See how a global sales team built an AI seller experience in five weeks, using Tableau Next and Agentforce, to deliver instant insights and actions directly within Salesforce.
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Community Speaker
Reserved Seating
Video On Demand
Rex Marks the Spot: From Dashboards to Conversational AI
, Director of Analytics Sales Operations, Staples Inc
, Sr Manager - Product Management, Staples
, jerry.lopez@staples.com, Staples
, Director, Agentforce Practice, Atrium
Role: Operations
Industry: Retail
Product: Agentforce
Session Level: Intermediate
Session Type: Roundtable
- Wednesday, May 68:00 AM - 9:00 AM PDT(3:00 PM - 4:00 PM GMT)Stage 5 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: This session showcased the development and implementation of Agentforce and Tab Next, innovative tools built on Salesforce and Tableau to revolutionize sales workflows for a large B2B organization. The presenters detailed how these tools shifted sellers from static dashboards to conversational, real-time insights, enabling better pre-call preparation, in-call guidance, and post-call follow-ups. By unifying data from Salesforce, Tableau, Data Cloud, and external sources into a strong semantic layer, the tools deliver actionable recommendations directly within Salesforce, saving time and enhancing sales outcomes. Early results indicate over 50% daily adoption among sellers, projected annual time savings of $1 million, and an estimated $15 million increase in pipeline quality and conversion impact, demonstrating both efficiency and effectiveness gains for the sales organization.
Key Takeaways:
• Agentforce and Tab Next transformed seller workflows by unifying data from Salesforce, Tableau, and Data Cloud into a seamless, conversational interface embedded directly in Salesforce.
• The tools improved sales outcomes by enabling real-time recommendations, reducing time spent on manual data preparation, and increasing seller efficiency and confidence during customer interactions.
• Initial adoption metrics show significant impact, with over 50% of sellers using the tools daily, resulting in projected annual savings of $1 million in time and $15 million in enhanced pipeline and conversion impact.
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