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Dreamforce 2024 was nothing short of extraordinary! As Salesforce’s flagship event, it provided unparalleled insights into the future of business technology, innovation, and customer success. Having been to the annual user conference for over 12 years, the Accounting Seed team remains inspired by all that Salesforce brings to San Francisco during a fantastic action-packed three days. With thousands of attendees from all over the world, this year’s key takeaways were filled with groundbreaking updates and innovative strategies that will shape the future of how we engage with customers and streamline operations.
Here are our top three takeaways from Dreamforce 2024, with a special focus on Agentforce, Sales Cloud, and insights from Salesforce Ben:
- Agentforce: Revolutionizing Customer Support with AI
One of the most exciting announcements at Dreamforce 2024 was the introduction of Agentforce—Salesforce’s latest tool aimed at empowering customer service teams with “always-on support” through advanced AI capabilities. Agentforce integrates seamlessly with Salesforce’s CRM platform, allowing support teams to handle inquiries more efficiently and improve customer satisfaction. The AI Agent represents a major leap in transforming customer service operations, blending AI with human expertise to offer faster, more efficient support.
One of the key features of Agentforce is their AI-Powered Suggestions which provides real-time recommendations to support agents, reducing response times and improving resolution rates.
At Accounting Seed, we’re committed to empowering and training our users with the latest technology. This year, we launched our own in-app, AI powered assistant. Accounting Seed Copilot offers users answers to questions, task lists, and even walk-throughs by surfacing the information without ever leaving the Accounting Seed Platform.
Learn more about in-app assistance »
- Sales Cloud: Powering Sales Teams for the Future
Even with all the AI innovations, Sales Cloud continues to be at the heart of Salesforce’s product offerings, and Dreamforce 2024 unveiled new features designed to empower sales teams with greater intelligence and efficiency. The advancements in Sales Cloud emphasize smarter selling, better pipeline management, and more comprehensive data insights. Highlights from Sales Cloud included Salesforce AI assistant, Revenue intelligence, and CPQ updates. These updates and enhancements show Sales Cloud remains a powerful tool for sales teams looking to stay competitive in a rapidly changing business landscape.
As an accounting solution built on Salesforce, many businesses using Salesforce for their CRM leverage both Sales Cloud and Accounting Seed together—combining sales and financial data on one single platform. Accounting Seed connects seamlessly with Sales Cloud (most notably at the opportunity level) helping to manage the entire front and back office without ever leaving the platform. There are many benefits of using the two simultaneously, including:
- real-time data sharing throughout the revenue cycle, dynamic dashboards and reporting based on performance and trends, and customizations to meet specific business needs.
- Insights from Salesforce Ben: The Future of Automation in the Salesforce Ecosystem
Salesforce Ben, a trusted source for all things Salesforce, offered invaluable insights from Dreamforce—highlighting the growing importance of automating business processes within the Salesforce ecosystem and providing actionable strategies for organizations looking to implement automation effectively. Salesforce Ben underscored that the future of business operations lies in leveraging automation to drive productivity, improve decision-making, and ultimately enhance customer experiences. Check out their coverage of Dreamforce today!
At Accounting Seed, we’re building on our commitment to bring automation to the accounting profession with the launch of AR and AP Automation—helping businesses drive efficiency daily.
- AP Automation: Gives users unparalleled efficiency with a fully embedded solution that eliminates the use of multiple systems and re-keying data to pay vendors, while automating the process from receipt of invoice to payment reconciliation.
- AR Automation: Streamlines the customer receivables process by fully automating invoice reconciliations—reducing time spent on manual reconciliation from hours to minutes.
Leveraging accounting automation is crucial for businesses that need scalable solutions to manage growing operations without increasing manual workloads. Not only will automation help businesses navigate a growing business, but it also allows your team to stop focusing on data admin responsibilities and allows teams to focus on high-value activities, driving business and efficiency.
Read what SF Ben said about Automating Key Processes »
We hope to see you next year!
Dreamforce is a global event many look forward to every year. Salesforce continues to inspire its users with top notch innovations and technology, setting them apart from any other CRM.
Couldn’t attend Dreamforce or want to catch sessions you missed? Salesforce+ has over 400 Dreamforce sessions now on-demand for you to watch. Check out a few of our favorites:
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