. Autonomous AI Agent

Autonomous AI Agent

Unlock the Power of Autonomous Agents with CRMIT

Revolutionize Business Operations with Salesforce Agentforce

Business Intelligence and Analytics

Autonomous AI Agent Services

At CRMIT, we empower business with Autonomous AI Agents powered by Salesforce’s Agentforce platform. These intelligent agents deliver unparalleled accuracy by leveraging real-time data, business workflows, and an advanced security framework that maintains your data’s integrity and privacy. Whether you’re looking to scale customer engagement or streamline internal processes, our AI agents are designed to act intelligently and autonomously, enhancing efficiency across all areas of your business.

How Our Autonomous Agents
Transform Your Business

Seamless Execution

Agents autonomously execute tasks, engage customers, and handoff to human agents when needed, incorporating a Human In The Loop (HITL) approach, ensuring your workflow remains uninterrupted.

Real-Time Insights

Our agents utilize real-time trusted data grounded with data from your salesforce CRM or external systems (using Data Cloud) to provide actionable insights and carry out predefined tasks.

Personalized Interactions

Engage with customers on a personal level, driving satisfaction and increasing retention through intelligent responses and quick resolutions across channels like website, CRM, mobile app, Slack, and more.

Sales Coach and Service Agents (HC360) – Driving Performance and Customer Satisfaction

AI Sales Coach

Our AI Sales Coach enhances your sales team’s performance by offering real-time tips and personalized actions across channels. This agent ensures sales reps engage more effectively with prospects, leading to faster decision-making and improved conversion rates.

Healthcare Service Agents (HC360)

In the healthcare industry, our agents help with patient triaging, appointment scheduling, and analyzing pathology reports. These agents streamline complex healthcare processes, improving both efficiency and patient outcomes.

Want to see a demo of how our AI Sales Coach or Service Agents work?
Request a Personalized Demo today and discover how CRMIT agents can transform your operations.

Tailored Solutions: Inside Sales Assistants and Service Agents

Our Tailored Solutions are designed to streamline sales and customer service processes with intelligent, autonomous agents:

Inside Sales Assistants

Service Agents

Use Cases

For Supply Chain
Storage Optimization

Right-sizing warehouse inventory Cross-docking & optimal movement Floor & aisle optimization


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For Manufacturing
Opportunity Win Rate

Increase opportunity win rate by changing Sales Rep, Commission Rates, Product


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For Professional Services
Resource Utilization Dashboard

Employee demo graphics
Employee contributions & productivity Project insights


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For Asset Management
Rental Impact vs Vacancy
Rental Impact vs Vacancy

Identify rental impact
Minimize vacancy cost
Visually identify the units at risk


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For Manufacturing
Case Response
Case Response

Identify longer wait times
Case volume average response time
Top performers (Case agents)


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For IT & Technology
User Adoption IT Company
User Adoption IT Company

Usage trend analysis
Call volume & duration



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A Journey from Assisted to Autonomous AI

At CRMIT, we’ve consistently embraced innovation, from our 2017 CRM++ Email Workbench to today’s Opportunity CoPilot Agent. Here’s a look at our journey:

  • 2017: Simplified communication management with CRM++ Email Workbench.
  • 2019: Enhanced customer understanding with Sentiment Analyzer.
  • 2021: Empowered decision-making with AI-driven opportunity models.
  • 2023: Introduced chatbots to handle routine customer inquiries.
  • 2024: Launched PropelAI, an autonomous agent that helps sales reps with generating value propositions to address their pain points.

Want to see how our solutions have transformed businesses like yours?
Explore Our Success Stories

Industry Specialization

Healthcare
Healthcare
Manufacturing
Manufacturing
Public Sector
Public-Sector
financial-services
financial-services
Higher-Education
Higher-Education
Consumer Goods
Consumer-Goods

Why Act Now?

Autonomous AI Agents are the future of business operations. By integrating these agents today, you’ll gain:

  • Augmented Skills: Empower your team with AI agents that assist and enhance their capabilities.
  • Increased Productivity: Free your workforce from routine tasks, allowing them to focus on more strategic, high-value work.
  • Higher Margins: Boost profitability through operational efficiency and smarter resource allocation.
  • Stronger Customer Relationships: Provide personalized, real-time support across all channels, fostering trust and satisfaction.

These AI agents can autonomously take action, offer seamless hand-offs to humans when needed, and are customized using a low-code approach for easy scalability as your business grows.

Don’t wait! The future of business is here.
Schedule a Free Strategy Call to start your AI journey.

sf-appexchange

Global Consulting and Systems Integration provider for Salesforce​

Experts in Mobility and Advanced Visualization for Customer Experience

Customer Success Stories

From an idea to an unforgettable and measurable customer experience

salesforce-managed-services-healthcare-insurance

Salesforce Managed Services reduced operating costs by 22% for leading healthcare insurance provider

flooring-manufacturer-salesforce-managed-services

Simplify B2B customer experience with Salesforce Managed Services (Global manufacturer of commercial flooring)

Drives productivity workflow integrated suite salesforce instance

Built a resilient Salesforce instance
that drives productivity and a seamless
workflow

Expertise
matched with
customer success

1500+

Successful Customers

Engagements

4.9/5

AppExchange

CSAT

600+

Salesforce

Certifications

21+

Years Of 

Customer Success

Appexchage Rankings Global