salesforce

SALES PLAN

Salesforce Agentic CRM

& 24/7 Digital Sales

Transformation Plan

Agentforce Sales | AI Prospecting | Pipeline Growth | Human + AI Selling

2026

ENTERPRISE SALES

REVENUE OPERATIONS

AGENTIC CRM

A revenue operating model in which unified customer data and digital agents execute repeatable sales work while

sellers retain judgment, relationships and closing responsibility.

RESEARCH

AI workflow

PROSPECT

AI workflow

QUALIFY

AI workflow

QUOTE

AI workflow

SELLER

HUMAN

SALESFORCE

EXECUTIVE SUMMARY

02 / 12

Sales Transformation Objective

Move from a record-keeping CRM to an execution-oriented revenue operation: agents handle repeatable work while sellers concentrate on relationships, judgment,

strategy and closing.

Generate pipeline continuously

Automate account & prospect research

Improve lead qualification

Personalize customer engagement

Accelerate opportunity progression

Reduce seller administrative work

Improve quote creation

Strengthen forecasting

Expand existing customer accounts

Increase seller productivity

<30%

Seller time

actually selling,

cited in

Salesforce sales

research

context.

24/7

Digital

workforce

model for

prospecting,

research,

nurturing and

qualification.

203K

Sales hours

saved annually

in Salesforce

Customer Zero.

1.8M+

Agentforce

conversations

handled in

Customer Zero.

OPERATING PRINCIPLE

Customer data → Agent action →

Seller decision → Business

outcome

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

TARGET CUSTOMERS & REVENUE SEGMENTS

03 / 12

Where the Agentic Model Creates Revenue

Prioritize organizations with complex customer journeys, distributed revenue teams and enough data volume for automation to compound.

ENTERPRISE

Complex CRM, data, sales, service,

marketing and revenue-management

environments.

COMMERCIAL

Organizations seeking higher sales

productivity, engagement and pipeline

coverage.

EXISTING CUSTOMERS

Customers already using multiple

Salesforce clouds and connected

workflows.

CONNECTED SALESFORCE FOOTPRINT

Sales Cloud / Agentforce Sales

Service Cloud

Marketing Cloud

Data 360

Slack

Revenue Cloud

Commerce Cloud

Salesforce Platform

PRIORITY OPPORTUNITIES

AI transformation

CRM modernization

Revenue operations

Sales productivity

Customer data unification

Agentic workflows

Digital customer engagement

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

REVENUE PORTFOLIO

04 / 12

Customer Need → Salesforce Solution

Connect business needs to unified data, agentic execution and measurable revenue outcomes.

CUSTOMER NEED

SALESFORCE SOLUTION

COMMERCIAL ROLE

CRM

Customer 360

Unify customer context

Sales management

Agentforce Sales

Execute and advance revenue work

AI sales agents

Agentforce Sales

Prospect, qualify, engage and assist

Customer data

Data 360

Connect signals and profiles

Revenue management

Revenue Cloud

Configure, price, quote and monetize

Collaboration

Slack

Coordinate seller + agent work

Marketing

Marketing Cloud

Activate journeys and demand

Customer service

Service Cloud

Connect service context to growth

Commerce

Commerce Cloud

Extend digital buying journeys

Workflow automation

Salesforce Platform

Orchestrate repeatable processes

SALES

PRINCIPLE

Need → Data →

Agent →

Solution →

Outcome

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

AGENTIC SALES MODEL

05 / 12

From Seller-Centric Work to Agentic Execution

AI agents are assigned to repeatable stages of the revenue cycle; human sellers remain accountable for customer understanding, commercial judgment and the close.

TRADITIONAL SALES

Research

Seller-led

Prospect

Seller-led

Qualify

Seller-led

Meeting

Seller-led

Opportunity

Seller-led

Quote

Seller-led

AGENTIC SALES

Customer Data

agent-enabled

AI Research

agent-enabled

Prospecting Agent

agent-enabled

Lead Qualification

agent-enabled

Engagement Agent

agent-enabled

Human Seller

digital + human

Opportunity Development

agent-enabled

Quoting Agent

agent-enabled

Deal Closure

agent-enabled

Account Expansion

agent-enabled

HUMAN

SELLER

Judgment,

relationships,

negotiation,

strategy and

closing remain

human-led.

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

AGENTFORCE SALES WORKFORCE

06 / 12

Digital Roles Across the Revenue Cycle

Clear responsibilities for prospecting, engagement, sales management and quoting agents, with seller ownership at the moments that require judgment.

PROSPECTING AGENT

Research accounts • identify prospects • prioritize leads •

prepare outbound activity

ENGAGEMENT AGENT

Engage prospects • answer questions • nurture leads • book

meetings

SALES MANAGEMENT

Monitor pipeline • surface risks • support forecasting •

recommend next actions

QUOTING AGENT

Use current pricing • build quote variations • apply finance

guidance • accelerate approvals

87%

fewer quote

creation clicks

win-rate lift

with coaching

Salesforce reported these early internal impacts as of April 2025; they are documented results, not universal performance guarantees.

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

24/7 PIPELINE GENERATION

07 / 12

Continuous Pipeline Generation

Combine customer signals, account research, prospect identification, personalized outreach and qualification, with agents able to work beyond business hours.

TARGET ACCOUNTS

24/7

ACCOUNT RESEARCH

24/7

PROSPECT IDENTIFICATION

24/7

PERSONALIZED OUTREACH

24/7

LEAD QUALIFICATION

24/7

MEETING BOOKING

24/7

SALES OPPORTUNITY

24/7

PIPELINE

24/7

HUNTER — OUTBOUND SALES AGENT

Researches accounts and prospects, drafts outreach and supports longer-running pipeline goals. Salesforce

describes Hunter as a long-running agent that can adapt over weeks and months.

LONG-RUNNING

ADAPTIVE

SELLER CONTROL

PIPELINE OBJECTIVES

• Increase qualified opportunities

• Reduce lead-response delays

• Maintain continuous engagement

• Improve prioritization

• Give sellers better-qualified conversations

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

OPPORTUNITY & DEAL MANAGEMENT

08 / 12

Opportunity Lifecycle

Agentic execution prepares context and repeatable work at every stage while the account executive owns customer strategy, negotiation and the commercial

decision.

TARGET

Identify account

PROSPECT

Research customer

QUALIFIED

Confirm opportunity

DISCOVERY

Understand

requirements

SOLUTION

Recommend capabilities

PROPOSAL

Develop offer

QUOTE

Generate approved

pricing

NEGOTIATION

Resolve requirements

COMMIT

Confirm close

CLOSED WON

Complete agreement

EXPANSION

Identify next opportunity

AI / AGENT RESPONSIBILITY

Research • recommendations • repetitive workflows • data preparation • context

assembly

SELLER RESPONSIBILITY

Customer relationship • judgment • negotiation • strategy • commercial

decisions • closing

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

CUSTOMER 360 & DATA STRATEGY

09 / 12

Unified Customer Context

Data 360 connects previously siloed information so customer context can become actionable across applications, workflows and Agentforce.

CRM DATA

Accounts • contacts • opportunities • activity

CUSTOMER HISTORY

Interactions • service • purchases • engagement

MARKETING DATA

Campaigns • intent • responses • journeys

SERVICE DATA

Cases • outcomes • sentiment • escalations

CONVERSATION DATA

Meetings • email • Slack • seller notes

CUSTOMER

360

Unified profiles, signals

and context

AGENTFORCE

Context-aware

actions

SELLER

Better

decisions

CORE PRINCIPLE

Better Data → Better Context → Better Agent Actions → Better Seller Decisions

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

SALES KPIS & BUSINESS OUTCOMES

10 / 12

Measure Capacity, Pipeline and Revenue

Use a balanced scorecard: leading indicators for pipeline health, productivity metrics for capacity, and outcome measures for commercial performance.

PIPELINE KPIs

• Qualified leads

• Sales opportunities

• Pipeline value

• Pipeline velocity

• Lead conversion

• Opportunity conversion

SELLER PRODUCTIVITY

• Research time

• Administrative hours saved

• Customer-facing time

• Quote preparation time

• Meeting preparation time

REVENUE PERFORMANCE

• Win rate

• Deal velocity

• Annual contract value

• Expansion revenue

• Customer retention

• Forecast accuracy

SALESFORCE CUSTOMER ZERO — DOCUMENTED OUTCOMES

203,000

sales hours saved annually

Salesforce-reported Customer Zero metric

1.8M+

Agentforce conversations

handled

Salesforce-reported Customer Zero metric

62%

increase in annual contract

value from marketing leads

Salesforce-reported Customer Zero metric

75%

faster quote creation

Salesforce customer story; 87% fewer clicks

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

2026 SALES TRANSFORMATION ACTION PLAN

11 / 12

Execution Roadmap

Sequence the rollout around seller capacity, pipeline coverage, opportunity progression and data quality. Establish governance before expanding autonomy.

PRIORITY

ACTION

EXPECTED BUSINESS OUTCOME

AI PROSPECTING

Deploy agent-powered prospect research

More qualified pipeline

LEAD NURTURING

Automate personalized follow-up

Better lead engagement

SELLER PRODUCTIVITY

Automate repetitive workflows

More customer-facing time

OPPORTUNITY MANAGEMENT

Surface deal insights and risks

Faster deal progression

QUOTING

Automate quote preparation

Shorter quote cycle

CUSTOMER INTELLIGENCE

Unify customer data

Better sales decisions

FORECASTING

Improve pipeline visibility

Better revenue planning

ACCOUNT EXPANSION

Identify additional needs

Increased account growth

AGENT OPTIMIZATION

Monitor agent performance

Continuous improvement

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

SALESFORCE

AGENTIC REVENUE GROWTH FRAMEWORK

12 / 12

AGENTIC REVENUE ENGINE

A closed-loop commercial system: unified context powers agents, agents expand seller capacity, sellers create customer value, and outcomes feed the

next action.

UNIFIED CUSTOMER DATA

AI-POWERED ACCOUNT INTELLIGENCE

24/7 PROSPECTING

LEAD QUALIFICATION & NURTURING

HUMAN + AI CUSTOMER ENGAGEMENT

OPPORTUNITY DEVELOPMENT

AI-ASSISTED DEAL EXECUTION

QUOTE & PROPOSAL

DEAL CLOSURE

CUSTOMER ADOPTION

ACCOUNT EXPANSION

REVENUE GROWTH

OPERATING MODEL

Agents handle repetitive work. Sellers focus on relationships, strategy, judgment and closing.

Agentic CRM & 24/7 Digital Sales Transformation Plan

2026

Salesforce Agentic CRM & 24/7 Digital Sales Transformation Plan

Prompt to Clone This Salesforce Agentic CRM & 24/7 Digital Sales Transformation Plan

Apply this example's core structure, strategic pacing, and structural hierarchy directly to your own topic.

What are you generating today?