Unlock Business Potential with Salesforce Agentforce Consulting

1. Salesforce Agentforce Consulting Unlocking Autonomy & Efficiency with Aekot Transforming enterprise operations through intelligent automation

2. Our Journey Today 01 02 03 What is Salesforce Agentforce Why Agentforce Matters Aekot's Consulting Offering Understanding the autonomous AI framework Business value and competitive advantages Our specialized implementation approach 04 05 06 Key Features & Capabilities Implementation Strategy Real-World Applications Platform strengths and technical foundation Proven methodology for successful deployment Use cases across departments and functions 07 08 09 Benefits & ROI Security & Governance Next Steps Measurable outcomes and performance metrics Best practices for responsible AI deployment Your path forward with Agentforce

3. What is Salesforce Agentforce Agentforce is Salesforce's revolutionary AI-driven framework for building autonomous AI agents that transform how businesses operate: Real-time Intelligence Action-Oriented Retrieve and reason over data instantly, making informed decisions based on current business context Execute workflows, trigger prompts, leverage Apex code, and integrate APIs seamlessly Omnichannel Reach Operate across chat, email, mobile, and web while integrating with existing Salesforce tools With expert Salesforce Agentforce Consulting, businesses can maximize CRM capabilities and achieve higher efficiency.

4. Why Agentforce Matters Always-On Operations Operational Excellence Scalable Growth Agents provide 24/7 availability, ensuring your business never sleeps and customers always receive responsive service Automate routine tasks and reduce manual workload, delivering significant efficiency gains and cost savings Start small with targeted use cases, then expand agents across departments as your organization grows Personalized Experiences Accelerated Decisions Leverage trusted data to deliver accurate, contextual responses that enhance customer satisfaction Reduce wait times and eliminate handoffs, enabling faster decision-making and improved customer experiences

5. Aekot's Agentforce Consulting Excellence Strategic Consulting & Integration Seamless implementation into your existing Salesforce environment with expert guidance throughout the journey Custom-Tailored Solutions Agents precisely configured to your specific business needs, processes, and unique use cases End-to-End Service Excellence Complete lifecycle support from initial discovery and planning through deployment, monitoring, and optimization CRM Potential Maximization Strategic alignment ensuring Agentforce delivers measurable value that directly supports your business goals

6. Key Features & Capabilities Real-Time Data Connectivity Agent Configuration Comprehensive setup including roles, permissions, and secure data source connections Seamless integration with both structured and unstructured data sources for informed decision-making Performance Analytics Intelligent Workflows Continuous monitoring and feedback loops for ongoing agent performance optimization Triggered actions and workflows spanning the entire Salesforce platform ecosystem Omnichannel Communication Advanced AI Reasoning Smart decision-making for case routing, FAQ responses, and intelligent escalation protocols Chat, email, SMS, and mobile integration for consistent customer experiences

7. Implementation Approach Our proven methodology ensures successful Agentforce deployment and sustainable value delivery: Discovery & Assessment Deep dive into current processes and identification of high-potential automation use cases Data Readiness Ensure clean, trusted, and relevant data sources are properly configured and accessible Design & Customization Define agent roles, actions, guardrails, and conversation flows tailored to your business System Integration Connect with existing Salesforce modules and external systems for seamless operation Testing & Training Comprehensive UAT and team training on agent supervision and management best practices Deployment & Monitoring Go-live support with continuous performance monitoring and iterative refinement

8. Real-World Use Cases Customer Support Agent Sales Lead Qualification Automatic resolution of common issues with 24/7 self-service capabilities and seamless escalation to human agents when needed Intelligent lead scoring using comprehensive data analysis, automated follow-ups, and meeting scheduling for qualified prospects Marketing Engagement Agent Internal Productivity Agent Trigger personalized campaigns based on user behavior patterns and real-time engagement analytics Automate report summarization, route internal requests efficiently, and eliminate repetitive administrative tasks

9. Benefits & ROI Metrics Track measurable outcomes that demonstrate clear business value: 75% 60% Response Time Reduction First-Contact Resolution Faster customer service delivery Issues resolved without escalation 40% 85% Cost Per Case Reduction Lead Conversion Increase Lower support operational costs Faster, more effective sales cycles Additional benefits include freed employee time for high-value work, improved customer satisfaction scores, and scalable agent deployment across departments.

10. Security, Governance & Best Practices Aekot’s Salesforce Agentforce Consulting ensures robust security and compliance at every stage. 1 Define Clear Guardrails Establish precise boundaries for agent capabilities and acceptable actions within your business context 2 Enterprise-Grade Security Leverage Einstein Trust Layer, role-based permissions, and compliance frameworks for data protection 3 Continuous Monitoring Comprehensive logging and feedback loops to detect errors, hallucinations, or unexpected behavior 4 Human-in-the-Loop Strategic escalation paths ensuring human oversight when agent capabilities are exceeded 5 Ongoing Optimization Continuous training and prompt refinement to maintain agent relevance and accuracy over time Partner with Aekot to unlock the full potential of Salesforce Agentforce and drive measurable business outcomes through intelligent automation.

11. Overcoming Implementation Challenges Successfully deploying autonomous agents requires strategic planning and proactive risk mitigation. Here's how leading organizations tackle common challenges. Data Quality Concerns Balancing Automation Security & Compliance Challenge: Incomplete or inconsistent data can compromise agent performance Challenge: Risk of losing the human touch in customer interactions Challenge: Meeting strict governance and privacy requirements Solution: Comprehensive data audit and preparation before deployment, with alignment to trusted business sources Solution: Design intelligent handoff protocols that preserve human oversight for complex scenarios Solution: Leverage Salesforce's built-in security framework and established governance policies User Adoption ROI Alignment Challenge: Change management and team buy-in Challenge: Ensuring costs align with business benefits Solution: Structured training programs, clear communication, and phased pilot rollouts Solution: Start with focused pilot use cases, measure results, then scale systematically

12. Your Path Forward with Agentforce 01 The Transformation Awaits Launch Pilot Use Case Agentforce represents a pivotal evolution in Salesforce CRM — delivering autonomous, proactive agents that dramatically enhance operational efficiency and customer satisfaction. Customer service or lead qualification 02 Discovery Session With Aekot as your consulting partner, you'll design, implement, and scale Agentforce solutions precisely aligned with your unique business requirements and growth objectives. Map existing data and processes with Aekot 03 Define Success Metrics Establish clear KPIs and measurement framework 04 Scale Strategically Phased rollout with training and governance

13. Ready to Transform? Partner with Aekot Expert Agentforce consulting and implementation services tailored to your business needs Contact our team today to begin your autonomous agent journey Questions & Discussion Let's explore how Agentforce can revolutionize your Salesforce environment +971 569037989 +91 8049669587 +1 415 800 3212 contact@aekot.com www.aekot.com