Salesforce × AI
For us, Salesforce doesn’t end at the CRM boundary.
We build AI agents for Sales and Service Cloud that also reach the data and processes beyond the CRM – with Agentforce or as your own enterprise agent.
- Salesforce
- SAP
- Microsoft
The customer is in Salesforce. The answer often isn’t.
Today
- Service agents switch between the case, SAP data and knowledge articles.
- Sales researches accounts by hand and logs activities after the fact.
- Customer data from loyalty, commerce and ERP sits in separate places.
- AI features only see what is in the CRM.
With voluro
- Agents classify cases and pull in order and delivery data from SAP.
- Accounts are researched and activities logged in the CRM automatically.
- A consolidated customer view as the basis for service and sales.
- Agents act across system boundaries – with approvals where it matters.
Agents for sales and service.
- Service agent
Service Cloud
Classify cases, identify root causes using SAP data, prepare responses and take action.
- Sales agent
Sales Cloud
Research accounts, spot buying signals, prepare outreach and keep the CRM up to date.
Data Cloud
Bring customer data from multiple sources together so agents work with consistent context.
Loyalty
Connect loyalty, order and service data so customer enquiries can be answered in full.
Agentforce or your own enterprise agent?
Agentforce is Salesforce’s agent platform and is a good fit when the process lives mainly in Salesforce. When the process reaches deep into SAP and other systems, we build the agent on Microsoft Azure and connect Salesforce as one of several systems. We deliver both – and decide by process, not by product.
What drives the decision
- Where does the process start and end?
- Which systems does the agent need to read and write?
- Where do the relevant data and knowledge live?
- Which identity, permission and governance requirements apply?
- How will the agent be run, monitored and evolved?
The Salesforce topics we cover.
Salesforce
- Sales Cloud
- Service Cloud
- Data Cloud
- Agentforce
- Loyalty
- Custom development
Beyond the CRM
- SAP S/4HANA
- Order and delivery data
- Pricing & availability
Agent layer
- Azure AI
- AI Foundry
- Knowledge
- Entra ID
Frequently asked questions about AI agents in Salesforce
Should we just use Agentforce?
If the process runs mostly in Salesforce, Agentforce is often the obvious route. If it reaches deep into SAP or other systems, your own agent on Azure may be the better choice. We work this out in the Process & AI Scan.
Can a Salesforce agent access SAP data?
Yes, through a clean integration. We connect order, delivery and invoice data from SAP so the agent can use it in context – with clear permissions.
Who decides what the agent is allowed to do?
You do. Together we define which actions run automatically, which need approval and what gets logged.
Related topics
Service agent
Customer enquiry, CRM context and SAP data in one case.
Sales agent
Buying signals, research and outreach straight into the CRM.
SAP × Salesforce
Make the processes between CRM and ERP seamless.
Which process still costs you too much time?
30 minutes · no obligation · no sales pitch. You get a first assessment of automation potential, architecture and pilot scope.