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Client profile · Professional Services

Payroll services firm building AI agents

A payroll services provider engaged Vantage Point for a Salesforce and AI advisory block covering an Agentforce MVP and a staged automation plan.

Client since 2026 1 engagement

The challenge

The firm wanted to prove out AI agents on a small scope before committing to a wider automation program.

What Vantage Point delivered

  • Built an Agentforce MVP with an SDR agent and a service case component
  • Advised on a staged path for expanding automation over time
  • Worked in renewable time and materials blocks under a fixed statement of work

Platforms

SalesforceAgentforceService Cloud

Services

AI agentsImplementation

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