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: Confidential
Industry: Technology / SaaS
Location:
Company Size: ~2,000 employees
Manual lead qualification delaying sales pipeline.
Missed opportunities due to lack of 24/7 global coverage.
Disconnected CRM systems slowing collaboration.
Inconsistent personalization in customer outreach.
Limited visibility into pipeline health and deal forecasting.
Legacy CRM workflows across Salesforce and HubSpot.
No automation for scoring, outreach, or forecasting.
Lack of predictive intelligence for pipeline reporting.
Difficulty scaling sales operations to international markets.
Data silos between sales, marketing, and customer success teams.
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
CRMs: Salesforce, HubSpot
Communication APIs: Gmail, Slack, WhatsApp Business
Cloud Services: AWS/Azure for deployment scalability
Analytics: Tableau, PowerBI for visualization
Security: IAM, SSO, and GDPR-compliant encryption
Approach: Phased rollout starting with SDR agent for lead qualification, then expanding to engagement and forecasting.
Integration: Secure connectors for Salesforce, HubSpot, and communication APIs.
Security: TLS encryption, role-based IAM, GDPR readiness.
Testing: Pilot run with Sales & SDR team before global rollout.
Timeline: 10 weeks (4 weeks integration, 4 weeks orchestration, 2 weeks testing/adoption).
Applied multi-agent orchestration to modularize SDR, Engagement, and Forecasting functions.
Built global outreach automation to engage leads 24/7 across time zones.
Designed predictive sales forecasting models with real-time pipeline updates.
Adopted Responsible AI guardrails for secure customer communication.
60% reduction in manual lead qualification effort.
22% increase in sales conversion rates.
70% of lead responses automated instantly.
24/7 global coverage, reducing missed opportunities.
Improved customer satisfaction with personalized, timely engagement.
Scalable multi-agent architecture handling thousands of concurrent leads.
Unified CRM workflows across Salesforce and HubSpot.
Low-latency response times with cloud-native deployment.
Secure and compliant data handling with IAM + encryption.
Future-ready modular design enabling plug-and-play new agents.
"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
Integration complexity across multiple CRMs – solved with secure API connectors.
Change management – addressed through SDR training and pilot adoption.
Personalization quality – improved via fine-tuned outreach templates.
Start with lead qualification automation for quick wins.
Implement responsible AI guardrails to ensure compliance in communication.
Roll out globally in phased adoption waves to manage change effectively.
Expand to customer success workflows for renewal/upsell automation.
Integrate AI-driven revenue forecasting across multiple markets.
Deploy voice-based engagement agents for call automation.
Continue adoption of AgentOps for autonomous sales management.