#Salesforce AI Agent

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Give your business human like experience with Agentforce implementation

Enjoy the intelligence of AI Agents and the expertise of human professionals to deliver a seamless, scalable solution to your customers. Harness the power Agentforce with these seven tips and build meaningful connections with our business. Hire Salesforce implementation services today.

Learn more here!

[techtalentconsultant]

Explore how AI agents revolutionize personalized marketing campaigns, enhancing customer journeys with data-driven insights and tailored experiences for better engagement.

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Microsoft Empowers Customers to Build AI Agents for Routine Tasks

Microsoft is gearing up to let its customers create their own AI agents next month, and it’s a big deal! This is a total game changer from the usual chatbots. These new agents will need very little human help, which means businesses can breeze through their usual tasks a lot faster. What Are Autonomous AI Agents? Unlike basic chatbots that just answer specific questions, these cool autonomous…

[bizmagnets]

How BizMagnets WhatsApp Flows Empower Sales and Support Teams

Introduction

In the era of instant communication, businesses are under constant pressure to deliver seamless and efficient customer experiences. For sales and support teams, maintaining speed and precision in their interactions can be a daunting challenge, especially when managing a large customer base. BizMagnets WhatsApp Flows emerge as a game-changer, offering automation, personalization, and efficiency to streamline operations.

This blog explores how BizMagnets WhatsApp Flows empower sales and support teams to achieve their goals effortlessly, driving both productivity and customer satisfaction.

What Are WhatsApp Flows?

WhatsApp Flows are automated communication workflows designed to guide customers through predefined pathways. These flows handle repetitive tasks, provide consistent responses, and ensure customers receive timely, accurate information.

BizMagnets WhatsApp Flows take this concept further by offering advanced automation tailored to the needs of sales and support teams, enabling them to focus on what they do best—building relationships and solving problems.

Key Features of BizMagnets WhatsApp Flows

1. Customizable Workflow Builder

Easily design workflows tailored to your sales or support processes with an intuitive drag-and-drop builder.

2. AI-Powered Automation

Leverage AI to predict customer needs, suggest solutions, and guide conversations dynamically.

3. Seamless CRM Integration

Integrate WhatsApp Flows with popular CRMs like Salesforce, HubSpot, and Zoho for synchronized operations.

4. Real-Time Notifications

Keep teams updated with instant notifications about leads, escalations, or critical customer issues.

5. Performance Tracking

Analyze workflow efficiency with detailed metrics and reports.

How WhatsApp Flows Empower Sales Teams

1. Streamlining Lead Management

Automate lead qualification by asking predefined questions to gather essential information.

Instantly route qualified leads to sales agents for follow-up.

Send personalized welcome messages to new leads, making a strong first impression.

2. Accelerating Sales Cycles

Automate follow-ups with potential customers to ensure no opportunity slips through the cracks.

Share brochures, catalogs, or pricing instantly through automated responses.

Use WhatsApp Flows to send reminders for meetings, demos, or payment deadlines.

3. Personalized Customer Interactions

Craft personalized sales pitches by incorporating customer data into WhatsApp Flows.

Provide tailored product recommendations based on customer preferences and purchase history.

4. 24/7 Availability

Use automated flows to engage leads even outside of working hours.

Provide instant responses to FAQs, ensuring leads remain engaged.

5. Improved Collaboration

Notify sales teams instantly about high-priority leads.

Use WhatsApp Flows to coordinate between field sales teams and office staff.

How WhatsApp Flows Empower Support Teams

1. Faster Query Resolution

Automate responses to common queries such as account information, troubleshooting steps, or return policies.

Escalate complex issues to human agents seamlessly within the same WhatsApp thread.

2. Proactive Customer Support

Send proactive messages such as appointment reminders, payment due alerts, or service updates.

Conduct satisfaction surveys after resolving issues to gather actionable feedback.

3. Reducing Workload for Agents

Handle high volumes of customer inquiries with automation, reducing the burden on support agents.

Allow agents to focus on complex issues that require human intervention.

4. Omnichannel Support

Integrate WhatsApp Flows with other support channels to offer a unified experience.

Ensure customers receive consistent support, regardless of the channel they use.

5. Real-Time Support Metrics

Track response times, resolution rates, and customer satisfaction scores to identify areas for improvement.

Benefits of Using BizMagnets WhatsApp Flows

1. Enhanced Productivity

By automating repetitive tasks, sales and support teams can focus on high-impact activities.

2. Improved Customer Satisfaction

Faster response times and personalized interactions lead to happier customers.

3. Cost Efficiency

Reduce operational costs by minimizing the need for manual intervention.

4. Scalability

Handle large volumes of interactions effortlessly, allowing your team to scale operations without compromising quality.

5. Actionable Insights

Use analytics to refine workflows, optimize team performance, and enhance customer engagement strategies.

Real-World Use Cases

Case Study 1: Retail Business

Challenge: A retail business struggled with managing customer inquiries about product availability and order status. Solution: Implemented BizMagnets WhatsApp Flows to automate responses to these queries. Result: Customer query resolution times dropped by 60%, and sales teams could focus on upselling and cross-selling opportunities.

Case Study 2: Financial Services

Challenge: The company faced delays in responding to loan inquiries. Solution: Deployed WhatsApp Flows to guide customers through the loan application process. Result: Loan application completions increased by 35%, and support teams had more time for complex cases.

Case Study 3: E-Commerce

Challenge: Frequent cart abandonment due to lack of follow-up. Solution: Set up WhatsApp Flows to send automated reminders and personalized offers. Result: Cart recovery rates improved by 45%, leading to higher revenue.

Tips for Optimizing WhatsApp Flows

Focus on Simplicity: Avoid overly complex workflows; keep the customer journey straightforward.

Use AI Smartly: Implement AI to handle dynamic queries and improve flow efficiency.

Personalize Interactions: Tailor messages to customer preferences for better engagement.

Continuously Update Workflows: Adapt flows to evolving customer needs and business goals.

Ensure Compliance: Follow data protection regulations like GDPR to build trust with customers.

The Future of WhatsApp Flows for Sales and Support

AI-Driven Sales StrategiesWhatsApp Flows will leverage AI to predict customer behavior, enabling proactive sales outreach.

Voice and Video IntegrationFuture updates may include voice and video support within WhatsApp Flows for richer customer interactions.

Advanced AnalyticsDeeper insights into customer behavior and workflow performance will enable continuous optimization.

Hyper-PersonalizationWhatsApp Flows will evolve to deliver highly personalized experiences based on real-time data.

Conclusion

BizMagnets WhatsApp Flows are revolutionizing the way sales and support teams operate. By automating routine tasks, enhancing collaboration, and delivering personalized experiences, they empower teams to work smarter, not harder.

For businesses aiming to boost productivity, improve customer satisfaction, and scale operations efficiently, BizMagnets WhatsApp Flows are the ultimate solution.

Start transforming your sales and support processes today with BizMagnets WhatsApp Flows and stay ahead in the competitive business landscape!

Ready to Empower Your Teams?Discover the power of BizMagnets WhatsApp Flows and elevate your sales and support operations effortlessly.

[getoncrm]

Best Practices For Using Salesforce To Streamline Business Operations

Salesforce is one of the world's most popular and widely used CRM software platforms. It's also one of the most customizable, so you can use it to streamline your business operations. The tools available for Salesforce users include customer service, help desk analytics, automated business tasks with AI and Einstein technology (which predicts trends), marketing automation to generate leads, and more!

The Benefits of Using the World's Most Popular CRM Software

Salesforce is the world's most popular CRM software, and it's easy to see why. Salesforce has many features that make it an excellent choice for businesses of all sizes.

The software offers a wide range of customizable features that streamline your workflow and improve efficiency, giving you more time to focus on growing your business. The platform also has an active community of users who can help you learn how best to use Salesforce or answer any questions that may arise.

Understanding Customization, Apps, and Integration With Salesforce

1. Customization is the process of making changes to the Salesforce user interface. For example, you can customize your Salesforce account by adding custom fields or tabs to your home page and record pages.

2. Apps are add-ons that you can install to extend the functionality of Salesforce. There are many apps available in AppExchange, which is a marketplace where third-party developers sell their applications for use with Salesforce. For example, one app might allow users in your organization to create custom reports based on data stored within Salesforce; another might help you manage projects more effectively by integrating them into existing workflows and processes (e.g., sending emails when tasks are completed).

3. Integration is the process of connecting Salesforce with other software systems, such as ERP solutions or accounting tools, so that they can share information seamlessly without employees' manual intervention at either end.

Also read: Major Benefits Of Top Salesforce Consulting Partners

Salesforce Customer Service: Help Desk & Support Analytics

Salesforce is a great tool for customer service. With Salesforce, you can automate many of your support processes and track metrics that will help improve retention, satisfaction, and loyalty.

For example:

1. Create cases in seconds with built-in case management tools.

2. Build custom forms to capture specific data points like order details or upload documents right into the ticket history tab, so they're always at hand when needed later on down the line (or even if someone else needs access).

3. Use intelligent routing rules that automatically route tickets based on criteria such as product type or account status, so agents only see relevant information when responding to questions from customers who contact them via phone call/chat/email, etcetera ad infinitum!

Automating Your Business Tasks With Salesforce Einstein AI

Salesforce Einstein AI is a tool that can help you automate tasks. It's also powerful enough to handle complex processes and data to tackle even the most difficult or time-consuming work.

Einstein AI will save you time by automating repetitive tasks, such as updating records or creating reports. You can use it to perform routine activities like adding new contacts to your database, assigning leads based on criteria set by the marketing team, or sending out invoices when an order has been placed on your website--these are just a few examples!

Salesforce And Marketing Automation to Generate Leads

Marketing automation is a tool that allows you to automate tasks such as email campaigns and lead scoring. Marketing automation aims to generate leads for your business, but you can also use it in conjunction with Salesforce to streamline business operations.

Here are some best practices for using Salesforce and marketing automation together:

Use the built-in tools available through the Marketing Cloud Platform (MC) that integrates directly into Salesforce, such as Lead Management, Email Campaigns, and Social Media Marketing. These features allow you to manage all aspects of your lead generation efforts from within one platform rather than having multiple systems that work independently. You'll have access to real-time reporting data so that you always know what's going on with each campaign or prospect at any given time.

Also Read: The Top 5 Benefits Of Using Salesforce For Fintech Companies

Salesforce is an important tool for businesses everywhere.

Salesforce is one of the most important business tools. It can help businesses streamline their operations, automate tasks and track customer service issues.

Salesforce helps businesses automate tasks by providing a platform for managing data and automating processes. With Salesforce, you can create customized programs to your needs--and then share those programs with other users in your company so they can use them too!

For example, You could create a program that automatically sends an email notification when someone joins your mailing list or enters an order through your website (this would be called "automation"). You might also have another automation set up so that whenever someone updates their profile information on LinkedIn or Facebook (again, this would be called "automation"), it automatically updates their contact information within Salesforce!

Conclusion

It's time to get started with your Salesforce implementation! Salesforce is a powerful tool that can greatly benefit your business by streamlining operations and increasing productivity. However, to fully take advantage of its capabilities, it's important to follow best practices for using the platform. GetOnCRM's Solutions is a Salesforce silver consulting partner's expertise that can help you navigate Salesforce and make the most of its features to improve your business's efficiency and bottom line. By implementing the best practices outlined in this guide, you can ensure that your organization uses Salesforce to its full potential and reap the rewards of efficient and effective business operations.

[financepulse]

$CRM: Salesforce is embracing AI agents, aiming to transform enterprise operations with cutting-edge technology.

[jcmarchi]

How Microsoft’s AI Ecosystem Outperforms Salesforce and AWS

New Post has been published on https://thedigitalinsider.com/how-microsofts-ai-ecosystem-outperforms-salesforce-and-aws/

How Microsoft’s AI Ecosystem Outperforms Salesforce and AWS

AI agents are autonomous systems designed to perform tasks that would typically require human involvement. By using advanced algorithms, these agents can handle a wide range of functions, from answering customer inquiries to predicting business trends. This automation not only streamlines repetitive processes but also allows human workers to focus on more strategic and creative activities. Today, AI agents are playing an important role in enterprise automation, delivering benefits such as increased efficiency, lower operational costs, and faster decision-making.

Advancements in generative AI and predictive AI have further enhanced the capabilities of these agents. Generative AI allows agents to create new content, like personalized email responses or actionable insights, while predictive AI helps businesses forecast trends and outcomes based on historical data.

The adoption of AI agents has increased, with over 100,000 organizations now utilizing Microsoft’s AI solutions to automate their processes. According to a recent study commissioned by Microsoft and IDC, businesses are seeing significant returns from their investments in AI. For every dollar spent on generative AI, companies are realizing an average of $3.70 in return. This signifies the immense potential AI has to transform business processes and open new opportunities for growth.

Microsoft’s AI solutions are a key player in the rapidly evolving AI field. Over 85% of Fortune 500 companies are already using Microsoft’s AI capabilities, making the company a leader in AI-driven enterprise transformation. Microsoft helps organizations enhance employee experience, improve customer engagement, transform business processes, and bring innovation and growth across industries.

Microsoft’s AI Agent Ecosystem: A Comprehensive and Scalable Solution

Microsoft’s AI solutions are built on its strong foundation in cloud computing and are designed to address the needs of large organizations. These solutions integrate effectively with Microsoft’s existing products, such as Azure, Office 365, and Dynamics 365, ensuring businesses can use AI without disrupting their current workflows. By incorporating AI into its suite of enterprise tools, Microsoft provides a comprehensive platform that supports various organizational needs.

A key development in Microsoft’s AI efforts is the introduction of Copilot Studio. This platform enables businesses to create and deploy customized AI agents with ease, using a no-code interface that makes it accessible even for those without technical expertise. Leveraging a wide range of large language models, these AI agents can perform complex tasks across multiple domains, such as customer support and sales forecasting.

Microsoft’s AI agents’ flexibility and adaptability make them highly effective across various industries. These agents help automate tasks such as customer service and supply chain management. They can handle large volumes of customer inquiries, predict inventory needs, and improve workflows, ultimately increasing operational efficiency and providing real-time solutions.

Real-World Use Cases of Microsoft AI Agents

Microsoft’s AI agents are becoming critical tools for organizations aiming to improve their operations. One of the primary use cases is in customer service, where AI-powered chatbots and virtual assistants handle routine inquiries. These agents use Natural Language Processing (NLP) to communicate with customers conversationally, offering instant responses and reducing the need for human intervention. This not only reduces costs but also improves customer satisfaction by resolving issues more quickly. For instance, Citibank uses AI-powered virtual assistants for tasks like checking balances and making payments, while Microsoft’s Dynamics 365 helps businesses by analyzing customer interactions and suggesting solutions automatically.

In sales and marketing, Microsoft’s AI agents help automate lead generation and strengthen customer relationships. By analyzing customer behavior, these agents can identify potential leads and suggest personalized marketing strategies to increase sales. They also support predictive analytics, allowing businesses to anticipate market trends, customer preferences, and sales patterns. This helps companies make better, data-driven decisions, improving overall performance.

For example, Dynamics 365 Sales automates lead generation, scores potential leads, and recommends the subsequent best actions for sales teams. Analyzing customer data can identify leads most likely to convert, helping prioritize efforts for higher conversion rates.

Additionally, Dynamics 365 Customer Insights consolidates data from multiple sources to provide a comprehensive view of each customer. It uses AI to predict customer needs, identify upsell opportunities, and suggest personalized engagement strategies, helping businesses optimize marketing efforts and strengthen customer relationships.

In supply chain management, AI agents, such as Dynamic 365 Supply Chain Management, help businesses forecast demand, track inventory, and optimize logistics. This enables companies to make proactive adjustments to their supply chains, ensuring timely deliveries and reducing excess stock. Whether managing warehouse operations or optimizing distribution networks, Microsoft’s AI agents provide valuable insights that help businesses lower costs and enhance efficiency.

Comparing Microsoft’s AI Agents with Competitors: Salesforce and AWS

While Microsoft’s AI ecosystem is known for its strong integration, scalability, and focus on enterprise needs, its competitors also offer robust AI solutions, though with different strengths and limitations.

Salesforce, recognized for its CRM and marketing tools, integrates AI into its platform through Einstein GPT and Agentforce. Einstein GPT is a generative AI tool designed to automate customer interactions, personalize content, and enhance service offerings. It works effectively within the Salesforce ecosystem, making it a better choice for companies already using Salesforce for customer relationship management (CRM). However, Salesforce’s AI solutions are more specialized, with a primary focus on customer relationships. They provide a different breadth of features in areas like supply chain management or internal operations.

On the other hand, AWS offers a broad range of AI tools, such as Amazon SageMaker and AWS DeepRacer, which provide businesses the flexibility to build custom AI models. SageMaker, for example, is a robust platform that allows developers and data scientists to create tailored AI models for specific business needs. While AWS excels in offering customizable AI solutions, it lacks the pre-built, ready-to-deploy agents that Microsoft provides. This means businesses may need specialized teams of data scientists or AI experts to get the most out of AWS’s tools.

Both Salesforce and AWS have valuable AI capabilities, but they offer different levels of integrated, enterprise-grade solutions than Microsoft. For businesses looking for a broad, scalable AI ecosystem that easily integrates with existing systems, Microsoft’s offering emerges as the more comprehensive and accessible choice.

Why Microsoft’s AI Agent Ecosystem Outpaces Its Competitors

Microsoft’s AI ecosystem offers distinct advantages that set it apart from its competitors, particularly for large organizations. One key strength is its enterprise focus. With extensive experience supporting the needs of large businesses, Microsoft has designed its AI solutions to integrate with over 1,400 enterprise systems. This ensures that companies can adopt AI without disrupting their existing operations.

Another significant advantage is Microsoft’s commitment to security and governance. The company strongly emphasizes compliance with global regulations, such as GDPR, giving businesses confidence when deploying AI. Microsoft’s robust security features ensure data protection and help ensure that AI systems are used responsibly and ethically.

Microsoft also provides a wide range of pre-built AI agents tailored to common enterprise use cases, such as customer service, sales automation, and marketing. These agents are easy to deploy and integrate, reducing the time required to implement AI solutions and minimizing resource investment.

Finally, scalability is a crucial feature of Microsoft’s AI platform. Whether for a small startup or a large multinational corporation, the ecosystem is designed to grow with the business, offering the flexibility and performance necessary to meet evolving demands. This makes Microsoft’s AI ecosystem a comprehensive and reliable choice for companies looking to integrate AI at scale.

The Bottom Line

Microsoft’s AI agent ecosystem offers a comprehensive, scalable, and integrated solution for businesses looking to enhance their operations through automation and data-driven insights. With its strong focus on enterprise needs, robust security features, and easy integration with existing systems, Microsoft’s AI solutions are helping organizations streamline processes, improve customer experience, and drive growth.

The wide array of pre-built AI agents for tasks like customer service, sales, and supply chain management ensures that businesses can quickly adopt AI with minimal disruption. With the widespread use of AI in enterprise operations, Microsoft stays ahead by providing a reliable and efficient solution for businesses looking to embrace AI and drive digital transformation.

[timesofinnovation]

Slack is evolving beyond its traditional messaging service, stepping into the realm of artificial intelligence to become a fully-fledged ‘work operating system.’ This transformation is not merely a case of adding AI features; it represents a significant change in how the platform will function, positioning itself at the heart of digital collaboration. Chief Executive Officer Denise Dresser announced plans for integrating advanced AI functionalities from well-known companies like Salesforce, Adobe, and Anthropic into the Slack environment. With this shift, Slack aims to enhance productivity for its users by introducing features such as AI-generated summaries of conversations, automated interactions with AI agents, and tools capable of performing tasks ranging from data analysis to generating images. For an organization already reliant on various tools for team communication and project collaboration, this transition holds the promise of unifying these functions into a single platform, thus streamlining workflows and reducing operational friction. This integration of AI capabilities follows Salesforce’s acquisition of Slack in 2021, which signaled a strategic move toward more AI-driven business solutions. By tapping into Salesforce’s expertise in customer relationship management and Adobe’s design tools, Slack is positioning itself as a hub for essential workplace applications. Such enhancements could potentially allow users to review past discussions quickly, analyze business data efficiently, and produce branded content seamlessly—all while maintaining a conversational tone within the chat interface. However, the introduction of these high-end features raises a pivotal question: will users adopt and willingly pay for them? Transitioning to a model that requires additional financial investment may not resonate with all Slack users, particularly if they perceive it as a shift from a communication tool to a pricier operational suite. Ever since its inception, Slack has prided itself on simplicity and accessibility. Therefore, finding the right balance between enhanced functionalities and user-friendliness will be crucial for maintaining its existing customer base and attracting new users. Additionally, data privacy concerns loom large as Slack deepens its AI integration. Earlier in the year, criticism arose regarding the handling of customer data for training purposes. Although Slack has asserted that customer messages are not used to improve its AI models, this reassurance may not quell skepticism entirely. With an increased focus on AI, Slack must navigate this sensitive landscape carefully, ensuring robust data management practices that reassure users about their privacy. The success of Slack’s evolution into an AI-powered work operating system will depend on several factors. Primarily, user engagement with the new AI features will illustrate whether Slack can transform its identity while retaining its original ethos of fostering collaboration. Moreover, extensive education and support regarding these new capabilities will be necessary to ensure existing and potential users understand the value they bring to the table. In its new journey, Slack also faces competition from established productivity suites and other communication platforms that are proactively incorporating AI. As companies like Microsoft with Teams and Google with Workspace continue to enhance their offerings, Slack must ensure it stands out. Whether through unique features, superior integration capabilities, or user experience, Slack will need to carve a niche for itself in this competitive market. Despite these challenges, the move toward becoming an AI-centric work operating system signals an exciting shift, both for Slack and the future of workplace collaboration. As industries increasingly leverage artificial intelligence to optimize tasks, facilitate communication, and drive efficiency, Slack's transformation could potentially redefine its impact on the way teams collaborate in a digital-first environment.

In conclusion, the ongoing evolution of Slack into an AI-powered work operating system presents both opportunities and challenges. The shift aims to integrate essential functionalities, enhancing productivity and streamlining workflows for teams globally. However, user acceptance, data privacy concerns, and competition will play pivotal roles in shaping the platform's future as it strives to maintain its identity while adapting to the needs of a modern workforce.

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Salesforce releases Agentforce 2.0, bringing AI reasoning to enterprise

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. learn more Sales force It unveiled a major update to its artificial intelligence platform on Tuesday, including technology that allows AI agents to perform deeper reasoning and take more autonomous actions across enterprise workflows – part of the the CEO of the company frames it…

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Salesforce releases Agentforce 2.0, bringing AI reasoning to enterprise

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. learn more Sales force It unveiled a major update to its artificial intelligence platform on Tuesday, including technology that allows AI agents to perform deeper reasoning and take more autonomous actions across enterprise workflows – part of the the CEO of the company frames it…

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Salesforce releases Agentforce 2.0, bringing AI reasoning to enterprise

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. learn more Sales force It unveiled a major update to its artificial intelligence platform on Tuesday, including technology that allows AI agents to perform deeper reasoning and take more autonomous actions across enterprise workflows – part of the the CEO of the company frames it…

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What is an AI agent? The computer science of the next wave of AI tools

Interacting with AI chatbots like ChatGPT can be fun and sometimes useful, but the next level of everyday AI goes beyond answering questions: AI agents carry out tasks for you. Major technology companies, including OpenAI, Microsoft, Google and Salesforce, have recently released or announced plans to develop and release AI agents. They claim these innovations will bring newfound efficiency to…

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Is your customer service slowing down your business growth? With Algoworks + Salesforce Service Cloud, you can streamline workflows, leverage AI-powered agents, and deliver seamless customer experiences that build lasting relationships.

Ready to transform your service and drive growth?

Visit algoworks.com/salesforce to get started today!

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Cloud software giant Salesforce is looking to hire thousands of new salespeople to sell its AI tools to customers. The company plans to hire 2,000 new sales representatives, according to CNBC, which cited remarks from CEO Marc Benioff at a company event Tuesday. This doubles the hiring plans that Benioff shared with Bloomberg last month. Benioff said that Salesforce has already received 9,000 referrals for these 2,000 positions. This bulking up comes just months before the company plans to release the second generation of its AI agent software in February. Benioff recently said on TechCrunch’s Equity podcast that he expects Salesforce will have more than a billion agents running in the next 12 months. Regarding generative AI generally, Benioff added, “I’ve never been more excited about anything at Salesforce, maybe in my career.”