Built a live Agentforce and CPQ-powered renewal qualification agent for 50+ renewal specialists.
The agent automates the manual process of navigating between renewal opportunities, contracts, Salesforce records, and external portals to collect, validate, and transcribe renewal data. It helps specialists review renewal context faster, identify gaps, and prepare cleaner opportunity updates with less manual effort.
The solution includes a flag taxonomy across 3 severities and 5 macro templates covering key renewal scenarios, standardizing how renewal issues are identified, summarized, and presented back to the specialist for review.
The agent saves an estimated 8–15 hours per specialist per month across a team where each specialist processes 50–60 renewal opportunities monthly.