Case Study
Rev Agent: Driving Smarter Deals & Accelerated GrowthOverview
For a rapidly expanding SaaS provider, manual quote generation and inconsistent pricing were significant bottlenecks. Tattvavid Technologies implemented a Salesforce Sales Agent solution, leveraging Salesforce CPQ data, to revolutionize their sales process.
The Challenge
Sales reps struggled with complex product configurations and lacked real-time insights into optimal pricing and discounting, leading to lengthy sales cycles and missed revenue opportunities.
Our Agentforce Solution!
AI-Powered Guided Selling
The Sales Agent now guides reps through product selection with intelligent recommendations based on customer needs and historical success.
Dynamic Pricing & Discount Recommendations
The agent analyzes real-time market data, competitor pricing, and customer-specific terms to suggest optimal pricing and discount tiers, maximizing profitability.
Automated Proposal Generation
Once configured, the agent instantly generates professional, branded proposals, cutting document creation time by 80%.
The Impact
25%
reduction in sales cycle time.
15%
increase in average deal size due to effective upsell/cross-sell recommendations.
30%
Improved sales forecasting accuracy