About the Client
A global risk assessment firm trusted by organizations worldwide for data, Account intelligence, and AI-driven insights need to make critical decisions with confidence. With a broad portfolio of offerings, a distributed user base, and high-performing frontline teams, the company has set the standard for customer engagement.
Goals
The client’s frontline teams already had access to extensive customer data, market intelligence, and risk insights. The challenge wasn’t access to information, it was turning that information into actionable guidance at the moment customer conversations were happening.
They wanted to reduce the time spent gathering and synthesizing account information, improve the relevance of recommendations delivered to customers, and create a more consistent approach to customer engagement across global teams.
To achieve this, they set out to:
- Automatically surface relevant risk, financial, and account signals before customer interactions
- Generate AI-powered recommendations tailored to each customer’s specific risk and financial profile
- Deliver account intelligence directly within existing CRM workflows
- Reduce manual research and preparation efforts for frontline users
- Scale a consistent, high-quality engagement model across every team and region
Solution
The client already had a best-in-class Salesforce foundation and a proprietary knowledge base most firms would envy. They looked to extend the value of their Salesforce investment with AI-driven capabilities that would accelerate frontline productivity and improve customer engagement. The goal was to bring proprietary account intelligence, risk insights, and recommendations directly into the workflows teams already used every day.
They partnered with Bridgenext to design an AI-powered sales acceleration solution built on Salesforce Agentforce and their proprietary knowledge base. The solution:
- An Acceleration Agent on Salesforce Agentforce that delivers account intelligence and guidance in real time
- Automated account signal monitoring across hundreds of millions of data points
- Embedded AI-generated account insights and product recommendation directly within Salesforce workflows users were already living in
- A Meeting Preparation Assistant that surfaces the right account context ahead of every customer interaction.
- To simplify deployment and ongoing management, the solution was delivered as managed packages that integrate cleanly with the client’s existing environment. This approach enabled secure implementation, streamlined upgrades, and minimal disruption to users while establishing a scalable foundation for future AI innovation.
Results
- Frontline users spend less time researching accounts and preparing for meetings , giving them more time to focus on customer relationships and revenue generating conversations.
- AI-powered recommendations and contextual insights improve the quality of customer interactions and increase confidence in every engagement.
- Better-informed teams produce stronger first drafts and more accurate proposals, reducing rework and accelerating sales cycles.
- A consistent, scalable engagement model helps teams across regions deliver the same high-quality customer experience.
- Built on Salesforce Agentforce and deployed across the organization, the solution provides a foundation for continued AI innovation and growth.
