Perk Scales Call Volume 3x with Prospecting Agent

Perk’s sales team was struggling with shadow work in their prospecting workflow as they juggled multiple browser tabs and research tools to find new prospects. This manual strain was compounded by information overload. With prospects spanning various industries and personas, reps needed to filter through data and prioritize their outreach. 

Consequently, the team was spending less time on the human side of sales like building relationships and closing deals. Not only that, but the “time to touch” — the critical window between identifying a lead and making the first meaningful contact — was drawn out.

To overcome these hurdles, Perk turned to Prospecting Agent from Agentforce Sales. The goal was to free up their reps, not replace them, by allowing the agent to handle the manual shadow work so the team could focus on the work that adds real value — relationship-building and closing.

Agentforce Sales acts as a force multiplier for the team

Perk deployed Prospecting Agent to autonomously handle the heavy lift of prospect research and qualification. Operating natively within Agentforce Sales, the agent works 24/7 to identify high-fit prospects based on Perk’s specific criteria and automatically places them into targeted email outreach cadences. This allows the prospecting engine to run, allowing the human team time to focus on the real work, connecting with prospective customers.

Critical to the smooth operation of Prospecting Agent is rep trust. From the start, Perk established a tight feedback loop, allowing the sales team to validate the agent’s logic and refine the prospecting strategy in real time. By keeping humans in the loop, Perk ensures that the agentic workforce is always aligned with the team’s strategic goals. To deepen trust, the agent also provides a concise summary for each prospect it suggests instead of just delivering a list of names. This explains the specific reasoning behind why a prospect was selected and why they are the right fit..

Speed to value was almost immediate

Perk moved from setup to launch in just two weeks, seeing a 3x increase in call volumes and a doubling of email reply rates in a matter of weeks. Plus, with agents delivering key prospect insights, the sales team enjoys more effective meetings, entering every conversation prepared with personalized guidance.

The future of Perk includes deeper agent integration

Following the success of the initial rollout, Perk is planning to deploy specialized agents tailored to their three core product offerings: Travel, Spend, and Events. This will allow them to target different personas with even higher precision, ensuring that outreach is as relevant as possible for every prospect.

To amplify impact and productivity, Perk is also working on a deeper integration within the Salesforce environment. This will allow the team to move faster as they iterate on their sales strategy while ensuring every seller is equipped with up-to-the-minute insights during live conversations so they can drive more meaningful interactions.