Outreach vs Salesforce

Sales engagement and revenue orchestration platform for prospecting sequences, deal management and forecasting, sold as an agentic AI platform whose AI agents work accounts and deals alongside reps.

Agent that listens to recorded calls and meetings, recommends or applies updates to CRM opportunity fields in Salesforce or Dynamics 365, and writes deal summaries for pipeline and forecast reviews.

Agent that writes a structured brief before each sales meeting from CRM data, past conversations and deal activity, with attendee profiles, deal risks and talking points tailored to each stakeholder.

Conversational agent inside Outreach that answers plain-language questions about a team's pipeline, accounts and deals from its revenue data and connected tools, keeps chat history, and drafts and sends follow-up emails.

Agent that writes on-brand prospecting messages for email, LinkedIn and calls from account data, engagement history and research signals, which reps review or let it send on its own.

Agent that researches accounts from company websites, news and a team's own emails, calls and meetings, saves the findings and custom buying signals into Outreach account fields, and shows the source of each insight.

Prospecting agent that watches target accounts for buying signals, picks high-intent accounts and contacts, enriches them and enrolls them in personalized sequences on a team's behalf.

No-code visual canvas in Outreach where sales and RevOps teams connect AI agents, triggers and actions into workflows that run in the background, with ready-made flows for inbound leads, closed-lost re-engagement and deal-risk alerts.

AI shopping agent embedded in Commerce Cloud that speeds product discovery with visual product search, pulling the product catalog directly into a chat interface.

Marketing AI agents that plan campaigns, create and adapt content per channel and identify audiences, sold as the product formerly called Marketing Cloud.

Product-to-cash suite (branded Revenue Cloud on its own page, 'Agentforce Revenue Management' in Salesforce's own FAQ) with agents embedded in quoting, contracts, billing and collections workflows; sold as a paid add-on to a Sales Cloud subscription.

Sales AI agents that prospect, manage opportunities and give sellers pipeline visibility across the deal cycle, sold as the product formerly called Sales Cloud.

Customer-service AI agents that resolve questions autonomously, deflect cases to digital channels and give human reps context, sold as the product formerly called Service Cloud.

Plugin that brings Salesforce sales data and 37 prebuilt seller skills into Anthropic's Claude, answering deal questions and updating records under the user's existing Salesforce permissions.

Visual analytics that turns business data into dashboards and answers, with natural-language questions and agent-monitored metrics.

Agentic analytics product built on the Salesforce Platform and Data 360, where users ask questions of their data in plain language through Tableau Agent, receive proactive alerts when a metric moves and build governed semantic models, licensed per user as Consumer or Creator.

AI teammate that searches 300+ enterprise sources, surfaces proactive insights and triggers workflows/agents across Salesforce, Slack, Microsoft Teams, Claude, ChatGPT and mobile; the single entry point to every agent a team creates within Agentforce.

Voice AI agent that takes customer-service calls and other spoken conversations, using CRM data to answer and act, and transfers a complex call to a human with the full conversation history; built in Agentforce Builder and deployed on phone, website click-to-talk, mobile apps and WhatsApp voice messages.

Customer-facing help agent that resolves service issues on its own across voice, web, portals, SMS and WhatsApp, triggers actions such as scheduling appointments or managing orders, and escalates to a human with full customer context; billed per resolved issue.

Long-running outbound sales agent that turns a revenue goal into a plan, then researches and prioritises prospects, drafts and sends outreach with rep approval, progresses opportunities in Salesforce and prepares proposals and forecasts over weeks and months.

Back-office agent for B2C Commerce merchandisers that sets sorting rules, boosts or buries products and categorises the catalog from plain-language instructions in Business Manager; on B2B stores it can also create products and manage buyer accounts.

Employee-facing agent that resolves IT and HR requests, from simple service-catalog items to multi-step incidents, in Slack, Teams, portals and chat, orchestrating specialised subagents behind the scenes.

Platform for building and running AI agents inside Salesforce applications.

Control plane that discovers agents, APIs and MCP tools across an organisation's platforms into one registry, connects agents to enterprise systems, and governs them through a unified LLM and MCP gateway, agent identity, a kill switch, model routing and AI cost controls.