Genesys and Salesforce Launch AI-Powered Customer Experience and Relationship Management Solution

Global leaders in CCaaS and CRM expand partnership to help businesses drive more value from data and AI with Genesys Cloud CX and Salesforce Service Cloud

Genesys, a leader in AI-powered experience orchestration, announced a strategic collaboration with Salesforce, the #1 AI CRM, to help businesses bring together their data, agents, bots and communication channels for smarter end-to-end customer and employee experiences. The companies are introducing a unified AI-powered customer experience and relationship management solution that integrates Genesys Cloud CX and Salesforce Service Cloud called CX Cloud from Genesys and Salesforce.

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This jointly released solution makes agent and supervisor jobs more seamless, bringing enterprise contact center and workforce engagement management (WEM) capabilities from Genesys Cloud CX to Salesforce Service Cloud. Through bi-directional data sharing, CX Cloud from Genesys and Salesforce allows organizations to better understand customer interactions, behavior and history across their journey.

“This new solution from Genesys and Salesforce brings together the strengths of both platforms, presenting ADP with significant potential to improve our client and service representative experience, achieve deeper levels of personalization, and drive operational ease of use,” said Jim Mueller, vice president, global product and technology at ADP. “Real-time sharing of data, customer insights and relevant actions across cloud platforms could allow ADP to utilize more comprehensive, accurate and effective AI modeling to continuously streamline our customers’ experiences. This type of seamless synchronization across platforms offers the possibility to drive more business value than each platform could individually and results in an undeniably powerful technology stack.”

According to “The State of Customer Experience” report by Genesys, released in April 2023, customer experience (CX) leaders (44%) noted that the biggest challenge to delivering fluid experiences is the lack of carryover of customer context from one channel to another. To resolve this, most CX leaders reported the top two technology initiatives to support their strategic priorities include implementing an integrated CX platform (71%) and connecting technology and data for omnichannel experiences (50%).

Synchronized, AI-Ready Data

With CX Cloud from Genesys and Salesforce, organizations can improve customer personalization and reduce the development burden on IT and analyst teams. Salesforce Data Cloud’s unified data fabric enables organizations to automatically aggregate real-time data to power smarter AI, which enables people to have more contextualized customer conversations and equips self-service bots with knowledge to handle interactions more efficiently. Businesses also gain deeper analytics and reporting capabilities to action insights and track KPIs, such as service levels, handle times, overall customer satisfaction and more.

Single Orchestration Engine

With the advanced experience orchestration capabilities of Genesys Cloud CX, businesses can design AI-powered, end-to-end customer journeys fusing data, bots and channels from both the Genesys and Salesforce platforms. IT and business partners can co-create experiences delivered at the optimal time through a customer’s preferred channels. No-code implementation makes deployment fast and offers the flexibility for organizations to pick and choose their preferred aspects of each platform.

Unified, AI-Powered Employee Experiences

Service Cloud’s single, smart workspace and Genesys Cloud CX improve staff efficiency. Customer, journey and interaction history are backed by Einstein AI, Salesforce’s AI technology, and Genesys AI empowering employees to increase customer satisfaction and meet performance KPIs. Agents and supervisors also benefit from modern WEM capabilities from Genesys embedded directly into the employee activity dashboards in Service Cloud. With an all-in-one interactive view, organizations can more easily manage and empower their workforce using advanced scheduling, performance metrics, coaching, training, gamification and more.

“To build the experiences customers and employees want today, businesses need to link their data, AI and systems of engagement across their technology ecosystem. As two leaders in our respective markets, Genesys and Salesforce are strongly positioned to enable joint customers to define the next generation of experience orchestration fueled by enriched insights and AI capabilities resulting from our platforms working in sync,” said Olivier Jouve, chief product officer at Genesys.

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“As the world continues its shift to digital platforms, the value of a company is increasingly tied to its data and how they apply it. To drive higher value from data in an efficient and effective way, businesses must have a cloud-based digital platform and ecosystem of technologies where data provides the cornerstone of the architecture to fuel intelligence, orchestration and business processes applications,” said Alan Webber, program vice president for digital platform ecosystems at IDC. “With its unified data fabric, the solution from Salesforce and Genesys is laying a critical foundation businesses will require to succeed in the future.”

Salesforce and Genesys Partnership Momentum

This announcement expands upon a more than 10-year strategic technology partnership between Genesys and Salesforce. In 2021, Genesys announced a funding round led by Salesforce Ventures with participation from other investors to help accelerate the leadership of Genesys in the Experience as a Service market globally.

“Many organizations are challenged to efficiently leverage data and AI to meet rising customer expectations and drive long-term loyalty,” said Ryan Nichols, senior vice president of Service Cloud Product Management at Salesforce. “The new CX Cloud from Genesys and Salesforce will empower agents to leverage Einstein AI insights within the flow of work in Service Cloud to deepen customer relationships through personalized interactions, helping to drive repeat business and make positive impacts on their company’s bottom line.”

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