The challenge
The sales organization had outgrown its original Salesforce setup. Processes differed between teams, reporting took manual effort, and sellers spent time on routine lookups and updates.
Our solution
We streamlined the opportunity and quote process, automated approvals and repetitive steps with Flow and Apex, and built dashboards for pipeline visibility, delivered through a controlled release process.
We then introduced Agentforce: AI agents with custom topics and actions grounded in CRM data, so sales users can get deal insights, summaries and guided next steps directly in Salesforce.
What we delivered
- Opportunity and quote process improvements
- Approval and automation flows
- Lightning Web Components for sales users
- Agentforce agents with custom topics, actions and prompt templates
- Pipeline dashboards
The impact
- A consistent sales process across teams
- Clearer pipeline visibility
- AI assistance for sellers inside the CRM