The Next Era of CRM.pdf

The next era of CRM
It’s All Coming Together
Gianni Cooreman
Deputy Country Leader / Industry Presales Leader
Salesforce Belgium & Luxemburg
Forward Looking Statements
This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry prospects, environmental, social and governance
goals, and the anticipated benefits of acquired companies. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties
materialize or if any of the assumptions prove incorrect, Salesforce’s results could differ materially from the results expressed or implied by these forward-looking statements. The risks and uncertainties referred to above include
those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: impact of, and actions we may take in response to, the COVID-19 pandemic, related
public health measures and resulting economic downturn and market volatility; our ability to maintain security levels and service performance meeting the expectations of our customers, and the resources and costs required to
avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure
additional data center capacity; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the
Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; current and potential litigation involving us or our industry, including litigation
involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc., and the resolution or settlement thereof; regulatory developments and regulatory investigations involving us or affecting our industry; our
ability to successfully introduce new services and product features, including any efforts to expand our services; the success of our strategy of acquiring or making investments in complementary businesses, joint ventures, services,
technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our ability to realize the benefits from acquisitions, strategic partnerships, joint ventures and investments,
including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate acquired businesses and technologies; our ability to compete in the markets in which we participate; the success of our business strategy and
our plan to build our business, including our strategy to be a leading provider of enterprise cloud computing applications and platforms; our ability to execute our business plans; our ability to continue to grow unearned revenue
and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the
success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our ability to preserve
our workplace culture, including as a result of our decisions regarding our current and future office environments or work-from-home policies; our dependency on the development and maintenance of the infrastructure of the
Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for
term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; the impact of future gains or losses from our strategic investment
portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop
our brands; the impact of foreign currency exchange rate and interest rate fluctuations on our results; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional
tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional
transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market conditions; the impact of
geopolitical events; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; the ability to execute our Share Repurchase Program; our ability to comply with
our debt covenants and lease obligations; the impact of climate change, natural disasters and actual or threatened public health emergencies; and our ability to achieve our aspirations, goals and projections related to our
environmental, social and governance initiatives.
Updated: September 28, 2022
The Next Era of CRM.pdf
The Next Era of CRM.pdf
The Next Era of CRM.pdf
The Next Era of CRM.pdf
The Next Era of CRM.pdf
Wave 2
Generative
Wave 1
How to |
How to increase conversions
How to optimize spend
How to personalize experiences
How to grow relationships
Predictive
Wave 3
Image generated
by Midjourney
Autonomous
& Agents
We’re in an AI revolution
Wave 4
Image generated
by Midjourney
Artificial General
Intelligence
The four waves of enterprise AI
The Next Era of CRM.pdf
The Next Era of CRM.pdf
Salesforce next-generation AI roadmap
Time
● Increasing complexity of inputs and objectives
● More trustable autonomous agents
● Agent collaboration across companies
Einstein Chief of Staff
Automation & Augmentation within
each cloud
Orchestrate AI agents
across clouds
Einstein Copilot
Einsteins Everywhere
Unlock potential
through our ecosystem
Einstein 1
Copilot Studio
New
Prompt builder
Create reusable prompts
connected to company and
customer data
Skills builder
Give copilots new skills to
perform for you
The Next Era of CRM.pdf
Integrated
Intelligent
Automated
Low code & no code
Open
Einstein1
The Trusted AI Platform for
Customer Companies
AppExchange MuleSoft
Slack Canvas (Quip) Tableau Heroku
Metadata framework
CRM apps
Einstein
Einstein
Trust
Layer
Data Cloud
Real-
time
Data
Platform
Analytics
Commerce
Marketing
Service
Sales Industries
The Next Era of CRM.pdf
The Next Era of CRM.pdf
How the Einstein Trust Layer works
Einstein Trust Layer
Secure data
retrieval
Dynamic
grounding
Data
masking
Toxicity
detection
Audit
trail
Zero
retention
Customer, company,
and outcome data
Generation
Prompt
External
models
Models
CRM
apps
Hosted
models
Secure
gateway
The Next Era of CRM.pdf
The Next Era of CRM.pdf
The Next Era of CRM.pdf
The Next Era of CRM.pdf
The Next Era of CRM.pdf
The Next Era of CRM.pdf
Thank you
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The Next Era of CRM.pdf

  • 1. The next era of CRM It’s All Coming Together Gianni Cooreman Deputy Country Leader / Industry Presales Leader Salesforce Belgium & Luxemburg
  • 2. Forward Looking Statements This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry prospects, environmental, social and governance goals, and the anticipated benefits of acquired companies. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, Salesforce’s results could differ materially from the results expressed or implied by these forward-looking statements. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain security levels and service performance meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure additional data center capacity; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc., and the resolution or settlement thereof; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to expand our services; the success of our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our ability to realize the benefits from acquisitions, strategic partnerships, joint ventures and investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate acquired businesses and technologies; our ability to compete in the markets in which we participate; the success of our business strategy and our plan to build our business, including our strategy to be a leading provider of enterprise cloud computing applications and platforms; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our ability to preserve our workplace culture, including as a result of our decisions regarding our current and future office environments or work-from-home policies; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the impact of foreign currency exchange rate and interest rate fluctuations on our results; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market conditions; the impact of geopolitical events; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; the ability to execute our Share Repurchase Program; our ability to comply with our debt covenants and lease obligations; the impact of climate change, natural disasters and actual or threatened public health emergencies; and our ability to achieve our aspirations, goals and projections related to our environmental, social and governance initiatives. Updated: September 28, 2022
  • 8. Wave 2 Generative Wave 1 How to | How to increase conversions How to optimize spend How to personalize experiences How to grow relationships Predictive Wave 3 Image generated by Midjourney Autonomous & Agents We’re in an AI revolution Wave 4 Image generated by Midjourney Artificial General Intelligence The four waves of enterprise AI
  • 11. Salesforce next-generation AI roadmap Time ● Increasing complexity of inputs and objectives ● More trustable autonomous agents ● Agent collaboration across companies Einstein Chief of Staff Automation & Augmentation within each cloud Orchestrate AI agents across clouds Einstein Copilot Einsteins Everywhere Unlock potential through our ecosystem
  • 12. Einstein 1 Copilot Studio New Prompt builder Create reusable prompts connected to company and customer data Skills builder Give copilots new skills to perform for you
  • 14. Integrated Intelligent Automated Low code & no code Open Einstein1 The Trusted AI Platform for Customer Companies AppExchange MuleSoft Slack Canvas (Quip) Tableau Heroku Metadata framework CRM apps Einstein Einstein Trust Layer Data Cloud Real- time Data Platform Analytics Commerce Marketing Service Sales Industries
  • 17. How the Einstein Trust Layer works Einstein Trust Layer Secure data retrieval Dynamic grounding Data masking Toxicity detection Audit trail Zero retention Customer, company, and outcome data Generation Prompt External models Models CRM apps Hosted models Secure gateway