No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Thursday, July 30, 2026
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Business

AI’s next act: how Salesforce is turning efficiency gains into revenue

by TheAdviserMagazine
3 months ago
in Business
Reading Time: 4 mins read
A A
AI’s next act: how Salesforce is turning efficiency gains into revenue
Share on FacebookShare on TwitterShare on LInkedIn



$100 million in annualized cost savings. Over 3,200 opportunities influenced. Those are the kinds of outcomes leaders everywhere are hoping AI will deliver. But in conversations with CEOs this year, one thing was clear: very few companies can point to results at this level yet.

Many organizations made progress using AI to improve efficiency in 2025. A much smaller group, including companies like Salesforce, is now beginning to see AI contribute to revenue. Across industries, last year’s focus was operational: automate support, streamline internal workflows, reduce repetitive labor. The mandate was straightforward: use AI to improve efficiency and protect margins. Now the pressure has shifted. Boards and investors are asking a tougher question: Where does AI show up in growth?

As part of our research into this shift, who better to go to than a leader in enterprise AI and CRM, Salesforce, which is one of the relatively small number of companies that can show measurable results in both cost reduction and revenue impact from AI agents. Their experience offers an early look at what this transition can look like in practice, and what we can learn from how Salesforce uses its own products at scale as their own “Customer Zero.”

Phase One (2025): Removing the Constraints of Reactive Service

For decades, service organizations operated under a basic constraint: human capacity. Every decision about service levels, speed, and personalization ultimately came down to how many people were available to respond.

In 2025, Salesforce began breaking that constraint. The company deployed AI agents across its customer support ecosystem, starting with its self-service help portal, help.salesforce.com. The portal features a conversational, ChatGPT-style interface and the initial goal was simple:

Answer common customer questions autonomously

Maintain conversational context

Escalate to humans when judgment, complexity, or extreme urgency was required

The Results: Better Service and Lower Cost

In just over one year, Agentforce handled 3 million support conversations, contributing to measurable operational and financial impact:

Lower case volume despite customer growth — Year-over-year support caseload dropped by 8%, representing more than 170,000 fewer cases, with further reductions forecast.

Customer experiences previously out of reach — Salesforce now delivers live, synchronous chat support in seven languages, with plans to expand to 14 or more languages by year end, something it had never achieved in its 27-year history.

More proactive service — With AI agents handling routine questions, human teams can focus on more proactive services to help customers succeed, preventing problems, and building stronger relationships without increasing costs.

$100M in annualized cost savings — Agentforce reduced support costs while maintaining customer satisfaction — a rare combination in service transformation efforts.

“We already know that AI agents can scale our cost structure infinitely, but the real unlock is that they can help us scale our capacity, too,” says Jim Roth, President, of Customer Success at Salesforce. “When our capacity is infinite, we can be proactive and build more incredible customer experiences. We can treat every customer like they’re our most important customer.”

AI agents helped Salesforce improve service while lowering the cost to deliver it. But at this stage, the primary impact was operational. Margins improved and service expanded, but revenue remained largely unchanged.

Phase Two: Turning AI Agents Toward Growth

By the time leaders reached 2026, the expectation had evolved. If AI could remove cost from service, could it also help create revenue?

Inside Salesforce, one experiment offered an early answer. It started with what employees informally called “sawdust.” Like most large B2B companies, Salesforce generates massive inbound interest through its digital channels: content downloads, webinar registrations, information requests. Each interaction is technically a lead.

But in practice, many of these leads never receive follow-up. They essentially collect like sawdust. Sales teams focus on the highest-scoring prospects. Marketing prioritizes defined segments. A long tail of lower-priority leads sits in the system, untouched. They weren’t worthless. They were simply uneconomical for humans to pursue. That’s where AI agents entered the picture.

The “Sawdust” Experiment

Salesforce deployed an AI agent to engage these dormant leads autonomously. The agent could:

Send personalized outreach

Ask qualifying questions

Respond based on context

Identify signals of genuine buying intent

Route promising prospects to human teams

These were leads the company didn’t have the capacity to work anyway, which made them a low-risk but high-upside test case.

In a short period of time, the agent began working on hundreds of thousands of previously untouched leads. The result wasn’t just more activity. It showed up in revenue metrics:

Significant new pipeline created 

More than 3,200 opportunities influenced 

Closed business from opportunities that would otherwise have remained invisible

This wasn’t AI making an existing sales team faster. This was AI creating revenue from a segment of demand that had effectively been written off.

A Broader Shift in How AI Is Used

Together, these two phases show how the role of AI in the enterprise is beginning to evolve, at least among a small but growing set of organizations seeing concrete results. In early stages, AI agents are most often used to reduce operational friction — taking on repetitive work, stabilizing service levels, and freeing human teams to focus on more complex or higher-value work. In more advanced cases, companies are beginning to use AI agents to generate revenue in areas where human effort never made financial sense.

The “sawdust” leads were one example. Other companies are now exploring similar uses of AI to:

Stay in regular contact with existing customers who rarely engage

Identify small upsell or cross-sell opportunities humans might overlook

Spot early signals that a customer is ready to buy again

Reconnect with past prospects who went quiet months or years ago

In each case, AI agents help companies pursue customers and opportunities they previously ignored.

From Cost Story to Growth Story

The shift from 2025 to 2026 shows how executive expectations have changed. Last year, success meant proving AI could reduce cost and improve efficiency. This year, success increasingly means proving AI can help grow the business.

Salesforce’s journey shows how those phases connect. AI agents first helped transform customer service by removing capacity constraints and enabling more proactive support. Now, the same underlying capability is being used to pursue revenue opportunities that humans simply didn’t have the bandwidth to chase.

AI is beginning to move beyond the back office and support queue into revenue-related workflows. For a small group of companies, that shift is already producing measurable impact. For many others, it remains the next horizon.

The opinions expressed in Fortune.com commentary pieces are solely the views of their authors and do not necessarily reflect the opinions and beliefs of Fortune.



Source link

Tags: ActAIsEfficiencygainsRevenueSalesforceturning
ShareTweetShare
Previous Post

Trump Touts ‘Record Refunds’ but Polls Show US Indifferent to Tax Cuts

Next Post

Big Short investor Michael Burry says Trump’s Iran war decisions are being driven by something other than foreign policy

Related Posts

edit post
Has OpenAI already quietly hit pause on some AI development?

Has OpenAI already quietly hit pause on some AI development?

by TheAdviserMagazine
July 30, 2026
0

Welcome to Eye on AI. Beatrice Nolan here. In today’s issue: Has OpenAI quietly hit pause on some AI development?...

edit post
Semiconductor co Xsight Labs raises 0m at .8b valuation

Semiconductor co Xsight Labs raises $300m at $2.8b valuation

by TheAdviserMagazine
July 30, 2026
0

Xsight Labs, an Israeli semiconductor company managed from Kiryat Gat that competes with Nvidia in connectivity solutions announced this...

edit post
Soter Insure closes Series B first tranche led by Galaxy Digital

Soter Insure closes Series B first tranche led by Galaxy Digital

by TheAdviserMagazine
July 30, 2026
0

Digital asset insurance provider Soter Insure has completed the first close of its Series B funding round, led by Galaxy...

edit post
The Trust in Media Boondoggle – Full Episode – LN Radio

The Trust in Media Boondoggle – Full Episode – LN Radio

by TheAdviserMagazine
July 30, 2026
0

On this edition of Liberty Nation News, we tackle the media’s self-serving reports and how billionaire philanthropy fails on every...

edit post
Love Island USA winners Bryce Alakai and Trinity Tatum say they will spend winning on debt, bills

Love Island USA winners Bryce Alakai and Trinity Tatum say they will spend winning on debt, bills

by TheAdviserMagazine
July 30, 2026
0

The post-villa financial path for Love Island USA winners tends to follow a similar, seemingly glamorous trajectory. Take home $100,000...

edit post
Rooftop solar panel tariffs to fall sharply in 2027

Rooftop solar panel tariffs to fall sharply in 2027

by TheAdviserMagazine
July 30, 2026
0

The existing tariff paid to owners of solar roofs - NIS 0.48 to NIS 0.54 per kilowatt-hour - is...

Next Post
edit post
Big Short investor Michael Burry says Trump’s Iran war decisions are being driven by something other than foreign policy

Big Short investor Michael Burry says Trump's Iran war decisions are being driven by something other than foreign policy

edit post
Fall in provisions help ICICI Bank’s net profit in Q4 FY26

Fall in provisions help ICICI Bank's net profit in Q4 FY26

  • Trending
  • Comments
  • Latest
edit post
Georgia Senior SNAP and Meal Resources Older Adults Can Use

Georgia Senior SNAP and Meal Resources Older Adults Can Use

July 24, 2026
edit post
New Jersey Tax-Relief Events: Three July Dates Near Seniors

New Jersey Tax-Relief Events: Three July Dates Near Seniors

July 13, 2026
edit post
Bristlecone pines growing in the White Mountains of California germinated before the Great Pyramid was built, and the oldest one alive today, nicknamed Methuselah, has been quietly adding rings for 4,855 years in soil so poor almost nothing else survives beside it

Bristlecone pines growing in the White Mountains of California germinated before the Great Pyramid was built, and the oldest one alive today, nicknamed Methuselah, has been quietly adding rings for 4,855 years in soil so poor almost nothing else survives beside it

July 8, 2026
edit post
Retail giant exits U.S. fashion after multi-million-dollar scandal

Retail giant exits U.S. fashion after multi-million-dollar scandal

July 1, 2026
edit post
Top Democrats Are Trapped in a Catch 22

Top Democrats Are Trapped in a Catch 22

July 6, 2026
edit post
2 judges suspended in separate cases after being indicted on criminal charges

2 judges suspended in separate cases after being indicted on criminal charges

July 9, 2026
edit post
Europe’s Wealthiest Households Are Drowning In Debt

Europe’s Wealthiest Households Are Drowning In Debt

0
edit post
NEAR Governance Votes To Scrap Developer Gas Rebates In Tokenomics Shift

NEAR Governance Votes To Scrap Developer Gas Rebates In Tokenomics Shift

0
edit post
Fed decision redline: Here’s what changed in the second statement under Warsh

Fed decision redline: Here’s what changed in the second statement under Warsh

0
edit post
KPIT Technologies shares crash 7% after profit falls 32% to Rs 117 crore in Q1

KPIT Technologies shares crash 7% after profit falls 32% to Rs 117 crore in Q1

0
edit post
Has OpenAI already quietly hit pause on some AI development?

Has OpenAI already quietly hit pause on some AI development?

0
edit post
Chart of the Week: AI’s Competitive Edge

Chart of the Week: AI’s Competitive Edge

0
edit post
Has OpenAI already quietly hit pause on some AI development?

Has OpenAI already quietly hit pause on some AI development?

July 30, 2026
edit post
Chart of the Week: AI’s Competitive Edge

Chart of the Week: AI’s Competitive Edge

July 30, 2026
edit post
World’s longest glass water slide drops nearly 1.4 miles down a Chinese mountain

World’s longest glass water slide drops nearly 1.4 miles down a Chinese mountain

July 30, 2026
edit post
Hazelnut Spread only .33 shipped!

Hazelnut Spread only $1.33 shipped!

July 30, 2026
edit post
Psychology says the reason competent, dependable people often feel invisible in their own families isn’t modesty, it’s that they became the person everyone relies on before anyone thought to ask what they needed

Psychology says the reason competent, dependable people often feel invisible in their own families isn’t modesty, it’s that they became the person everyone relies on before anyone thought to ask what they needed

July 30, 2026
edit post
Cardano Price Prediction: Can ADA Rally as ETF Eligibility Nears August 9?

Cardano Price Prediction: Can ADA Rally as ETF Eligibility Nears August 9?

July 30, 2026
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Has OpenAI already quietly hit pause on some AI development?
  • Chart of the Week: AI’s Competitive Edge
  • World’s longest glass water slide drops nearly 1.4 miles down a Chinese mountain
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.