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ROI Report
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Frequently Asked Questions
An AI agent is more than just intelligent software. It's designed to learn and adapt to user interactions autonomously. This flexibility and continuous learning capability enable it to drive efficiencies while providing increasingly better support and solutions, making digital assistants an invaluable tool for improving customer experiences.
Agentforce enhances customer success by enabling humans and AI agents to work together seamlessly.
With Agentforce, you can build and customise autonomous AI agents to support your employees and customers 24/7, boosting efficiency, scalability, and satisfaction.
Conversational AI enables machines to communicate with humans using natural language, facilitating interactions through chatbots, virtual assistants, and other automated systems to improve customer service and engagement.
Pre-built skills, or jobs that Agentforce can perform, are ready-to-use packaged topics and actions, all grounded on the data and metadata of your organisation. These pre-built skills are tasks like lead development, customer service or generating data visualisations and span CRM, Slack, Tableau, Partners and more.
With the Agentforce ROI calculator, select the use cases you would like to have Agentforce help with, and then enter the details about your use cases, and the Calculator will show you an estimated number of Flex Credits needed for that use case.
Currently, Flex Credits are used to pay for the consumption of Agentforce. Data Cloud Credits are used to pay for the consumption of Data Cloud.
Currently, Flex Credits and Conversations cannot be combined in the same Salesforce organisation.
The free Salesforce Foundations product includes a bundle of Flex Credits to help you get started.
For users with one of these add-ons or licences, Agenforce usage for employees is unmetered (like Slack Employee Help or Quoting Agent). Flex Credits estimation is shown in the tool and does not account for users with this provisioning.
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| key | value |
|---|---|
| oblroi_copy__total_savings | Total Net Benefit |
| oblroi_copy__roi_analysis | ROI Analysis |
| oblroi_copy__year1 | Year 1: |
| oblroi_copy__year2 | Year 2 |
| oblroi_copy__year3 | Year 3 |
| oblroi_copy__total | Total |
| oblroi_copy__want_to_learn_more | Want to learn more? |
| oblroi_copy__contact_detail | Get in touch with an expert Agentforce account executive to explore how Agentforce can help to reach your goals. |
| oblroi_copy__contact_prefix | Contact us |
| oblroi_copy__team_size | Team Size: |
| oblroi_copy__daily_workload | Daily Workload: |
| oblroi_copy__shift_to_agentforce | Shift to Agentforce: |
| oblroi_copy__employee_costs | Employee Costs: |
| oblroi_copy__subheader | Your ROI Analysis: Unlocking Your Business Potential |
| oblroi_copy__cover_header | ROI Calculator Analysis |
| oblroi_copy__cover_calcs_title | Benefits by Agent |
| oblroi_copy__cover_total_savings_header | Total Net Benefit: |
| oblroi_copy__cover_paragraph | Now that you've calculated your ROI, let's get you started with Agentforce. The precision of AI agents and humans together can help you to reach new levels of operational efficiency and drive meaningful business growth |
| oblroi_copy__cover_outro_header | Ready to take the next step? |
| oblroi_copy__cover_outro_detail | Get in touch with an expert Agentforce account executive to explore how Agentforce can help to reach your goals. |
| oblroi_service_header | Service Agent Analysis |
| oblroi_service_savings_prefix | Customer Service Net Benefit: |
| oblroi_service_legal_note1 | |
| oblroi_service_legal_note2 | |
| oblroi_service_inactive_header | Save more by activating your Customer Support Agent! |
| oblroi_service_inactive_paragraph | Discover how Agentforce Service Agent can transform your customer service operations. Enable this calculator to see your potential savings. |
| oblroi_service_inactive_intro | Engage customers autonomously to drive efficiency for customer support with Agentforce. |
| oblroi_service_inactive_point1 | Support customers across channels 24/7 using natural responses |
| oblroi_service_inactive_point2 | Resolve cases with speed and accuracy by grounding every answer in trusted data |
| oblroi_service_inactive_point3 | Define clear security guardrails and seamlessly escalate interactions to human support reps |
| oblroi_service_agent_transition | With pdf_percent% of support conversations transitioned to Agentforce over the next 3 years, you can significantly reduce manual workloads, freeing up your team for higher-value tasks. |
| oblroi_service_agent_workload | Each customer service employee currently handles pdf_count conversations per day. |
| oblroi_service_agent_employees | pdf_count customer service employees |
| oblroi_service_agent_costs | At an average of pdf_cost per service employee annually, your team's operational cost is pdf_total every year |
| oblroi_salescoach_header | Sales Coach Agent Analysis |
| oblroi_salescoach_savings_prefix | Sales Coach Net Benefit: |
| oblroi_salescoach_legal_note2 | |
| oblroi_salescoach_inactive_header | Save more by activating your Sales Coach Agent! |
| oblroi_salescoach_inactive_paragraph | Discover how Agentforce Sales Coach can transform your sales coaching operations. Enable this calculator to see your potential savings. |
| oblroi_salescoach_inactive_intro | Drive productivity for sales managers through autonomous sales coaching with Agentforce. |
| oblroi_salescoach_inactive_point1 | Scale coaching with autonomous role play facilitation based on deal stage to practise pitching, handing objections and negotiation |
| oblroi_salescoach_inactive_point2 | Get personalised feedback with insights, areas of improvement and actionable next steps to advance deals grounded in CRM data |
| oblroi_salescoach_inactive_point3 | Assess sales results with analysis of win/loss rates of deals with and without coaching |
| oblroi_salescoach_transition | With pdf_percent% productivity improvement with Agentforce targeted over the next 3 years, you can significantly reduce manual workloads, freeing up your team for higher-value tasks. |
| oblroi_salescoach_workload | Each rep currently spends pdf_percent% of their time per day on sales coaching and handles pdf_count conversations per week. |
| oblroi_salescoach_managers | pdf_count sales managers |
| oblroi_salescoach_costs | At an average of pdf_cost per manager annually, your team's operational cost is pdf_total every year. |
| oblroi_sdr_header | Sales Development Agent Analysis |
| oblroi_sdr_savings_prefix | Sales Development Net Benefit: |
| oblroi_sdr_lead_details | Lead details: |
| oblroi_sdr_legal_note1 | |
| oblroi_sdr_inactive_header | Save more by activating your Sales Development Agent! |
| oblroi_sdr_inactive_paragraph | Discover how Agentforce SDR can transform your sales development representative operations. Enable this calculator to see your potential savings. |
| oblroi_sdr_inactive_intro | Drive revenue through autonomous, 24/7 pipeline engagement of inbound leads with Agentforce. |
| oblroi_sdr_inactive_point1 | Scale with autonomous outreach to answer product questions, handle objections and book meetings |
| oblroi_sdr_inactive_point2 | Interact with customers across channels with relevant, personalised responses, all grounded in your sales and customer data |
| oblroi_sdr_inactive_point3 | Seamless hand-off from agents to human sellers |
| oblroi_sdr_transition | With 100% of inbound untouched leads shifted to Agentforce over 3 years, you can significantly reduce manual workloads, freeing up your team for higher-value tasks. |
| oblroi_sdr_workload | Assuming each rep currently spends 10% of their time on Lead Prospecting and touches pdf_count leads per week, leaving pdf_unengaged unengaged leads per year. |
| oblroi_sdr_reps | pdf_count sales development reps. |
| oblroi_sdr_lead_conversion | The current lead conversion rate for incremental lead volumes is pdf_percent% with an average deal size of pdf_dealSise. The opportunity closed-won rate is pdf_closeRate% and the gross margin is pdf_grossMargin% |
| oblroi_sdr_costs | At an average of pdf_cost per SDR annually, your team's operational cost is pdf_total every year. |
| oblroi_field_service_assistant_header | Scheduling Agent Analysis |
| oblroi_field_service_assistant_savings_prefix | Appointment Scheduling Net Benefit: |
| oblroi_field_service_assistant_lead_details | Lead details: |
| oblroi_field_service_assistant_legal_note1 | |
| oblroi_field_service_assistant_inactive_header | Save more by activating your Scheduling Agent! |
| oblroi_field_service_assistant_inactive_paragraph | Discover how Agentforce Scheduling Agent can automate scheduling and administrative tasks. Enable this calculator to see your potential savings. |
| oblroi_field_service_assistant_inactive_intro | Autonomously schedule appointments with customers 24/7 on any channel. |
| oblroi_field_service_assistant_inactive_point1 | Empower customers to schedule appointments 24/7 on any channel using natural language |
| oblroi_field_service_assistant_inactive_point2 | Give dispatchers time back to focus on exceptions that arise and avoid whitespace in the schedule |
| oblroi_field_service_assistant_inactive_point3 | Escalate to a dispatcher seamlessly when appointment needs require a human touch |
| oblroi_field_service_assistant_dispatchers | pdf_count dispatchers |
| oblroi_field_service_assistant_workload | Each dispatcher spends pdf_percent% of time scheduling appointments for an average of pdf_count appointments every year. |
| oblroi_field_service_assistant_transition | With pdf_percent% of scheduling shifted to Agentforce over 3 years, you can significantly reduce manual workloads, freeing up your team for higher-value tasks. |
| oblroi_field_service_assistant_costs | At an average of pdf_cost per dispatcher, your team's operational cost is pdf_total every year |
| oblroi_legal_header | ROI Calculator Analysis |
| oblroi_legal_totalSavingsHeader | Total Net Benefit: |
| oblroi_legal_calc1_header | Service Agent |
| oblroi_legal_calc1_text | Calculation assumes 260 work days every year per service rep. The % of cases desired to shift to agents Year 3 are ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_calc2_header | Sales Coach Agent |
| oblroi_legal_calc2_text | Calculation assumes 40 hour work week and 50 weeks worked every year. The % of leads prospected and nurtured by agents desired Year 3 is ramped evenly year over year, after assuming 28% of desired return Year 1. |
| oblroi_legal_calc3_header | Sales Development Agent |
| oblroi_legal_calc3_text | Calculation assumes 40 hours worked per week, 50 weeks worked every year and an US$100,000 average annual fully loaded salary of a sales rep manager. The productivity rate desired Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_calc4_header | Scheduling Agent |
| oblroi_legal_calc4_text | Calculation assumes US$70,000 average fully loaded salary of a dispatcher. The % increase in scheduling desired to shift to agents Year 3 are ramped evenly year over year, after assuming 60% of desired return Year 1. The desired amount of time spent scheduling appointments % in Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_all_header | --- |
| oblroi_legal_paragraph | The results of this tool are provided for illustrative purposes only to help you consider Agentforce as a business solution and should not be relied upon. Actual results may vary and are not a guarantee or commitment regarding any potential or actual financial results or other benefits you may achieve. Individual results depend on factors including but not limited to implementation practices, user adoption, configurations, business practices, market conditions, and external economic factors. Initial benefits of Salesforce Agentforce achieved within weeks; full transition assumed to happen over three years.Salesforce licences, Data Cloud credit cost, and implementation costs not included. The Flex Credits for Agentforce use are estimates.Actual Agentforce costs may vary based on architectural design, data requirements, and specific use case. All calculations above done in US dollars unless otherwise noted. |
| oblroi_legal_outroHeader | Ready to take the next step? |
| oblroi_legal_outroDetail | Get in touch with an expert Agentforce account executive to explore how Agentforce can help to reach your goals. |
| oblroi_download_pdf_button | Download Report |
| oblroi_download_pdf_error1 | No calculator data found. |
| oblroi_download_pdf_error2 | Return to ROI Calculator. |
Results Table Copy
| key | row1 | row2 | row3 | row4 | flex |
|---|---|---|---|---|---|
| sales-coach-roi | Productivity Benefits | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| field-service-back-roi | Autonomous Scheduling Benefits | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| sdr-roi | Productivity Benefits | Qualified Leads Benefits | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce |
| service-roi | Productivity Benefits | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| customer-insights | Enhanced Customer Facing Team Productivity | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| employee-help | Case Deflection Benefit | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| loan-product-assist | Loan Approval Benefit | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| quoting-agent | Increased Productivity Benefit | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce |