Kaseya partners with Agentforce Revenue Management to streamline sales, automate processes, and create effortless, personalized customer buying journeys.

Salesforce is positioning itself at the forefront of a fundamental shift in how businesses approach revenue operations, leveraging AI to transform the traditionally cumbersome quote-to-cash process into a streamlined, automated system that promises to reshape enterprise sales strategies.

Meredith Schmidt, Executive Vice President of Agentforce Revenue Management and Solutions at Salesforce, describes the company as“ the number one AI CRM where people and AI agents work side by side to drive customer success”.

This vision extends far beyond traditional customer relationship management, encompassing what Meredith characterizes as a comprehensive platform designed to integrate AI capabilities across every aspect of business operations.

Partnering with Kaseya

The transformation is particularly evident in Salesforce’ s partnership with Kaseya, where Agentforce Revenue Management is being deployed to fundamentally reimagine customer experience. The initiative represents a shift toward what she calls“ true digital

“ We’ re working together to automate and simplify complex processes, giving sellers more time to focus on what matters most: the customer.”

Meredith Schmidt EVP, Agentforce Revenue Management & Solutions, Salesforce

transformation,” encompassing not only technology adoption but a complete restructuring of how businesses engage with customers.

Central to this transformation is the establishment of self-service channels that meet customers on their own terms. Meredith says that this approach represents“ fixing the revenue engine, standing up modern buying channels, and using AI to drive smarter engagement”.

The goal extends beyond operational efficiency to creating what Kaseya describes as effortless customer transactions that drive loyalty and growth.