improve overall health outcomes. Learn to utilise AI-driven solutions and connected data for seamless healthcare engagement, improvements in patient satisfaction and operational efficiency for healthier communities.

Building Healthier Communities with Agentforce

Agentforce for Industries Virtual Summit – Public Sector.

Maximise Public Sector Efficiency and Impact with AI.

Accelerate mission success with Salesforce for Public Sector. It's a long road to public sector digital transformation. Salesforce makes it easier with solutions designed for the public sector. Whether you want to improve the constituent experience or modernise public sector operations, we have a solution just for you.

Agentforce: Maximise Public Sector Efficiency and Impact with AI

Enhancing Manufacturing Efficiency with AI.

Explore how Agentforce and AI drive manufacturing innovation and improve supply chain management. Understand how to optimise production processes, streamline operations, and reduce costs effectively with the support of AI.

Enhancing Manufacturing Efficiency with AI

Agentforce for Industries Virtual Summit - Consumer Goods.

Agentforce, a platform designed to revolutionise customer engagement and support in the consumer goods sector. Discover how AI Agents can revolutionise efficiency and effectiveness for your brand today.

Agentforce for Consumer Goods: What AI was Meant to Be

The healthcare landscape is evolving rapidly, driven by the need for smarter, more connected patient care. 

Watch this session as we explore how Salesforce is transforming the future of healthcare through innovative solutions that enhance patient engagement, streamline clinical workflows, and leverage predictive analytics to drive better health outcomes.

In this session, you will also get to hear from Heidi Gaulke, Director of Operations - Discovery & Innovation Unit, Austin Health as they solve for Medical research uses cases with AI.

Be part of this session and get your questions answered by our guest speaker and Salesforce subject matter experts.

The Future of Healthcare with Salesforce

Agentforce for Industries Virtual Summit - Financial Services

Transform Financial Services with Humans and AI.

Discover how Agentforce boosts service outcomes, revenue, and customer relationships in Financial Services.
Explore the synergies between human expertise and AI technologies, highlighting how these combinations can drive innovation, improve operational efficiency and support the future of financial services.

Agentforce: Transform Financial Services with Humans and AI

Agentforce for Industries Virtual Summit - Retail.

Delved into the transformative power of unified commerce and the role of autonomous agents in shaping the future of retail. Understand how integrating seamless, omnichannel experiences and leveraging AI-driven agents can enhance customer satisfaction, streamline operations, and drive business growth to stay ahead in this current competitive retail landscape.

Unified Commerce: Future of Retail and Autonomous Agents

Navigating the growth of your business with a CRM that supports you every step of the way can be a challenge. Your CRM should be a powerful ally, growing with you and never limiting you. With Salesforce's Starter and Pro Suites, you can be confident that your CRM will evolve alongside your business.

With the release of new Marketing functionality in both Starter and Pro Suites, be ensured that you will grow your business from lead generation to long-term loyalty. 

Hear from Salesforce's RVP of Marketing Cloud, Libby Deane in our upcoming virtual event, as she deep dives into the added features and benefits of Marketing capabilities, followed by a live demonstration and Q&A by our product expert.

From Lead to Loyalty: Unlocking Marketing functionality in Starter and Pro Suite

We’re entering a new era—one where AI doesn’t just support business processes, it reshapes them. As intelligent systems increasingly power customer experiences, internal support and decision-making, the foundation of success lies in one thing: knowledge. 

Knowledge gives you the framework to organise and structure your data in a way that powers your AI to give accurate and relevant responses.

This virtual event explores how organisations can transform their Salesforce Knowledge content to maximise AI readiness. We'll discuss key patterns to combine knowledge sources, structuring content to maximise outcomes, reporting and ongoing lifecycle to maintain a knowledge base.

What You'll Learn:
* Why your knowledge content is the key to AI success—and how to unlock its full potential
* How to structure knowledge for AI discoverability, contextualisation, and action
* Strategies for content governance, tagging and metadata that feed AI models effectively
* How to align your content lifecycle with the future of Salesforce AI
* Visionary use cases showing what's possible when AI meets well-architected knowledge

Prepare Your Knowledge for the AI Era

Discover cutting-edge AI strategies for your industry.
Agentforce for Industries Virtual Summit is your ultimate opportunity to explore how you can improve workforce efficiency and business transformation for your industry!

Hear from industry, technology and AI leaders on how Agentforce can help you build an unlimited digital workforce with content tailored to specific sectors.

Here are the key sessions you can watch on-demand:
- Financial Services - Transform Financial Services with Humans and AI
- Consumer Goods - Agentforce for Consumer Goods: What AI was Meant to Be
- Retail - Unified Commerce: Future of Retail and Autonomous Agents
- Manufacturing - Enhancing Manufacturing Efficiency with AI
- Health & Life Sciences - Building Healthier Communities with Agentforce
- Public Sector - Maximise Public Sector Efficiency and Impact

The Al revolution is here. Are you prepared to lead?

Agentforce for Industries Virtual Summit – Keynote

To take advantage of new AI innovations like Agentforce, you must first have a scalable and reliable platform architecture. Join our webinar to discover best practices for designing scalable solutions that align with your goals. Learn how the Salesforce Signature Success Plan can help you avoid performance issues, drive sustainable growth, and continuously innovate.

Watch us to learn:
- How to take advantage of new AI innovations like Agentforce
- Best practices for designing scalable, platform architecture
- Tips to align your AI strategy with your business goals

Architecting for AI: Best Practices to Embrace Continuous Innovation

Are you ready to take your customer engagement to the next level? This webinar will showcase how the synergy of Salesforce Personalisation, Data Cloud, and Agentforce enables you to deliver truly personalised experiences across every touchpoint, including agent interactions.

During this session, you'll learn:
* How Data Cloud unifies customer data, empowering Salesforce Personalisation and Agentforce to deliver hyper-relevant experiences.
* Live Demonstration: See how Salesforce Personalisation delivers dynamic, tailored experiences in real time.
* Strategies for leveraging real-time data to personalise interactions across channels and empower agents with the right information at the right time.
* How Agentforce integrates seamlessly with Personalisation to provide agents with contextual insights, leading to more effective and personalised customer service.
* Real-world success: Gain valuable insights from Fisher & Paykel, a launch customer, as they share their experiences and results.
* Roadmap Sneak Peek: Get an exclusive look at the upcoming features and innovations within Salesforce Personalisation, giving you a competitive edge.

Discover how to transform your customer engagement strategy and drive significant business growth.

Future-Proofing Customer Engagement: Agentforce & Personalisation Use Cases in Salesforce

It’s time to power up with Agentforce - you’ll find new ways to deepen customer and employee relationships, and boost growth and productivity, by activating digital labour for every team in your company.

Be inspired by the Agentforce keynote and unlock the groundbreaking benefits of Agentforce, the world’s first suite of customisable agents and tools, deeply integrated with the Salesforce platform, and take your business to the next level.

Hear remarkable stories of customer success and gain unique insights from our local Trailblazers and thought leaders, and explore how Agents can augment your business.

Watch now

Agentforce World Tour Broadcast

Keynote: Thrive in the New Era of Financial Services. 

Navigate the future of banking, insurance, and wealth management in this can't-miss keynote featuring global thought leaders, including BIAN board members and executives from ANZ Bank, and Zurich. 

Discover how the agentic revolution, powered by Agentforce and AI, is reshaping customer interactions, driving unprecedented efficiency, and unlocking new business opportunities across all sectors. 

Gain invaluable insights on meeting evolving customer expectations and staying ahead in this dynamic landscape.
- Real stories. 
- Industry-led insights.
- Live demos.

Our keynote speakers will dive into real-world innovation, AI in action, and how trusted customer experiences are reshaping the game.
- Leverage AI to accelerate personalisation
- Navigate the ever-evolving regulatory landscape
- Streamline digital onboarding
- Boost customer loyalty through data and automation 

Get ready to be inspired!

Agentforce FINS Summit 2025 Keynote

Ready to harness the power of Agentforce? Join Salesforce Professional Services experts who will share a step-by-step approach for success. From deploying your first agent to scaling for long-term transformation with Agentforce.

Discover learnings and best practices honed over thousands of global Agentforce implementations, guided by Salesforce Chief Technology Officers. We'll walk you through:
- Building a winning Agentforce strategy
- Defining your ideal agent
- Establishing a foundation for success
- Configuring your agent for peak performance
- Testing, go-live and beyond

Don't miss this opportunity to gain insider knowledge and accelerate your Agentforce journey. Register today to secure your place.

6 Steps to Implement an Agent for Maximum Impact

With NAB halfway through the transition to their new CRM, Charlotte Cadness, Executive in NAB's Digital Data Analytics Division, says they’re already seeing the wins. Having retail and business bank employees working on the same platform, they’ve gained a powerful, 360-degree view of the customer. NAB’s approach to AI is also focused on improving CX, within a strong risk framework. That means employees can better understand the tools within that framework, and in the context of data ethics and privacy.

What’s the one big thing driving CRM and AI approaches at NAB?

Salesforce

Generative AI

Customer Experience

Leadership

Business Strategy

Data Analytics

Data Governance

Fintech

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What’s the one big thing driving CRM and AI approaches at NAB?

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About this talk

Salesforce, APAC