. Autonomous AI Agent
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Autonomous AI Agent

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

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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.

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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.

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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.

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.

Our Tailored Solutions

Designed to streamline sales and customer service processes with intelligent, autonomous agents
Inside Sales Assistants
Service Agents

Use Cases

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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.

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.

Customer Success Stories

From an idea to an unforgettable and measurable customer experience

Salesforce Service Cloud Quick Start Package

Salesforce Implementation Services

Salesforce Implementation
Services

Salesforce Sales Cloud
Consulting

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