Sales Coach Agent provides opportunity-specific coaching.
What we did
Enhanced
Stakeholder interactions
Streamlined
Access management
Improved
Call handling efficiency
Play Video
Company
Leading national homebuilder, renowned for its commitment to building energy-efficient and environmentally friendly homes.
Industry
Engineering, Construction, & Real Estate
Location
Scottsdale, Arizona
Visit
Meritage Homes
"We delivered the MVP in record time. From there, we evolved the engagement into a flexible, capacity-based team that partners closely with the Meritage team on a wide range of initiatives."
– Jeff Nunn, VP of Applications Delivery and Engineering for Software
The Challenge
Wanted to explore AI use cases to drive Seller efficacy and strategic guidance on building a Customer support org.
The Solution
- Configuring the Agentforce system
- Setting up topics and actions for the agent to handle inquiries
- Ensuring all necessary prerequisites for the Sales Coach Agent are in place
- Setting up user profiles and permission sets to manage access to various features and capabilities, as well as developing eLearning modules for instructional purposes
Products Used
- Service Cloud
- Agentforce