We'll spend 30–45 minutes understanding how your team sells today — how leads come in, how they get qualified, what reps do before and after calls, how your pipeline moves, and where time gets lost to repetitive work. Then we'll help you come up with a clear strategy for your sales team to use agentic workflows in Salesforce to hit revenue goals faster.
How leads come in, how they get qualified, what reps do before and after calls, how deals move through your pipeline, and where the bottlenecks and repetitive work live.
Based on your process, we identify the specific workflows where Agentforce agents would reduce admin costs, speed up your pipeline, and free your reps to focus on selling.
Which agents to deploy, what order to build them in, what your org needs to support them, and how it all ties back to your revenue goals. A plan you can take to your leadership team — or act on immediately.
No org access required. No slides. You leave with a strategy, not a pitch.
We'll respond within 24 hours to schedule a time.
We'll email you to find a time. That's it.
It's a real strategy conversation. You'll leave with a clear picture of which agentic workflows make sense for your team and a plan to deploy them. If there's an opportunity to work together on implementation, we'll mention it. If there isn't, we won't. Either way, you're walking out with a strategy you can act on.
Whoever understands how your sales team works day to day. Usually that's the VP of Sales, Head of Rev Ops, or a senior sales manager. We need someone who can answer questions like "what happens when a new lead comes in" and "how do reps prep for calls."
No. Just show up knowing how your team works. We'll ask the right questions.
30–45 minutes depending on how complex your process is.
Not for the call. The strategy call is a conversation about your process. We don't need to see your org until we're actually building agents — and that only happens if you decide to move forward.