CRM and AI developments, with context to bring them into the business conversation.
TWICE A WEEK
Tuesdays and Fridays · A selection with context.
First available edition. Future editions will appear here, keeping the latest four weeks.
4 stories
Edition of
LATEST
01 / CRM / Salesforce
CRM is moving beyond its own screen.
Salesforce announced AIforce to bring CRM data, workflows and business rules into other AI interfaces. Salesforce in Claude is available in beta, according to the announcement.
The opportunity is to bring customer context closer to decisions. Its value will depend on data quality and permissions.
Bring it to your team
Pick one repetitive sales task. Measure time, errors and adoption before expanding the pilot.
02 / Enterprise adoption
Two agents. A clear handover to sales.
Salesforce reports that Siemens uses two agents to engage and qualify inbound leads before routing them to sellers, covering those leads across 132 countries.
The case helps identify where automation ends and human relationships begin. Reaching more leads does not, by itself, demonstrate more sales.
Bring it to your team
Define a qualified opportunity and when a person should step in. Measure conversion after the handover.
03 / AI developments
Choosing a model means choosing how to operate it.
Anthropic introduced Fable 5.1 and Mythos 5.1 with different access levels and safeguards. The announcement also covers pricing changes and forthcoming enterprise privacy options.