Agentforce Consulting Services and Implementation Partner
Our Agentforce Consultants help you plan, implement, and scale AI-powered automation that cuts manual work by up to 60% and reduces costs by up to 20%. We guide you through process discovery, ROI analysis, deployment, and optimization — ensuring Agentforce delivers real productivity gains and faster customer response times.
About Agentforce
With Agentforce, your teams are no longer held back by time zones, repetitive tasks, or disconnected data. Our AI-powered agents take on specialized roles across departments — working intelligently and autonomously, around the clock. From managing leads and automating workflows to streamlining support, Agentforce helps businesses operate faster, smarter, and more efficiently in a new era of work.
What Agentforce Brings to Your Business?
Autonomous Workforce
It eliminates manual, time-consuming processes by deploying autonomous agents that handle routine tasks—from data entry to ticket routing—with precision. By reducing human dependency on repetitive work, your teams get 20-30% more productive hours, allowing them to focus on other important tasks that drive revenue.
Unify Disparate Systems
Agentforce seamlessly integrates with your CRM, ERP, and legacy systems to centralize intelligence, automate reporting, and uncover hidden revenue streams. The outcome? Organizations with unified data achieve 2x faster decision-making and reduce operational waste by 30-50% (acc. to Deloitte), creating a leaner, more agile business.
Hyper-Personalized Experience
Agentforce leverages real-time behavioral data and AI-driven insights to tailor every interaction across support, sales, and marketing. The result? Companies using personalization see 10-15% higher revenue growth, along with improved NPS scores, reduced churn, and increased CLV by delivering the right message at the right time.
Turn Data into Revenue Opportunities
Agentforce continuously analyzes customer interactions, transaction histories, and operational data to flag upsell opportunities (increasing cross-sell revenue by 20% on average, according to Bain & Company), predict churn risks, and identify process bottlenecks—giving your teams real-time intelligence to act before competitors do.
Implement New Digital Workforce
Agentforce introduces a new generation of AI agents — each purpose-built for a unique role in your business. Here are a few we can implement to transform your workforce.
SDR Agent
Engages prospects with personalized outreach, qualifies leads, and schedules meetings, accelerating your sales pipeline using real-time Salesforce Data Cloud insights.
Service Agent
Automates customer service tasks like case resolution and appointment scheduling, delivering 24/7 support with natural language across channels for various industries.
Recommendation Agent
Offers personalized product or content suggestions based on customer behavior, boosting engagement and conversions on your website.
Support Agent
Assists internal teams with IT or HR-related queries, knowledge retrieval, ticket generation, and SOP navigation without overwhelming your staff.
Campaign Agent
Streamlines marketing campaigns with tailored content, audience segmentation, and performance optimization, ensuring impactful 1:1 customer journeys.
CONCRET.IO
Agentforce Partner You Can Bank On
As a trusted Agentforce partner, Concretio brings proven expertise in AI-powered transformation. With a strong foundation in Salesforce consultation and custom implementations, we help businesses consult and deploy scalable Agentforce solutions backed by governance, performance metrics, and seamless integration. Our certified Agentforce implementation experts understand how to turn AI capabilities into measurable outcomes, with security, compliance, and business logic.
Since 2013, we’ve helped organizations maximize the Salesforce platform. Now, we bring that same precision and excellence to every Agentforce implementation.
Salesforce CSAT
Salesforce Experts
Partner Since
Certifications
Agentforce Services We Offer
Whether you’re just beginning your Agentforce journey or looking to expand its capabilities, we provide comprehensive services to ensure success at every step.
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We help you translate your business goals into actionable AI initiatives with Agentforce. Through structured readiness assessments and detailed workflow and data reviews, we identify high-impact use cases, map them to Agentforce’s capabilities, and define any needed integrations. The result is a clear, phased roadmap that makes your AI adoption realistic, secure, and focused on measurable ROI.
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We manage the complete deployment of your Agentforce solution — from designing custom agent capabilities that match your workflows to configuring everything within your Salesforce environment and integrating with your existing systems and data. This ensures a secure, efficient rollout so your AI agents work seamlessly across teams and processes from day one.
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Our Managed Services keep your Agentforce deployment running at peak performance. We proactively monitor system health, handle updates and maintenance before issues arise, and continuously adjust your agents to meet changing business needs. This ensures your AI stays reliable, aligned with your goals, and consistently delivers measurable value over time.
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We tailor Agentforce to fit your exact business logic, workflows, and compliance standards. From fine-tuning how your agents respond and communicate to aligning them with your industry’s data and regulatory requirements, we make sure your AI agents feel purpose-built for how your teams actually work — delivering practical, on-brand support where it matters most.
Our Agentforce POCs
These Proof of Concepts highlight Agentforce in action through real-world applications we've developed to solve specific business challenges across industries.
AI-Personalized SMS Messaging
What We Built:
We developed an AI-driven SMS messaging solution that personalizes campaign texts at scale. Using Agentforce Prompt Templates and Apex integration within Salesforce, teams can automatically generate custom messages for each customer — ensuring every SMS aligns with individual preferences and campaign goals.
Business Value:
Marketing teams spend less time crafting generic messages and see higher engagement rates because each message is relevant and timely for its recipient.
Compared to Non-Agentforce Solutions:
Without Agentforce, teams typically rely on bulk SMS tools with generic copy that doesn’t adapt to customer data. Manual personalization is slow, inconsistent, and prone to errors. Agentforce turns standard mass messaging into intelligent, one-to-one outreach — automated, accurate, and scalable.
Automated Appointment Scheduling for Doctors/Members
What We Built:
We automated appointment scheduling for healthcare providers and businesses using Salesforce custom objects combined with Agentforce-Agent Actions. These automatically check real-time availability and book slots instantly, while integrated calendar links and confirmations remove the hassle of manual coordination.
Business Value:
Doctors, staff, or advisors save hours of admin time each week. Patients or clients enjoy an easy self-booking experience, and the system prevents double bookings or missed appointments.
Compared to Non-Agentforce Solutions:
Traditional scheduling relies on phone calls, back-and-forth emails, or basic request forms that require staff to confirm each booking manually. Agentforce fully automates this, making scheduling faster, more accurate, and available 24/7 inside Salesforce.
Personalized Campaign Invitations & Follow-Ups
What We Built:
We designed an AI-powered solution that generates personalized invitations for webinars, workshops, or product launches and handles all follow-up communication based on real-time responses. Using Agentforce Flex Prompts with Campaign and Campaign Member data, the system customizes invites, tracks RSVPs, and triggers tailored follow-ups.
Business Value:
Marketing teams save hours of repetitive work while boosting attendance and nurturing leads more effectively. Each invite and follow-up feels timely and relevant, ensuring higher response rates and better campaign ROI.
Compared to Non-Agentforce Solutions:
Without Agentforce, event invites and follow-ups rely on generic email blasts and manual tracking, which are time-consuming and often miss engagement opportunities. With Agentforce, personalization and follow-ups run automatically, so teams maintain consistent outreach without extra effort.
Inspired by these POCs? Let’s build an Agentforce solution tailored to your business needs.
Explore Related Resources
Book an Agentforce Consultation Today!
Not sure where Agentic AI fits into your business? Our experienced Agentforce Consultants work with you to analyze your workflows, identify high-impact use cases, and map out a realistic plan for business success.
Ready to Take the Step Forward with Agentforce?
FAQs
Q 1. Can Agentforce be tailored to my industry and business model?
Absolutely. Agentforce is built to be highly customizable. Whether you're in healthcare, retail, finance, or manufacturing, agents can be trained on your specific data, tone, and workflows. Our team ensures your solution reflects your processes, brand voice, and compliance needs.
Q 2. Can you outline the typical project phases and delivery timeline for a full‑scale Agentforce implementation?
Phases & Timeline:
Discovery & Roadmap (1–2 weeks)
Design & Prototyping (2–4 weeks)
Development & Testing (4–8 weeks)
User Acceptance & Training (1–2 weeks)
Production Deployment & Hypercare (1 week)
Total: ~8–15 weeks, depending on complexity.
Q 3. What does Agentforce consulting services include?
Our (Concretio) Agentforce consulting services are designed to help organizations adopt AI-powered autonomous agents effectively, with clear ROI and sustainable outcomes. We act as a strategic partner at every stage — from planning to scaling. Our consulting engagement typically includes:
Process Discovery: We conduct Discovery calls with your stakeholders and key teams to map existing workflows, identify inefficiencies, and pinpoint high-impact automation opportunities.
ROI Analysis and Use Case Prioritization: We conduct detailed cost-benefit analyses to estimate savings, productivity gains, and payback periods. We then help you prioritize use cases that deliver the fastest and highest returns.
Change Management Strategy: Our team develops practical change management plans to prepare your people and processes for automation. This includes stakeholder alignment, communication strategies, and user adoption support to ensure smooth transitions.
Tailored Training Programs: Our Agentforce implementation team designs and delivers role-based training to upskill your workforce, from technical teams configuring Agentforce to end-users working with AI agents daily.
Ongoing Strategic Consultation: After deployment, we provide continuous consulting support to monitor performance, fine-tune workflows, and identify new areas for automation to maximize long-term value.
As your dedicated Agentforce consulting partner, we combine deep automation expertise with industry best practices to ensure your implementation is realistic, measurable, and transformative.
Q 4. What kind of data does Agentforce utilize, and how is data security ensured?
Agentforce requires access to customer data, including past interactions, support tickets, emails, and other relevant information stored within the Salesforce ecosystem. Data security is managed through robust governance policies and Salesforce's built-in security features, ensuring that sensitive information is protected and used responsibly.
For industries like healthcare, Salesforce Agentforce can be configured to meet stringent requirements such as HIPAA, CCPA, and GDPR compliance by tailoring the setup, setting guardrails, and limiting data access.
Q 5. What should we prepare before you implement Agentforce for us?
Before implementing Agentforce, your organization needs an active Salesforce environment and the appropriate Agentforce licenses. Additionally, it's recommended to identify key team members who will be responsible for providing feedback, participating in training, and validating the system during the implementation process to ensure a smooth and efficient go-live.
Q 6. What Types of AI Agents Can Your Agentforce Consultants Implement for My Business?
Our Agentforce Consultants help you identify and deploy the right mix of AI-powered agents to match your business needs. For example:
Service Agents: To automate customer support with 24/7 responses, case resolution, and order tracking to cut response times and costs.
Sales Agents: To handle lead qualification, objection resolution, and meeting scheduling to boost conversion rates and revenue.
Marketing Agents: For personalize campaigns, managing events, and nurture leads for higher engagement and ROI.
Commerce Agents: For streamlining e-commerce with automated order tracking, inventory updates, and returns processing.
HR Service Agents: To simplify internal tasks like handling employee queries, time-off requests, and expense tracking to free up HR teams.
Platform Agents: For handling back-end processes like data processing, training, and task automation to improve overall efficiency.