Feb 05, 2024

Two tales of AI readiness in the Salesforce ecosystem

Credera Team

Credera Team

Two tales of AI readiness in the Salesforce ecosystem

The rise of AI is undeniable, reaching across industries and reshaping how we work and live. But are we, as organisations, truly prepared to embrace its potential? In this article, we explore two contrasting stories within the Salesforce ecosystem, showcasing the diverse levels of AI readiness and shedding light on the factors influencing adoption.

Story 1: Commercial champions – Efficiency on autopilot

On one end of the spectrum, we have a commercially-driven organisation that serves as a shining example of proactive AI embrace. With C-level buy-in and a culture of innovation, they have achieved a maturity level of 9 on the AI scale. This organisation emphasises close collaboration between the business and technology teams, ensuring that features like GPT pilots are evaluated collaboratively for maximum impact. 

But their ambitions go beyond pilot testing! They envision building their own LLMs (Large Language Models) leveraging Salesforce as a launchpad, with the potential to branch out to other platforms once initial success is achieved.  

So, what is their recipe for success? 

  • Top-down support from C-level executives sets the stage for innovation and risk-taking

  • Collaborative approach between the business and technology teams ensures alignment and maximises the utilisation of AI features

  • Incremental progress, starting small and scaling up, helps mitigate risks and build confidence

Their wish list for further success? Continued collaboration with Salesforce, influencing the roadmap while demonstrating value and building trust.

Story 2: Social missionaries – Navigating the cautious terrain

At the other end of the spectrum, we find an organisation driven by social purpose and cost-consciousness. With a risk-averse culture and low AI maturity (level 0/1), they approach AI cautiously, primarily through individual teams like Marketing exploring its potential within their silos. 

Their biggest challenge? Lack of a top-down strategy and limited agency within individual teams. When it comes to AI adoption, they often face roadblocks from IT due to data security and complexity concerns. They get lost in the “how” and “who” questions. 

What can help them progress?

  • Defining tailored use cases that align with their mission and address organisational needs

  • Pilot scoping assistance to demarcate the boundaries of pilot projects for focused exploration and clear outcomes

  • Support in navigating internal teams, overcoming resistance, and garnering wider buy-in

These two stories highlight the complex landscape of AI readiness within the Salesforce ecosystem. While commercially-driven organisations readily embrace innovation, organisations with social missions require tailored support and guidance to navigate the challenges and unlock the potential of AI.

Beyond the tales: Key takeaways

  1. AI readiness is not one-size-fits-all. Factors like organisational culture, purpose, and risk tolerance play a crucial role 

  2. Top-down support is critical, but collaboration between the business and technology teams is equally important 

  3. Starting small and building trust through successful pilots paves the way for broader adoption 

  4. Organisations with specific missions require tailored support to define use cases, navigate internal hurdles, and unlock the transformative potential of AI 

The question of “Are you AI ready?” doesn’t have a simple answer. It’s a journey, and the path forward is unique for each organisation. By understanding the factors at play and adopting informed strategies, we can all chart a course towards maximising the benefits of AI, regardless of where we stand on the readiness spectrum.

This article is just the beginning of the conversation. What is your company’s AI readiness level? Are you looking for tailored support to unlock the transformative power of AI for your organisation? Get in touch with us today, and let’s explore how we can help you make progress.

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