Company Eliminates Admin Work and Saves $40K with Agentforce
A rapidly growing SaaS company was facing a familiar problem: their Salesforce investment wasn’t translating into sales efficiency. While the CRM was loaded with potential, the team was spending far too much time inputting data, chasing follow-ups, and manually updating pipeline stages. Account executives juggled spreadsheets and notes just to keep their opportunities current. Managers had to rely on outdated dashboards or request manual updates to get accurate pipeline views.
Despite investing in Salesforce, the company wasn’t operating at peak performance.
The Challenge
Sales reps were losing over 12 hours per week on low-value administrative tasks—updating opportunity stages, logging follow-ups, managing next steps, and forecasting revenue. Managers lacked real-time visibility into pipeline health, making it difficult to coach reps, spot risks early, or plan with confidence.
The cost of inefficiency was adding up fast: missed follow-ups, outdated forecasts, and over $40,000 in annual admin overhead.
They needed a smarter, scalable solution that could work inside Salesforce—without disrupting their workflow or requiring complex integrations.
The Solution
That’s when NoLo Automation stepped in and deployed Agentforce, a suite of AI-powered agents built specifically for Salesforce environments.
The company started with two core Agentforce components:
1) A Follow-Up Automation Agent that tracked opportunity stages and sent proactive nudges to reps when action was required—ensuring no lead went cold.
2) A Pipeline Forecasting Agent that continuously analyzed deal velocity, engagement history, and stage movement to deliver real-time, AI-enhanced forecasts directly to sales leaders.
Both agents operated natively inside Salesforce, with optional Slack and email integrations to ensure real-time updates across the team.
No new platforms. No steep learning curve. Just AI working 24/7 behind the scenes.
The Results
Within the first 30 days of deploying Agentforce:
Reps saved over 12 hours per week on administrative work
Sales managers gained real-time visibility into pipeline risk and forecasting accuracy
The company eliminated over $40,000 in annual admin overhead
Follow-up task completion rates increased by 45%
Forecast accuracy improved by 30% quarter-over-quarter
The impact was both immediate and lasting.
As one VP of Sales shared,“Agentforce gave us a competitive edge—not just because it saved time, but because it gave us the data confidence to close faster.”
Why It Worked
Agentforce was purpose-built for companies who want to get more from Salesforce without layering on unnecessary tech. By embedding AI agents directly into the workflows sales teams already used, NoLo eliminated manual friction and delivered value without disruption.
Reps now spend more time building relationships and less time updating fields. Leadership can identify pipeline risks and opportunities in real time. The sales org is no longer reactive—it’s intelligent, proactive, and scalable.
What’s Next
After the success of Agentforce in Sales, the company is now piloting additional agents for Customer Success and RevOps. AI agents are becoming the backbone of their GTM operations—working in the background so people can focus on what they do best.
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