Salesforce sellers are using AI to improve their face-to-face client meetings and calls

After a long day of meeting with clients, Haley Gault, a Salesforce seller, received a last-minute ping from a customer saying they wanted to meet with her face-to-face within the hour.

Gault started to sweat: The customer's business, electric vehicle charging stations, was not a topic she knew well. To get up to speed, she pulled up Salesforce's Agentforce AI tool in Slack, typed in "EV contractors," and received a dossier of previous sales, call recordings, and industry trends.

https://www.businessinsider.com/salesforce-sellers-ai-for-improving-client-research-meetings-2025-5