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Last Updated February 2025 | Based on Public Information

Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale.

Features & Quick Stats

Key Features

  • Einstein Copilot
  • Sales Service
  • Marketing
  • Commerce
  • Data Cloud
  • Tableau

How Salesforce Helps Independent Agents & Brokers

Salesforce brings together all your data, from any source. Einstein 1, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, Salesforce helps everyone in your company work more productively and better deliver the personalized experiences customers love.

AI Capabilities

Salesforce AI delivers trusted, extensible AI grounded in the fabric of our Einstein 1 Platform. Utilize our AI in your customer data to create customizable, predictive, and generative AI experiences to fit all your business needs safely. Bring conversational AI to any workflow, user, department, and industry with Einstein.