The majority of inbound leads at most companies go completely untouched. Vanessa Tabbert, VP of Agentic Transformation and Sales Development at Salesforce, sat down with Yolandi de Weerdt on Emerj's podcast. She breaks down how her team built an AI SDR agent to recover those leads instead of writing them off, freeing up reps to close the ones that matter most. Tune into the episode to learn: → How to pick a low-risk first use case for an AI agent → Why you should coach and measure an agent like a teammate, not launch it and walk away → How the exact same model scales down for a small business sales team Available to listen here: https://sforce.co/4ykllbp
Salesforce for Small Business
Software Development
San Francisco, CA 30,041 followers
Follow along for small business insights, leadership tips, and entrepreneurial stories.
About us
Salesforce for Small Business gives your growing business all the tools you need in a single place to scale operations and drive customer success.
- Website
-
https://www.salesforce.com/small-business
External link for Salesforce for Small Business
- Industry
- Software Development
- Company size
- 10,001+ employees
- Headquarters
- San Francisco, CA
- Founded
- 1999
- Specialties
- Customer Relationship Management, customer service, marketing, and small business trends
Updates
-
Every small business owner knows the feeling: too much work, not enough hands. Salesforce's AI digital teammates take on the real work. Sales Agent hunting leads around the clock, Help Agent answering customers overnight, Slackbot pulling context from every channel and file so nothing gets lost. They connect straight to the business data you already have, so there's no lengthy setup and no learning curve. Same headcount. Bigger results. See what an AI teammate could take off your plate: https://sforce.co/4dauDym
-
-
Setup to ROI in two days ➡ that's how fast Legora moved. The legal AI company saw individual AI usage grow 67% in three months after rolling out #Claudeforce. With live Salesforce data right inside Claude, employees build new capabilities without waiting on a central team, and sellers now research accounts, update opportunities, and build meeting briefs in seconds instead of hours. As Legora's CFO David Eckstein put it, "AI should handle the busy work. The human layer adds the judgment and the sales strategy on top." Read Legora's full story here: https://sforce.co/4d8QG8k
-
-
The busiest teams at #Dreamforce2026 weren't the biggest. They were the ones leveraging digital teammates to drive efficiency and scale their ops. During this year's SMB & Startup Keynote, leaders from Salesforce, Fin, SaaStr Ai, Perplexity, Fundamental and Legora showed what five turnkey agents – Slackbot, Piper, Momentum, Coworker, and Fin – are actually doing inside their businesses. Real stakes. Real results. Stream the full keynote session for free, now on Salesforce+ here: https://sforce.co/4z3e4Ng
-
Missed #Dreamforce2026 as an SMB? 👀 You've still got a shot to catch all the best insights — live! Our Dreamforce '26 SMB recap webinar is breaking down the agentic innovations across sales, service, marketing, and Slack and what they actually mean for your business. This is a real conversation to help your lean team close more deals, serve better, and run campaigns — not just a replay. Register and join live on Tuesday, September 29 at 11:00 a.m. PT / 2 p.m. ET: https://sforce.co/4gQEp9O
-
-
We rounded up the most important Dreamforce takeaways for small teams this year, from AIforce to Slack CRM. Some of them might surprise you 👇 • Enterprises can’t run on models alone. Connecting AI intelligence to your actual business data and rules is what makes agents trustworthy. • We’re in an interface revolution: Salesforce’s permissions, business logic, and analytics are being recomposed into live interfaces across Agentforce Coworker, Slack, Lightning, and beyond. • Slack is your new front door, turning existing conversations and context into a flywheel for speed and intelligence. Curious to learn more? Discover more takeaways and can't-miss sessions from #Dreamforce2026 here: https://sforce.co/47dOvgl
-
Salesforce for Small Business reposted this
Dreamforce '26 is a wrap. On the SMB & Startup Keynote stage, I talked about what customers actually ask me. It's never "does AI work?" It's "what job would I actually give it?" So we didn't demo a platform. We introduced a digital team, five agents, five jobs: → Slackbot - answers from your CRM, in the channel you're already in → Piper - engages inbound buyers, follows up when they don't convert → Momentum - the data foundation that makes every agent and every rep smarter → Agentforce Coworker - an AI teammate in Lightning, live at the push of a button → Fin - resolves customer conversations autonomously, tuned to your rules out of the box And we have SMBs who are taking advantage of all of this tech today and seeing tremendous ROI and revenue growth. A 40-person company can now field the same digital team as a 40,000-person one. Thanks to Amelia Lerutte from SaaStr Ai and Nathan Follen from Perplexity for joining me on stage. Marlee Burton and Sabrina Skaggs for the amazing demo. And thank you to Jennifer Sei and Sharif Karmally and my co-presenters Adam Alfano, Whitney Hillyer, Giovanni Crispino and Des Traynor for the idea to delivery of our keynote. Highlights below. What's the first role you'd hire? Check out the full keynote: https://lnkd.in/g4C54--K
-
"A revolution means everything changes." Fin co-founder Des Traynor on why startups can't settle for AI that's just 10% better. Want more insights like this? Join Salesforce Launchpad x Fin for Agents at Altitude — drinks with 150 founders, builders, and GTM leaders diving into how MCP and connected agents are reshaping the GTM stack. 📍 Ohana Floor, Salesforce Tower — Weds, Oct 7 @ 5:30pm #SFTechWeek — space is limited, RSVP early! Register here: https://sforce.co/3TIAgx2
-
68% of employees spend three or more hours a day on tasks that could run themselves. Small businesses feel that squeeze hardest, and it's pushing them toward AI instead of another job posting. Agentforce works your business data around the clock, personalizing customer experiences and clearing the tasks that used to require another hire. Read the playbook on hiring vs. automating before you post that job: https://sforce.co/4zUn34t
-
-
Credentialing turnaround at TeleSpecialists dropped from 45 days to 30, even as they doubled monthly applications processed to 18K+, without a proportional hiring spree. TeleSpecialists connects 450+ hospitals to specialist care over video, and Salesforce and Agentforce replaced a CRM never configured for how fast the business was growing. Now file review that used to take two hours takes two minutes. More specialists reaching patients. Less time lost to paperwork. Read TeleSpecialists' full story here: https://sforce.co/4yiib83
-