The challenge
Reps were spending more than four hours a day on manual lead scoring, opportunity research, and follow-up creation. High-intent leads sat untouched while the team worked through low-value admin, and pipeline conversion had plateaued.
Our approach
We started with the data, then automated the busywork around it.
- Cleaned and governed the records the agents would reason over first, so every output could be trusted.
- Deployed Einstein lead scoring to rank inbound automatically, then routed and enriched each lead so the score led to an action.
- Built Agentforce agents for automated follow-up and AI-generated call-prep briefs before every meeting.
- Put a review step in place so every AI-produced output is checked by a certified Salesforce engineer before it reaches a record.
The result
Within ninety days pipeline conversion rose 35% and each rep reclaimed about four hours a week.
The team spends its time selling rather than on admin, and every agent output is governed and reviewed.