Marketing & Sales

SaaStr warm-lead outreach agent

SaaStr uses an Agentforce sales agent to reengage warm sponsorship and event leads left untouched in CRM.

Author: Salesforce

What was done

SaaStr built Hexi in Agentforce Sales to follow up with nearly 1,000 warm prospects that had asked for information but were not worked by reps. Hexi writes personalized outreach from nine years of CRM history, queues follow-ups by time zone, applies guardrails around discounts and bookings, and sends Slack notifications with full context when a high-value lead is ready. The agent launched in three weeks, sent more than 3,000 emails, achieved a 72% open rate, and helped close $2.7 million in additional revenue with $3.5 million in pipeline nurtured.

Stack

Agentforce
Agentforce Sales
Agentforce Builder
Slack
Data 360

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