AgentDesk + Salesforce

• ✓Query leads, contacts, accounts, and opportunities via SOQL
• ✓Read opportunity stage history and activity timelines
• ✓Pull reports and dashboards for briefing generation
• ✓Monitor new lead assignments and inbound form submissions
• ✓Access case history, task queues, and meeting logs

• ✓Create and update leads, contacts, and opportunities
• ✓Log tasks, calls, and email activities to records
• ✓Advance opportunity stages based on trigger conditions
• ✓Create follow-up tasks and assign to Salesforce users
• ✓Update custom fields and record properties in bulk

Lead Qualification at Scale

New Salesforce leads get an instant personalized email from your agent, a 3-question qualification sequence, and are auto-routed to the right rep based on territory and industry — all without human intervention.

Forecast Accuracy Reports

Every Friday, your agent pulls Salesforce pipeline data, generates a weighted forecast report, and sends it to your leadership team — formatted exactly how they want it, every single week.

Renewal & Upsell Alerts

Your agent monitors contract end dates in Salesforce and begins a renewal outreach sequence 90 days out — personalizing each message based on the account's usage history and open support cases.