Name: 5 Ways to Make CRM Easy and Scalable for Small Business
Start: 2024-10-22T00:53:00Z
End: 2024-10-22T00:53:30.000Z
Location: BrightTALK
Rating: 4

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.

Join Salesforce SVP and author of the new book “Agentforce” (Wiley) Martin Kihn as he shares everything you need to know about the AI agent revolution.

During this webinar, we will explore:
* How Agentforce works
* Useful things agents can do for you
* Why you need a unified platform to make them work
*How to create, test, and control AI agents

As the new global digital labor platform, Agentforce works alongside humans to get more done. We’ll talk about the role of us humans in the hybrid workforce, and how you can get started today building your AI agent labor force of tomorrow.

Agentforce & the AI Agent Revolution: What You Need to Know Now

Running a small business today means doing more with less, which is why many businesses are turning to new technologies and AI to drive growth. In fact, 78% of SMB leaders say AI will be a game changer for their company.*

Learn how to sell smarter and grow revenue faster with Agentforce. Join this webinar to see how AI agents unify marketing and sales and power the full B2B revenue journey—from first touch to upsell—on one connected platform.

*Source: Salesforce SMB Trends Report, Sixth Edition, 2024

Agentforce for Small Business: Smarter Marketing and Sales Alignment

With new business expectations come new opportunities to adapt. With agentic AI, be sure to unlock the full potential of your business.
In this upcoming webinar, discover how Salesforce can help you navigate today's challenges and drive unprecedented growth. 

Bringing the latest insights from Agentforce World Tour Auckland to you, you'll learn:

***Navigate Economic Uncertainty:** Understand how to overcome rising costs and competitive pressures.
***Empower Your Workforce:** Learn to maximise productivity with AI and consolidated tech.
***Boost Customer Experience:** Discover how AI can personalise interactions and foster loyalty.
***Drive Revenue Growth:** See how to find, win, and keep customers more effectively.
***Prepare for AI Success:** Assess your organisation's AI readiness and future-proof your business.


Register for our  or watch it on demand afterwards.

Agents of Growth: Unlocking SMB Potential with Unified Data

AI promises a sales revolution, yet your reps are still losing deals and wasting time. That’s because even the most powerful AI falters when selling teams are drowning in tools and communicating in silos, lacking a complete picture of customer data. So, how do you fix that?

Join us to learn how Salesforce Sales Cloud and Slack unlock a competitive advantage by uniting your people, data, AI, and automation in one experience. See how new innovations like Salesforce channels and Agentforce connect data and dialogue to deliver actionable AI insights, all in one place where sales teams have everyone and everything they need to win.

In this session, you'll learn how to:

*Accelerate deal cycles* with real-time collaboration that connects customer data and conversations, so selling teams can strategize together with a complete view of the business.
*Empower your reps* with instant, AI-driven intelligence and automation—enabling smarter decisions, better coaching, and faster wins.
*Boost productivity and data quality* by making it easy to update CRM, capture notes, and automate busywork —whether reps are working in Slack or Salesforce.

The Deeply Unified Advantage: How Sales Cloud and Slack Drive Revenue Success

Register for our  or watch it on demand afterwards.

El Jannah’s Secret Sauce: How AI Agents are Redefining the Future of QSR

Unlock a new era of agentic analytics with the powerful combination of Tableau Next. Discover how intuitive conversational analytics lets you simply ask questions in natural language and instantly receive accurate, contextual insights. We'll explore how Tableau Next leverages Tableau Semantics, Salesforce's trusted AI-infused semantic layer, to ground agent responses in your trusted business knowledge, clarify your intent, and continuously learn, delivering increasingly accurate and relevant insights over time. Transform raw data into meaningful insights – all without complex queries or manual digging.

In this on-demand, learn how Tableau Next and Tableau Semantics:
* Provides conversational analytics for quick, actionable insights and visual answers – no complex queries needed.
* Delivers trusted accuracy by grounding responses in a unified semantic layer with rich business context.
* Continuously improves insights accuracy and relevance by enabling agents to clarify intent and continuously learn over time.

Beyond Dashboards: Unlock Trusted Conversational Analytics with Tableau Next

Are disconnected systems and friction-filled checkouts costing you sales? In a competitive market, every interaction matters. It's time to build a commerce experience that captivates buyers and accelerates revenue.

This session reveals how Salesforce Commerce Cloud empowers you to meet and exceed modern buyer expectations. Move beyond a simple storefront and build an intelligent, unified commerce engine that drives efficiency and loyalty.

Accelerate Growth and Create Seamless Experiences with Unified Commerce

Feeling the squeeze to grow your small business while juggling a million things? Are messy communications slowing your team down as you expand? It's time to stop switching between tabs and start streamlining your success.

Watch this on-demand demo to see how Slack and Starter Suite combine to create the ultimate toolkit for landing more deals and making your customers rave. We cut through the fluff to show you exactly how these tools work together to boost your team's efficiency and keep everyone on the same page, turning chaotic workflows into powerful results.

How to use Slack and Salesforce to win new deals and deliver better customer service

Learn how agentic AI is transforming work from simple assistance to active collaboration. Featuring our partners at Deloitte, this session explores how to leverage autonomous systems to accelerate decisions, scale impact, and unlock new capacity and creativity when paired with a smart workforce strategy.

Rearchitecting work in the age of AI

our financial services contact centre holds a goldmine of customer insights. The key to unlocking this value is AI, which offers a powerful opportunity to drive significant productivity gains and free up your teams for the high-value conversations that truly matter with customers.

In this live webinar, happening today, you will hear directly from AIA New Zealand, the country's largest life insurer, as they share their transformation story. Discover how they integrated AI into their frontline experience to reduce agent cognitive load and enhance customer outcomes.

Driving Productivity: 3 ways AI is changing contact centres in financial services

The pressure on IT leaders to innovate with AI while fortifying security has never been greater. This webinar unpacks the latest findings from Salesforce's State of IT reports, drawing on insights from over 4,000 global IT decision-makers, with a special focus on perspectives from ANZ leaders.

Watch this on-demand session to explore how AI is reshaping app development and creating new demands on IT, understand how robust security measures build customer trust amidst evolving threats, and see how AI agents are becoming critical tools for enhancing both innovation and resilience. You'll gain practical strategies to ensure your organisation stays ahead in the ever-evolving IT landscape.

The State of IT: AI and Security Insights for 2025 and Beyond

Time is your most valuable asset, yet we waste nearly a full day each week just searching for information. Slack's Enterprise Search solves this by bringing all your tools, files, and conversations into one intelligent, searchable hub.

Watch this on-demand webinar with experts from Salesforce and Slack to learn how to implement this powerful feature to boost productivity, unlock hidden knowledge, and measure its value, all while keeping your data safe and secure.

Unlock Insights with Enterprise Search: Find and Act on Knowledge Quickly and Easily

Connected telephony is no longer just about making calls, it’s a strategic asset for high-performing teams. Join us to discover how Salesforce Voice transforms every interaction into a seamless, AI-powered experience. You’ll learn how to connect conversations to your CRM, activate real-time AI, and automate post-call work to drive measurable gains in productivity, customer satisfaction, and revenue.

Calling all Sales & Service pros: Why Connected Telephony is your Next Superpower

Australia and New Zealand thrive off of small businesses. But with a saturated market, it is equally difficult and critical to stand out in the crowd by exceeding customer expectations. Continuing on with our webinar series, we will explore how to grow your business by differentiating yourself through optimal service. Tune in to hear insights from Amanda Carne, Global COO of Urban Rest and Tom Brandon, Regioanl Sales Director at Salesforce.

Join this webinar to discover:
- A Real-World Success Story
- Insights for Competitive Advantage
- Leveraging Data-Driven Insights

Watch on-demand now.

The Future of Growth: Exceeding Customer Expectations with Urban Rest

Imagine a workforce that is always available, scales effortlessly, and delivers exceptional service with trust, accuracy, and compliance. With Agentforce for Financial Services, banks, insurers and wealth managers, can leverage autonomous AI agents as a limitless digital workforce—automating processes, streamlining operations, and enhancing customer experiences like never before. 

Watch this session to explore how financial institutions are driving smarter growth, improving efficiency, and building trust with Agentforce.

Build the Workforce of the Future in Financial Services with Autonomous Agents

Boost productivity, cost efficiency and safety at every mine with AI-powered Field Service 

Harness the power of AI and witness first hand how Salesforce agent-first Field Service can transform your mining operations, boosting efficiency by up to 30%.

In this dynamic webinar you will discover how to:

Elevate site safety and compliance: using AI agents to deliver highest safety standards and regulatory adherence

Empower your teams: explore the transformative impact of AI agents, from streamlined onboarding to accelerated problem-solving, and intelligent scheduling

Optimise dispatch with precision: ensure the right person arrives at the right job with the right tools, knowledge, and timing, every time

Guide worker action: equip your workforce with real-time, intelligent guidance to execute tasks flawlessly on the right assets, in the right location, at the optimal moment

Leverage asset insights: Empower asset managers to make informed decisions based on critical asset data and telematics.

Boost productivity, cost efficiency and safety at every mine site

Ready to discover how you can do more with less? AI agents are revolutionising Consumer Goods and Manufacturing, and we're showing you how.

Unbox Agentforce for Consumer Goods and Manufacturing and other cutting-edge AI, data, planning, and execution innovations designed to automate complexity, boost efficiency, and unlock strategic wins.

Humans with agents deliver profitable growth for consumer goods and manufacturing

Join us for a look at the Summer ‘25 Marketing Cloud Release! You’ll get the inside scoop on the most important features from this release, right from our experts. They’ll take you through what you need to know and how each feature is built to help answer some of the biggest challenges facing marketers today. And the cherry on top? We’ll also take you through a few demos so you can see how it works. Register today to save your spot!

What you can expect:
- A review of the biggest new features coming to Marketing Intelligence, Salesforce Personalisation, Marketing Cloud Engagement, Account Engagement, Marketing Cloud Growth and Advanced Editions, as well as Loyalty and Referral Marketing.
- Demos of select features so you can get a front-row seat to how it all works
- A Q&A so you can ask our team questions

In addition, fresh off the back of Connections in Chicago, our product experts will be sharing the latest announcements and innovations in Marketing Cloud — bringing the best of what’s new right to your doorstep!

The Summer '25 Marketing Cloud Release Highlights

Join our Solution Engineering team for a practical guide on using our latest Agentforce innovations to improve win rates and Sales productivity by practicing pitching, handling objections, & negotiation with realistic role-plays tailored to each deal. 

In this short webinar we'll cover how it works, how to set it up, a quick demonstration and where to find more details - everything you need to get started!

Easy AI - Agentforce Sales Coach

What's the buzz around AI agents? Get ready to dive into the next wave of AI technology - Autonomous AI agents. 
Join our webinar where we’ll demystify autonomous AI agents and introduce you to new sales - specific agents built with Agentforce SDR and Agentforce Sales Coach on the Salesforce Platform. 

Discover how these agents can scale your sales teams by nurturing pipeline and coaching reps.

In this webinar, you'll:
- Learn how the technology works, straight from the product experts who built it
- Experience live demos to learn how to set up and use these agents
- Explore best practices and actionable tips to integrate Agentforce into your sales strategy

Your journey to scale your sales team starts here!

The New Era of AI: Say Hello to Agentforce for Sales

Watch our Solution Engineering team for a practical guide on using AI to generate draft Sales emails using out-of-the-box prompts or custom prompts grounded in your CRM data. 

In this short webinar we'll cover how it works, how to set it up, a quick demonstration and where to find more details - everything you need to get started!

Easy AI- Generative Sales Emails

Missed going to Dreamforce 2024? Watch a recap of the most important takeaways for Sales and Sales Operations leaders from the AI event of the year - Dreamforce 2024. 

Turbocharge your Sales function with the power of Data+AI+CRM+Trust. 

Discover how to:
- Boost your Sales function with Agentforce 
- Assistive AI agents
- Grow Partner Revenue with Data & AI
- Make Account-based Selling easy with best-in-class, embedded account plans.

Top Takeaways for Sales Leaders from Dreamforce ‘24

The existing ways of working are no longer “working” or efficient. Sales teams need to increase sales productivity and close more deals. But work today is fragmented, with siloed tools, conversations, and complex processes costing teams valuable time and slowing down deal cycles. 


To succeed in the era of agent-powered work, every business needs a strategic work platform like Agentforce and Slack to drive productivity and collaboration, streamline work and drive efficiency across their organization. 

Watch this webinar to discover the future of CRM in Slack, the conversational interface for work. See how Humans and Agents drive customer success together with Salesforce and Slack.

Things you’ll learn during this webinar: 
- Discover how Salesforce Agentforce SDR and Sales Coach helps you boosts productivity, automates tasks, and optimises every interaction.
- Learn how latest Slack innovations like Salesforce channels, enhanced with Slack Sales Elevate and AI in Slack, accelerate team selling.
- Discover about Salesforce channels -they are a new kind of Slack channel that maps directly to your corresponding Salesforce records, like Accounts and Opportunities, creating a complete, actionable view of every customer. 
- See Salesforce Account and Opportunity channels in action in a demo, and dive deeper into critical sales use cases that your team can adopt today.
- Talk directly to your CRM and quickly get up to speed with Einstein Copilot in Slack

The Power of Two: CRM Unlocked with Salesforce + Slack

Watch our Solution Engineering team for a practical guide on using AI to get insights and summaries from your video and voice calls with customers using Einstein Conversation Insights. In this short webinar we'll cover how it works, how to set it up, a quick demonstration and where to find more details - everything you need to get started!

Easy AI- Einstein Conversation Insights and Call Summaries

Forward-thinking companies are achieving unprecedented productivity gains with Agentforce. Now, it's your turn to see the power of autonomous AI agents.

During this session, you will find out how you can leverage autonomous AI agents to offload low-priority work from your human workforce and enable them to concentrate on meaningful business objectives. You will also discover how leading companies are already gaining new levels of productivity with Agentforce.

Watch now to see how autonomous AI agents carry out tasks for both employees and customers - and create major business value.

Discover Agentforce - How to create business value with autonomous AI agents

The latest State of Sales report, with insights from 5,500 sales professionals, reveals that revenue growth is up, but so are customer demands and competition.

Join this webinar where you'll hear from the Salesforce team alongside industry experts.

Learn how top performers are navigating:

- Rising Customer Demands: Customers are expecting more personalised experiences and faster turnaround times.
- AI’s Role In Productivity: AI sees wide adoption (over 80%)— used to improve data accuracy, understand customer needs, and enable reps — but teams still struggle to prepare for it. What are the big hurdles?
- Employee Satisfaction & Retention - Employee satisfaction is high, but leaders face challenges maintaining that satisfaction. How can they keep retention up?
- Outlook for 2024 - and beyond: What are sales teams doing to keep revenue up and growth strong as they look to the second half of the year

Inside State of Sales: How Teams Are Growing Revenue Despite Market Challenges

Discover the multifaceted role of AI across financial services with our webinar, AI in Finance: Enhancing Service, Sales, and Operations. 

Financial professionals from service, sales, acquisition, claims, and lending will gain insights into AI's practical applications. Discover how AI-readiness doesn’t require an overnight overhaul but a strategic shift in mindset, preparing your institution to lead in the AI-first financial landscape.

- Renovate: your approach across various functions by leveraging AI to enhance responsiveness and efficiency, whether it's in customer service, sales engagement, or back-office operations.
- Evolve: your adoption by leveraging digital colleagues, which can help accelerate customer acquisition, streamline claims processing, and innovate lending practices.
- Transcend: by empowering customers with proactive data-driven insights that drive better decision-making and satisfaction.

This webinar is an educational opportunity to better understand the evolution, value and versatility of AI in the financial services.

Embracing AI in Financial Services: Strategic Mindsets for Success

Are your sales teams eager to use AI, but unsure of where to start? Join us to hear how Sales Cloud’s latest AI capabilities can drive growth and boost productivity from pipeline to paycheck. In this session, you’ll learn the latest AI trends from our State of Sales 6th Edition report, hear Salesforce’s approach to AI directly from product experts, and see product demonstrations highlighting the top use cases that guide sales team efficiency. Don’t miss out on this opportunity to unlock the full potential of AI for your sales teams, leading to a potential 30% increase in revenue growth. Your AI journey starts here!

7 Practical Ways to Put Sales AI to Work

The latest State of Sales report, with insights from 5,500 sales professionals, reveals that revenue growth is up, but so are customer demands and competition. 

Join this webinar where you'll hear from the Salesforce team alongside Aussie sales influencers Rana Kordahi and Peter Strohkorb as they discuss key insights from the latest State of Sales report. 

Learn how top performers are navigating:
- Rising Customer Demands: Customers are expecting more personalised experiences and faster turnaround times. 
- AI’s Role In Productivity: AI sees wide adoption (over 80%)— used to improve data accuracy, understand customer needs, and enable reps — but teams still struggle to prepare for it. What are the big hurdles? 
- Employee Satisfaction & Retention - Employee satisfaction is high, but leaders face challenges maintaining that satisfaction. How can they keep retention up?
- Outlook for 2024 - and beyond: What are sales teams doing to keep revenue up and growth strong as they look to the second half of the year?

Watch this webinar on maximising revenue potential with Revenue Cloud. Learn how businesses are boosting margins by 20%, cutting quote turnaround time by 34%, and improving cash flow by up to 16%.

The quote-to-cash process is critical to a company's revenue, impacting cash flow, supply chains, and customer agreements. Often, organisations rely on makeshift solutions like spreadsheets, paper, and email to manage sales, order booking, and payments - temporary fixes that don't scale and eventually break down. 

In this webinar, you'll hear:
- how customers using Revenue Cloud have overcome challenges such as disconnected systems, manual processes and revenue leakage 
- how Revenue Cloud's flexible data foundation and composable features automate product-to-cash
 - how to sell intelligently on any channel, manage contracts efficiently with CRM, and speed up deal cycles with generative AI.
- from a special guest Trailblazer on how they are on driving efficiency and improving quote turnaround time.

Unleash the Power of Revenue Cloud to Boost Your Business Efficiency

While it's clear that AI is going to change the game for sales, its broad and infinite applications can be daunting for sales leaders. You might be asking yourself, "Which use case will have the greatest impact on my team?" Or, "Where do I even start?" Well, we've got you covered. 

Watch this webinar to get:
- 5 real-life examples of how AI can supercharge your sellers
- Live demos of each AI capability in action, so you can see it for yourself
- Actionable tips on how to start using these AI capabilities in your organisation

5 Practical Ways AI Can Help Sellers Close Deals Faster

According to our latest research from Trends in Generative AI for Sales report, 49% of sales professionals struggle to use generative AI safely at work. Everyone knows by now about the importance of AI, but few know how to actually use it to drive results. 

How do you find your way through the complex challenges of trust and adoption it can bring to your business teams? We've got you covered with our new Sales AI playbook, designed to help you embrace the full potential of trusted AI for driving efficient growth and success in today’s economy.


As we unveil our Sales AI playbook and help you to:
- Discover the latest Generative AI innovations, including Einstein Copilot for Sales
- Learn how your business reps can use AI to boost their productivity and save more costs
- Experience a live demo of Sales Cloud’s built-in, trusted AI capabilities

How to supercharge selling for cost-efficient growth

While it's clear that AI is going to change the game for sales, its broad and infinite applications can be daunting for sales leaders. You might be asking yourself, "Which use case will have the greatest impact on my team?" Or, "Where do I even start?" Well, we've got you covered. 

Watch this webinar to get:
- 5 real-life examples of how AI can supercharge your sellers
- Live demos of each AI capability in action, so you can see it for yourself
- Actionable tips on how to start using these AI capabilities in your organisation

This is your chance to learn how to harness the full potential of AI for your sales teams. Don't miss out!

With AI redefining the boundaries of business productivity and selling, organisations are looking for ways to bring together data, AI, and automation to drive productivity and revenue. Einstein 1 Sales Edition provides customers just that in a single offering. 

Bringing together the best of Salesforce for Sales to connect data, fuel trusted AI to every seller, and deliver an entirely new CRM experience. Now it’s easier than ever to buy Salesforce, simplify your sales tech stacks, and accelerate growth — all on one platform. 

In this webinar, you will:
- Learn how Einstein 1 Sales brings data and AI to your CRM with a layer of trust to supercharge your entire sales team 
- Experience the power of Einstein 1 Sales through a live product demonstration
- Hear from Sales Cloud GM, Ketan Karkhanis and a special guest customer on how they’re approaching technology and sales success

Take Productivity and Revenue Sky-High with Einstein 1 Sales

Sales forecasting and pipeline management are critical to grow revenue, yet Gartner research shows that these are the top areas where sales operations functions are least effective. How can you increase effectiveness in these disciplines and ultimately grow revenue in 2024? 

To increase confidence in sales forecasting and pipeline management, sales leaders and team need to drive consistency, simplify processes, and bolster data-driven decisions. And you will need to have a complete visibility into business health, real-time predictability to identify risks, and actionable insights to hit quota — all on one platform.

In this session, you will:
✔️ Learn best practices to increase forecasting accuracy by 28% 
✔️ See how embedded AI and insights accelerates pipeline conversion 
✔️ Experience Sales Cloud's built-in forecasting and pipeline management capabilities with a live demo

How to accurately predict revenue and win deals faster

In today's fast-paced business landscape, the ability to close deals quickly can be a significant competitive advantage. Sellers today need every edge to accelerate growth and productivity, while reducing costs. But how do you do it? 

We invite you to take a page out of our very own Salesforce playbook and join our Salesblazers Frank Fillmann and Ketan Karkhanis to see first-hand on how Salesforce unlocks data, automation and AI at scale — all on a single CRM platform. So you can sell faster, smarter, and more efficiently with game-changing AI. Whether you're a startup, small business, or enterprise, commercial companies, discover how AI can be a game-changer in achieving rapid revenue growth.

Join us on 19 October to:
✔️ Learn how to compete and win in an era of AI-powered business growth
✔️ Hear best practices from Salesforce leaders on how their teams use the #1 AI CRM for Sales
✔️ Dive into our roadmap to see how AI, automation, and connected data can put you on the fast track to growth


Register your interest now.
Participants will leave with actionable takeaways to implement AI solutions in their own sales processes.

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Featured speakers:
•  Frank Fillmann, Country Leader, Salesforce
•  Ketan Karkhanis, EVP & GM, Sales Cloud, Salesforce

AI-Powered Sales Acceleration: How to close deals faster for business growth

Accelerate Growth with Trusted AI

Is CRM that tricky? Is it still causing a headache to start your CRM Journey? Join us for an insightful session on simplifying and scaling Customer Relationship Management (CRM) for small businesses. 

This webinar is designed to help small business owners and managers understand the importance of CRM, how to implement it effectively, and how to scale it as their business grows.

5 Ways to Make CRM Easy and Scalable for Small Business

Salesforce

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Customer Experience

Business Growth

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Digital Transformation

Get powerful marketing insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on which marketing strategies and techniques are driving customer and revenue growth.

The marketing community on BrightTALK is made up of thousands of engaged marketing professionals. Find relevant webinars and videos on marketing strategy, branding and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

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Enterprise Applications

Get powerful marketing data and analytics insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on the analytics that quantify your investments.

Data and Analytics

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In this SaaS and subscription economy, the key to success is customer success. This is much easier said than done as client ecosystems are constantly evolving and their needs and aptitudes vary. Join this community to engage with leaders who are prioritizing and pioneering customer success by helping clients maximize ROI, inspiring account growth and strong client retention.

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Get powerful insights on how to best serve today's customers. If you want to create a successful customer experience today, you will have to appeal to the need for “alone together” time. Millennials, Gen X, Boomers or Silent Generation all look for shared but individual experiences.

The sales community on BrightTALK brings together thousands of engaged sales professionals. Learn about careers in IT sales and marketing, sales techniques and selling strategies. Join the discussion by participating in on-demand and live sales webinars and summits with leaders in the sales industry.

5 Ways to Make CRM Easy and Scalable for Small Business

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About this talk

Salesforce, APAC