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Success stories

Agentforce Success Stories

Financial Services

Reaching the Other 90%: How Q Capital Is Capturing More Market Share with Agentforce Sales Agent

Technology

Better than Bots: How Rectangle Health Handles Thousands of Support Interactions Per Month With Agentforce

Wholesale and Distribution

Precision Under Pressure: Chambers Gasket Keeps Customer Service Flowing With Agentforce

Professional Services

Small Steps for Big Impact: CMR’s Rapid Agentforce Adoption Improved Client Support

Inbound SDR Agent

Deploy a 24/7 AI agent on your website to educate buyers, qualify leads, and schedule meetings with sales reps—streamlining your sales process and keeping prospects engaged around the clock.

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Professional Services Agent

Enable the Service Agent to access client projects, onboarding tasks, or professional services automation data directly through a secure, authenticated portal for streamlined program and project management.

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Application Helper Agent

Speed up your online application process and answer applicant questions instantly with our innovative application helper agent—designed to save time and improve the experience for everyone.

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Grant Management Agent

Nonprofits can enhance donor engagement by offering personalized answers and predictive recommendations tailored to their funding interests, ensuring a more meaningful and impactful connection.

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Capital Markets CIM Agent

Sell-side dealmakers can customize confidential investment memos (CIMs) for potential targets, while buy-side firms can automate the CIM creation process, streamlining deal workflows efficiently.

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Account Research Agent

Leverage data from Apollo, ZoomInfo, Crunchbase, and similar platforms to research target accounts, fundraising history, technologies, and key contacts. Use these insights to drive effective, personalized outreach.

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