Sales agents, forecasting & quote-to-cash

AI for Sales & Revenue

Give sellers AI agents that qualify leads, research accounts and prepare deals, connected to Sales Cloud and Revenue Cloud.

Discuss your project All solutions

Overview

How we approach AI for Sales & Revenue.

Sellers spend too much time on research, data entry and follow-up. We deploy agents that nurture inbound leads, prepare meeting briefs, update records and flag deal risk, so reps spend more time with customers.

Behind the agents, we modernize Sales Cloud and Revenue Cloud: clean pipeline data, accurate forecasts and a quote-to-cash process that agents and people can both rely on.

Platforms

Sales CloudRevenue CloudAgentforceSlack

What’s included

Lead nurturing and qualification agents
Account research and meeting preparation
Pipeline hygiene and deal-risk insights
Sales Cloud implementation and optimization
Revenue Cloud quoting, pricing and billing
Deal collaboration in Slack

Outcomes

What we design for.

OUTCOME 01

More selling time

Research and admin handled by agents.

OUTCOME 02

Faster response

Every inbound lead followed up promptly.

OUTCOME 03

Reliable forecasts

Pipeline data that leaders can trust.

Delivery

Discover. Ground. Build. Observe.

01

Discover

Find the jobs where agents create measurable value, and capture baseline metrics before anything is built.

Use-case scoringBaseline KPIsRisk review

02

Ground

Prepare the data, knowledge and permissions agents depend on, so answers are accurate and access is safe.

Data 360Knowledge cleanupLeast privilege

03

Build & Test

Design agents in Agentforce Builder, lock critical steps with Agent Script and test against real scenarios.

Agent ScriptTesting CenterGuardrails

04

Launch & Observe

Roll out in stages, monitor every session and keep tuning with managed AgentOps.

ObservabilityA/B testingAgentOps

Where this fits

Industries we apply this to.

Manufacturing

Agents for dealers, field service and sales operations, connected to ERP and grounded in accurate account and asset data.

Partner and dealer service agents
Field technician assistance and work order summaries
Sales agreements and account-based forecasting

High Tech

Scale support and revenue with AI service agents, sales agents and customer success insight built on product usage data.

Technical support agents grounded in documentation
Inbound lead qualification and meeting booking
Customer health scoring from product usage data

Professional Services

Agents that speed client intake, prepare engagements and surface utilization insight across CRM, PSA and finance systems.

Client intake and onboarding agents
Account research and meeting briefs
Proposal and statement-of-work drafting assistance

Related

Explore other practices.

Agentforce Strategy & Readiness

Find the agent use cases worth building, assess data and trust readiness, and leave with a costed roadmap to production.

Agent Design & Development

Design, build and test AI agents in Agentforce Builder, with Agent Script for the steps that must run exactly as written.

Data 360 & AI-Ready Data

Unify, clean and govern the data that grounds your agents with Data 360, Informatica and Zero Copy access to your data lake.

Let’s talk

Let’s put your first agent to work.

Tell us where Salesforce and AI stand today. A 30-minute call with an architect is the fastest way to find the agent use cases worth building first.

Book an AI readiness call +1 703-828-5577