AI Sales Agents Drive Revenue, Free Teams for Key Deals

The next wave of AI isn't about generating text - it's about generating revenue.

That is the precise function of Agentforce for Sales: it operates as a cohesive AI-powered team built to move deals forward. With Agentforce, teams are now able to automate and scale the grind of outreach, follow-ups, and lead qualification. This technology is assisting salespeople and freeing them to focus on what humans do best: managing customer relationships and closing complex, high-stakes deals.

Why it matters: This evolution marks a fundamental change in how AI is used in sales. Rather than just offering vague data insights, Agentforce can pull in the right data about a lead, and Agentforce for Sales can use that to craft a compelling outreach email to a customer, create a close plan, and kick off a 1-1 nurture cadence for that customer that pulls in upcoming marketing activities. Agentforce also logs these steps as activities in an account record.

Agentforce for Sales is more than a sales lever, it's a productive member of the team, directly influencing pipeline and revenue. This is what consumers are asking for, as evidenced by the fact that one-third of them prefer to purchase products via AI agents rather than human interaction.

Driving the news:

How it works:

• CentralSquare will use Agentforce as its new digital labor platform to transform its sales process, autonomously answering inquiries, qualifying and triaging leads, and scheduling follow-ups for sales reps. Just like a sales development representative, Agentforce will ask tailored questions to understand the size and mission of the public sector agency, its location, and the specific solutions it's seeking, then determine the best fit across CentralSquare's range of products. This accelerated, personalized consultation will ensure leads are directed to the right teams to focus on high-value opportunities.
• Equinix will deploy Agentforce to deliver timely, personalized attention to every lead through proactive engagement. This will improve the lead management process and improve conversion. Agentforce will act as a digital sales development representative, automating tasks like outreach, follow-ups, and scheduling to meet marketing SLAs to streamline lead management. It will enable sales teams to prioritize high-value opportunities, improve efficiency, and accelerate growth. Sales reps will have instant access to essential data on telemetry and white space opportunities, enabling faster, more informed decisions to drive lead generation and account growth.
• Fisher & Paykel will use Agentforce to deliver around-the-clock, high-quality support, giving customers experiences that are in keeping with its premium appliances. Agentforce will hand off simpler and more routine tasks to agents, giving Fisher & Paykel's human reps more time to spend building customer relationships that increase sales.
• Kawasaki Engines will use Agentforce to help their customer teams service and support dealers nationwide. With Agents, automating routine tasks such as organizing customer inquiries, summarizing calls, and handling alerts, service replies, and email responses can free employees to spend more time on complex cases.
• Precina Health utilizes Agentforce to free providers to focus on high-impact interventions, while saving Precina administrative overhead as it grows. Agentforce will speed up the payer expansion process by automating parts of direct contracting conversations with payers which will make more patients eligible for Precina's services, leading to faster patient onboarding and growth. Precina will use Agentforce to quickly onboard, train, and continually coach practitioners and paraprofessionals, guiding them through everything from role-playing to therapeutic support calls and clinical visits by mirroring sales coaching.

What they're saying:

• "We probably never would've hired a thousand-person sales team. But with this type of AI - much like a calculator or a computer - we can multiply our effectiveness exponentially." - John Oberg, Chief Executive Officer, Precina Health
• "Salesforce's integrated AI tools, like Agentforce, combined with the unmatched power of its platform, make them more than a partner - they're a catalyst for our transformation. Together, we're not just preparing for the future - we're defining it, one innovative solution at a time." - Namita Jinal, Chief Innovation Officer, CentralSquare

We probably never would've hired a thousand-person sales team. But with this type of AI - much like a calculator or a computer - we can multiply our effectiveness exponentially.

What's next: Salesforce is expanding Agentforce's capabilities within the sales process. The focus is on refining AI agents to handle increasingly complex sales activities and further integrating AI into the sales workflow. This includes:

• Quoting: Accelerates deal cycles with instant, personalized quotes. AI agents assist with creating, modifying, and summarizing quotes while following role-based access permissions and business rules. Reps can easily review quote details and generate customer-ready quotes.
• Pipeline Management: Keeps pipeline accurate and deals moving forward with automated updates to opportunity stage and next steps, using call, email, and meeting insights so reps can focus on selling - not updating CRM records.
• Lead Generation: Engages leads on a website with personalized conversations, answers their questions, and helps them book a meeting with a rep. Automatically creates lead records for Agentforce or sales team to follow up and nurture.

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