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What is Koa?

Salesforce Koa marks the company's first CRM reasoning model specifically designed for Agentforce, leveraging the power of NVIDIA Nemotron and drawing from an extensive 27 years of Salesforce CRM knowledge to adeptly handle complex, multi-step tasks in enterprise settings. This model is built upon nearly three decades of CRM application expertise and has been further refined through training on a specialized synthetic dataset that mirrors genuine business workflows, processes, and compliance requirements. The training scenarios are meticulously designed to emulate the reasoning, tool usage, and decision-making strategies that Agentforce agents utilize throughout the customer journey, including critical activities such as lead generation, opportunity qualification, and service case resolution across more than 14 distinct industries. Koa is purpose-built for precise CRM functionalities and is evaluated using the Salesforce CRM Bench, which includes authentic workflows like opportunity updates, case routing, and follow-up scheduling. Salesforce reports that Koa delivers an 11% improvement in accuracy for choosing the right actions and recalls customer context with a reliability that is 2.1 times superior to earlier models. This groundbreaking methodology not only boosts operational efficiency but also greatly enhances the overall customer experience, making it a vital tool for businesses aiming to optimize their customer interactions. By integrating advanced reasoning capabilities, Koa positions itself as a transformative solution in the realm of customer relationship management.

What is Ortoo?

Ortoo provides powerful workforce automation tools that seamlessly integrate with Salesforce, transforming Sales and Service teams around the world into high-achieving entities. Utilizing these tools enables organizations to improve their workflow efficiency, increase conversion rates, elevate sales revenue, and enhance customer satisfaction while also cutting operational expenses. You can explore these advantages by starting with a free trial. Ortoo equips rapidly growing Salesforce businesses to develop outstanding teams; its streamlined automation solutions simplify the processes of creating, updating, and distributing work items such as leads and cases, leading to remarkable gains in productivity and effectiveness. Effortlessly create and modify leads or opportunities straight from incoming emails, and manage email interactions smoothly within Salesforce. This improved Email to Case feature facilitates automatic case creation and updates, in addition to enabling the generation of custom cases or support requests through personalized objects, which significantly boosts operational efficiency. By adopting Ortoo's solutions, companies can also foster better collaboration among team members, ultimately contributing to a more cohesive working environment.

Media

Media

Integrations Supported

Salesforce
NVIDIA Nemotron
Q-assign
Salesforce Agentforce

Integrations Supported

Salesforce
NVIDIA Nemotron
Q-assign
Salesforce Agentforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

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
On-Site 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/agentforce/koa/

Company Facts

Organization Name

Ortoo

Company Location

United States

Company Website

ortooapps.com

Categories and Features

Categories and Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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