Selling time is squeezed
Sellers spend much of the week on research, updates and internal requests. Time with customers is what remains.
AGENTFORCE FOR SALES
Sales leaders do not need another tool. They need a clear view of which selling work agents should take on, which decisions stay with people and what the change is worth. We give you that view, independently, before you commit budget.
The problem
The symptoms are familiar. The causes usually sit in process, data and ownership, not in technology.
The pipeline is hard to believe
Stages, dates and amounts drift from reality. Forecast calls become debates about data, not decisions about deals.
Leads wait too long
Enquiries arrive faster than the team can qualify them. Good prospects cool while poor ones consume attention.
AI spend lacks a business case
Pilots start without an owner, a baseline or a measure of success. Leaders cannot tell which ones deserve to scale.
Blueprint
We use this picture to agree scope with your leadership team. It shows where agents sit, what governs them and what they depend on.
05
Experience
Where buyers and sellers meet the agent.
- Website chat
- Slack channels
- Seller workspace
04
Agents
The agents that take on defined selling work.
- Lead qualification
- Pipeline hygiene
- Account research
- Quote support
03
Trust and guardrails
The rules that decide what an agent may do alone.
- Approval thresholds
- Pricing policy
- Audit trail
- Human handoff
02
Data: Data 360
One governed view of accounts, activity and intent.
- Unified accounts
- Engagement history
- Intent signals
01
Systems of record
The sources the agents read from and write to.
- Agentforce Sales
- Pricing and quoting
- Finance and billing
- Contract records
Use cases
We assess each candidate for value, feasibility and risk, then recommend an order. These are the ones leaders ask about most.
Lead qualification
The agent answers enquiries, asks the qualifying questions and scores fit against agreed criteria. A seller takes over every qualified conversation.
Pipeline hygiene
The agent flags stale dates, missing next steps and stalled stages, and proposes corrections. The opportunity owner accepts or rejects each one.
Account research
The agent prepares a briefing from account history, open cases and public information before a meeting. The seller decides what to use.
Quote support
The agent drafts a quote within approved price and discount rules. Anything outside those rules goes to a manager for approval.
Forecast review
The agent compares committed deals with activity and history, and highlights the ones at risk. Sales leaders make the forecast call.
Renewal alerts
The agent watches usage, support and contract signals and raises renewals that need attention early. The account owner leads the response.
Workflow
One example of how signal, data, agent and human judgement fit together.
- 01
Inbound enquiry
A prospect asks about pricing on the website.
- 02
Account context
Data 360 matches the enquiry to a known account.
- 03
Qualification agent
Asks qualifying questions and scores fit against agreed criteria.
- 04
Account executive
Reviews the summary and accepts the handoff.
- 05
Qualified opportunity
A meeting is booked and the record is complete.
Illustrative views
Sample screens with sample values. We use views like these to agree what good looks like before any money is spent.
Sales agent performance
Sample quarter
Leads qualified by agent
64%
Time to first response
3 min
Pipeline records complete
91%
Handoffs accepted by sellers
82%
Qualified leads handed to sellers
- Lead qualification78
- Pipeline hygiene66
- Account research54
- Quote support41
Lead qualification
Website chat
Prospect
We are reviewing suppliers for next year. Can someone talk us through pricing for a regional rollout?
Sales agent
Happy to help. To point you to the right person, could you tell me which regions are in scope and when you plan to decide?
Prospect
Two regions to start, with a decision this quarter. Our operations director is the sponsor.
System. Fit criteria met. Conversation summary and account history passed to the account executive.
Account executive
Thanks for the detail. I have your requirements in front of me. I can walk you through options tomorrow morning if that suits.
- Matched existing account
- Asked qualifying questions
- Scored against fit criteria
- Handed to account executive
Both views are illustrative. Values are samples, not client results.
Outcomes
We agree baselines and targets with you at the start. We do not quote improvement figures we cannot stand behind.
Targets are set with each client against their own baseline.
Selling time
The share of the working week sellers spend with customers and prospects.
Lead response time
How quickly a new enquiry receives a useful, qualified response.
Forecast accuracy
How closely the committed forecast matches what actually closes.
Pipeline data quality
The share of open opportunities with current dates, stages and next steps.
Renewal retention
The proportion of renewals secured, and how early risk is spotted.
Time to first agent in production
How long it takes to move from decision to a governed agent doing real work.
Approach
We advise, govern and assure. Your teams and your chosen partners carry out the work.
01
Discover
We map how selling time is spent, where the pipeline loses credibility and what your data can support today.
Outputs
- Sales process review
- Agent readiness assessment
- Opportunity longlist
02
Define
We prioritise the use cases, set the baselines and write the business case your board will ask for.
Outputs
- Prioritised use cases
- Business case
- Success measures
03
Design
We set out the operating model: who owns each agent, what it may decide and when a seller steps in.
Outputs
- Operating model
- Guardrail and approval policy
- Phased roadmap
04
Direct
We provide independent assurance while your teams and partners carry out the work, and we track value against the case.
Outputs
- Programme assurance reviews
- Value realisation tracking
- Adoption plan
Start with a conversation. We will tell you plainly whether there is a case.