SALESFORCE AGENTFORCE SALES CONSULTING & IMPLEMENTATION
Build a sales operation your team can actually run on
We design and implement Agentforce Sales (formerly Sales Cloud) solutions that structure lead and opportunity management, pipeline, forecasting, automation, and sales workflows around the way your team sells.
Teams we have delivered for
Agentforce Sales (formerly Sales Cloud)A sales operation takes more than opportunity tracking.
Agentforce Sales connects leads, accounts, contacts, opportunities, pipeline, forecasting, and sales workflows on Salesforce. We design the underlying sales model so work moves through the right stages, owners, and processes.
Lead and opportunity design
Define lead lifecycle, opportunity stages, ownership, sales methodology, and qualification rules around your actual sales motion.
Pipeline, forecasting, and account planning
Structure pipeline visibility, forecast categories, account planning, and territory rules so teams have a consistent view of pipeline and ownership.
Automation and guided selling
Automate repetitive sales tasks, guide next steps, and surface relevant context so reps spend less time on manual CRM work.
AGENTFORCE SALES USE CASES
Where Agentforce Sales supports day-to-day revenue operations.
From lead intake to closed won, Agentforce Sales supports the core workflows that revenue teams run every day.
Lead Management & Conversion
Capture, qualify, route, and convert leads through a defined lifecycle with clear ownership and handoff rules.
- Lead lifecycle
- Routing
Opportunity & Pipeline Management
Structure opportunity stages, sales methodology, coaching points, and pipeline views around how deals progress.
- Pipeline stages
- Sales methodology
Forecasting & Revenue Planning
Build forecast categories, commit processes, and rollup rules that give sales leadership a reliable view of the quarter.
- Forecasting
- Revenue visibility
Sales Rep Productivity
Surface account context, recommended actions, activity history, and guided next steps while reducing repetitive CRM work.
- Guided selling
- Activity tracking
CASE STUDY
Multi-Country Sales and After-Sales Operations on Salesforce
BAT glo needed one platform to support field sales teams, local retailers, call center representatives, and the consumer e-commerce channel across Egypt, Azerbaijan, Northern Cyprus, and Algeria. The same environment had to cover both sales and after-sales processes for distinct user groups.
Veri Cloud built a Salesforce-based platform combining Sales Cloud for field sales, Experience Cloud for retailer operations, Service Cloud for call center and after-sales processes, and the Apex E-Commerce App for the consumer channel. Referral mechanics, including Bring a Friend, were also implemented.
- FIELD SALES AUTOMATION
- Sales Cloud supported field sales activities and processes.
- RETAILER OPERATIONS
- Experience Cloud provided access to retailer-facing sales and operational processes.
- CALL CENTER & AFTER-SALES
- Service Cloud supported customer and after-sales requests.
- B2C E-COMMERCE
- The consumer channel ran on Salesforce through the Apex Loyalty E-Commerce Platform.
- 2,500+
- PLATFORM USERS
- 4
- COUNTRY OPERATIONS
- 3.5MONTHS
- THREE-COUNTRY IMPLEMENTATION PHASE
01 / 03
Salesforce products
SOLUTION COMPONENT
Apex Loyalty E-Commerce Infrastructure
How we take Agentforce Sales from sales model to production.
Every implementation starts with a different sales model, technology environment, and operational priorities. We shape the delivery path around how leads, opportunities, pipeline, forecasting, and integrations need to work together.
01
Define the sales model
Define lead sources, opportunity types and stages, ownership, territories, sales methodology, qualification rules, and the operational outcomes the solution must support.
02
Design the opportunity architecture
Translate the sales model into record types, stages, fields, page layouts, permissions, account structures, and workflows within Salesforce.
03
Configure pipeline and forecasting
Set up pipeline views, forecast categories, commit processes, and rollup rules around the organization's revenue planning needs.
04
Build automation and integrations
Automate defined sales tasks and connect Salesforce to the marketing, finance, ERP, and other systems required by the sales workflow.
05
Test and launch
Validate lead and opportunity flows, permissions, automation, integrations, and forecasting scenarios before production rollout.
06
Support and optimize
Monitor adoption and data quality, refine workflows, forecasting, and reporting, and introduce new automation or Agentforce use cases after launch.
Build a sales environment around your customers, pipeline, and teams.
Tell us the sales challenge you need to solve. We'll help scope the right Agentforce Sales implementation for your operation.
You will be talking to
Ilkay Tuna
Business Requirement Manager, Veri Cloud
We build on Salesforce, not just around it
Enterprise Agentforce Sales delivery, backed by Salesforce-native engineering.
Builders, not just consultants
We configure, extend, and develop on Salesforce, from lead and opportunity architecture to automation, forecasting, and custom sales workflows.
Connected to the systems your sales teams rely on
We integrate Agentforce Sales with marketing, ERP, finance, and other operational systems so sales teams work with the context they need.
Designed for live sales operations
We build for adoption, pipeline hygiene, forecasting discipline, and scale, then support the environment as sales requirements evolve.
CONNECTED CAPABILITIES
Connect Agentforce Sales to the systems and experiences around it.
Sales operations rarely run within one product. We connect Agentforce Sales to AI, customer data, service processes, and operational systems so teams can work with consistent information and connected workflows.
- 01
Agentforce
Extend sales workflows with agent-assisted prospecting, account research, summaries, recommended actions, and other defined sales use cases.
- 02
Data 360
Bring unified customer and account context into sales workflows where teams and AI agents need richer information across systems and interactions.
- 03
Agentforce Service
Connect sales and service teams through shared customer context, coordinated handoffs, and visibility into the service activity relevant to each account.
- 04
Salesforce Integration Services
Connect Agentforce Sales to ERP, quoting, contract, finance, product, and other operational systems through APIs, middleware, and custom development.
STARTING WITH AGENTFORCE SALES
Start with the sales problem you need to solve.
Every sales operation has different processes, systems, automation needs, reporting requirements, and levels of Salesforce maturity. We define the starting point around the sales problem, user experience, and commercial outcomes that need to improve.
Build a new sales operation on Salesforce
Establish the lead and opportunity model, sales stages, territories, permissions, forecasting, automation, reporting, and integrations required to create a connected sales operation.
COMMON SIGNALS
- Disconnected sales tools
- Limited pipeline visibility
- Inconsistent sales processes
- Manual reporting and forecasting
Improve an existing sales environment
Assess the current environment, identify operational bottlenecks, and refine sales processes, automation, data quality, user experience, reporting, forecasting, and integrations.
COMMON SIGNALS
- Inconsistent data or processes
- Complex or fragile automation
- Low user adoption
- Underused Salesforce capabilities
Expand with automation and Agentforce
Extend an established sales environment with additional workflows, intelligent automation, and Agentforce use cases supported by the required data, actions, guardrails, and human oversight.
COMMON SIGNALS
- High volumes of repetitive sales work
- Growing process complexity
- Need for additional automation
- Clear opportunities for agent-assisted workflows
Your starting point may be one of these or a phased combination based on your sales priorities and operational maturity.
Discuss your Agentforce Sales starting pointFREQUENTLY ASKED QUESTIONS