Is Your Data Fit For Agentforce? Get a Readiness Assessment

Uncover the possibilities for Agentforce within your Salesforce org and determine your data’s fitness level with Trifecta’s Agentforce Readiness Assessment.
“Trifecta was able to demonstrate their deep knowledge of Salesforce and translate it into solutions that met our unique business needs.
Saadia Bryant
VP of Marketing, Product & Design, Gemline

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Drive Success with Agentforce

Agentforce is here and there are endless possibilities for what Agents can do to support your organization. From Agents answering customer questions like, “Where is my order?” to helping your Sales team craft messages, Agents are there to provide support where you team needs it most.

Curious about how your organization could benefit from Agentforce? Trifecta’s Agentforce Readiness Assessment is the perfect way to get expert insight into where Agents could be implemented and an analysis of your data fitness. 

We will analyze your data across 6 different data quality dimensions:

  • Completeness
  • Uniqueness
  • Consistency
  • Timeliness
  • Validity
  • Accuracy
Our Services

Trifecta's Agentforce Readiness Assessment

What Is A Readiness Assessment?

With the Agentforce Readiness Assessment, you’ll gain valuable insights into your current process and identify areas with strong potential for enhancement with the help of agents. Our team of certified AI experts will work to understand your organization’s unique needs and challenges. We will evaluate your existing system and data to ensure that you are well-prepared to begin implementing agents into your operations.

Once the assessment is complete, you will have a solid understanding of where your organization stands on your journey to implementing agents. You will know what agent use-cases would be most effective in your process and if your data is fit to begin implementation.

Already using Agentforce? Trifecta can help you take it to the next level. Our team provides meaningful expertise on how to maximize existing Agentforce implementations.

Why Is A Readiness Assessment Worth It?

  • Acquire clearly documented Agentforce use cases and opportunities uniquely tailored to your business.
  • We provide you with a report of data quality and completeness issues across all systems (not just Salesforce).
  • You will receive a detailed evaluation of readiness for Agentforce based on prioritized use cases and data analysis.
  • It is a fantastic opportunity to standardize or clean up existing data.

What to Expect

Workshop

  • We will cover introductory insights into your Salesforce org – this gives our experts knowledge of your systems and identifies use cases to determine metrics for data analysis areas.

Analysis

  • Our architects and consultants will run various tools to evaluate the data against chosen metrics. This will allow our team to have a rich understanding of how your system performs.
  • For existing Agentforce users, our team can assess adoption, optimize workflows, and ensure your organization is getting the full value from your investment.
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Q&A_Walkthrough
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Analysis & Readout

Report

  • Trifecta’s team will create a report identifying data issues or inconsistencies in your system. This sets the stage for delivering our recommendation and advice for your organization’s Agentforce readiness.
About

How Can Agentforce Help My Organization?

Explore some of the Agentforce use cases! For more ideas on how your organization can leverage this powerful tool, ask us!

Account Management
Case Management
Close Deals
Communicate with Customers
Conversation Explorer
Order Management
Order Inquiries
General CRM
General FAQ
Manage Deals
Prospecting

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