LeadIn

• Autonomous • Strategic • Self-evolving • Hybrid-facing agent for customer aquisition

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🎯 LeadIn

Propsects >> Lead >> Customer

It is an

  • 🥇Autonomous
  • 🥇Strategic
  • 🥇Self-evolving
  • 🥇Hybrid-facing (utility and interface for both customer, employee)

agent for customer aquisition

✅ built using Agentforce

Employee facing

  • agent tuning (thresholding, custom strategy inputs which agent can try and adapt for nurturing leads)
  • copilot mode (for mega leads above a threshold)

Customer facing

  • automated follow-ups (for prospects >> leads, leads below threshold >> customer)
  • product queries support (nurturing)

Business Relevance 💡

📊 Global Market Size & Growth

A research estimates the 2024 lead intelligence software market size at USD 10.18 billion, projecting growth to USD 16.94 billion by 2030, with a CAGR of 8.7%. ref

🌍 Regional Insights

  • North America: Dominates the market, accounting for over 40% of global revenue in 2024, with a market size of USD 3.19 billion. ref
  • Asia-Pacific: Experiencing rapid growth, projected to expand at a CAGR of 10.0% from 2024 to 2031. ref

🏢 Key Industry Drivers

  • Adoption of AI and Machine Learning: Enhancing lead identification and targeting accuracy. ref
  • ​Integration with CRM Systems: Improving efficiency through seamless data synchronization. ref

📉 Business Pain Points

Creativity 🧠

Self evolving framework

  • can dynamically self adapt to nurture strategies that work over time (with oversight by human-experts) (details in code repo shared with judges)

Potential Impact 📈

autonomous handling

  • first responder advantage

copilot mode:

  • reduces burden on employess

self adaptive strategy with human oversight

  • ensures only strategic changes to be made
  • ensures minimal external dependency

insights (employee-facing)

  • conversion rate optimization

Design 🖌️

Used slack channels

  • to simulate user roles for testing follow-ups, and nurture at various levels - leads, opportunity
  • for testing copilot mode

Used Lightening Web Component

  • to simulate and demo customer aquisition - from prospect (visitor) to lead (contact) and finally it is autonomously nurtured into customer.

Technical Implementation 🛠️

Autonomous Mode

  • for prospects >> leads
  • for approved leads (thresholds) >> customer

Copilot Mode

  • for mega leads (tthresholds) >> opportunities

🤖 Slack

for employee-facing

  • 🥇Copilot functions
  • 🥇Strategic Insights for employees
  • 🥇Strategic tuning / thresholding (human oversight) of the agent : low dependancy on developers - can directly tune the agent via slack

Built With

  • agentforce
  • einstein
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