A Salesforce consulting partner needed to grow beyond the leads they received through Salesforce's partner program. AI agents helped them reach RevOps leaders at companies ready for Salesforce optimization.
* Company identity anonymized to protect client confidentiality. Results verified.
This Salesforce consulting partner had built their business primarily through leads from Salesforce's partner program and referrals from existing clients. Growth was limited by the volume and quality of partner referrals.
They wanted to proactively reach companies that needed Salesforce help but weren't coming through the partner channel. The challenge: standing out in a crowded market of Salesforce consultants.
They deployed 6 AI agents targeting companies with specific Salesforce optimization needs:
Messaging addressed specific Salesforce pain points: CPQ implementation, data migration, integration with other tools, and cleaning up configurations that had become unmanageable.
"We went from waiting for Salesforce to send us leads to proactively filling our own pipeline. The AI messages addressed specific Salesforce pain points that resonated—RevOps leaders who'd been burned by other consultants were willing to talk."
See how AI sales agents can help consulting partners build their own pipeline.