Salesforce Agentforce for Quote Automation

At a glance:

Our client partnered with Cloud Spectrum to automate and streamline their quote request process. By integrating a Salesforce Agentforce-powered chatbot on their website, customer information is now captured in real time, passed via API to a third-party quoting system for instant results, and automatically logged into Salesforce as a new lead. This solution reduced manual admin for the client’s small team, allowing them to focus more on qualified leads—all delivered in under six weeks from demo to launch.

THE CHALLENGE

A growing financial services provider was relying on a manual process to deliver quotes to potential customers. When a visitor submitted their details via a web form, a sales agent had to manually input the information into a third-party quoting system and send the results to the customer. With a small team and an increasing volume of enquiries, this manual process consumed valuable time and limited the team’s ability to focus on qualified leads. The client needed a streamlined solution to reduce administrative workload and improve response speed.

THE SOLUTION

Cloud Spectrum partnered with the client to transform their quote request workflow using Salesforce’s Agentforce platform. A custom chatbot agent was deployed onto their website, guiding customers through the data collection process interactively and intuitively.

Once the chatbot captures the necessary information, it sends the data via API to the third-party quoting engine. Quotes are generated in real time and instantly displayed to the customer. Simultaneously, all user information is pushed into Salesforce, where a new lead is created and ready for follow-up—completely eliminating manual handling.

THE RESULTS

Real-Time responses
Customers receive instant on-screen quotes, enhancing engagement and satisfaction.
Reduced manual admin
The solution frees up staff time, allowing the team to concentrate on high-quality leads.
Salesforce integration
Seamless data transfer ensures all leads are captured and tracked within Salesforce.