Streamlining Compliance, Mitigating Risks, and Driving Innovation with Apexon’s Proven RegTech Solution

FACT SHEET

AI-Native Intelligence for Smarter CRM with Agentforce 

Download

Rethinking CRM in the Age of Autonomous AI

CRM systems are no longer just static databases—they must be intelligent, responsive, and proactive. As businesses demand real-time decisions and automation, Autonomous AI is redefining what CRM can do.

Agentforce, built natively on Salesforce, brings this transformation to life. It combines predictive insights, generative content, and autonomous actions to manage sales and service operations smarter, faster, and at scale.

WHY AGENTFORCE

Business Value Delivered

Agentforce is purpose-built to transform customer operations with AI-native capabilities—delivering measurable outcomes fast.
Enhance Customer Experience

AI-powered self-service reduces wait times and personalizes engagement at scale.

Accelerate
Deployment

Launch rapidly using low-code tools and pre-built templates—no AI expertise required.

Boost
Productivity

Empower agents with unified workspaces, streamlined workflows, and faster issue resolution.

Built with Salesforce, Delivered by Apexon

As a trusted Salesforce partner, Apexon brings deep implementation expertise, pre-built accelerators, and AI-native engineering to maximize ROI and time to value.

About apexon

Backed by Goldman Sachs & Everstone Capital

Serving 25 of Fortune 500, 10 of  BCG50 Innovative Companies​

Global Delivery Model with emphasis on “Right-shoring”

Delivery Centers in US, Mexico, UK & India

How we deliver

Apexon Agentforce Quick Start

5-Week Engagement to Production-Ready AI Agent 
Apexon’s Agentforce Quick Start is a structured engagement that helps you define, build, and deploy a Salesforce-powered AI agent. Designed for Sales or Service, it validates technical feasibility and delivers business value with speed and precision. 
Your 5-Week Path to Impact
WEEK 1

Discovery Workshop

  • Identify the right use case
  • Map business processes, data, and content
  • Define KPIs and success metrics

WEEK 2

Design, Build & Test

  • Architect and build the Agentforce POC
  • Configure agent behavior
  • Demonstrate early results

WEEK 3

Analyze & Refine

  • Run end-to-end tests
  • Analyze prompts and responses
  • Refine based on reasoning logs

WEEK 4

Document Outcomes

  • Evaluate against defined KPIs
  • Forecast ROI using Salesforce value models
  • Align results with stakeholders

WEEK 5

Production Rollout

  • Train users and support teams
  • Deploy agent in live environment
  • Monitor adoption and performance

What’s Included

  • 1 AI Agent (Sales or Service use case)
  • Up to 3 topics configured
  • 1 Channel (Salesforce CRM or Web)
  • English language support
  • Basic Salesforce Data Cloud configuration

Optional Add-Ons

  • Additional channels (e.g., WhatsApp, Email)
  • Multi-language support
  • Advanced automations and workflows

SUCCESS STORY

Transforming Patient Engagement for a Healthcare Provider

CHALLENGES

A leading healthcare concierge service provider aimed to: 

  • Launch their first AI Agent within 6 weeks
  • Scale concierge support to 24×7 without increasing headcount
  • Seamlessly integrate with Salesforce Field Service
  • Reduce reliance on third-party contact centers
  • Improve patient outcomes and operational efficiency

Solution

Apexon deployed a secure, omnichannel, AI-powered contact center using Agentforce. The solution:

  • Harmonized data across platforms like Athenahealth EHR to deliver a 360° patient view
  • Enabled self-service for caregivers and payers to verify member identity, check coverage, and manage appointments
  • Leveraged Salesforce Field Service APIs for seamless automation and orchestration

OUTCOMES

  • 30% increase in care guide operational efficiency
  • 25% improvement in patient satisfaction rates
  • 15% reduction in operational spend

Social media & sharing icons powered by UltimatelySocial