Facing continued double-digit commercial growth, the enterprise bypassed traditional scale models by partnering with Rosetree Solutions to deploy Agentforce and unlock rapid outreach velocity in record time.
After four years of exponential growth, Batteries Plus hit a roadblock. Some sales reps found themselves drowning in up to ten thousand accounts, with the clock ticking to streamline operations and reduce customer churn.
Batteries Plus delivers essential battery, lighting, and device repair solutions when customers need them most. Whether supporting enterprise hardware maintenance or sustaining facility power systems, their experts focus on delivering the right solutions to enable customers to run seamlessly, reliably, and efficiently. But the team needed to find a way to ensure the first time wouldn’t be the last time.
Historically, the company’s marketing and sales teams operated in completely separate worlds, using disconnected systems that made collaboration nearly impossible. Tasked with an urgent directive to reduce customer churn, the team resorted to manual, makeshift email campaigns just to spark reengagement. This grassroots effort proved that aligned messaging could drive revenue, serving as the ultimate catalyst for Batteries Plus to invest in Marketing Cloud Account Engagement.
The new platform united sales and marketing under one automated strategy, but the team quickly realized they needed a more scalable way to capitalize on these newly generated leads. It was this desire to fully bridge the gap between marketing execution and sales velocity that ultimately led them to explore Agentforce.
The business had two options: onboard a larger sales team, and potentially lose customers in that long process of getting new hires up to speed, or, invest in agents. As Batteries Plus explored their AI options, they leveraged the strategic guidance and expertise of Salesforce consulting partner Rosetree Solutions to determine the best path forward. Building on a successful tactical project the year prior, the Salesforce team brought Rosetree back to the table for this deeper engagement, leveraging their proven Agentforce track record and deep expertise in the retail and franchise space. Rosetree helped Batteries Plus identify the right use case and approach where technical feasibility, timeline, and business value all lined up.
Together, they launched an SDR agent built on Agenforce Sales in under one month. This enabled Batteries Plus to prove ROI to executives and franchise owners in rapid time. Within just five minutes of launch, the agent had already generated a productive customer reply and booked the first meeting. And today, since the April launch, it has sent more than 250,000 emails to dormant accounts, resulting in more than 1,600 meaningful customer engagements, 340 direct customer requests for meetings, and $14M+ in pipeline.
Tips for Success
See what Batteries Plus learned from partnering with Rosetree to launch Agentforce.
1. Show Progress Early to Build Rapid Executive Confidence
When Batteries Plus engaged Rosetree, they didn’t have months or even weeks to secure stakeholder buy-in. To expedite the process, Rosetree delivered a working prototype of the SDR agent to Batteries Plus leadership within the first week of kickoff.
By viewing actual outputs and observing how minor prompt tweaks altered the agent’s behavioral tone, executives could visually iterate alongside the technology, drastically accelerating their confidence in the solution. The collaboration between Batteries Plus’ senior team and Rosetree’s AI-powered toolchain saved weeks on the timeline, fast-tracking the journey from agent design to safe deployment.
Takeaway: Real, working agentic iterations build organizational confidence far faster than polished slide decks.
2. Start with a Problem That Matters
Batteries Plus came into the project with multiple plausible AI directions, each with real merit. To help them zero in on the right starting point, Rosetree led a multi-session ideation workshop with Batteries Plus and Salesforce to pinpoint a high-growth channel, directly guiding a major strategic decision: whether to scale customer engagement traditionally through onboarding more sales reps or leverage autonomous agents.
“There are so many things you can do with AI, but a big learning for us was that we needed to stay focused on one or two things,” says Jeff Swiatek, VP of Commercial Operations at Batteries Plus. “Our goal was to get everything working, prove it out, and secure the support of our executives and 250 franchise owners. Now that we have that base set, the world’s kind of our oyster.”
Takeaway: Align your agentic pilot with a core, high-impact business decision to ensure the outcomes genuinely matter to executive leadership.
3. Develop Trust with Your Sales Team
To ensure a successful rollout, Batteries Plus had to solve a major challenge upfront: creating an AI assistant that sales reps would genuinely want to rely on.
The ultimate bottleneck to AI adoption is user trust. The moment an agent begins routing unvetted or low-intent leads, it burns credibility and kills sales momentum. This is another area Rosetree leaned in to meticulously train the agent to categorize the gray area of natural-language customer replies (such as distinguishing “not right now” from a firm booking request).
“It took multiple iterations, and tuning the system against live customer responses, to get the accuracy right, but we were able to get there,” says Craig Rosenbaum, Managing Partner at Rosetree Solutions. “Account executives have responded well. They are being handed a higher rate of warm conversations and the experience has been positive across the sales floor.”
Takeaway: Precision in your agent’s classification routing is the foundational key to driving human sales rep adoption.
4. Build Your Internal Agentic Muscle, Not Just the Agent
The journey didn’t stop with securing buy-in and proving the agent out. To ensure long-term operations success and enablement, Rosetree Solutions has focused on building Batteries Plus’ internal technical and business muscle.
Rosetree maintained an admin-friendly architecture during the build. By leaning heavily on standard Salesforce configurations and avoiding dense, custom Apex code wherever possible, they ensured that Batteries Plus’s lean internal Salesforce team can easily manage, troubleshoot, and tweak the agent’s day-to-day operations themselves.
Instead of handing off a finished black box at the end of the project, Rosetree trained the internal team to iterate alongside the agent from week one. By teaching the technical team how natural-language prompt instructions map to real-world agent behaviors and classifications, Rosetree successfully transferred the underlying AI development framework over to the client, ensuring Batteries Plus could confidently run and scale their autonomous sales motion long after going live.
Takeaway: True implementation success means your partner builds your internal team’s capabilities alongside the technology itself. By prioritizing admin-friendly architecture and providing hands-on training from week one, a great partner ensures your internal team can confidently run, iterate, and scale your agentic framework.
The Results
Through implementing Agentforce with Rosetree, Batteries Plus found a way to automatically stay in touch with customers who would have previously become unengaged. By keeping the conversation going without overwhelming their busy sales reps, they have brought thousands of quiet customers back into the fold — and the proof is in the numbers:
- $15M in generated pipeline
- 500,000+ autonomous emails successfully sent to dormant accounts.
- 1,900 meaningful customer engagements
- 340 direct customer requests for meetings
What’s Next?
Building off of its SDR agents’ success, Rosetree will support Batteries Plus in taking the agentic framework and pair it with Data 360 to build propensity models that identify customers who may be at risk of leaving and engage them before revenue is lost. This means Batteries Plus will be able to predict exactly when a customer is about to drift away and step in with the perfect timely message to keep them engaged.
As the team looks to the future, they plan to apply skills and actions built for the SDR agent to future agents across marketing, commerce, and other use cases.
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