Agentforce Cuts Quoting Time by 75%, Unlocks Faster Revenue

The scoop: Quoting should be simple. But for most sales reps, it's anything but. Inefficiencies directly slow down deal velocity and revenue.

Embedded in Revenue Cloud, Agentforce for Revenue combines the power of humans and AI agents to streamline the entire quote-to-cash process, from quoting and contracting to ordering and invoicing, with greater speed, accuracy, and confidence.

Also in this edition: 

• Why enterprise knowledge is a crucial factor in trustworthy AI

• The surge in AI adoption brings shopping behavior to an inflection point

• How AI agents help environmentally-minded organizations increase their impact

And more.

The Big Story

Salesforce Introduces Agentforce for Revenue, Dramatically Reducing Manual Work for Reps

Today’s revenue operations are more complex than ever. According to Deloitte, 71% of B2B executives grapple with manual, fragmented sales processes — and 13% of deals are lost because of disconnected tools.

As hybrid monetization models become the norm, sales reps don’t have time to stitch together subscriptions, usage, and services by hand. Agentforce for Revenue eliminates that complexity, unifying all transaction types on a single quote, and carrying the transaction data penny-perfectly through to the order and invoice. 

“Revenue Cloud is transforming the way we do business,” said Bill Francy, President of Client Services, AdMed, Inc. “We're currently piloting the new quoting agent, and we expect it to cut manual work, accelerate deal cycles, and get quotes to clients faster than ever. It’s not just about efficiency. It’s about unlocking more closed-won opportunities and scaling smarter.”

Read more.

Key Insights

Building Trust at Scale: Why Enterprise Knowledge Is the Foundation of Trustworthy AI

AI heralds a new era of intelligence, but alongside the revolution, there’s a quiet crisis of confidence.

To elevate AI from merely brilliant to truly trustworthy, businesses are discovering a critical factor: the ability to deliver consistently reliable outputs. It often hinges not just on raw data, but on robust context — the comprehensive, nuanced understanding inherent in their enterprise knowledge.

This "enterprise knowledge" isn't just valuable, it's the bedrock for building AI that is genuinely trustworthy at scale.

AI systems are only as reliable as the information they're trained on. For AI agents — systems that can observe their environment, make decisions, and take action on their own — having access to comprehensive, high-quality enterprise knowledge is essential.

Salesforce Data Cloud offers a distinct approach, providing a unified platform to connect and harmonize data from disparate sources — CRM, marketing, sales, service, and beyond. This creates a comprehensive and accessible knowledge base specifically engineered for AI applications, including Agentforce.

Read more.

With AI Adoption Surging, Shopping Behavior Is at an Inflection Point

Consumer shopping behavior is undergoing its most dramatic shift since the rise of ecommerce — and it’s because of AI.

In fact, according to Salesforce’s Connected Shoppers Report, 39% of consumers — and over half of Gen Z — are already using AI for product discovery.

“AI-driven discovery traffic behaves more like social traffic,” said Caila Schwartz, Director of Industry Insights at Salesforce. “Sessions tend to be short, but when a shopper does land on the right product, they convert at a much higher rate.”

This shift from traditional search engines to generative AI presents a new challenge for retailers: how to adapt their content strategy, moving from keyword optimization to solution-oriented product descriptions and rich, contextual data that AI systems can understand and recommend.

Read more.

Meet the Digital Workforce Scaling Up Sustainability and Climate Disaster Response

Today’s environmental challenges require solutions that can operate at unprecedented scale and speed. Fortunately, a new category of AI technology is stepping in to bridge the gap. 

Autonomous AI agents are becoming critical tools that allow environmentally-minded organizations to multiply their impact‌. This 24/7 digital labor force can shift both proactive and reactive environmental work from labor-intensive manual processes to scalable, automated systems that can operate continuously and help organizations scale existing resources.

Nonprofits like Rare, for example, are using AI agents to automate routine tasks. The conservation and development organization is rolling out an Agentforce-powered regenerative agriculture agent to deliver real-time, localized guidance to more farmers.

“Agriculture is responsible for 80% of deforestation in tropical areas, and worldwide, is responsible for 23% of carbon emissions,” said Monica Varela, Vice President of Colombia Operations for Rare. “Smallholder farmers make up 84% of farms worldwide. So if we have more of them practicing regenerative agriculture, we can really move the needle.”

Read more.

More News

Salesforce Celebrates 7th Time Topping “Best Places to Work for Disability Inclusion” List

For the seventh consecutive year, Salesforce has been named one of the Best Places to Work for Disability Inclusion by the Disability Equality Index®, earning a top score of 100.

With nearly 1.3 billion people around the world living with a disability — 16% of the global population — advancing disability inclusion is both a moral imperative and a business priority.

“We believe that disability inclusion is fundamental to building a workplace where everyone can thrive,” said Catherine Nichols, Chief Accessibility Officer at Salesforce. “This recognition is a reflection of the collective effort across our company to prioritize accessibility and create a culture where employees with disabilities are included and empowered.”

Read more.

Salesforce Voices in the Media

Salesforce's Head of AI Sees Digital Labor Revolution | Bloomberg Television

Nearly half (41%) of a worker’s time is being spent on low-value tasks, and an overwhelming majority of CIOs say that AI will be as important to business operations as the internet, Adam Evans, EVP & GM, Salesforce AI shared with Bloomberg TV.

“The moment of the digital labor revolution is upon us,” he said. “Organizations need a new labor model that unlocks AI and humans working together.”

The Future of AI Trust: Why Guardrails Actually Accelerate Innovation  | Analyse Asia Podcast

Sabastian Niles, President and Chief Legal Officer at Salesforce joined the Analyse Asia podcast to discuss how trust and governance can accelerate AI innovation, emphasizing transparency in enterprise agentic systems.

"If we think of humans with AI agents working together… it's going to have to have robust governance," he said. "A critical piece for any institution or company of seriousness, is that they need to have the right governance around it. They need visibility. They need control.”