If there’s one thing 2026 is already making clear, it’s this: the companies winning on customer experience are the ones treating AI as part of their CRM backbone, not a bolt-on gadget. When we talk about Salesforce CRM implementation with AI, we’re really talking about rebuilding how sales, service, and marketing workday to day – less manual grind, more intelligent automation.
So, let’s walk through how to actually get there without burning out your team or your budget.
Why AI + Salesforce Is No Longer “Nice to Have”
Look, CRM on its own is already powerful. But without AI, it’s mostly descriptive: reports, dashboards, and maybe a few alerts if you set them up. With AI layered in, Salesforce starts doing things for us, not just showing us data.
Salesforce Einstein and the newer generative AI features help write sales emails, summarize calls, and suggest next best actions using CRM data in real time.
Businesses using AI in sales and service are seeing faster deal cycles and higher CSAT because responses are more relevant and much, much faster.
According to multiple industry studies, a large majority of consumers now prefer messaging or texting businesses instead of calling, because it’s faster and less intrusive. Does anybody really prefer long email chains anymore?
Anyway, the point is: plugging AI into Salesforce isn’t just a tech upgrade – it’s a competitive moat.
Step 1: Get Your CRM House in Order
AI will not magically fix bad data. If your Salesforce org is full of duplicates, half-filled fields, and abandoned dashboards, you’ll just get faster, more polished… wrong answers.
Here’s a simple pre-AI checklist:
Map where customer data lives: Salesforce, spreadsheets, legacy systems, marketing tools, support platforms, etc.
Clean and normalize: de-duplicate accounts/leads, standardize key fields (industry, region, lifecycle stage), and archive dead records.
Review user behavior: if reps log the bare minimum, AI won’t have much to work with.
Salesforce’s Data Cloud (Customer Data Platform) is increasingly central here, because it pulls data from multiple sources, stitches identities, and keeps a unified, real-time profile for each customer. It’s fast. Really fast.
You know how a big percentage of CRM projects fail due to poor adoption and data quality? That issue doesn’t disappear in an AI world – it just becomes more obvious.
A Practical AI Readiness Framework (5 Steps)
Before we talk tools and features, we need a sanity check. Here’s a quick 5-step framework teams are using in 2026 to see if they’re “AI ready” inside Salesforce:
Tech stack audit
Is your Salesforce org integrated with key apps (ERP, marketing automation, telephony, messaging)?
Do you have APIs exposed where needed so Einstein can actually access data?
Security and compliance review
Check policies for GDPR, CCPA, and any industry-specific rules around customer data and AI-driven decisions.
Set up field-level security and audit logs; tools like Salesforce Shield help here.
Data maturity level
Ask: Are our contact, account, and opportunity records at least 80–90% complete for core fields?
If not, invest time here first. Everything else rides on this.
People and change management
Prepare enablement sessions, not just technical training.
Be very clear that AI is here to augment, not replace. Otherwise, resistance will drag down adoption.
Pilot before scale
Pick one contained use case: lead scoring, case routing, or email drafting for one region or one team.
Measure clear metrics: time saved, conversion uplift, CSAT change, etc. Then roll out wider.
If we walk through this first, the rest of the salesforce implementation feels less like chaos and more like a controlled experiment.
What Einstein AI Actually Brings to the Table
Salesforce AI is not one single thing called “Einstein” – it’s a family of capabilities spread across Sales Cloud, Service Cloud, Marketing, Data Cloud, and now the newer Einstein Copilot.
Feature
What it actually does
Who benefits most
Einstein Copilot
Conversational AI assistant inside Salesforce
Sales, service, ops teams
Einstein GPT
Generates emails, summaries, content from CRM context
Sales reps, marketers, support
Predictive Scoring
Ranks leads/opportunities by conversion probability
Sales & marketing teams
Service AI
Suggests answers, routes cases, powers bots
Support/contact centers
Data Cloud + AI
Real-time unified profiles and segment recommendations
Larger orgs with multiple systems
According to recent overviews of Salesforce Einstein, newer releases are focusing heavily on predictive forecasting, hyper-personalized journeys, and AI-assisted search, all powered by unified data in the background. Kind of the “nervous system” for your customer ops.
To be fair, not every business needs every AI bell and whistle. But almost every business can use at least predictive scoring and content generation to start.
Messaging Integrations: SMS vs WhatsApp in a Salesforce AI World
Let’s talk about channels, because this is where AI feels the most “visible” to customers.
Look, messaging isn’t new – but how we do it keeps changing.
SMS vs WhatsApp (Inside Salesforce)
Aspect
SMS Integration in Salesforce
WhatsApp Integration in Salesforce
Reach
Works on any phone with text capability
Massive global reach, especially outside US/EU
Rich content
Mostly text, some links
Text, images, docs, buttons, templates
Engagement
Extremely high open rates and quick responses
Similar or higher engagement with richer interactions
AI use
Great for short alerts and basic AI-driven replies
Ideal for AI chatbots, guided flows, and rich support
Use cases
Alerts, OTPs, quick promos
Support, order updates, conversational commerce
Multiple business texting studies show SMS and messaging channels have open rates around 90–98% and response rates far above email, making them prime targets for AI-powered automation. You wonder why more companies don’t use WhatsApp for faster support.
In Salesforce, this is where Einstein bots, Conversation Insights, and AI-based routing start to shine – analyzing intent, sentiment, and next best steps from chat or messaging streams, often extended further using tools like Giriksms to enable richer SMS and WhatsApp-based customer interactions.
Common Pitfalls (And How to Avoid Them)
Over-automation too early – Teams sometimes automate every touchpoint before understanding which ones actually need human nuance.
Ignoring frontline feedback – If sales reps and agents feel AI is making their job harder, they’ll quietly avoid it.
Vague goals – “We want to use AI” isn’t a real objective.
Three quick, very practical tips:
Start with an MVP: one process, one team, one region.
Review logs and performance monthly.
Adjust prompts, rules, and training data.
Honestly, the biggest failure pattern isn’t tech. It’s change management.
When to Bring in Salesforce AI Consulting Partners
There’s a point where we hit the “this is getting complex” line.
Designing AI use cases tied to revenue, cost, or CX outcomes.
Setting up Data Cloud, integrations, and security baselines.
Training teams on Einstein and Copilot in daily workflows.
Measuring ROI: Does This Actually Pay Off?
A simple way to think about ROI:
ROI (%) = (Incremental Revenue or Savings – Implementation Cost) / Implementation Cost × 100
Looking Ahead: 2026 and Beyond for Salesforce AI
Deeper Copilot integration
Zero-ETL and unified data
Tighter analytics with Tableau + AI
So, yes, implementing AI inside Salesforce in 2026 takes effort. But once the pieces click together, your CRM shifts from being a static database to something that feels more like a smart teammate.
If you’re diving into a machine learning project in 2026, understanding PyTorch vs TensorFlow is pretty much step one, whether you’re quickly prototyping a model or preparing it for scaled production. These two giants dominate the deep learning world, each with its own strengths designed for different workflows.
We’ve worked extensively with both frameworks, seen teams switch mid-project, and honestly, choosing the wrong tool can waste weeks. But choosing correctly? Game-changer. Like using the right tool for the right job; you wouldn’t hammer with a screwdriver.
PyTorch and TensorFlow both handle tensors, gradients, and neural networks extremely well, but they shine in different areas. PyTorch feels like natural Python: dynamic, flexible, research-friendly. TensorFlow is structured, scalable, and enterprise-ready.
Stats show PyTorch owning 55%+ of research papers recently, while TensorFlow dominates enterprise production environments. Over 70% of ML professionals use one or both frameworks.
What Are PyTorch and TensorFlow? A Quick Overview
PyTorch
Released by Facebook AI in 2016, PyTorch was built on Torch but redesigned to be extremely Pythonic. It uses dynamic computation graphs, your model builds and adapts as code runs. Perfect for experimentation and flexible modeling. Its NumPy-like syntax makes it beginner-friendly for anyone familiar with Python arrays.
TensorFlow
Launched by Google Brain in 2015, TensorFlow originally relied on static graphs. With TensorFlow 2.x, eager execution became default, making it more flexible. With Keras fully integrated, building models is fast and clean. TensorFlow powers everything from mobile apps to enterprise clusters.
Origins at a Glance
Framework
Born From
Key Shift in Recent Years
PyTorch
Facebook AI
TorchScript for production
TensorFlow
Google Brain
Eager mode + Keras default
Both are open-source and free, with no vendor lock-in.
Core Differences: Dynamic vs. Static Mindsets
The real difference comes down to how each framework thinks.
PyTorch (Dynamic / Eager)
Imperative execution — behaves like regular Python
Debugging is simple with print statements
Ideal for research, experimentation, and custom architectures
TensorFlow (Hybrid Static + Eager)
More declarative — define structure, let TF optimize
Graph mode provides heavy performance tuning
Best for scalable deployments and optimized pipelines
Performance: PyTorch 2.x with torch.compile() can reach near 100% GPU utilization, beating TensorFlow’s XLA in several single-GPU tests. TensorFlow, however, shines in distributed multi-GPU and enterprise inference scenarios.
Quick Difference Snapshot
Graph Style: PyTorch = dynamic; TensorFlow = hybrid
Debugging: PyTorch easier
Syntax: PyTorch feels like NumPy; TF uses Keras layers/stacks
Deployment: TensorFlow wins with Lite, Serving, and JS
CPU workloads: Roughly equal
Ease of Use: Which Is Better for Beginners?
PyTorch often feels like writing simple Python, intuitive, clean, object-oriented. That’s why students, researchers, and new ML engineers love it.
TensorFlow with Keras is excellent for quick model-building but becomes verbose when deep customization is needed.
Aspect
PyTorch Edge
TensorFlow Edge
Beginner Ramp
Intuitive OO Python
Keras simplicity
Custom Models
Easier tweaks
More boilerplate
Docs/Community
Fast-growing user base
Extremely detailed guides
Surveys show 60%+ of beginners choose PyTorch first.
Performance and Scalability Showdown
Benchmarks shift every year, but here’s the 2025–2026 trend:
Single GPU Training: PyTorch faster with torch.compile
Large-scale inference: TensorFlow leads
Memory use: PyTorch is lighter for prototyping
Model export: Both use ONNX, but TF has more native formats
Tip: Always benchmark your own workload.
Real-World Use Cases: Where Each Framework Dominates
Where PyTorch Wins
Research — 90%+ NeurIPS papers
Computer vision projects like Detectron2 and Stable Diffusion
Rapid prototyping
Teams preferring Pythonic workflow
Where TensorFlow Wins
Enterprise-scale deployments
MLOps workflows — TFX, Vertex AI
Mobile and edge models (TensorFlow Lite)
Large NLP models (BERT originally built on TF)
By Q3 2025, PyTorch reached 55% production share, narrowing the historical gap.
Common Challenges and Gotchas
PyTorch Limitations
Production tooling still catching up
Requires TorchServe or ONNX for deployment
TensorFlow Limitations
Verbose for custom modeling
Graph mode quirks still appear in complex workflows
Other Considerations
Switching is easier now due to similar APIs
Hardware performance differs across NVIDIA, Apple Silicon, and AMD
Head-to-Head Comparison Table
Category
PyTorch Strengths
TensorFlow Strengths
Flexibility
Dynamic graphs, Pythonic
Keras high-level API, graph optimizations
Performance
Better GPU utilization in training
Stronger inference scaling
Deployment
TorchServe, ONNX
TF Serving, Lite, JS
Community
Huge research adoption
Enterprise-grade support
Learning Curve
Easier entry
Extensive documentation
Best Use Case
Prototyping, research
Production, MLOps
Which One Should You Choose? A Practical Decision Guide
Rapid prototyping? Pick PyTorch.
Enterprise deployment? TensorFlow.
Python-first team? PyTorch.
Mobile inference? TensorFlow Lite.
Hybrid workflow? Use ONNX to bridge both.
40%+ of teams now use both, prototype in PyTorch, deploy in TensorFlow.
Note: This analysis is based on hands-on experience with enterprise ML deployments, benchmarking PyTorch 2.x and TensorFlow 2.x environments on NVIDIA A100/H100 GPUs, and supporting engineering teams transitioning between frameworks for both research and production purposes. Insights come from real-world deployments, debugging sessions, and performance optimization workloads.
Conclusion: The Best Choice Is the Best Fit
There’s no universal winner in the PyTorch vs TensorFlow debate. The “best” framework depends entirely on your project phase, workload type, team skills, and deployment goals. Both tools are powerful, both ecosystems are evolving rapidly, and both can deliver high-quality production ML systems. Choose the one that gets you moving fastest today, you can always pivot later.
If you’re running a business staring down 2026, Salesforce consulting services are pretty much non-negotiable for wrapping your head around generative AI. Salesforce isn’t dipping a toe in; they’re diving headfirst, reshaping CRM into this dynamic network of AI agents that don’t just talk; they actually do the work. We’ve watched while it was being built from those early Einstein days to full Agentforce dominance. Companies are reporting serious reductions in costs, massive speed-ups in service, and opportunities popping up that no human team could spot so fast. Kind of makes you wonder if we’re on the edge of something truly game-changing, doesn’t it?
Here’s the core of it, straight up! Salesforce’s big vision boils down to agentic AI; systems that plan, reason through problems, and execute tasks using your own business data as the fuel. Data Cloud pulls everything together, from scattered emails and chat logs to sales records and customer feedback, all into one real-time, unified view.
Salesforce’s Generative AI Shift: The Rise of AI-first CRM
No more wasting hours digging through data silos or arguing over whose numbers are right. Einstein Copilot shows up right inside your apps, whether it’s Service Cloud, Sales Cloud, or even Slack, acting like that super-reliable expert who’s always available. Reports from the industry show CRM AI adoption jumping past 60% for fully funded projects, way beyond the pilot phase. And get this- over 70% of customers now prefer texting a brand instead of picking up the phone. Salesforce gets that shift and builds right into it.
Anyway, let’s break it down. This isn’t theoretical stuff. Businesses dipping in early are already seeing the payoff, and 2026 looks like the year it all scales big time.
Agentforce: Building Teams of AI That Actually Deliver
Agentforce didn’t just launch; it exploded onto the scene in late 2024. And by 2026, it’s in full stride with upgrades like Agentforce 3. That release cut latency in half, introduced automatic model switching; so if one AI provider such as AWS hiccups, it instantly flips to another, and added seamless integrations with Stripe for payments and external APIs for custom actions.
The results are real:
Engine Group slashed case-resolution times by 15%.
Grupo Globo boosted customer retention by 22%.
1-800 Accountant now handles 70% of administrative chats autonomously during peak tax season, without ballooning overtime costs.
Heathrow Airport, London is using it to personalize traveler experiences, increasing revenue while cutting operational friction.
And this is exactly where our Agentforce consulting company comes in; helping organizations deploy, customize, and scale Agentforce to achieve these kinds of measurable wins, not theoretical slide-deck promises.
So, what’s making Agentforce tick under the hood? It’s all about agents collaborating like a well-oiled human team. Picture this: a service agent picks up on a billing issue during a chat, flags it, and seamlessly hands it off to a sales agent for an upsell opportunity. No human jumping in between. Marketing Agents are rolling out soon, scanning customer sentiment across channels to whip up hyper-targeted campaigns on the fly. Personal Shopping Agents? They’ll sift through inventories, match them to individual preferences, and even handle negotiations or recommendations. Here’s the thing- why keep micromanaging all these routine tasks when AI agents can team up more efficiently than most overstretched human squads? You know, it kind of flips the script on how we think about work.
Let me lay out some of the standout perks we’ve seen play out in actual use cases:
Insane speed without the wait: Streaming technology means replies come through in real time, no awkward pauses that scream “robot.”
Reasoning you can bank on: It mixes strict business rules with generative AI smarts to keep errors and hallucinations way down.
Handles everything multi-modal: Voice calls, generating charts or images right inside Slack threads or mobile apps – seamless.
Command Center for oversight: Live dashboards let you monitor performance, tweak prompts on the fly, and scale without drama.
Smart failover built-in: One model acting up? It switches providers automatically, keeping things humming.
Endless customization: Prompt Builder and Flows let you tailor agents to your exact workflows; no dev team required.
To be fair, you don’t need to go all-in day one. Most businesses start with service agents; they deliver the quickest ROI and build confidence fast.
Einstein’s Full Transformation: Generative AI Powered by Your Data
Remember when Einstein was mostly about predictions, cranking out trillions of them every week? Those days feel ancient now. Generative AI has supercharged it, letting Einstein draft emails that hit just the right tone for your brand, generate code snippets for custom apps, or even build out entire ecommerce store fronts pulled straight from Data Cloud insights. Copilot embeds itself across every Salesforce app you use, digging deep into Slack conversations, telemetry data, and all that unstructured mess to surface actionable insights. And security? The Einstein Trust Layer has it locked down tight; no data leaks, fully FedRAMP-approved for even government-level deployments.
Looking ahead to 2026, the roadmap gets even deeper. Einstein for Flow is a standout, letting you create no-code automations that span Sales Cloud, Service Cloud, Marketing Cloud, and beyond. Sales reps can pull instant call summaries that highlight objection patterns across entire territories. Service teams watch CSAT scores climb without needing to hire more people. Just from basic workflow tweaks powered by this stuff, operations costs are dropping 40% in early adopters, according to reports. Inventory gets forecasted with scary accuracy. Personalization happens on a massive scale without anyone breaking a sweat. Spreadsheets? They’re starting to feel like relics from another era, huh?
Here’s a quick side-by-side to show the leap:
Feature
Legacy Einstein
2026 Generative AI Einstein
Core Capabilities
Predictions and basic scoring
Content generation, autonomous actions
Data Handling
Structured CRM data in silos
Real-time Customer Data Platform + unstructured sources everywhere
Customization Tools
Simple drag-and-drop builders
Copilot Studio for fully bespoke workflows
Response Speed
Minutes to hours for complex tasks
Seconds, with intelligent failover
Security and Compliance
Standard industry basics
Einstein Trust Layer + full FedRAMP support
Everyday Use Cases
Alerts and forecasts
Email/code generation, full agent orchestration
It’s a total night-and-day shift. Does anybody really want to go back?
Why 2026 Feels Like the Absolute Tipping Point
Adoption numbers are through the roof- Salesforce’s own CIO study reports a 282% surge in agentic AI tools. CEOs are all in: 75% view sophisticated generative AI as a straight-up competitive necessity. More than half are already weaving it into their core products and services. Data Cloud, which evolved from Genie, puts an end to endless data wars by feeding unified 360-degree customer views across every function. No more “marketing’s data says X, but sales insists on Y.” Public sector organizations are jumping aboard too, thanks to that FedRAMP clearance paving the way for secure scale.
Winter ’26 previews are loaded: account summaries that write themselves, visit planners for field teams, and industry-specific agents tuned for retail, healthcare, finance; you name it. Agentforce World Tours are demoing the chaos-to-calm transition live, and it’s convincing even the skeptics. You wonder why some holdouts are still clinging to legacy CRM setups. Fear of implementation flops? Change management fatigue? Totally fair concerns, but the stats don’t lie. AI-first companies are growing twice as fast as their peers. Does anybody really prefer endless email chains over instant, agent-driven fixes anymore?
Your Rollout Roadmap: A Practical Step-by-Step Framework
We’ve pulled together a straightforward framework from the successes we’ve tracked across dozens of deployments:
Start with a data deep-dive: Leverage Data 360 to audit, clean, and unify your sources. Remember, garbage data in means garbage agents out – spend time here.
Pilot something targeted: Go with a service agent first. Track hard metrics like resolution time, CSAT lift, and cost savings from day one.
Tune relentlessly and iteratively: Use Command Center to spot prompt gaps or performance drifts. Weekly tweaks keep things sharp.
Integrate wide and deep: Bring in MuleSoft for bridging legacy systems, plus APIs for any partner tools you rely on.
Train teams and build momentum: Run hands-on demos, share quick-win stories, and tie it to personal productivity gains. Buy-in follows results.
Pro tip: Loop in Salesforce generative AI services experts right from the start. They spot common pitfalls early and customize everything to your unique setup.
Facing the Real Challenges Head-On – And Clearing Them
Look, no tech revolution comes without bumps. Prompts can go sideways if not tuned right, governance frameworks lag behind the speed of deployment, and teams sometimes push back hard against the idea of “AI taking over jobs.” Hallucinations crop up mostly from poor upstream data quality – fix that first. Change management? Nothing beats live demos and early ROI proof to win hearts.
This is where Salesforce AI consultants really earn their keep: they blend high-level strategy with hands-on builds and ongoing optimization. We’re talking specialists, not generalists who dabble.
Here are the top hurdles and no-BS fixes we’ve seen work:
Legacy system lock-in: Those crusty old APIs fight back hard. MuleSoft’s API management unlocks them without a full rip-and-replace.
Skill and knowledge gaps: Trailhead’s great for basics, but partners deliver tailored, hands-on training that sticks.
Unexpected cost creep: Pricing’s tiered smartly – free tiers for testing, pay-per-use as you scale. Strong ROI shows up fast enough to cover it.
Ethics and bias worries: Einstein Trust Layer plus built-in human oversight loops handle privacy, fairness, and compliance out of the gate.
It’s messy in the early days, sure. But just like messaging evolved from snail mail to WhatsApp blasts, AI’s the next natural step. We’ve guided teams through it – starts rough, ends up golden.
The Partner Advantage: Accelerating from Vision to Victory
That’s where your Salesforce AI implementation partner steps in as the accelerator. They don’t just talk vision – they map out custom agents tuned to your exact data flows, handle the MuleSoft-style integrations, train your teams end-to-end, and manage post-launch optimizations through Command Center. We’ve watched partnerships like this shave months off rollout timelines and dodge costly fumbles that solo teams hit every time.
Break down the value at a glance:
Going It Alone
With a Trusted Salesforce AI Partner
Trial-and-error ramps up slow
Proven playbooks get you live 50% faster
One-size-fits-all agent templates
Fully custom-tuned to your data and workflows
Ad-hoc fixes after issues arise
Proactive Command Center monitoring and tweaks
ROI proof takes quarters
Hard metrics and wins from week one
Scaling hits unexpected pains
Enterprise-ready blueprints from the jump
No marketing fluff here – just pure velocity.
Wrapping It Up: 2026 Is Here – Time to Move
Salesforce’s FY26 push is all about transformative agents across every industry, unlocking productivity leaps that let human teams focus purely on strategy and creativity. Dreamforce recaps and Agentforce events are buzzing with agent-era stories that make it real. Your teams shed the drudgery, customers stick around longer and rave louder. It’s fast. Really, really fast. Don’t waste another cycle hitting refresh on that stale old CRM. Dive in now – the agent-powered future won’t wait. So, if you wish to know more about Agentforce and Salesforce Einstein you can refer Salesforce Einstein vs Agentforce.
The term SMS for Salesforce refers to a marketing strategy used by organizations to send text messages to leads, prospects, and customers for transactional, informative, or promotional marketing activities such alerts, reminders, and special offers. Salesforce SMS messaging is not just for companies; it's also for organizations. For instance, the local administration might message citizens to inform them about upcoming inclement weather.
Businesses can utilize SMS messaging from Salesforce for a number of purposes, even though most people only think of promotional activities.
Typically, there is an opt-in phase in SMS messaging for businesses. In order to receive updates, offers, deals, and other updates directly on their phone, consumers can text an automated system. A business text messaging tool like GirikSMS saves the sender's phone number in the CRM at the time of the initial message. A confirmation text is then often sent by the software. As and when relevant information becomes available, the number is then fetched from the CRM to send text messages. Subscribers are always free to choose not to receive any more messages.
Why is SMS messaging important?
Consumers may find the multitude of marketing messages they receive overwhelming. For marketers, the decision also poses a problem: which channel is more effective for reaching your target audience?
Among the many options available to marketers, SMS messaging is unique:
High open rates, much more than those of email marketing.
Instant communication. Because most individuals read their text messages within a few minutes, there are opportunities for proactive engagement.
Direct and intimate. An SMS message is sent straight from the brand to the receiver's pocket, bypassing any platform filters. It is therefore the most intimate route.
SMS messages have a universal reach because almost everyone has a mobile phone.
With a high return on investment (ROI), it's a very cost-effective marketing tactic.
What benefits does SMS messaging offer?
The fact that individuals are more inclined to trust text than other marketing methods is arguably the stand-out advantage of SMS messaging. Spam accounts for less than 5 percent of all texts received; the vast majority of SMS are authentic. Consequently, SMS texts have a 98% open rate, according to statistics on SMS marketing. This is far higher than the 20% open rate of emails, which is among the most successful strategies now in use.
The speed at which SMS messaging enables you to interact with your contacts is another advantage. In contrast to the hours or even days they might have to wait to answer via other means, the response time for SMS messages is less than 2 minutes.
How can businesses utilise SMS messaging from Salesforce?
SMS messaging is more than just texting people. A company should follow these best practices for SMS messaging if it wishes to capitalize on this lucrative market:
Deliver value
Texting is private. If someone has accepted you into their inner circle, you should make the offer worthy because most individuals only text their close friends and family. To make your contacts want to open a text message from your company, segment your audience and send only the most relevant texts.
Make the offers and details you send via text message exclusive as well. SMS messages lose their attractiveness if your contacts can find the same bargains on your website, in print ads, or in your emails. Make sure your contacts will benefit from opting in.
Monitor outcomes and take appropriate action.
You must monitor the success of your SMS messaging activities if you want it to have any impact. Keep track of the number of opt-outs you get from each text and use that information to identify the kind of content that gets the most responses.
How can you choose the SMS messaging tool that suits you the best?
You can start by asking the following questions.
What features does the tool have?
What is the software capable of? Is it possible to arrange a sequence of texts? Does it give you analytics so you can monitor and analyze responses? Is it native to your CRM?
How easy is it to integrate with your existing system?
It's likely that your business has established an infrastructure to ensure seamless operations. How simple is it to integrate a new tool into that system? Will your activities be significantly disrupted by the tool's implementation, or will it have minimal impact?
How simple is it to use once set up?
How user-friendly is the product? How simple will it be for internal teams to start using? And what about new employees? How well does it work with the systems you have now?
How can businesses send SMS messages from Salesforce?
Sending and receiving messages from Salesforce requires more than just the standard Sales or Service Cloud license. Third-party SMS software allows you to further expand your capabilities. These are your choices.
Utilize the built-in SMS messaging tools in Salesforce.
Salesforce offers two SMS add-on products: Digital Engagement and Mobile Studio.
The main distinction between the two is that Digital Engagement is designed for customer service interactions, whilst Mobile Studio provides SMS tools intended to complement other marketing channels. Additional noteworthy differences between the two are as follows:
Digital Engagement: This service provides web chats, one-on-one conversations, and automated SMS and costs $75 per user per month. Users can send an unlimited amount of messages in a single chat (within 24 hours), but there is a monthly limit on the number of conversations they can initiate.
Mobile Studio: To access Mobile Studio, you need to buy the entire Marketing Cloud Engagement solution. This will allow you to utilize Mobile Studio's messaging capabilities. With Journey Builder, SMS can be incorporated across every touchpoint in the customer journey.
Both Salesforce solutions have a small feature set and come with extra fees. Setting up can also be difficult because you need to submit a new number request or permission, which can occasionally take weeks to approve.
Develop a custom solution.
If you want more flexibility, you can create a totally original texting solution for your company using the Salesforce API or any other API provider. By building a unique integration, your organization can create any functionality you need without having to pay for an additional Salesforce SMS solution. However, this approach might be difficult and time-consuming, and it has a high installation and development cost.
Use a 100% Salesforce native app.
Your best option is to use an SMS messaging solution purpose-built for Salesforce, such as GirikSMS. By virtue of being a native Salesforce SMS app, GirikSMS offers several advantages over third-party integrations and custom solutions.
Reduced development costs.
Additional functionality.
Easy to use and set up.
Go live in a matter of minutes.
Along with these advantages, you will have access to the knowledgeable customer service team of the app team. All things considered, using a 100% Salesforce native app will save your team time and money.
Want to test drive GirikSMS for Salesforce? Sign up for a free 30-day trial now!
Coming up with a compelling marketing strategy is one of the greatest challenges for any organization. For the best outcomes, which channels should you focus on and how should you leverage them?
To reach customers and unlock the unique benefits of every marketing channel, the majority of businesses spend money on multichannel marketing. With almost the whole world active on mobile phones, businesses acknowledge that mobile marketing is the way of the future.
Smarter organizations, on the other hand, take SMS marketing as the way to go. Businesses using Salesforce as their CRM have discovered that Salesforce SMS has proved to be the most successful mobile marketing channel for them offering excellent engagement and conversions.
These days, multichannel marketing is insufficient because of the pace at which things move on the Internet. This is where SMS-assisted omnichannel marketing comes into play.
In addition to learning about this idea, you will discover how to integrate SMS into your omnichannel marketing strategy for exceptional marketing outcomes.
SMS is a Creative Approach for Modern-Day Businesses
Text messaging has become a top sales and marketing tool for today's marketers because of its advantages, which go beyond many of the drawbacks of phone calls, emails, and other forms of communication. Let's examine the main factors that make SMS so effective for your marketing campaigns:
Higher Open and Response Rates
When left unopened, even the best marketing messages in the world become outdated. Fortunately, the majority of text messages are read within minutes of being sent, and they have much greater open rates than emails.
Given that many other channels have trouble producing results, how does SMS manage to maintain this industry-leading performance? Although there are many explanations, preference is usually the deciding factor. Since the majority of people own phones and carry them around all day, reading and responding to text messages is incredibly convenient. Meeting your audience where they are, as opposed to attempting to get them to interact with you through a less convenient route, will always yield better results.
Higher Deliverability
Because email providers' spam filters filter messages before recipients even realize they exist, many marketing messages are blocked before they even arrive at their intended target. In fact, genuine email providers have occasionally been shut down by new bulk email regulations from major email providers.
Text messages are direct-to-device in nature, and the protocols are less complicated than those of email. Furthermore, in order for carriers to identify them as authentic senders, the majority of SMS senders must be approved by The Campaign Registry (TCR).
Immediate Delivery
For marketing campaigns to be successful, timing is critical. Because SMS messages are delivered nearly instantly, they're the perfect way to respond to events that are happening in your contacts' life. Timely SMS messages include, for example:
Signing up for your newsletter
Requesting a product demonstration
Finishing a purchase
Feedback after a meeting or appointment
Registration for events or exhibitions
Localized alerts, such as expected inclement weather
You can communicate in real time using SMS because of its agile transmission and responses. It is therefore perfect for precise communications due to its timeliness and relevancy. When the message comes at the correct time and conveniently, checking in with customers doesn't feel intrusive.
Improved Engagement
User engagement is almost always one of the most important objectives, regardless of how you communicate.
Because texts are precise and to the point, they are easy to read and respond to, which increases engagement rates. Take a look at these statistics:
98 percent open rate
Click-through rate: 18%
50% of receivers say they are more likely to make a purchase, and 90% of recipients reply within 30 minutes.
SMS is an essential component of contemporary marketing strategies because of these factors.
Less Competition
SMS is still a comparatively underutilized medium, even though the majority of organizations still use the phone and send emails on a daily basis. Unlike our email inboxes, SMS texts are not overloaded with unsolicited messages.
One of the main marketing goals is to differentiate yourself from the competitors, which is simpler in the more specialized area of SMS. You'll be in a better position to draw in customers and foster that interaction.
Mobile-First Approach
Nowadays, practically everyone has a phone with them. People are more likely to read and reply to your messages when you reach them where they are. You're giving them more and expecting less in return.
Integration with Other Channels
These days, no communication medium can be used in isolation. An omnichannel strategy is always used in successful marketing efforts, reiterating and expanding your message over the various platforms that your target audience likes.
A unified omnichannel marketing strategy can be achieved by seamlessly integrating SMS messaging with other marketing platforms, including social media, apps, websites, and chatbots.
Cost Effective
When you consider engagement rates for each dollar invested, SMS is one of the most ‘value for money’ marketing platforms.
What is Omnichannel Marketing?
Multichannel marketing is the practice of using the same marketing content across all of your marketing channels to engage your audience. However, omnichannel marketing is defined as using the same multiple marketing platforms to give your audience a unique and diverse experience.
You see the difference?
The objective of multichannel marketing is to increase brand awareness while expanding the customer base. On the other hand, omnichannel marketing aims to convert leads, prospects, and customers by delivering an engaging and compelling experience for those who are already familiar with your brand or are using your products or services.
AI's Role in Omnichannel Marketing
AI is used in omnichannel marketing to optimize and personalize the overall customer experience across several channels. In order to predict which channels customers are most likely to convert on, automate repetitive tasks and flows, and inform marketing campaigns, it aggregates and analyzes data about audience behavior and your products and services.
Because the marketer instructs the AI on what to focus on as they refine tests and test concepts, the interaction between the two can be seen as somewhat symbiotic. In the meantime, AI uses that data to do tests, picks up knowledge from marketing user interaction, and eventually ascertains what a consumer wants.
Let's examine some of the most frequently used use cases in AI-powered omnichannel marketing that are now being used, along with effective implementation strategies.
The main advantages AI offers omnichannel marketing are as follows:
Increased Conversion with Tailored Communications
AI can spot trends in purchasing behavior by tracking customer actions in real time. Businesses can use this data to provide customers with tailored marketing campaigns, offers, and product suggestions. Because customers are only shown offers that are relevant to their individual needs and interests, personalization raises the likelihood that they will convert.
Deeper Understanding of Cross-Platform Behavior
AI analytics provide a more realistic picture of how customers move between channels before making a purchase. With the capacity to monitor the journeys, businesses can hone their strategy such that every touchpoint leads customers to a purchase. AI eliminates guesswork, and better marketing comes from data-driven decision-making.
Benefits of GirikSMS for AI SMS marketing
AI and data integration for increased personalization
The integrated customer data platform from GirikSMS centralizes all of your customer insights, including past purchases and browsing patterns, and powers AI that enables you to target with accuracy. This enables you to send highly customized SMS messages from Salesforce according to behavior in real time and anticipated needs.
Two GirikSMS AI features that facilitate data collection and the creation of tailored SMS experiences are:
Predictive analytics: Send more intelligent, timely SMS messages by anticipating key actions, such as the date of the next order or disengagement.
Segments AI: Create comprehensive audience segments instantly with a simple prompt, accelerating and simplifying personalization.
AI-powered campaigns
With AI tools that do the heavy lifting, from creating automatic flows to composing message content, GirikSMS makes it simple to launch automated SMS campaigns. Without complicated setup or scripting, even small teams can produce high-quality marketing content quickly.
Two GirikSMS AI features that facilitate quick and simple content and campaign generation are as follows:
SMS assistant: Produce content for your SMS campaigns instantly and evaluate data in real time to enhance effectiveness.
AI-flow builder: You can design a ready-to-launch, multi-step SMS flow after describing your objective; no human setup is required.
Continuous optimization through AI
GirikSMS lets you develop your campaigns over time, not just launch them. Your SMS strategy improves with each outbound message thanks to integrated testing and on-the-go optimization, which eliminates the need for continuous monitoring.
Two GirikSMS AI features that assist marketing teams in campaign optimization are as follows:
A/B testing: Test the content of messages and let AI determine and use the one that works best for each audience segment.
Tailored marketing campaigns: Provide each recipient with the most efficient SMS message, making sure they all receive the message that has the highest conversion rate.
AI in Omnichannel Marketing : The Future
Using AI-powered solutions to elevate SMS is revolutionizing business communications in this day and age. Businesses can overcome the usual challenges, including stricter email laws, call-blocking smartphone capabilities, and the imminent death of cold calling, by using SMS messaging as their main marketing channel. This change makes it possible for marketers to adjust to shifting consumer tastes and technology environments, ensuring that their messages will continue to connect with and be understood by their target market.
Salesforce assists companies in efficiently managing their client relationships and giving clients the greatest possible experience. However, in order to enhance user experiences and boost engagement, enterprises also need to communicate effectively and quickly. For this reason, SMS for Salesforce has emerged as a top priority for companies looking to communicate with audiences quickly. Therefore, every industry uses Salesforce texting to provide customers and prospects with a seamless two-way communication platform, regardless of whether they are in the finance, real estate, education, or recruitment sectors.
One of the most dynamic sectors of the economy, the finance sector is always overburdened with work, ranging from prospecting to document gathering. This is where Salesforce messaging can help reduce manual labor and accelerate day-to-day financial operations.
SMS Messaging in Finance
Transactional Alerts
Every time money is taken out of the account, users feel anxious about it. Financial services customers can thus receive text updates about each transaction directly from Salesforce.
Finance reps can keep clients updated by sending text alerts on mutual funds, installment deductions, and the performance of financial assets.
Conduct Surveys
Financial businesses can use automated text messaging to conduct surveys. They can then segment their audience based on prior interactions and messages and gather data about their requirements, income, investment plan, etc., at scale.
In order to increase conversions, they can also leverage segmented lists to provide lending options, schemes, and investment opportunities.
Pitch New Offerings
Financial services businesses can now pitch new products or services using SMS messaging from Salesforce directly from their mobile device.
In the finance sector, SMS can assist in informing their prospective clients of any changes to interest rates, as well as the introduction of new online services or investment plans.
Deliver Prompt Support
The secret to attracting and keeping customers is providing high-quality service. Therefore, financial businesses can offer high-quality support services via text messaging using a full-featured Salesforce SMS messaging software like GirikSMS. SMS provides customers with the most convenient and recognizable two-way communication platform, despite the fact that there are other two-way communication methods.
As a result, communicating with a financial services business is convenient for them. Additionally, it becomes simple for agents to communicate with customers one-on-one and offer prompt assistance, which fast-tracks the process of answering their questions.
Send Updates
Customers may experience inconvenience if they are not informed of changes to policies, interest rates, operating hours, non-operational digital banking services because of maintenance or system upgrades, etc.
In such situations, financial institutions can utilize a business SMS messaging app in Salesforce or a bulk messaging app on AppExchange to update customers at scale and enhance their experiences when they interact with the organization.
Boost Sales and Customer Satisfaction with GirikSMS
Optimize your financial institution's customer communication strategy and its execution with text messaging. With GirikSMS's Salesforce native SMS and WhatsApp messaging, you have a competitive edge in drawing in new customers and cultivating existing ones.
Inboxes are overwhelmed with emails, so your email is most likely lost in the heap. For prospects and customers who read and reply to your GirikSMS text messages, text messaging is the most effective way to communicate, even though email is still required for recordkeeping. Use WhatsApp or SMS from GirikSMS to communicate with your customers across all geographies, in the language of their choice.
Lead Generation & Qualification
Gather lead data quickly, then send follow-up questions to better understand their needs and serve them.
Use inbound keyword inquiries to generate leads. The easiest technique to follow up with a lead is to send them a text message when they don't finish a conversation at the first interaction.
Use text-based, multilingual chatbots to qualify leads. Refer the opportunity to the right department and team member based on the prospect's responses and needs.
Automate Notifications and Reminders
Remain in the forefront of people's minds, encourage participation, reduce drop-outs and lack of responsiveness, and assist clients in succeeding and staying informed.
Send out alerts, updates, and reminders about forthcoming appointments, payments, renewals, new services, policy changes, and much more.
Automate messages according to campaigns, client segmentation, and deadlines.
Use Salesforce merge fields to personalize messaging at scale.
To ensure that the appropriate Salesforce user never misses communications or forgets tasks, configure rules-based internal notifications.
In a one-on-one GirikSMS conversation, escalate issues or cases so that a customer support agent may address the customer right away.
Leverage Salesforce Flows
Create the perfect communications workflows for your financial institution by utilizing Salesforce's automation features with Process Builder or Flow.
Switch between text messaging, email, phone calls, and any other channels of communication that are connected to your Salesforce organization seamlessly.
Personalize internal updates, reminders, and notifications.
Conduct Feedback Surveys to Drive Customer Satisfaction
Is your financial institution aware of whether you're fulfilling the expectations of your customers? Based on direct customer feedback, do you have a clear strategy for refining your products or services?
GirikSMS lets you use branching or linear questions for conducting polls and surveys.
You can use text messaging to get information that would otherwise be tedious, involve multiple steps, or time-consuming to gather through other channels of communication.
Salesforce makes it easy to report on the information you gather.
One-on-one Personalized Conversations With Customers
One-on-one personalized chats allow you to provide your customers with exactly what they want: tailored service.
Customer support representatives can respond promptly to tickets or issues. Salespeople and team members from other departments can communicate proactively.
Check in with a customer after their appointment or if you haven't heard from them in a while.
Congratulate a customer on their loan approval or property purchase. Follow up with a text feedback survey to understand what can be done to improve the issue, or thank them for their positive input.
GirikSMS Conversation View displays Salesforce users' history of text interactions with contacts, which you can filter on multiple parameters.
Enhance Process Transparency and Ensure Secure Transactions via SMS Messaging in Finance
Although sending text messages from Salesforce is not available by default, customers can still send messages using the best texting software available on AppExchange or a native bulk text messaging app for Salesforce. Financial institutions can leverage text messaging to elevate customer experiences and reimagine conventional methods of customer service. In addition to informing customers of updates, you can increase process transparency and ensure secure transactions by sending out text ale
As the leading Salesforce texting app, GirikSMS helps users to engage efficiently with prospects, customers, and partners, enabling marketing and sales teams to text contacts in batches and empowering admins to automate triggered responses.
Salesforce SMS integration with GirikSMS is 100% native and involves point-and-click integration of managing incoming and outbound SMS capabilities within Salesforce. GirikSMS works natively in Classic and Lightning. You can set up GirikSMS for Salesforce in your Production or Sandbox via the Salesforce AppExchange, or simply search for GirikSMS in the AppExchange and follow the step-by-step instructions.
Salesforce SMS software introduces you to the new age of advanced messaging. You can just enjoy the ease of an intuitive Salesforce SMS messaging platform with click-and-drag functionality. GirikSMS is Salesforce's top-ranked native SMS app. GirikSMS, the best messaging software on Salesforce, is suitable for a wide range of verticals, including healthcare, travel, real estate, and education. It can be a game-changer when it comes to texting multiple contacts at the same time. GirikSMS can be your ideal partner when you need a one-stop bulk Salesforce SMS solution, offering you all of the necessary capabilities you need to drive customer engagement.
Significance of AI Messaging in 2026
Customers today want instant, personalized, and always available communication. Traditional tools, such as email and phone systems, simply cannot keep up with the demand.
Enter AI messaging.
Platforms designed with AI-powered communication automation provide businesses with a new arsenal of superpowers:
AI-powered customer support closes tickets faster than ever.
AI workflow automation eliminates manual follow-ups.
AI-powered customer interaction drives personalized engagement at scale
AI messaging for outreach at a scale of thousands of concurrent conversations.
AI messaging apps deliver sentiment analysis and predictive insights for a better user experience
These are not merely incremental improvements; they are game changers in the way companies operate.
Whether you want to remind customers about upcoming appointments via SMS or manage multi-channel outreach at scale, the appropriate tools can help you revolutionize your business.
Choosing a Salesforce SMS app with the best set of features?
That is the million-dollar question. What, then, really should you look out for?
The best SMS app for Salesforce isn’t just one that sends messages. It should:
Work natively with Salesforce
Scale across departments.
Provide advanced automation and personalization capabilities..
Provide enhanced compliance.
And in 2026, they will undoubtedly involve AI.
This is where GirikSMS stands out, as an app that not only texts but also optimizes and streamlines all your communication, including AI, automation, and ease of use, all from directly within Salesforce.
GirikSMS: The market-leading AI messaging app for Salesforce
Messages that work across languages.
The concept of worldwide messaging appears appealing until you encounter a language barrier. When your sales, marketing, and support reps interact with a multilingual audience, text translation can be challenging. Sometimes it can be inconsistent, lose context, and even inaccurate.
GirikSMS's AI-based language translation simplifies the process. You enter the message once, and the platform automatically converts it to the language of your choice and delivers it to the recipient based on their language selection. Whether you're nurturing leads in German, French, or Chinese, make sure you're communicating clearly and consistently, while being culturally correct.
Self-adapting Drip campaigns
Want to launch an SMS drip campaign? Traditionally, that entails hours spent determining what communication to send, what is the best time to send it, and what should be the follow-up strategy.
GirikSMS transforms the game.
With AI-powered drip suggestions, the platform offers the best cadence based on customer behavior, campaign performance, and past interaction history. It even suggests changes in message copy and predicts the best time to send the message, doing away with guesswork.
With this newfound approach, your drip SMS campaigns will help you get better outcomes. This is next-level automation in AI-powered Salesforce messaging.
No more struggling to compose the right SMS.
Writing a high-performance SMS copy is not as easy as it sounds. It's a state of high expectations; your message must be concise, succinct, compliant, and engaging in a couple of seconds.
GirikSMS now features AI-assisted content tools.
You can quickly refine, reword, or shorten any communication. In addition, a template quality score allows you to predict how well your message will do before sending it. If a message comes across as spam, too long, or unclear, you'll notice and fix it right away.
This transforms the Salesforce SMS app into more than simply a message delivery tool; it also serves as a creative genius at hand.
Voice-to-Text That Accelerates Engagement
Assume you're a field sales representative managing multiple customers. Composing messages all the time is simply not doable. You are usually on the move and need to respond to customer queries promptly.
Voice-to-text message creation comes as a game-changer.
All you need to do is speak to GirikSMS. It will automatically translate your voice into a precisely formatted SMS that is ready to go out. It's quick, device-friendly, and excellent for teams that need to remain productive even when they're not hunched over a keyboard.
This Salesforce texting software genuinely stands out for its convenience.
Faster and smarter conversations
Responding fast is necessary, but responding smartly is preferable. When a prospect or customer inquires about a product or service, your team should not have to scurry for an appropriate response.
GirikSMS provides contextual suggestions in real time using AI-generated responses. Whether it's a sales query, a service ticket, or a generic query, agents receive intelligent cues that allow them to react quickly without coming across as robotic.
What is the result? Faster and more relevant responses translate to interactions that move the engagement forward.
This is what distinguishes GirikSMS as a complete Salesforce SMS app rather than a simple SMS messaging software.
GirikSMS: Your ideal partner for omnichannel messaging
Best for conversational messaging.
GirikSMS leverages AI-powered assistants and conversational AI technologies for sales and marketing teams.
Strengths:
Conversational AI for web chat
Conversational AI technologies for qualifying leads as they come in.
Seamless, native integration with Salesforce.
Has in-built natural language processing (NLP) capabilities to respond faster to customers..
GirikSMS has also integrated AI models into its bot platform, paving the way for more personalized and contextualized interactions. It's a popular choice for marketing and sales reps looking to engage their audience faster than ever.
Ideal for customer support at scale.
GirikSMS is well-known for its robust support functionality and AI chatbot technologies and is preferred by Salesforce customers across sectors.
Strengths:
AI chatbot for partner onboarding and customer support.
AI-powered business apps for product support.
AI productivity tools to speed up ticket resolution.
Integrated AI technologies that understand and respond to customer sentiment.
GirikSMS is one of the best AI chatbot tools available in the market for businesses looking to streamline their support across multiple channels. It provides each rep with insights that shorten case resolution time and increase satisfaction.
Affordable
GirikSMS is a powerful yet budget-friendly AI messaging platform that supports both small and large businesses to implement messaging automation across multiple channels in minutes.
Benefits:
AI chatbot for budget-conscious businesses
Easy setup.
Live chat and automation within Salesforce.
AI-powered responses provide basic support for content development.
While it has enterprise-grade functionality, GirikSMS is great for companies looking to harness AI without making a significant investment. It features simple automation for answering frequently asked questions, handling customer inquiries, and much more.
There are many SMS apps available, but few are tailored to the demands of today's automation-seeking Salesforce users. If you're searching for a Salesforce messaging software that can give your teams a competitive advantage in terms of agility, intelligence, scalability, and reliability, GirikSMS is worth considering.
Whether you're executing multiple campaigns, providing customer support, or nurturing leads, GirikSMS helps you to adapt to your needs quickly.
Want to empower Salesforce with AI messaging?
Discover what conversational AI messaging looks like with GirikSMS.
Connect with an expert today to learn more about our AI messaging platform for impactful engagement.