How LevelShift Increased Qualified Leads by 45% with Salesforce Agentforce

Our client is a leading provider of connected entertainment solutions for bars, restaurants, and entertainment venues. The company delivers digital jukeboxes, music, video, trivia, and interactive experiences that help venues engage customers and enhance in-venue entertainment. As part of its digital engagement strategy, the organization wanted to improve how website visitors explored its trivia offering and connect with the right sales representatives.

Our client wanted to make its trivia web experience more helpful for visitors by providing instant answers, qualifying prospective customers, and creating a seamless path to engage with the sales team. As website traffic and customer interest increased, the business needed a consistent way to guide visitors, reduce repetitive manual work, and capture high-quality sales opportunities.

The following challenges were identified:

• Limited self-service support: Visitors needed quick and accurate answers to common product and service questions.
• Inefficient lead qualification: Prospective customers lacked a structured process to share their interests and qualify before engaging with the sales team.
• Disconnected meeting scheduling: Interested visitors needed a simpler way to connect with the right representative and book meetings.
• Manual handling of repetitive inquiries: Sales teams spent significant time responding to frequently asked questions instead of engaging qualified prospects.
• Limited visibility into visitor intent: Representatives had little context about visitor interests before follow-up conversations.
• Inconsistent lead capture: Manual processes made it difficult to identify, prioritize, and nurture high-intent prospects.

To improve visitor engagement and streamline lead generation, LevelShift implemented a Salesforce Agentforce-powered conversational experience on the client’s trivia web page. The solution delivers instant assistance, qualifies visitors through guided conversations, captures valuable prospect information, and enables seamless meeting scheduling while ensuring responses remain aligned with approved business knowledge.

The following solutions were implemented:

• AI-powered visitor support: Implemented Salesforce Agentforce to answer common visitor questions using approved knowledge content, ensuring accurate and consistent responses.
• Automated lead qualification: Designed guided conversations that collect visitor information, understand intent, and qualify prospects before sales engagement.
• Integrated meeting scheduling: Connected the conversational experience with Calendly, allowing qualified visitors to schedule meetings directly with the appropriate representatives.
• Improved sales handoff: Captured conversation summaries and qualification details in Salesforce, providing representatives with valuable context before follow-up.
• Knowledge-driven responses: Configured the agent to respond only with approved business content and direct visitors to schedule a meeting whenever a question falls outside the available knowledge base.
• Automated workflow orchestration: Leveraged Salesforce Flows to streamline lead capture, qualification, and follow-up processes across the sales journey.

The new solution transformed the client’s website into an intelligent engagement channel that delivers immediate support, improves lead quality, and creates a more efficient sales process.

The implementation delivered the following benefits:

• Up to 45% more qualified leads: Guided qualification conversations helped identify high-intent prospects before they reached the sales team.
• 35% faster visitor-to-meeting conversion: Integrated scheduling reduced friction and enabled prospects to book meetings immediately.
• Up to 80% faster responses to common inquiries: AI-powered conversations provided instant answers using approved business content.
• 30% reduction in manual sales effort: Automation handled repetitive inquiries, allowing sales teams to focus on higher-value customer interactions.
• 25% better sales readiness: Conversation summaries and qualification details gave representatives greater context before follow-up discussions.
• 40% fewer missed engagement opportunities: A consistent visitor journey increased the likelihood of converting website interest into scheduled meetings.
• Improved response consistency and governance: Approved knowledge content ensured reliable, accurate, and compliant customer interactions.
• Scalable AI-powered engagement: Salesforce Agentforce provides a flexible foundation to support future customer engagement initiatives and business growth.