Executive Summary
A global SaaS provider struggled with fragmented CRM workflows, slow lead qualification, and missed opportunities due to limited 24/7 sales coverage. By deploying Agent Force, the company automated lead scoring, personalized outreach, and real-time sales forecasting across Salesforce and HubSpot. The solution reduced manual qualification by 60%, improved response times from hours to seconds, and increased sales conversion rates by 22% while enabling global 24/7 engagement.
Customer Challenge
Customer Information
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Customer: Confidential
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Industry: Technology / SaaS
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Location:
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Company Size: ~2,000 employees
Business Challenges
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Manual lead qualification delaying sales pipeline.
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Missed opportunities due to lack of 24/7 global coverage.
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Disconnected CRM systems slowing collaboration.
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Inconsistent personalization in customer outreach.
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Limited visibility into pipeline health and deal forecasting.
Technical Challenges
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Legacy CRM workflows across Salesforce and HubSpot.
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No automation for scoring, outreach, or forecasting.
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Lack of predictive intelligence for pipeline reporting.
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Difficulty scaling sales operations to international markets.
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Data silos between sales, marketing, and customer success teams.
Partner Solution
Solution Overview
Agent Force was deployed as an autonomous multi-agent platform for sales and customer engagement. Leveraging SDR, Engagement, Forecasting, and Reporting Agents, the platform unified CRM workflows and automated the entire sales journey from lead qualification to deal closure.
Services/Technologies Used
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CRMs: Salesforce, HubSpot
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Communication APIs: Gmail, Slack, WhatsApp Business
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Cloud Services: AWS/Azure for deployment scalability
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Analytics: Tableau, PowerBI for visualization
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Security: IAM, SSO, and GDPR-compliant encryption
Architecture Diagram
Implementation Details
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Approach: Phased rollout starting with SDR agent for lead qualification, then expanding to engagement and forecasting.
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Integration: Secure connectors for Salesforce, HubSpot, and communication APIs.
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Security: TLS encryption, role-based IAM, GDPR readiness.
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Testing: Pilot run with Sales & SDR team before global rollout.
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Timeline: 10 weeks (4 weeks integration, 4 weeks orchestration, 2 weeks testing/adoption).
Innovation and Best Practices
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Applied multi-agent orchestration to modularize SDR, Engagement, and Forecasting functions.
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Built global outreach automation to engage leads 24/7 across time zones.
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Designed predictive sales forecasting models with real-time pipeline updates.
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Adopted Responsible AI guardrails for secure customer communication.
Results and Benefits
Business Outcomes and Success Metrics
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60% reduction in manual lead qualification effort.
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22% increase in sales conversion rates.
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70% of lead responses automated instantly.
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24/7 global coverage, reducing missed opportunities.
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Improved customer satisfaction with personalized, timely engagement.
Technical Benefits
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Scalable multi-agent architecture handling thousands of concurrent leads.
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Unified CRM workflows across Salesforce and HubSpot.
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Low-latency response times with cloud-native deployment.
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Secure and compliant data handling with IAM + encryption.
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Future-ready modular design enabling plug-and-play new agents.
Customer Testimonial
"Agent Force transformed our sales operations. What used to take hours of manual qualification and follow-up now happens in seconds, and our teams finally have visibility into pipeline health across regions." – VP of Sales, Global SaaS Provider
Lessons Learned
Challenges Overcome
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Integration complexity across multiple CRMs – solved with secure API connectors.
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Change management – addressed through SDR training and pilot adoption.
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Personalization quality – improved via fine-tuned outreach templates.
Best Practices Identified
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Start with lead qualification automation for quick wins.
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Implement responsible AI guardrails to ensure compliance in communication.
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Roll out globally in phased adoption waves to manage change effectively.
Future Plans
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Expand to customer success workflows for renewal/upsell automation.
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Integrate AI-driven revenue forecasting across multiple markets.
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Deploy voice-based engagement agents for call automation.
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Continue adoption of AgentOps for autonomous sales management.
