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Help sales teams spend more time selling

Sales teams have customer data, conversations, activities and opportunities spread across their working day.

The challenge is turning all that information into useful action without adding more administrative work.

Megnity helps organizations use Sales Cloud to support sellers with the right context, reduce repetitive tasks and make Salesforce easier to work with throughout the sales process.

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Context

Give sellers the context they need

Preparing for a customer conversation can mean searching through account information, previous interactions, opportunities and other sources.

Agentforce can help bring relevant information together and make it easier for sellers to understand what has happened before they engage.

We help connect the agent with the data and systems required to provide that context.

Selling time

Reduce repetitive sales work

Salespeople shouldn’t spend more time managing the CRM than talking to customers.

Agents can support suitable tasks around capturing information, organizing activities, preparing summaries and updating parts of the sales process.

We identify where automation can genuinely save time without making the workflow harder to understand.

Where agents can help
  1. 01 Capturing information Notes, details and updates logged without retyping
  2. 02 Organizing activities Follow-ups and tasks kept in order
  3. 03 Preparing summaries Accounts and interactions condensed for reading
  4. 04 Updating the sales process Suitable fields and stages kept current
Seller stays in the conversation

Preparation

Help teams prepare for customer interactions

A seller walking into a conversation should know more than the customer’s name and latest opportunity.

Agentforce can help surface relevant account context, previous interactions and other useful information before a meeting or follow-up.

The seller decides how to use that information. The agent helps make it easier to find.

Momentum

Keep opportunities moving

Opportunities can slow down when follow-ups are missed, information is incomplete or the next action isn’t clear.

We help use Agentforce within Salesforce workflows to identify what may need attention and support teams with the information required for the next step.

The goal is to help sellers stay focused without creating another dashboard they need to monitor.

Customer data

Connect sales with customer data

Salesforce becomes more useful when sellers can work with information beyond the CRM record.

We help connect Sales Cloud with Salesforce, Data 360, Databricks and relevant enterprise data so agents can work with broader customer and business context.

Access is controlled according to what each workflow and user should be able to see.

Explore Data 360

  • Salesforce
  • Data 360
  • Databricks
  • Enterprise data

Seller view

  • Customer context
  • Business context
  • Access by workflow and user

AI in the workflow

Bring AI into the sales workflow

An agent can help find information, prepare a summary, recommend a next step or perform defined actions.

We help decide which activities are appropriate for AI and where the salesperson should remain directly involved. That keeps the agent focused on supporting the seller rather than trying to automate the entire relationship.

An agent can help

  • Find information
  • Prepare a summary
  • Recommend a next step
  • Perform defined actions
Explore AI agents

  1. Sales Cloud

    Support Life Sciences sales teams

    Life Sciences commercial teams work with complex accounts, HCP relationships and industry-specific processes.

    We help bring Sales Cloud into those environments with an understanding of how commercial teams work and the controls surrounding customer and HCP information.

    Explore B2B and B2C Sales

  2. Sales Cloud

    Connect sales with the wider business

    The information a seller needs may come from systems outside Salesforce.

    We help connect Agentforce and Salesforce with data platforms, enterprise applications and other relevant systems so agents can support a more complete sales process.

    Explore integration

How we deliver

From use case to everyday sales support

01

Identify

Find the sales activities where an agent could save time or provide better context.
02

Connect

Determine the customer and business information the agent needs.
03

Design

Define what the agent can do and where the seller remains responsible.
04

Build

Configure Agentforce around the sales workflow.
05

Test

Check the information, outputs, actions and permissions.
06

Deploy

Introduce the agent into the team’s everyday work.
07

Improve

Learn from usage and refine the experience over time.

The stack

Technology around the sales process

Our Sales Cloud work can bring together:

  • Platform Sales Cloud
  • Platform Salesforce
  • Data Data 360
  • Data Databricks
  • AI Claude
  • Integration MuleSoft

We design the environment around what sales teams need to accomplish.

Contact

Want to give your sales team more time for customers?

Tell us where sellers are spending too much time finding information, updating systems or managing repetitive work.

We’ll help you understand where Sales Cloud can make a practical difference.

Talk to us