Your CEO is asking about AI in Salesforce. Your reps are buried in admin work. Somewhere between the hype and the reality, there's a strategy that actually works for your team. We'll sit down with you, understand how your sales process runs today, and help you build a plan to use agentic workflows in Salesforce to cut the overhead and move deals faster. And if it doesn't make sense yet — we'll tell you that too.
We start by understanding how your team sells today — the full process, the bottlenecks, the repetitive work. Then we help you build a strategy for using agentic workflows in Salesforce to cut administrative costs, speed up your pipeline, and get your reps focused on revenue. If it makes sense to build, we build it.
A free call where we dig into how your team works today. Where leads come from, how they get qualified, what reps do before and after calls, how deals move through your pipeline, and where the bottlenecks are. We're mapping the full picture so we can identify where agentic workflows would have the most impact on your revenue goals.
You walk away from the call with a strategy — which workflows to automate, which agents to deploy, what order to do it in, and how it connects to your revenue targets. Not a vague "AI could help." A specific plan tied to your process. And if the honest answer is "your org isn't ready yet," we'll tell you what needs to happen first.
If there are agents worth deploying, we build them inside your Salesforce org, test them against real scenarios from your pipeline, train your team, and make sure everything works. We deploy the highest-impact agent first so your team sees value quickly.
Agentforce works best when there's a clear, repetitive workflow that follows consistent patterns. Here's where we typically see it make a real difference for sales teams.
Leads come in, someone has to look at them, check if they match your ICP, and route them to the right rep. It's not hard work — it's just time that adds up. An Agentforce agent can evaluate leads against your criteria the moment they arrive and route them instantly. The value isn't sophistication — it's speed and consistency.
Before every meeting, your reps are pulling up the account, scrolling through activity history, checking who they last spoke to, reading notes from three months ago. An agent can compile that context into a clean brief in seconds. It doesn't replace judgment — it replaces the 20 minutes of clicking around that happens before every call.
Reps write the same kinds of emails over and over — recapping a meeting, proposing next steps, circling back on a deal. An agent can draft these based on deal context and meeting notes. The rep still reviews and sends, but the blank-page problem goes away and the 15-minute task becomes a 2-minute review.
Stale deals, missed close dates, opportunities with no activity for 30 days — every team has them, and nobody consistently catches them because it requires someone to manually scrub the pipeline every week. An agent can monitor continuously and flag problems before they corrupt your forecast.
If your team handles any kind of inbound request — support tickets, partner inquiries, customer questions — an agent can classify and route them to the right person based on urgency, topic, and customer tier. It's straightforward automation that eliminates a manual sorting step.
Not every team needs all five. Some teams need two. Some need zero. The strategy call is where we figure out which ones — if any — move the needle for you.
Agentforce is Salesforce's platform for building AI agents that work inside your CRM. An agent is basically an automation that can read your Salesforce data, make decisions, and take actions — like qualifying a lead, drafting an email, or flagging a stale deal. Unlike generic AI tools, these agents are connected to your actual pipeline and records. They're not chatbots.
Salesforce has had Einstein features for years — lead scoring, opportunity insights, etc. Those are mostly passive: they surface information. Agentforce agents are active: they take actions autonomously. An Einstein feature might tell you a lead looks promising. An Agentforce agent qualifies it, routes it to a rep, and logs the activity — all without someone clicking anything.
A 30–45 minute conversation where we walk through your sales process — how leads come in, how they get qualified, what reps do to prep for calls, how follow-ups happen, how your pipeline gets managed. We map the repetitive, manual work and help you build a clear strategy for using agentic workflows to cut that overhead and hit your revenue goals faster. You leave with a plan, not a pitch.
No. You'll leave the call with a clear strategy for which agentic workflows make sense for your team and how to deploy them. If there's an opportunity to work together on implementation, we'll mention it. If Agentforce doesn't make sense for your team right now, we'll tell you why and what would need to change. Either way, you walk out with something useful.
A single agent typically takes 1–2 weeks from kickoff to deployment. A few agents deployed together takes 3–5 weeks. We start with the one that'll make the biggest difference and build from there.
It depends on the agent. Some agents work fine in messy orgs — the pipeline hygiene agent literally exists to find problems. Others need clean data and well-defined processes to be effective. We'll be upfront about what your org needs before any agent will work properly. Sometimes the honest answer is "clean up your data first, then come back."
Nothing. Agents run inside Salesforce. Your reps don't need to learn a new tool or write prompts. The agents just do their job in the background — or, in the case of something like the briefing agent, the rep clicks a button and gets the output. We handle setup, configuration, and training.