How Xero uses Agentforce for global sales success
This insightful conversation with Angad Soin and Leandro Perez dives deep into Xero’s strategic blueprint for driving global growth using Salesforce technology. Angad shares the internal change management playbook behind deploying an autonomous SDR sales agent that successfully tripled email open rates and converted over 100 signed partners in the competitive US market. They explore how embedding AI directly into existing workflows and grounding agents in rich data context eliminates the "messy middle" of workplace admin. Angad also offers candid advice on embracing pilot failures to push boundaries, the transition from corporate advisor to organisation leader, and how Xero is using its new capabilities to unleash human potential and bring joy back to small businesses worldwide.
Angad Soin is the Managing Director for Australia and New Zealand and the Global Chief Strategy Officer at Xero, where they lead strategic decisions to deliver on the company’s mission of making life better for small businesses and their advisors. Throughout his tenure at Xero, Angad has held multiple executive roles spanning operations, strategy, and corporate development. Prior to joining Xero, he spent 13 years at Deloitte advising organisations on complex business and digital transformations. Angad brings a strong owner's mindset to executive leadership, championing practical, customer-centric technology solutions that drive tangible business outcomes.