Redesign sales processes and remove CRM friction with AI-assisted prospecting, clean pipeline, defensible forecasts, and fast approvals—delivered on Salesforce Sales Cloud and accelerated by Agentforce autonomous AI. YASH aligns people, processes, and platforms across complex enterprises and ERP landscapes.
Who this is for & what we fix?
Global B2B enterprises with long sales cycles, channel/partner motions, and ERP complexity.
Pain points
messy data, shadow spreadsheets, low meeting prep time, forecast debates, slow quotes/approvals, and brittle integrations.
Outcomes
cleaner pipeline, faster velocity, higher win rates, and forecasts you can defend.
Solution pillars (what we deliver)
Pipeline you can trust
Forecasts without the food fight
Quote → approval → order, simplified
Partner-led selling
Enterprise-grade governance
Pipeline you can trust
- Lead/account enrichment, duplicate prevention, activity capture, and AI nudges.
- Agentforce Sales Coach and Sales Agents keep deals moving with autonomous follow-ups and coaching.
Forecasts without the food fight
- Roll-up and scenario reviews by segment/region/product; bias and WAPE tracking.
- Agents flag slippage, propose recovery plays, and update forecasts with audit trails.
Quote → approval → order, simplified
- Templated proposals, rules-based approvals, renewal/expansion motions.
- Agents assemble proposals, collect approvals, and hand off to CPQ/Billing or ERP.
Partner-led selling
- PRM/Experience Cloud for dealers & distributors with price/ATP visibility and guided quoting.
- Agents watch for SLA breaches, price-list changes, or aged quotes and trigger actions.
Enterprise-grade governance
Command Center for observability of digital labor: what agents did, outcomes, and guardrails.
Our Services Offerings.
YASH Accelerators & CoEs you can tap
Agentforce Starter for Sales
prebuilt Sales Agents (follow-ups, meeting prep, renewal vigilance) plus governance templates in Command Center.
ERP Signal Pack
price lists, ATP, order tracking, and rebate exposure patterns (SAP/Oracle) for cleaner quotes and forecasts.
Data Quality & Readiness Kit
dedupe, enrichment, scoring, and field hygiene aligned to Sales Cloud’s data model.
How Agentforce shows up in Sales Cloud
Prospect IQ Agent
enriches accounts, prioritizes leads, drafts first-touch emails, and schedules follow-ups.
Deal Desk Agent
validates pricing, assembles proposals, routes approvals, and posts updates to Slack/Chatter.
Forecast Health Agent
monitors pipeline hygiene, flags risk/opportunity, and proposes forecast adjustments.
Partner Assist Agent
nudges dealers on aged quotes, parts constraints, and promo eligibility.