Over the past few years, Salesforce has been at the forefront of the AI revolution, developing and implementing features that harness the power of intelligent technologies to help businesses work better.
Organizations using Salesforce are in a strong position, as they can effectively leverage AI capabilities for real-world applications. However, as with many aspects of AI, the potential of these platforms does not automatically translate into value for businesses. So how can we take advantage of all that this tool has to offer?
Take a look at some of our tips on how companies can make the most of Salesforce AI strategies to augment the platform’s AI capabilities, increase efficiency, inspire innovation, and drive growth.
Be crystal clear on the problem you are solving
Many companies start their AI journey by asking what they can do with the technology. We would argue that a better question would be: What does your business need it to do?
At the outset of every program, we work with our clients to help them get fanatically clear on the problem they are trying to solve, aligning with their Salesforce AI Strategy. For example, if a company wants to improve how they make decisions, what is the real issue they need AI to help with? Is it the frequency of decisions that is an issue, the complexity of analyzing too much information? This level of detail will help the team use AI to create a solution that will actually solve their core problem.
From this, companies should establish key performance indicators (KPIs) and specific metrics to evaluate the success of their AI initiatives. Monitoring these metrics ensures that projects stay on track and provides teams and stakeholders with clear insights into the tangible benefits of their AI strategies.
Start simple and focus on the response
Another common pitfall we see in companies eager to leverage advanced technologies is trying to build the best possible model right out of the gate. While a huge neural network with a thousand layers might seem like a great solution in theory, in reality, it often falls short of expectations and creates more confusion than value.
When we work with clients, we often recommend they start by building the dumbest possible model that still gives a response. For example, if we’re talking about the next best action, we would recommend building a model that starts with the most frequent scenario. This grounds the model and produces a response that can be measured, monitored, and adapted. Over time, you expand the model to add complexity while also ensuring that results improve every step of the way.
Prepare the ecosystem for AI success
No enterprise platform exists within a vacuum—and the Salesforce platform is no exception. To successfully leverage new AI capabilities, companies need to ensure their entire ecosystem is ready to support the program. That means:
Having access to clean, accurate, timely, and complete data
- Defining data management, access, and governance standards
- Developing an integration layer that will help move data across different applications
- Training and reskilling people to harness the potential of the technology
- Cultivating an organizational culture that values change and innovation
Collaboration and change management are essential for successful AI implementation, yet they are often overlooked. A common hurdle in many AI journeys is focusing solely on the technology while neglecting the human side of the process. It’s not just about deploying technology but also about engaging the entire team in the journey. By involving stakeholders from various departments and aligning everyone with the AI goals, organizations can foster a culture that supports AI and innovation. This inclusive approach helps ensure that all team members are onboard and prepared for the changes AI brings.
These elements are absolutely crucial to every Salesforce program, and they become even more critical when companies work with advanced technologies like GenAI, which often fundamentally change workflows, roles, and relationships.
Leapfrog the competition with advanced tools
Most conversations about AI focus on speed—adopting the technology quickly, scaling high-value use cases, and being the first to leverage the latest and greatest features. But, as discussed above, when it comes to intelligent technologies, companies cannot underestimate the need to do things right.
That’s not to say that companies that take the time to focus on the foundation will fall behind. In fact, quite the opposite is true: with the correct strategy, skills, culture, and architecture, companies can then leverage tools that can significantly accelerate programs and amplify results.
For example, Globant’s proprietary process optimization tool, Navigate, leverages digital twin technology to help companies identify inefficiencies and bottlenecks, streamline processes, and optimize resource allocation within Salesforce and beyond. When coupled with a firm data foundation, robust digital infrastructure, and agile culture, this tool can help companies achieve higher levels of operational performance, enabling them to rapidly outpace the competition.
Taking the next step towards Salesforce AI success with Globant
For many organizations, fully using the Salesforce platform and its advanced AI features will require the help of a digital transformation partner who understands the enterprise platform landscape, the underlying technologies at play, and the specific industry challenges companies need to overcome.
At Globant, we take a multi-pronged approach to every Salesforce program, helping companies develop the strategy, infrastructure, and digital capabilities needed to optimize their Salesforce investment across the business. Our long-standing relationship with Salesforce gives us the expertise to help you leverage the platform, accelerating your journey to AI success.
Visit our website to learn more.
