Salesforce AI Automation
Eliminate 80% of manual CRM work with AI-powered lead scoring, pipeline management, and activity logging
AI-Powered Salesforce Automation
Production-ready AI agents that integrate with your existing Salesforce workflows
AI Lead Scoring
Automatically score and prioritize leads based on engagement, firmographics, and behavioral patterns.
Pipeline Management
AI agents track deal progress, update stages automatically, and alert reps of at-risk opportunities.
Activity Logging
Eliminate manual data entry with automatic logging of emails, calls, meetings, and outcomes.
Smart Routing
Intelligent lead and case assignment based on territory, expertise, and workload balancing.
Forecast Accuracy
AI analyzes historical data and current pipeline to provide accurate revenue forecasts.
Conversational AI
Deploy AI chatbots to qualify leads, answer questions, and schedule meetings directly in Salesforce.
Real-World Use Cases
How enterprise teams are using AI to transform Salesforce workflows
Lead Qualification Automation
Sales reps spend 4+ hours daily qualifying unqualified leads
AI agent qualifies leads via email/chat, updates Salesforce with BANT criteria, and routes hot leads to reps
70% reduction in qualification time, 3x more demos booked
Opportunity Management
Deals stall in pipeline due to lack of follow-up and visibility
AI monitors deal activity, sends automated follow-ups, and alerts reps when opportunities go cold
40% faster deal closure, 25% increase in win rate
Data Hygiene
Incomplete records and duplicate contacts causing reporting issues
AI enriches contact data, merges duplicates, and enforces required field completion
95% data accuracy, clean reporting dashboards
Setup in 15 Minutes
From authentication to production deployment in 4 simple steps
Connect Salesforce
OAuth authentication in 2 clicks. We support all Salesforce editions including Enterprise, Unlimited, and Professional.
Configure AI Agents
Select which workflows to automate: lead scoring, activity logging, pipeline management, or custom workflows.
Map Data Fields
Our AI automatically maps standard and custom fields. Review and adjust as needed with visual field mapper.
Test & Deploy
Run test workflows in sandbox environment, then deploy to production with a single click.
Ready to Automate Your Salesforce Workflows?
Schedule a free consultation to see how AI can reduce manual CRM work by 80%.