Artificial intelligence is no longer reserved for large enterprises.
Contents
Small businesses are increasingly adopting AI to improve productivity, personalize customer experiences, and compete more effectively in fast-moving markets. From marketing and sales to customer service and operations, AI is helping small teams do more with limited resources.
This whitepaper from Salesforce breaks down what AI means for small businesses and how it can be applied across everyday operations. Designed as a practical introduction, the guide explains key AI concepts, real-world use cases, and the foundational steps required to adopt AI responsibly and effectively.
The report emphasizes that successful AI adoption starts with trust, data readiness, and clear business objectives rather than complex technology.
You will learn how:
- AI supports marketing, sales, and customer service automation for small businesses
- Salesforce explains the difference between predictive AI and generative AI
- AI improves personalization while reducing manual workload
- Small business sales teams use AI to prioritize opportunities and personalize outreach
- Service agents save time with AI-generated replies and case summaries
- Data quality and transparency are essential to building trust in AI
- Training and upskilling help teams adopt AI confidently
The whitepaper also includes real-world stories from small business trailblazers. Examples such as Wonolo and PaySauce demonstrate how AI-powered chat responses reduced handling time by 20 percent and helped teams respond faster while maintaining quality and consistency.
In addition, the guide outlines best practices for building a trusted AI strategy. Topics include ethical AI principles, data governance, bias mitigation, employee training, and preparing customer data for AI-driven CRM.
This whitepaper is designed for small business owners, sales leaders, service managers, and decision-makers seeking a clear, realistic roadmap to adopting AI without overwhelming their teams or compromising trust.
Download the whitepaper from Salesforce to learn how AI and data can help small businesses work smarter, personalize customer experiences, and grow with confidence.
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