As a global engineering and construction leader, this company manages complex, multimillion-dollar projects. Success depends on timely, actionable insights that enable high-touch, personalized engagement across sales and service, for both existing customers and new prospects.

The Challenges of Rapid Growth

To fuel continued growth, the company hosts numerous webinars and events that generate a high volume of leads across diverse audiences. Each lead requires timely follow-up and qualification, but historically the process relied heavily on manual effort and lacked a standardized handoff to sales. As a result, qualified leads often slipped through the cracks.

At the same time, new AEs needed stronger onboarding and guidance to manage complex accounts effectively. While their legacy processes had worked well in the past, they could no longer keep pace with the scale of operations.

Innovating with Data Cloud and Agentforce

Partnering with NeuraFlash, the company first implemented Salesforce Data Cloud to unify project, customer, and feedback data into a single, actionable view. They then deployed the Agentforce SDR Agent to automate manual lead processes and scale marketing’s ability to follow up efficiently.

The SDR Agent now captures and qualifies leads from webinars and events, sends tailored emails, and responds in real time - ensuring no step is missed. This has boosted personalization, reduced manual work, and improved lead quality. AEs can now engage qualified leads with context-rich account details and project insights, connecting with clients more confidently and effectively.

Impact at Scale

With Data Cloud and Agentforce SDR Agent in place, the company has:

Accelerated AE onboarding, helping new team members quickly gain deep account knowledge
Enhanced account visibility with a 360-degree view of projects and clients
Improved lead management through automated, personalized follow-up for event-generated leads
Enabled AI-powered coaching, giving AEs actionable insights in real time
Optimized team performance, allowing marketing and sales to focus on strategic priorities

A Trusted Partnership for the Future

This initiative builds on a 5+ year partnership with NeuraFlash, during which multiple Salesforce solutions have been implemented to strengthen sales operations, scale processes, and drive growth. With Data Cloud and the SDR Agent, the company continues to innovate, deliver exceptional service, and effectively engage clients and prospects.

Quick Facts

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Manufacturing

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Agentforce SDR Agent

Agentforce

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Abstract

Company Summary