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The Opinion

The Opinion

by Fernando Braz, Country Leader of Salesforce in Portugal

The Three Steps to Unlocking the Future with AI

AI agents have become an almost daily presence in our lives, accessible through something as simple as a smartphone and capable of delivering fast, effective responses. However, when we look at the professional landscape, this impact is neither as straightforward nor as widespread.

Across industries, technology is amplifying human potential, freeing people to focus on higher-value tasks. We are now taking the next step, from individual amplification to enterprise-wide amplification.

With a scalable digital workforce, organizations can increase productivity, reduce costs, and improve both employee and customer experiences. The future lies in becoming Agentic Enterprises: organizations where AI agents and human experts work in an integrated way, raising levels of efficiency and innovation.

The question is no longer whether this transformation will happen, but how to execute it successfully.

The first step is to get the foundations right. Before scaling agents, it is essential to consolidate core applications — such as CRM systems and data management and governance platforms. Without clear processes, reliable data, and integrated systems, any AI initiative will be limited. An agent is only as effective as the context it receives. A unified and up-to-date data foundation is, therefore, at the heart of the Agentic Enterprise.

It is equally important to elevate people. Agents excel at repetitive and administrative tasks: data collection and processing, record updates, validations, or approvals. By automating these activities, teams gain time to think critically, strengthen relationships, and make complex decisions. In sectors such as financial services, for example, agents can support routine processes, freeing professionals to focus on higher-value client interactions.

Becoming an Agentic Enterprise is, therefore, much more than adopting technology, it involves structural and cultural change. It requires redesigning roles, reorganizing teams, reskilling talent, and embedding AI into workflows.

The good news is that this transformation is accessible to organizations of all sizes, with reliable agents, provided accessibility is balanced with control. AI must be secure, governed, and aligned with clear compliance and ethical standards. Creativity without oversight creates risk, while progressive autonomy, supported by metrics and monitoring, builds trust.

The transition should start with clearly defined use cases, measuring outcomes, and scaling gradually. Agent autonomy adjusts as reliability is proven. Humans will continue to guide, supervise, and enhance the performance of these systems, just as they do with traditional teams.

Organizations that organize their core systems, structure their data, and adopt agents responsibly will be well positioned to thrive as true Agentic Enterprises.

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