Salesforce Agentforce

PROFESSIONAL SERVICES

Salesforce Agentforce Consulting

Build intelligent solutions to transform your customer relations and user experience.

When you deploy Agentforce with Smartbridge by your side, you’re not just adopting a Salesforce product, you’re gaining a strategic partner who understands how to tailor the platform to the way your agents actually work.

We bring experience in aligning Agentforce with your existing processes, integrating it with legacy systems, and turning fragmented customer data into a unified view. Smartbridge empowers you to move faster, avoid missteps, and unlock real business value early in the rollout.

Salesforce Agentforce Consulting

Speak with an Expert

Skip sales & discuss your Agentforce needs with a manager or director!

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How can Salesforce Agentforce help your organization?

  • Build AI agents that collaborate with Sales and Service teams

  • Promote proactive lead management
  • Deflect support cases
  • Understand unstructured data and provide insights
  • Coach new sales reps

  • Intelligent knowledgebase for Q&A based on internal data

  • Easy access to quick actions from a cell phone
  • 360° Customer View
    Extend Agentforce’s reach using Data Cloud to create a 360-degree view of customers by integrating data from various external sources.

Salesforce architecture with Agentforce
Image courtesy of Salesforce

THE ART OF THE POSSIBLE

Explore Agentforce Use Cases

Smartbridge has developed uses cases, pilots and implementations that have met specific goals for various industries and lines of business. Contact us to request a demo of a use case below.

SALES & MARKETING

Quickly look for an active or most recent lead and schedule an event from a cell phone.

CUSTOMER SERVICE

Create a quick actionable summary of a customer and add it to the page for easy access from a cell phone.

SALES

Easily access customer order history and average selling price of a product in a conversational style.

SALES, MARKETING, SERVICE

Answer sales and/or customer questions regarding an existing contract or upcoming renewal.

SALES, MARKETING, SERVICE

Assist sales in researching a customer and gathering insights based on external data (LinkedIn Sales Navigator, ZoomInfo, etc.)

Automatically retrieve the NPI of HCP and populate it on the contact record.

Salesforce Agentforce

Pushing Innovation Forward with Microsoft Data Agents, Copilot, and Salesforce Agentforce

More AI Services

Long before Agentforce, Smartbridge was already building robust AI solutions for clients.

Salesforce Agentforce Consulting

Smartbridge + Salesforce Agentforce

Let’s explore the art of the possible with intelligent solutions!

Salesforce Life Sciences Cloud