Bill Patterson
San Francisco, California, United States
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Experienced technology executive and customer advocate responsible for driving the future…
Articles by Bill
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How does your Customer Service measure-up with customers around the world?
How does your Customer Service measure-up with customers around the world?
Join me today for a 30-minute conversation detailing the results of our 2015 Global State of Multichannel Customer…
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Bill Patterson shared thisProud of the team for an amazing Dreamforce. Congrats Muddu Sudhakar and Kishan Chetan on an incredible launch. https://lnkd.in/gfCtiFiNBill Patterson shared thisThe rise of Agentic AI is redefining how work gets done — and Salesforce is perfectly positioned to lead that shift. I’m thrilled to join Salesforce as the SVP & GM of IT & HR Service and lead our entry into the huge IT Service market. Thank you Marc Benioff, Jujhar Singh, Kishan Chetan, Steve F. for your partnership and vision. And thank you to Maynard Webb and Craig Conway for your mentorship and guidance over the years. Let’s go!
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Bill Patterson shared thisWe’re entering into a new AI-powered world, where every customer experience can be more intelligent, personalized, and automated. That’s why I’m excited to announce that ADP & Salesforce have expanded work together to reimagine the future of client experience. Learn how ADP's insights & #Salesforce's trusted #generativeAI capabilities will empower ADP’s service teams to give great customer experiences
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Bill Patterson shared thisI’m excited to share that Salesforce has closed its acquisition of Airkit.ai. We believe that the future of customer engagement will be powered by a new set of AI-driven customer experiences. We are excited to bring Adam Evans and the Airkit team back to Salesforce and welcome them to the Service Cloud family! https://lnkd.in/gvZJKxzUSalesforce Signs Definitive Agreement to Acquire Airkit.aiSalesforce Signs Definitive Agreement to Acquire Airkit.ai
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Bill Patterson shared thisToday, Salesforce signed a definitive agreement to acquire Airkit.ai. We believe that the future of customer engagement will be powered by a new set of AI-driven customer experiences. Adam Evans and the Airkit.ai team have a strong understanding of the Customer 360 Platform and we are excited to bring them back to Salesforce where they have a strong track record of innovation and a focus on customer success. https://lnkd.in/gvZJKxzUSalesforce Signs Definitive Agreement to Acquire Airkit.aiSalesforce Signs Definitive Agreement to Acquire Airkit.ai
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Bill Patterson shared thisDreamforce is officially here, and #DF23 is one for the record books! I’m excited to finally reveal Einstein Copilot — the future of #Service with AI, that will transform how companies engage and service customers. Einstein Copilot is an autonomous AI agent that will automatically generate responses to customer inquiries across any channel in the service journey—from messaging to email—based on trusted company knowledge. This delivers more AI-powered value for service agents and frontline workers by automatically generating answers for every service inquiry, allowing faster responses in the flow of work. For service workers, this might include auto-summarizing complex cases and work orders. Einstein Copilot helps automate every service engagement across any channel and helps teams get to the root cause of issues faster by “swarming” with other experts as needed. Of course, the Einstein Trust Layer — Salesforce’s trademark AI architecture — is built natively into Einstein Copilot, delivering the benefits of generative AI without sacrificing data privacy or security. These latest AI innovations reimagine how service teams deliver value, freeing them to focus more on high-touch, high-complexity cases, be more productive and ultimately drive lifetime customer value while improving efficiency and increasing savings. Watch the #ServiceCloud keynote in-person tomorrow at Dreamforce, or catch us later on Salesforce+ to learn more. Einstein Copilot: https://lnkd.in/gErJ83_V Service Cloud keynote: https://lnkd.in/gsuz2tyX
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Bill Patterson shared thisToday, Salesforce democratized AI even further by unveiling new AI innovations for Salesforce Field Service that empower field service agents to work more efficiently, increase first-time fix rates, and better connect with customers — all while on the go. Check out more about Salesforce’s latest AI innovations for Field Service here: https://lnkd.in/g3bT9qxANew Salesforce Field Service Innovations Bring the Power of AI to the Mobile WorkforceNew Salesforce Field Service Innovations Bring the Power of AI to the Mobile Workforce
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Bill Patterson shared thisWe know service teams are feeling the weight of rising customer expectations—that’s why today we excitedly announce the general availability and pricing of Service GPT! Secured through the Einstein GPT Trust Layer, Service GPT helps both traditional and field service teams work more efficiently, gives service professionals more time to focus on higher-order tasks, and establishes strong customer relationships through personalized interactions. Features include: Service Replies: Service GPT customers can auto-generate personalized responses grounded in relevant, real-time data sources, helping service agents resolve customer issues faster. Work Summaries: Users can create wrap-up summaries of service cases and customer engagements based on case data and customer history. Read more at: https://sforce.co/3K2pZDGSalesforce Announces General Availability and Pricing for GPT-Powered Features for Sales and Service, Secured Through Einstein GPT Trust LayerSalesforce Announces General Availability and Pricing for GPT-Powered Features for Sales and Service, Secured Through Einstein GPT Trust Layer
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Bill Patterson posted thisCongratulations Certinia team on charting your new identity and brand. Love your commitment to helping customers navigate these complicated times with your new identity, your spirit of innovation, and your unwavering commitment to customer success. Kudos Scott Brown, Daniel Brown, John Turner, Ravi Narula, Heather Gille, Michelle Mathis, Allen Seto, Deb Ashton on such a well-executed launch. Inspiring.
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Bill Patterson posted thisI’m excited to announce that I’ve joined Qualified's Board of Directors as Board Observer from Salesforce. Qualified is the #1 conversational sales and marketing application built on Sales Cloud, the world's #1 Growth Platform. I look forward to forging new paths with the Qualified team during this exciting time.
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Bill Patterson liked thisBill Patterson liked this
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Bill Patterson liked thisBill Patterson liked thisMyPOV: Why Salesforce Headless 360 matters https://bit.ly/4elCIS0 Salesforce launched Salesforce Headless 360 in a move that makes its entire platform available via APIs, Model Context Protocol, and CLI commands for humans and AI agents. Constellation Research, Inc.
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Bill Patterson liked thisBill Patterson liked thisSince joining Google from McKinsey earlier this year, I’ve been reflecting on the sheer scale of the opportunity before us. We aren’t just navigating a technological shift; we are living in an era of abundance and potential —an opportunity to fundamentally redesign how we work. Last week in Google NYC, we hosted 50+ HR and L&D leaders to share how we are all leading AI transformation. Sharing a few takeaways: 🌟 The Courage to Unlearn: We talked about having both the curiosity to ask what if and the courage to unlearn the past. Let’s not be beholden to work processes that were designed before AI. It’s a time to redesign. 🌟 Everyone is a Manager: The definition of an individual contributor is shifting. With agents, we can all use ai as useful collaborators….your personal ‘pit crew’ dedicated to your successs. 🌟 Creativity and Curation: Taste and curation remain people-led skills and in collaboration with agents and ai tools can produce prototypes, apps, products and solutions that are easy to build and edit. It was so much fun to spend the day with this group of terrific leaders who are navigating their organizations with bold intensity. Thank you to The Google School for Leaders and Grow with Google for organizing and inviting me to participate.
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Bill Patterson reacted on thisBill Patterson reacted on thisPiperfest ‘26 delivered 🎉 We unpacked the future of agentic marketing and showcased some exciting new innovations for Piper the AI SDR Agent, including custom agents and pinned mode. The best part? We heard from our *incredible* customers who are doing big things and crushing pipeline targets with Qualified. If you missed it (or want a second look), you can now watch the full event on Qualified+ 👇 https://ow.ly/u7Up30sUKhJ
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Bill Patterson reacted on thisBill Patterson reacted on thisThis past month I had the incredible opportunity to participate in a strategy and ideation session for R-silience in collaboration with members of Miami University faculty, and leaders from Salesforce. I had the opportunity to help present our student-led marketing events and research initiatives to Salesforce representatives. It was an invaluable experience to learn about how enterprise level tech can manage community outreach at scale. Proud to be part of a team that is using data science to build a more resilient future for those in recovery.
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Stanley Chan
Techstars • 12K followers
🗓 Weekly Recap on Anthropic 1️⃣ Sets Claude as default model across ServiceNow AI workflows, rolling out to 29,000 employees. 2️⃣ Partners with UK government to deploy Claude on GOV.UK, strengthening public sector trust. 3️⃣ Expands Claude Excel add-in to Pro subscribers, boosting analyst productivity and retention. 🚀🚀🚀 #Anthropic #Weekly #Recap
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Ashu Garg
Foundation Capital • 42K followers
A lot of the conversation around the recent software selloff is really about terminal value. During the 2022 software selloff, rising interest rates pushed down valuations, but no one seriously questioned whether Salesforce or ServiceNow would still be valuable businesses in 10 years. This time, the selloff is about something different. The market is starting to question whether the business models that justify SaaS valuations remain valid at all. One reason is that the seat model is breaking. When a team can do more with fewer people, companies stop expanding their seat count. With agentic AI, pricing will increasingly shift from predictable per seat subscriptions toward usage and outcome based models. Agentic AI also makes it possible to charge for outcomes, which puts software in direct competition with the much larger services economy for the first time. In the latest edition of B2BaCEO, I unpack what this month’s software selloff is pricing in and how the economics of software are starting to change. Full p.o.v. here: https://lnkd.in/gP25Qvzt
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Robin Leonard
Xenai Digital • 31K followers
Attention Salesforce MCE customers! Salesforce Marketing Cloud (SFMC) experienced a major security incident that expired all email links generated before January 21, causing widespread disruptions. The incident led to broken links, compliance issues, increased bounce rates, and severe damage to sender reputations, especially for Microsoft inboxes. To recover, senders should monitor DKIM pass rates, resend critical emails, test unsubscribe functionality, and update systems to accommodate longer tracking links. Building trust in email marketing requires staying ahead of security challenges, mailbox provider changes, and evolving consumer expectations. Great article from Validity Inc. thanks Luke Blows for finding it. https://lnkd.in/dDKXkpb2
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Eric Pilon-Bignell
Salesforce • 6K followers
Some more exciting news around Salesforce acquiring Regrello, and I think it’s another great move into an agentic future. This isn't just about automation. Regrello's "agentic" AI can build intelligent, dynamic workflows on its own. It's about giving business processes a brain. For those of us in the industry, this is another game-changer. It means a future where AI handles the complex, manual tasks, freeing us up for more strategic work. #Salesforce #AI #Acquisition #Regrello #BusinessAutomation #FutureofWork https://lnkd.in/g94HbBsg
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Allan Adler
TiER1 Performance • 10K followers
Is Salesforce poised to win the Agentic AI battle? 🤖 With its announced acquisition of Informatica, Salesforce is no longer just the front-office System of Record—it’s now actively playing across all three foundational layers of the agentic enterprise stack: 🔹 System of Record – CRM has long been the source of truth for customer data. 🔹 Data Fabric – Informatica brings enterprise-grade integration, governance, and metadata intelligence. 🔹 Workflow Orchestration – With Flow, Copilot, MuleSoft, and AgentForce Salesforce powers actions across domains. In an agentic world—where AI doesn’t just advise, but acts—this trifecta could be decisive. Agents need: 1. Trusted data to think clearly. 2. Integrated logic to reason contextually. 3. Seamless execution to deliver outcomes. Salesforce is now positioning itself as the agentic operating system for customer engagement—a unified platform where agents can live, think, and act. Who else is poised to win? 🔸 ServiceNow – owns workflows and is pushing aggressively into RevOps. Could become the agentic OS for enterprise ops. 🔸 Google – building deep AI-native infrastructure and tooling for agent deployment (Gemini + Vertex AI). 🔸 Microsoft – the most balanced stack: Dynamics (SOR), Fabric (data), and Copilot (workflow + interface). 🔸 SAP – quietly extending into agentic ecosystems via Databricks, AI hubs, and ecosystem orchestration. 👉 The real question: Who will own the substrate where your agents operate—your data, your logic, your outcomes? The answer will define the next era of enterprise platforms and the foundation for a new economy where labor scarcity gives way to Agentic scalability. Who else stands to dominate in the Agentic AI game? #AgenticAI #CRM #Salesforce #Informatica #EnterpriseAI #WorkflowAutomation #DataFabric #EcosystemOrchestration #EcosystemStrategy
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Evan Morgan
Socure • 4K followers
We've spent the past two years working closely with Dealhub to refine our GTM motion, always iterating and learning along the way. This guide on semantic CPQ architecture really speaks to why modern revenue systems need to go beyond legacy tooling and focus on unified data, decision velocity, and intelligent execution. Worth a read if you’re thinking about how to scale your quote-to-revenue process more strategically.
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Nathan Owen
Grand Ventures • 6K followers
Traceloop (acquired by ServiceNow) is joining ServiceNow, and I wrote about why this outcome felt inevitable. When Grand invested, the thesis was simple: AI agents create a new class of blind spot: hallucinations, drift, runaway cost, and that use AI in Production without observability is flying blind. Traceloop built the right answer, in the open, on OpenTelemetry, with founders who had lived the problem firsthand. 500K+ monthly downloads. 60+ contributors, massive adoption of Traceloop's OpenLLMetry project by the observability vendor space, users discovering the product through open-source before ever seeing a sales call. That's the COSS flywheel working exactly as it should. Now that technology becomes part of ServiceNow's AI Control Tower, which is exactly where it belongs as AI moves from experimentation to mission-critical infrastructure. I wrote up the full story, from our original investment thesis to why the ServiceNow fit makes so much sense, in my latest Substack post. https://lnkd.in/gMKhrQFg Congrats again to Nir Gazit, Gal Kleinman, and the entire Traceloop team. Proud to have been part of the journey. #OTEL #COSS #OSS #Observability
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Joost De Bot
Maicell • 4K followers
𝗧𝗵𝗲 𝗔𝗜 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗶𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗮𝗿𝗿𝗶𝘃𝗶𝗻𝗴 𝗮𝘁 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗯𝗼𝗮𝗿𝗱𝘀. 𝗜𝘁’𝘀 𝗮𝗿𝗿𝗶𝘃𝗶𝗻𝗴 𝗶𝗻 𝗲𝘃𝗲𝗿𝘆 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝘁𝗼𝗼. I’ve spent 20 years working with the channel – at Jitterbit, MuleSoft, EMC. The pattern I’ve seen is consistent: the partners who build durable client relationships are the ones who get ahead of the next board question before the client has to ask it. Right now, that question is: how do we adopt AI without losing control of costs, governance, and the systems we’ve already invested in? Maicell (formerly ConnectPlaza) was built to give partners a direct answer to that question. An integration platform that connects what clients already have, extends it with AI where it makes sense, and keeps everything governed and auditable from day one. No forced migration. No new vendor dependency. No governance bolted on after the fact. Witold Kepinski covered the full story on Dutch IT Channel. Link in comments. If you’re a partner working through AI adoption conversations with your clients – worth a read.
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Larry Augustin
Brief - Executive Intelligence • 21K followers
There’s a quiet irony in today’s “AI agent” debate. As The Information https://bit.ly/4avx4el reports, trust in generative AI is declining in enterprise settings. One reason: we’re asking agents to behave like deterministic systems. Most business workflows are algorithms: structured, repeatable, predictable. AI is excellent at building those workflows (writing code) and operating within them (summarizing, extracting, classifying). But the workflow itself is often better left deterministic. Agents aren’t computers, and shouldn’t be expected to act like them. The future is hybrid: workflows are deterministic; the work inside them often isn’t.
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