A global CRM and ITSM provider struggled with manual lead qualification, hindering growth across its 70,000-customer base. To modernize engagement, the company partnered with Jade Global to implement Salesforce Agentforce. Moving beyond basic chatbots, Jade Global configured autonomous, agentic AI capable of real-time decision-making and deep CRM integration. By leveraging Data Cloud and Service Cloud context, Jade Global enabled the AI to adapt conversations dynamically based on user intent and regional urgency. This strategic implementation transformed the lead capture process, significantly increasing qualification speed and accuracy. Ultimately, Jade Global’s expertise empowered the organization to achieve seamless, automated lead engagement and enhanced operational scalability.

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