Agentforce assessment (2 weeks)
- •Audit SFMC and Salesforce environment
- •Identify highest-ROI agent use cases
- •Deliver a prioritized roadmap with effort and return estimates
- •Define what to build and why before committing
Turn your Salesforce instance into a self-operating system with reliable Agentforce consulting services
Turn your Salesforce and SFMC environments into proactive engines. Our Agentforce consulting services bridge the gap between data and action, building custom agents that respond to customer signals the moment they happen. You know the platform; we know the pulse.
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800+
SFMC clients
70+
in-house SFMC talent
60+
SFMC talent deployed
10+
years of SFMC experience
How Agentforce implementations fall apart
Signals without response
Customer behavior triggers nothing. High-intent actions in CRM or SFMC go unanswered; no agent is watching, no workflow responds.
Campaigns instead of conversations
Personalization efforts remain limited to scheduled campaigns rather than dynamic conversations.
Disconnected data
Customer information remains fragmented across SFMC, Data Cloud, and CRM. Agents lack a unified data layer to act on.
Isolated pilots, not programs
Agentforce is tested in silos; single use cases, no governance, no scale.
Agentforce consulting services to equip your business with real-time decisioning at scale
Agentforce strategy & roadmap
Map use cases to pipeline, revenue, CAC, and retention. Deliver a prioritized roadmap tailored to your SFMC and CRM.
Agent design & implementation
Build agents for triggers, qualification, decisioning, and personalization. Enable next-best actions across the lifecycle. Deploy natively within Salesforce and SFMC.
Data & integration readiness
Audit Data Cloud, CRM hygiene, and SFMC data. Identify and fix integration gaps pre-launch. Ensure agents run on clean, connected data.
Governance & performance
Provide post-launch support, monitoring, and tuning. Set benchmarks, reporting, and scale roadmap. Establish clear human handoffs where needed
Not sure whether your SFMC and Salesforce environments are ready for Agentforce?
We run a structured readiness assessment, data quality, CRM hygiene, SFMC architecture, integration gaps, and use-case feasibility to give you a clear picture before deployment.
The agentic stack you need to bolster lifecycle marketing
Campaign & journey agents
Trigger, personalize, and adapt campaigns in real time across SFMC, email, SMS, and push.
Lead qualification & handoff agents
Score, qualify, and route leads using CRM and engagement data.
Lifecycle & retention agents
Monitor health signals, purchase gaps, drop-offs, and churn risk.
Audience & decisioning agents
Build and update segments in real time, feed Data Cloud with live signals, and drive next-best actions across channels.
ROI in action: case studies
that highlight real growth
In the words of our clients
The engagement framework to operationalize Agentforce end-to-end
Agentforce pilot (6-10 weeks)
- •Deploy 2-3 use cases end-to-end (campaign, qualification, lifecycle)
- •Build in governance and performance benchmarks from day one
- •Validate impact before scaling
Full program deployment (custom scope)
- •Scale Agentforce across marketing and lifecycle stack
- •Execute multi-cloud deployment with change management
- •Train teams and establish ongoing performance layer
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Frequently asked questions
We're already on SFMC and Salesforce. Are we ready for Agentforce?
You have the foundation. Readiness depends on data quality, CRM hygiene, and how well SFMC and Salesforce are connected. We assess all three before recommending next steps.
How is this different from SFMC journeys and automation?
Journeys follow predefined rules. Agentforce acts on live data in real time—no prebuilt path required. They work together: journeys execute, agents decide.
How do you measure success?
We define metrics upfront. Campaign agents: engagement lift and speed. Qualification agents: lead-to-opportunity rate and rep time saved. Lifecycle agents: retention and revenue preserved. Every engagement starts with clear benchmarks.
What happens after go-live?
Four weeks of hands-on support—monitoring, tuning, and escalation. Then a performance layer with reporting, benchmarks, and a roadmap to scale.
What does Agentforce cost?
Salesforce uses a per-conversation model. ROI depends on what each interaction replaces—manual decisions, missed qualifications, or lost retention moments. We model cost vs. return during the strategy phase.
How soon do we see results?
Initial use cases go live in 6–10 weeks, depending on data readiness. Most teams see measurable impact within the first quarter.
Can you work with our internal team?
Yes—that's the standard model of Agentforce consulting. We add Agentforce depth and work alongside your SFMC and Salesforce team.
Do we need Data Cloud?
Not always. But it significantly improves performance, especially for real-time decisioning and lifecycle triggers. We recommend what's required vs. optional based on your setup.