Agentforce AI Agent Use Cases for German Mittelstand

Mittelstand is the backbone of German economy. It is a well oiled machinery with unique ecosystem and a way of functioning. Many AI use cases, could bring more bangs for every buck spent on AI, to Mittelstand than to any other industrial ecosystem around the world.

Use Cases for Expanding the Market

AI Agent — Sales Development Representative (SDR)

Through AI the upstream or top of the Sales funnel can be automated to a very large extent. Mittelstand firms sell through their deep and long term relations with their customers, however the changed economic climate has made many Mittelstand firms look for new customers in different geographies and markets which has made the top of the sales funnel critically important for these firms.

Agentforce has many out of the box features, which can be either used straightaway or could be further customized to help organizations automate many tasks at the top of the sales funnel like nurturing leads and prospects, managing initial outreach, and qualifying the leads to free the human sales reps to focus on high value prospects with high propensity to become customers.

AI agents can be built to send personalized responses to leads which are grounded in your organization’s data. Similarly based on the leads engagement, AI agents can qualify or disqualify the leads or send them to nurturing bucket where another AI agent can takeover the lead nurturing responsibilities again based on organization’s own data.

AI Agent - SDR

AI Agent — Prospector

Normally qualified leads are termed as prospects in sales lingo. More often than not, Mittelstand organizations immediately convert their high value leads into opportunities (or deals if you will) and hand them over to their top sales people.

Low to medium value prospects could be pursued through an AI Agent rather economically. Prospecting is done through three approaches — provide your prospects with high value content, nurture them through repeated engagements either through email or through other channels, respond to their queries promptly.

All the above tasks of prospecting can be automated through an AI Agent.

AI Agent - Prospector

AI Agent — New Market Explorer

Many sections of the developing markets move up the value chain all the time. They may be overly reliant on imports from China due to cost advantage but may have enough niches emerging where they could have business cases for technologically superior, better engineered and more reliable products from Mittelstand firms.

Using Prompt Builder in Agentforce we can configure a prompt template A to explore the news about major project announcements in the market, next we can create another prompt template B to explore companies which might be the front runner for the announced projects as explored by the prompt template A.

The output of above prompt templates can be utilized by an AI Agent which can generate a Target List (using data from SFDC and Data Library which can access the data from Sales Intelligence tools)

An AI Agent can be created which can utilize the outputs generated through Prompts A and B to execute the campaigns for the new market. Based on campaign performances leads can be identified and sent to Leads module of SFDC.

AI Agent - New Market Explorer

Use Cases for enhancing the productivity of the Sales Team

AI Agent - Note Taker

An AI Agent can be created which will take notes during your sales calls. You can instruct it to highlight any special info like competition related info, product related info, or pricing related info. Also you can instruct it to highlight the Action Items generated as a result of the call.

AI Agent — Call Summarizer

This AI Agent can summarize your calls in detail. This is quite similar to the above. This can generate summaries for quick reference before logging onto the follow-up call.

AI Agent — Next Best Action Recommender Agent

You can ask this agent to recommend you the best course of action during a sales cycle for a deal team. This agent will utilize your past deal data of your won and lost deals which are similar to your current deal.

Conclusion:

It goes without saying that the above list of use cases may differ from organization to organization. Good thing is, AI Agents can always be customized as per the individual organization’s need.

PS: The above details are provided keeping in mind the plausible use cases in a typical German Mittelstand firm. This doesn’t necessarily reflect what is available in Agentforce out of the box.