LevelShift’s Agentforce Expertise Drives Account Management Efficiency by 45% for a Leading Tax and Advisory Firm

The client’s account teams faced several challenges:

• Difficulty tracking overdue invoices: Maintaining a clear and organized view of overdue invoices was difficult, leading to delayed follow-ups and revenue loss due to a lack of visibility.
• Manual compilation of account details: Teams had to manually collect and consolidate account information, a time-intensive process prone to errors resulting in data inconsistencies and misinformed decisions.
• Inefficiencies in communication processes: Sending payment reminders required extensive manual effort, which slowed down outreach and reduced the effectiveness of follow-ups.

To address these challenges, the client sought a more streamlined solution to provide a consolidated view of account statuses and automate proactive actions.

LevelShift is a preferred Agentforce implementation partner. An internal AI-powered agent enabled the client to achieve the following:

• Integrate data across Opportunities, CPQ Quotes, Orders, and Invoices to provide a unified view of each account.
• Analyze account data to identify next steps, such as following up on overdue invoices or updating clients on order statuses.
• Automate tasks like drafting client emails with past-due invoices, including total amounts due and payment links. This eliminates the need for manual tracking and email creation.

LevelShift’s deep Agentforce expertise helped the client with the following:

• Achieve a 45% boost in account management efficiency, enabling smoother operations and enhancing client engagement.
• Attain a 75% reduction in response time, allowing the team to address client needs more quickly and effectively.
• Improve data collection efficiency by 15%, ensuring accurate insights for informed decision-making.
• Accelerate revenue recognition through optimized workflows and reduced process delays.