Salesforce & Microsoft Release Next-Gen AI Agents the Same Week?!

This week on Funnel Frontier: Two giants clash again. Agentforce is here and so are Microsoft’s AI Agents. Here's what they can really do.

This week:

• AI Agents on demand—what Salesforce’s Agentforce really delivers
• Microsoft just raised the stakes with its AI agents
• Real estate cold-calling scripts that actually convert
• Your real estate business is losing customers if you’re not doing this…
• 60+ killer subject lines to boost your newsletter open rates

Stat of the Week

34% of businesses using generative AI report exceptional customer service compared to those that don’t. (crm.org)

AI Agents on demand—what Salesforce’s Agentforce really delivers

Salesforce’s latest game-changer, Agentforce, is officially live, and it’s set to redefine AI in customer service and sales. With Agentforce, businesses can scope, test, and deploy AI agents directly into their Salesforce workflows—no tech wizardry required. Just describe the job, and Agentforce builds a tailored AI agent to handle it.

Agentforce works seamlessly within the Salesforce ecosystem, pulling resources from Customer 360 and developing AI prototypes with guardrails and suggested actions for a smooth rollout. Think of it as an AI team that adapts to your needs, from sales and customer service to proactive engagement.

Dreamforce 2024 saw over 10,000 agents created by Salesforce customers, and Agentforce offers pre-built options like the AI Service Agent and Sales Coach, covering everything from customer support to real-time sales coaching. 

You can try out an Agentforce AI Agent for free with Salesforce Foundations – a $0 add-on – if you’re an Enterprise Edition customer or higher. The trial covers the first 1,000 conversations.

After the trial, the pricing kicks in at $2 per conversation with volume discounts available, so businesses can scale without the sticker shock. Plus, with access to the Agentblazer Community and Agentforce Partner Network, CX teams can expand their agents and explore third-party integrations for customized results.

The Week @ CRM.org

Construction CRM. Construction without CRM is like carpentry without a tape measure—sure you can eyeball it, but is that really the move?

Customer Service CRM: Why You Need the Best. You could settle for good customer service, or you could notch it up to memorably good.

Weekly Bloom

Having a Growth Mindset. According to Carol Dweck, there are two basic mindsets: “fixed” and “growth.” Can you guess which one’s preferable?

Watch out Salesforce, Microsoft’s AI agents just raised the stakes

Microsoft is going big on AI Agents with Dynamics 365, giving businesses ten pre-built tools to tackle sales, service, finance, and supply chain tasks. 

At the recent AI Tour in London, CEO Satya Nadella highlighted the game-changing vision: “AI Agents will work as personal assistants, collaborators within teams, or tools that span organizational boundaries.”

Here’s the setup: Copilot is your main AI interface, streamlining workflows across systems, while Copilot Studio lets companies create custom AI Agents with just a few clicks. As Nadella put it, building a field service agent is as simple as “assigning a role, linking relevant documents, and setting up the data source in Dynamics”—no coding required.

And the AI Agents? Microsoft’s pre-built team includes a Sales Qualification Agent to personalize outreach, Customer Intent and Knowledge Management Agents that learn and create content, and a Supplier Communications Agent to optimize supply chain performance.

For large enterprises, Microsoft’s approach stands out by covering CRM and ERP data—letting these Agents work together across departments. As Nadella put it, “This agentic AI application within ERP systems is showing promise for both employee and customer experience enhancements.”

Stellar Strategies: Tips & Tricks for Sales, Marketing & Service

Real estate cold-calling scripts that actually convert

Getting through to real estate prospects can feel like climbing a mountain — dodging hang-ups, overcoming objections, and standing out in a crowded market. But a killer script can change the game and fill your pipeline with eager leads.

For example, try this elevator pitch:

“I just sold a property in this area last week for considerably more than the asking price. I know you’ve got a tight deadline for selling your property. If I could show you a plan to get your property moving on the market and above the asking price, can we set up a meeting?”

The real key to success? Listening and adapting. Don’t just follow the script—tune into what prospects are saying, show empathy, and pivot as needed.

Want more? Read the full guide for powerful scripts and tactics to turn every call into a lead-generating opportunity.

Your real estate business is losing customers if you’re not doing this…

Losing track of leads? Stuck on endless follow-ups? For real estate agents, the right CRM isn’t just nice to have—it’s a lifeline. 

If you’re in the real estate business, you must have a platform that organizes every client detail, automates follow-ups, and makes tracking prospects seamless. Otherwise, your leads will slip through the cracks, you’ll spend hours chasing details, and miss key opportunities.

But with the right CRM for your business, it’s a whole different story. Successful agents rely on these platforms to stay on top of their pipeline, nurture client relationships, and close deals faster. From automated follow-ups to streamlined workflows, a CRM keeps you focused on what matters most—growing your business.

Find the best CRM options to simplify and strengthen your real estate business here.

60+ killer subject lines to boost your newsletter open rates

Did you know it takes just seven seconds to make an impression? That’s why your email subject line needs to hook your reader fast. Whether you’re connecting for business, networking, or even reaching out cold, crafting the perfect subject line is essential.

Here are some quick tips and examples to grab attention:

• Keep it Short – Under 50 characters works best on mobile.

Example: “Meeting Request: Quick Follow-Up”

• Make it Personal – Using names or interests boosts engagement.

Example: “[Name], Your Handpicked Recommendations”

• Add Urgency – Create FOMO with limited-time offers.

Example: “Last Chance: Offer Ends Tonight!”

Mastering email subject lines can make a huge difference in your open rates and engagement. Want to learn more techniques and see the top subject lines for every email type? 

Check out the full guide here and get ready to watch your email metrics soar.

Galactic Gourmet

CRM blips from around the web

Qualtrics launches AI to boost employee experience. Qualtrics’ new AI tool turns feedback into actionable insights, helping managers understand team dynamics better. The goal? Faster, clearer insights to enhance engagement and build trust.

Thryv to acquire Keap. With its $80M buyout of Keap, Thryv aims to supercharge CRM and automation tools for small businesses, expanding across North America, Europe, and Australia. Expect new cross-sell perks and an even stronger SMB toolkit.

HubSpot confirms Cacheflow acquisition. HubSpot finalizes its acquisition of Cacheflow, integrating billing and CPQ expertise into its Commerce Hub. This move aims to simplify quote-to-cash processes, helping businesses close deals faster and streamline revenue collection.

Astronomical Assets

Significant Moves in the Last Seven Days 

^{DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets. Please be careful and do your own research.}

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