From Static Docs to Smart Strategy
Most account plans are created once and forgotten. The Account Planning Agent changes that. It works behind the scenes to keep plans updated, surface growth opportunities, and guide your team to act—without manual effort.
Embedded AI agent inside your
CRM
Auto-fills plans with real-time
CRM data
Tracks stakeholder changes and growth signals
Plan Design
We help design smart account plan templates that auto-fill with CRM data, aligned to your sales strategy.
Agent Setup
We configure the agent inside Salesforce to enable real-time updates, and summaries — no extra tools needed.
Ongoing Optimization
We fine-tune alerts, triggers, and whitespace logic as your sales process evolves.
Role-Based Coaching
We train reps, managers, and ops teams to use the agent effectively — tailored to their role.
Why Teams Love It
2.2× Growth In Existing Accounts
85% Faster QBR
Prep Time
90%+ Account Plan
Coverage
Easy Salesforce + Slack Integration
Customer Success Stories
Quoting That Took Days Now Takes Minutes
A manufacturer was losing deals due to slow, disconnected quoting. mindZvue’s Agentforce Sales Agent automated the process, cut quote time from days to minutes, and helped recover $500K in lost revenue.
From Slow Follow-Ups to Faster Deals
Our sales team was bogged down by manual tasks and tool-hopping. With Agentforce, lead response dropped from 17 hours to 2.5, email engagement rose 38%, and deals closed 29% faster.
Customer Testimonial
“With Agentforce, we didn’t just improve follow-ups—we redefined how our sales team operates. Lead response time dropped from hours to minutes, and engagement soared. It’s like having a high-performing teammate embedded in Salesforce.”
“mindZvue uncovered hidden revenue and helped us move twice as fast. What used to take days now happens in minutes, and our teams are operating at a whole new level of efficiency.”
Use Case Examples
Customized Agentforce solutions for every sector
Don’t Know Where to Start with AI?
→ Get a Clear Plan, Not Confusion
Many teams want to use AI in Salesforce but don’t know how to begin. Our Agentforce Enablement provides a step-by-step roadmap—customized for your data, tools, and goals—so you launch the right agents with confidence.
Worried About AI Risk or Compliance?
→ Build Safe, Trusted AI from Day One
IT and Compliance teams often hesitate on AI due to governance gaps. We help you define AI guardrails upfront—so your rollout is secure, auditable, and policy-aligned from the start.
Spending Hours Finding the Right People in an Account?
→ Auto-Map Decision-Makers in Seconds
Reps often waste time guessing who to talk to. The Account Planning Agent pulls data from Salesforce to instantly map out key stakeholders—so you can start engaging, not researching.
Missing Cross-Sell and Upsell Opportunities?
→ Uncover Whitespace You Didn’t Know Existed
Sales managers leave money on the table because they can’t see the full picture. This agent analyzes account activity to highlight untapped revenue areas—before your competitors do.
Can’t See Queue Problems Until It’s Too Late?
→ Get Alerts Before SLAs Are at Risk
Supervisors often find out about overloads after damage is done. The Omni Supervisor Agent watches queues in real time and sends alerts when things start to spike—so you can act early.
Wasting Time on Manual Dashboards?
→ Get Live Insights Without Lifting a Finger
Sales Ops and Admins spend hours building reports. The Dynamic Data Table Agent flags changes, detects anomalies, and pushes insights—without you building or refreshing a single dashboard.
Writing Code That Doesn’t Fit Your Org?
→ Get Dev Suggestions Based on Your Actual Metadata
Generic AI code tools don’t understand your Salesforce setup. The upcoming Dev Assistant Agent delivers context-aware suggestions tailored to your org—cutting dev time and reducing rework.
Sending Follow-Ups That Go Unread?
→ Boost Replies with AI-Personalized Messaging
Manual emails often miss the mark. The Sales Agent writes follow-ups that adapt to each lead’s behavior—lifting engagement and turning cold prospects into warm conversations.
Industries We Serve
HiTech
Churn detection, CS insights, and faster growth through AI-led sales.
Financial Services
Drive compliance, uncover new client needs, and act with precision.
Manufacturing
Quote automation, ERP integration, and smart support routing.
Bring AI into your business—faster, smarter, and securely. Request your consultation now
Unlock Your AI Advantage
Book a Free Agentforce Demo
Discover how mindZvue’s Salesforce-native agents can:
- Rapidly automate your workflows
- Scale with governance-first AI
- Boost sales, service, and ops efficiency
- Drive adoption with proven playbooks