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Why These Two Enterprise Software Giants Are Heading For Agentic AI Battle
Investors· 2025-10-15 12:43
Core Viewpoint - A competitive landscape is emerging in the enterprise software market, particularly between Salesforce and ServiceNow, as Salesforce aims to enhance its AI capabilities and revenue growth through new product offerings and strategic partnerships [1][3]. Group 1: Salesforce's AI Strategy - Salesforce is focusing on increasing the adoption of AI products among enterprise customers, leveraging its acquisition of Slack Technologies and introducing the Agentforce 360 platform for building AI agents [2][3]. - The introduction of new Slackbots as personal AI companions and an expanded partnership with OpenAI to integrate Agentforce apps into ChatGPT are key components of Salesforce's AI strategy [3][4]. Group 2: Product Developments - At the Dreamforce 2025 conference, Salesforce evolved its Customer 360 into Agentforce 360, positioning itself as an AI orchestration layer for enterprises, which overlaps with ServiceNow's automation and workflow solutions [4][6]. - New products such as Agentforce Voice and Agentforce Vibes were unveiled, allowing for natural communication with customers and enabling users to build applications using natural language [5]. Group 3: Market Performance and Stock Analysis - Salesforce stock rose nearly 1% to $241.51 in early trading, despite a 3.6% decline the previous day and a 27% drop in 2025 [4][10]. - The stock currently holds a sub-par Composite Rating of 61 out of 99 and an Accumulation/Distribution Rating of D-plus, indicating weak institutional buying [8]. Group 4: Competitive Landscape - The competition between Salesforce and ServiceNow is intensifying as both companies focus on workflow automation, data context, and AI agent deployment [4][6]. - Salesforce's recent acquisition of Informatica for $8 billion is part of its strategy to enhance its AI capabilities and compete more effectively in the market [7].
Salesforce adds voice calling to Agentforce AI customer service software
CNBC· 2025-10-13 12:00
Salesforce is adding voice to its Agentforce software, letting clients go beyond text when using artificial intelligence agents to respond to customer questions.With Agentforce Voice, companies can customize the tone and speed of voices and adjust the pronunciation of specific terms, Salesforce said Monday, ahead of its Dreamforce conference in San Francisco this week. The feature also allows people to interrupt the AI agent during phone calls.Voice is becoming a bigger part of the generative AI boom, which ...