Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Zendesk Reviews & Ratings
    8,478 Ratings
    Company Website
  • Serviceaide Reviews & Ratings
    244 Ratings
    Company Website
  • Forethought Reviews & Ratings
    166 Ratings
    Company Website
  • Freshservice Reviews & Ratings
    2,173 Ratings
    Company Website
  • Dialpad Support Reviews & Ratings
    1,607 Ratings
    Company Website
  • ServoDesk Reviews & Ratings
    25 Ratings
    Company Website
  • SearchUnify Reviews & Ratings
    150 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,729 Ratings
    Company Website
  • NinjaOne Reviews & Ratings
    6,065 Ratings
    Company Website
  • EcholoN Reviews & Ratings
    50 Ratings
    Company Website

What is Salesforce Agentforce Service?

Agentforce Service by Salesforce is an AI-enhanced CRM platform built to transform customer service operations. Previously known as Service Cloud, it integrates conversational AI, automation, and real-time data into one unified system. The platform connects every service touchpoint, from contact centers to field operations. AI-powered agents deliver proactive, personalized support and suggest next-best actions to representatives. The Service Console provides a centralized command center for managing cases, incidents, and workflows. Knowledge management capabilities ensure AI-generated responses are grounded in trusted information. Automation tools streamline onboarding, case resolution, and policy compliance. Slack integration enables real-time collaboration and swarming directly from the console. Incident management tools help detect potential issues before they escalate. Self-service portals reduce case volume while empowering customers. Advanced analytics measure performance and optimize resource allocation. Agentforce Service enables organizations to become agentic enterprises by blending human expertise with intelligent AI at scale.

What is Agentforce 360 for Financial Services?

Agentforce 360 for Financial Services is Salesforce’s comprehensive AI CRM platform tailored for the financial industry. It helps institutions become agentic enterprises by embedding autonomous AI into everyday workflows. The platform unifies data across banking, insurance, lending, and wealth management operations. Financial Services Cloud centralizes customer profiles, financial goals, and life events into a single connected experience. AI-driven automation enhances productivity for advisors, bankers, producers, and service representatives. Real-time insights enable teams to proactively recommend products and services aligned with customer needs. The system streamlines onboarding, compliance, and digital lending processes. Industry-specific solutions support retail banking, commercial banking, credit unions, property and casualty insurance, life insurance, and asset management. Built-in analytics measure ROI and uncover performance improvements. Agentforce empowers employees to focus on relationship-building rather than administrative tasks. The platform integrates seamlessly with Salesforce’s broader ecosystem and partner network. Agentforce 360 enables financial institutions to deliver personalized, data-driven experiences while accelerating growth.

Media

Media

Integrations Supported

Refold
Salesforce
Beamible
Collate
ComplianceQuest
Data Virtuality
HubSpot Customer Platform
IBM API Connect
Neuron7
Propel
Pypestream
Rox
Salesforce Agentforce
Salesforce Data 360
Seekify
Tavant Warranty
iAdvize
inSided

Integrations Supported

Refold
Salesforce
QuickBooks Online
SAP Concur

API Availability

API Availability

Pricing Information

$75.00/month/user
Lightning Essentials - $25 per user per month
Lightning Professional - $75 per user per month
Lightning Enterprise - $150 per user per month
Lightning Unlimited - $300 per user per month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/financial-services/

Categories and Features

AI Customer Service

Not specified

Bug Tracking

Backlog Management
Filtering
Issue Tracking
Release Management
Task Management
Ticket Management
Workflow Management

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Real-time Chat
Reporting/Analytics

Complaint Management

Case Management
Complaint Classification
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring

Customer Self-Service

Not specified

Customer Service

Alerts / Escalation
Appointment Management
Knowledge Base
Live Chat
Performance Metrics
Self Service Portal
Surveys & Feedback
Workflow Management

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

ITSM

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Live Chat

Canned Responses
Geo Targeting
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Financial CRM

Account Alerts
Asset Management
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

NexJ CRM Reviews & Ratings

NexJ CRM

NexJ Systems Inc.
Freshcaller Reviews & Ratings

Freshcaller

Freshworks