Salesforce review

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Salesforce

Enterprise CRM with agent platform

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Salesforce is the system of record for large revenue organisations and increasingly the place where AI agents act on that record directly.

CRM & revenue

What is Salesforce?

Salesforce is the system of record for large revenue organisations and increasingly the place where AI agents act on that record directly.

Agents that prepare account plans and next steps before every review.

Key features

Custom objects and flows
Agent platform
Forecasting
Territory management
Granular permissions
Deep integration ecosystem

Ideal customer profile

Agents that prepare account plans and next steps before every review.

EnterpriseFinanceManufacturing

How simple is Salesforce setup?

A platform project, not a tool install — plan admin capacity from the start.

Client voices

What teams say after the week

Short feedback from hackathons with engineering, marketing, operations and leadership teams.

Our engineers built a code-review assistant in two days that the whole team still uses. No training ever did that.
Engineering leadNavVis
The whole agency was building. Marketers with zero coding background shipped content pipelines that saved real hours.
Managing directorYOYABA
Procurement workflows that used to sit on a roadmap were prototyped and demoed inside the same week.
Head of operationsOnventis
Our leadership cohort left with five working agents and a completely different sense of what AI can do for us.
Programme ownerAdobe cohort

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Frequently asked questions

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