The Problem

The Salesforce Scale Paradox

Executive Reality

Linear Headcount
Service and revenue orgs grow with headcount

Insight Gap
Leaders lack real-time pipeline quality visibility

Service Overload
Heads fight rising L0/L1 volumes

Developer Toil
Developers stuck in repetitive tasks

Quoting Collapse
Engines fail under SKU complexity

Why This Happens

Workflows are digitized but
coordination is manual

Analysis remains manual

Optimization remains manual

Point solutions stitched together manually

Integration complexity collapses quoting engines

The limiting factor is no longer “can we add AI?” but “can we orchestrate a network of agents around our Salesforce core?”

Agivant’s Impact

The shift from static cost centers to self-evolving assets.

Conversion Uplift

Double-digit improvement in conversion and close rates
Agentic orchestration drives prioritization and insight-driven outreach, resulting in a double-digit improvement in sales conversion and close rates.

Effort Reduction

Step-function reduction in manual effort across teams
By layering agents over core workflows, manual coordination, analysis, and optimization tasks are drastically reduced.

CSAT Uplift

40%+ uplift in customer satisfaction for digital channels
Next-Gen GenAI Bots and autonomous service intelligence drive material improvements in bot deflection and customer satisfaction.

Quote Speed

Quote configuration time reduced from days to hours
Modernized quoting with Revenue Cloud and Intelligence Agents compresses complex deal configuration time significantly.

Dev Productivity

30–40% effective productivity gain for developers
GenAI-driven agents handle repetitive coding and testing, shifting engineer focus to higher-order design and integration.

Automation Rate

90% automation of the bot-retraining pipeline
Bot Evolution Agents continuously cluster missed utterances and auto-generate training data, freeing conversational AI teams.

The Promise

Operationalizing the Agency of Agents for Salesforce.

Autonomous Execution

Agents translate intent into actions across Sales, Service, and Revenue Clouds. Execution becomes autonomous by default.

Always Sensing

Agents continuously monitor real-time signals-pipeline, interactions, code changes, ESG-replacing static analysis.

Infinite Scale

Spot anomalies early and trigger self-healing actions-retraining bots, adjusting routing, or restructuring bundles.

Paradigm Shift

From isolated AI features to an agency of agents.

Why Traditional Approaches Fail

Isolated AI Features
A sales email generator here, a chatbot there.

Manual Coordination Each team still manually coordinates work.

Static Playbooks
Process diagrams drift out of sync.

Reactive Detection
Issues detected only after metrics break.

THE REAL CONSTRAINT

At Scale

Constraints

• Isolated Features • Manual Integration • Static Processes • Firefighting Mode

The Structural Answer

The limiting factor is no longer “can we add AI?” but “can we orchestrate a network of agents around our Salesforce core?”

The New World: Agency of Agents

Coordinated Mesh of Agents

Shared Memory & Context

Autonomous Execution

Always Sensing

The Old World: Isolated Features

Fragmented Value

Isolated AI
• Email generator here
• Chatbot there
• Code assistant in a corner

Static Playbooks
• Encoded in diagrams
• Reviewed annually
• Drift out of sync

Reactive Detection
• Issues detected late
• Metrics break first
• Constant catch-up

Manual Stitching
• Humans coordinate work
• Hunt for insights
• Stitch point solutions

TO

Intelligent Agents Coordinating Outcomes

Coordinated Mesh
Clear responsibility & shared memory

Always Sensing
Real-time signals & anomaly detection

Autonomous Execution
Agents translate intent into action

Self-Healing
Trigger actions before metrics break

Three Layers of Capability + Governance

Sense & Understand
• Ingest sales activity, transcripts, tickets
• Use LLMs to understand customer intent
• Monitor developer workloads & quoting patterns

Decide & Orchestrate
• Agentic controllers coordinate domain agents
• Decisions are policy-aware and explainable
• Prioritize actions based on strategic intent

Act & Learn
• Agents act through Salesforce APIs & Slack
• Feedback loops continuously retrain models
• Refine policies based on outcome deltas

Human-in-the-Loop
• Leaders set targets and validate plays
• Developers review AI-generated code
• Humans govern ‘what good looks like’

Self-Healing Ops
• Issues detected before metrics break
• Trigger re-training or routing adjustments
• System adapts to market changes

Coordinated Mesh
• Network of agents with shared memory
• Seamless handoffs between clouds
• Unified view of the customer

The Three Layer Framework

Layered Intelligence on Salesforce.

The platform operates through three layers of capability over your existing Salesforce stack and data ecosystem, enabling autonomous orchestration.
Sense
Decide
Act

Key Capabilities of the Agentic Salesforce Velocity Platform

Core platform capabilities powering Agentic Salesforce transformation.

Revenue Intelligence
Autonomous CPQ
Autonomous Support
Dev Productivity
Sustainability Intelligence

How These Capabilities Work Together

Revenue agents accelerate deals

CPQ agents streamline quoting

Support agents automate service

Developer agents accelerate innovation

Sustainability agents drive differentiated selling

This creates a digital workforce embedded across Sales, Service, and Revenue operations.

Capability Portfolio

Agentic use cases in action.

AI-Powered Sales Conversion

SALES CLOUD + EINSTEIN

Sales Conversion Agent analyzes customer history, engagement signals, and pain points to score opportunities and suggest next-best actions.

Sales Conversion Agent scores ops

Einstein Copilot surfaces 
knowledge

GenAI-Driven Dev Productivity

APEX & LWC GENERATION

Dev Productivity Agent generates Apex/LWC code and test classes, while Quality Agents check against governor limits and security patterns.

Generates Apex/LWC code

Checks governor limits 
& security

AI-Powered Sustainability Insights

ESG & DIFFERENTIATED SELLING

Sustainability Insights Agent aggregates ESG data to generate account-specific reports and upsell narratives directly in Sales Cloud.

Aggregates ESG data sources

Generates upsell narratives

Next-Gen GenAI Bots

SALESFORCE & SLACK

Bot Evolution Agent clusters missed utterances and auto-generates training data, while RAG agents ensure answers

Auto-generates training data

RAG connects to knowledge

Autonomous Service Intelligence

SERVICE CLOUD + COPILOT

Service Autonomy Agent triages and resolves common issues via Copilot, creating a “digital workforce” that absorbs routine contacts

Triages routine issues

Personalizes recommendations

Autonomous Service Intelligence

REVENUE CLOUD ADVANCE

Quoting Intelligence Agent helps design pricing rules and products via no-code UI, reducing configuration time for complex deals.

Declarative rules engine

Validates partner uploads

Success Stories

Business impact delivered through autonomous orchestration.

Connect with us

The Future of Operations

Don't let manual coordination be your bottleneck. Connect with us to turn these success patterns into your enterprise reality.

Ajay Malgaonkar

Chief Digital Delivery Officer

Ajay is a seasoned technology leader with over 28 years of experience driving digital transformation across global enterprises and helping clients achieve their strategic objectives. Ajay’s passion for innovation-led growth, coupled with his ability to scale operations while maintaining agility, makes him a natural fit for Agivant’s mission.


Before joining Agivant, Ajay spent a decade at Prolifics Corporation, a US-headquartered digital engineering firm, where he led integrated engineering teams and delivered transformative AI-driven solutions to marquee clients. His focus on innovation, scalability, and agility made him a key architect of Prolifics’ digital success.


Earlier in his career, Ajay spent ten years at Infosys, where he led the digital practice and delivered large-scale, complex e-commerce and transformation programs across North America, Europe, and the Asia-Pacific region. Ajay’s impact has been widely recognized in the industry. In 2023, he was named one of India’s Next 100 Future CIOs by ITNext and received the ET Inspiring Leader Award.


He holds a Bachelor's degree in Engineering from Sardar Patel College of Engineering and a Post Graduate Diploma in Information Systems from the Somaiya Institute of Management Studies and Research in Mumbai. Ajay’s career reflects a consistent ability to scale digital operations, lead high-impact transformations, and inspire cross-functional teams to deliver value with speed and precision.

Agivant Technologies

Sandeep Kishore

Founder and CEO

Sandeep is a proven CEO, key strategist, and trusted board director with over three decades of experience in the technology industry. He is a highly effective coach and mentor, known for his bold thinking and innovation. Throughout his career, Sandeep has demonstrated a remarkable ability to create and grow successful businesses.

Before founding Agivant, Sandeep served as an Executive Partner with Siris Capital Group, a leading Private Equity firm. Prior to that, he was the CEO & MD of Zensar Technologies from 2016-2021, where he spearheaded a massive turnaround, transforming the company into a fully digital enterprise. This successful transformation was featured as a case study by both Harvard Business School and London Business School.

Sandeep's career also includes over 25 years at HCL Technologies, where he held various leadership roles and built several billion-dollar businesses. An alumnus of IIT Bombay, he is a dedicated board advisor, mentor, and passionate advocate for social impact. He co-founded the Har Asha Foundation, a philanthropic initiative focused on helping young adults develop essential workforce skills. Beyond his professional achievements, Sandeep is also a published poet with two acclaimed books.

Agivant Technologies

Shree Krishna Somani

Head of Business Success

Shree is a dynamic and accomplished leader, uniquely positioned at the intersection of finance, strategy, and technology. As Head of Business Success at Agivant Technologies, he is focused on driving client centricity and overall organization effectiveness. He has a proven track record of delivering impactful results in leadership roles, consistently demonstrating an ability to translate vision into tangible outcomes.


Prior to Agivant, Shree served as Assistant Vice President at Aavas Financiers Ltd, where he led Business Process Re-engineering and Digital Transformation initiatives, showcasing his ability to modernize operations and enhance efficiency. He also contributed to enterprise risk analytics and strategic planning. Earlier, during his tenure in the CEO’s Office at Zensar Technologies, he played a pivotal role in driving corporate and business strategy, advising on M&A evaluations, and leading key strategic initiatives for the CEO. Shree began his leadership journey with the Aditya Birla Group Leadership Program.


An alumnus of XLRI Jamshedpur and University of Delhi, Shree blends a strong academic foundation with extensive practical experience. This combination underpins his proven ability to drive significant impact and deliver compelling business results across complex organizational landscapes.

Agivant Technologies