Join us on 20 August 10 a.m.
Most telesales workflows lose good leads in the handoff. Not because the call agent didn’t do their job, but because the information never makes it to the broker in a usable form.
Join Brian Doogan and Greco Oris from Futureform for a look at how Salesforce and Agentforce can turn a cold outreach call into a fully-briefed, ready-to-close opportunity, without a single manual update along the way.
What You’ll See
A full walkthrough of the telesales-to-broker journey through two personas: a call agent qualifying and logging cold leads, and a broker picking up a fully-enriched opportunity. You’ll see lead scoring in action, structured call outcome capture, automatic lead-to-opportunity conversion, and Agentforce summarising an entire call history into a ready-to-use briefing, then drafting a personalised meeting agenda from it.
What You’ll Hear
The team will cover how structured data capture at the point of contact feeds everything downstream: seamless handoffs between call agents and brokers, pipeline and activity analytics by rep and by sector, and how Agentforce uses both structured and unstructured data (call transcripts included) to produce genuinely useful, context-aware outputs. You’ll also hear why good data discipline, not AI alone, is still what makes these workflows work.
Who This Is For
Sales and operations leaders at insurance brokers and MGAs running telesales or lead qualification teams, who want to reduce manual handoff work between call agents and brokers and get more consistent, analysable data out of every call.