Salesforce and Microsoft released new AI sales agents focused on improving sales productivity. Salesforce's upgraded Agentforce 2dx functions autonomously within the Salesforce ecosystem, predicting business needs and automating responses. In contrast, Microsoft's offerings, including Sales Agent and Sales Chat, require user interaction but still provide robust capabilities such as lead research. Both systems integrate with CRMs, but Salesforce emphasizes deeper workflow integration through its Agentforce API and additional tools, whereas Microsoft aligns its agents more closely within its Microsoft 365 and Dynamics 365 frameworks.
Salesforce's Agentforce 2dx operates in the background, anticipating business needs based on data changes and taking actions without requiring explicit user prompts, making it closer to a 'true' AI agent.
Microsoft's agents are more user-initiated through Microsoft 365 Copilot and Copilot Chat; however, the Sales Agent has autonomous capabilities for lead research and meeting scheduling.
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