Moody's sales opportunity recon agent

What was done

Moody's built a sales recon agent on Agentforce to help sellers use proprietary intelligence about more than 630 million companies inside live sales workflows. The agent combines CRM context, Data 360, MuleSoft, Informatica, and Moody's market signals to produce account views, meeting briefs, outreach drafts, and suggested next actions for seller review. Active users who use the agent at least twice per week saw 20% more meetings, about one-third more opportunities entering mid-funnel stages, and up to 32% faster time to trial phase.

Stack