Audience 01
Sales leaders
Uses the product where the cost of an unscoped action is higher than the cost of setup.
Agents, MCP & capabilities · Concept
Where the work actually changes.
AgentSalesforce is aimed at Sales leaders, founders, revenue operations teams, GTM agencies.
01
Who it is for
Three audiences, one boundary model.
Audience 02
founders
Needs the same permission model for people and agents.
Audience 03
revenue operations teams
Needs the same permission model for people and agents.
02
Use cases
Each row maps a capability to the operational change it is meant to produce.
| Capability | Operational change | Status |
|---|---|---|
| AI sales team orchestration | Makes an existing action reviewable. | Specified |
| Prospect and account research | Removes an ad hoc step from the workflow. | Specified |
| Lead qualification and enrichment | Removes an ad hoc step from the workflow. | Specified |
| Approval-gated outreach and CRM workflows | Makes an existing action reviewable. | Specified |
| Performance and attribution analytics | Removes an ad hoc step from the workflow. | Specified |
03
Migration
How a team would move from the status quo without a big-bang cutover.
Step 01
Map the current path
Name the tools, owners and handoffs that the product replaces. Nothing is removed yet.
Step 02
Run one capability
Pick a single scoped capability and run it alongside the old path, with evidence compared side by side.
Step 03
Retire the old path
Remove the previous tool only when the new record is complete enough to audit.