A global manufacturer of industrial filtration systems, knew they were missing opportunities. Inquiries were coming in from across the globe via web forms, phone calls, and trade shows, but delayed follow-ups and manual routing often got in the way of progress.
To address this, the manufacturer partnered with Rithom to implement an AI-powered chatbot using Agentforce by Salesforce. The result is a scalable, multilingual digital assistant that now helps qualify leads, streamline scheduling, and reduce sales admin strain, all while integrating seamlessly into their existing Salesforce environment.
The Challenge: Manual Processes Were Slowing Sales Down
The company’s lean sales team supports highly customized, engineered-to-order products. Their existing lead intake process relied heavily on manual handling:
Website form submissions were routed to a general email
A sales admin was responsible for assigning leads and creating opportunities
Reps often had to follow up through lengthy back-and-forth communication
Response times varied widely, especially outside standard business hours
With international customers and inquiries arriving around the clock, the need for automation was clear. They needed a solution that could reduce the load on their team while improving speed, accuracy, and lead engagement.
The Solution: A Custom Agentforce Chatbot
Working with Rithom, the manufacturer implemented an Agentforce-powered chatbot live across both their main website and their sister brand. The chatbot was built to support multiple languages, align with custom product workflows, and enhance visibility into sales performance.
Key features include:
Intelligent Lead Capture and Routing: The chatbot initiates conversations with web visitors, gathers key qualification details (e.g., product interest, specs, preferred contact method), and pushes structured lead data into Salesforce. If quoting is requested, it automatically converts the lead to an opportunity and triggers internal notifications to the sales team.
Calendar Integration for Seamless Scheduling: The bot connects visitors with available reps by offering appointment slots, helping eliminate delays caused by manual scheduling coordination.
Multi-Site and Multi-Language Support: Deployed across two distinct business websites, the chatbot is configured to reflect the unique offerings and lead flows of each all while feeding into a centralized Salesforce org. It supports all currently available Salesforce languages, allowing the manufacturer to engage prospects worldwide.
Data Intelligence and Reporting: The chatbot tracks user behavior, lead source, and conversation outcomes. This data is compiled into performance dashboards, giving the company greater visibility into agent value and engagement KPIs.
Product Information and Smart Replies: With a CPQ integration on the horizon, the chatbot is built to scale, surfacing product recommendations, answering technical questions, and eventually connecting to a full product database for real-time responses.Strategic Consulting Beyond Implementation
Rithom’s work didn’t stop at deployment. As part of the engagement, the manufacturer received tailored guidance on:
- Optimizing lead data architecture and cleanliness
- Planning future Agentforce use cases (e.g., order status inquiries, HR workflows)
- Identifying opportunities for deeper Salesforce integrations
- Aligning chatbot flows with evolving CPQ configuration strategies
This forward-thinking approach ensures the chatbot will continue to deliver value as their processes evolve.
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Business Impact: Scalable AI Built for Complex Sales
This implementation highlights the true potential of AgentForce, not just as a support tool, but as a sales enabler.
By automating the intake and scheduling process, their sales team now:
- Gets qualified leads faster
- Spends less time on admin tasks
- Maintains visibility across two business units
- Engages more effectively with global buyer
What once required multiple steps and manual follow-up is now streamlined, centralized, and measurable.
Why This Matters: AI That Understands Your Business
Many companies assume chatbots are only useful for simple customer service tasks. But with the right design, AI can become a proactive front door to your business — guiding, qualifying, and connecting prospects from the first click to the first call.
For this industrial manufacturer, this project marks the beginning of a broader AI roadmap. With Agentforce in place, they now have a strong foundation to expand automation across other departments and use cases all within the Salesforce platform.
Interested in Automating Your Lead Process with Agentforce?
Rithom helps businesses design and implement intelligent AgentForce solutions that drive results from day one. Whether you're looking to improve response time, reduce admin burden, or enhance global lead engagement, we can help.