We’re coming to New York

June 22 to 24|Apply to learn how your CRM could be run by agents

The market is moving towards agentic AI, and CRM management will be at the core of the shift. We are coming to New York to show five companies across industries how they can delegate CRM work to AI agents. Apply for a spot, or download the whitepaper to learn more.

Salesforce Summit Partner · 163 verified projects · ISO 27001 · 4.9 on AppExchange

“Once you’ve handed it over to them, you can trust that it will be done.”

Jeffrey Steinke, Co-Founder, ThirdEye Consulting

Apply for one of five seats

Reviewed by hand. We prepare a session in your CRM, not a generic demo.

Five seats. Applications close when they fill.

We use this only to review your application and prep your session. No list, no newsletter.

Want to learn more first? Get the whitepaper

How we got here

From clicking the CRM to delegating it

For years, using Salesforce meant a person clicking through screens. That is changing. The interface is separating from the system of record, and the record can now be written by an agent. Here is how it happened.

Seven dated releases, all shipped or formally announced. None of this is a forecast.

Nov 2022

Plain language goes mainstream.

OpenAI releases ChatGPT.

Source: OpenAI, November 2022
Sep 2024

Salesforce bets on agents.

Agentforce announced at Dreamforce.

Source: Salesforce, September 2024
Nov 2024

A common language for tools.

Anthropic publishes MCP.

Source: Anthropic, November 2024
May 2025

Salesforce speaks MCP.

Salesforce DX MCP Server dev preview.

Source: Salesforce Developers, May 30, 2025
Oct 2025

The CRM gets an agent door.

Hosted MCP Servers enter beta.

Source: Salesforce Developers, October 2025
Apr 2026

Headless 360.

TDX announcement plus Hosted MCP GA.

Source: Salesforce Newsroom, April 15, 2026
May 2026

The data layer follows.

Data 360 MCP Server dev preview.

Source: Salesforce Developers, May 2026
Why should you ever log into Salesforce again? Parker Harris, Salesforce co-founder. Source: Salesforce Newsroom, April 15, 2026.
Before and after

What changes when an agent does the clicking

This is what click-through CRM costs today, next to what teams report once an agent does the clicking. Same Salesforce, different interface.

Scroll to pull the after screen across, or drag the line.

Before
The clicking era
30%

Sellers spend only 30% of the week selling. The rest goes to admin, meetings, and manual CRM updates.

Salesforce State of Sales, 6th Edition, 2024

9%

CRM data entry alone eats 9% of a rep’s workweek. Nearly one working day every two weeks.

Salesforce State of Sales, 6th Edition, 2024

37%

37% of CRM users have already lost revenue to bad data. Companies lose 16 deals per quarter on average.

Validity, State of CRM Data Management 2025 (n=602)

35% / 51%

Only 35% of sales pros completely trust their own data. And 51% of sales leaders with AI say tech silos delay or limit those initiatives.

35%: Salesforce State of Sales, 6th Edition, 2024

51%: Salesforce State of Sales, 7th Edition, 2026

After
With agents on the CRM
3.7x

Sellers who partner with AI are 3.7x more likely to hit quota.

Gartner sales survey, September 2024

88%

88% of reps with agents say the technology increases their odds of hitting sales targets.

Salesforce State of Sales, 7th Edition, 2026

34% / 36%

Sellers expect agents to cut prospect research time by 34% and email drafting by 36%.

Salesforce State of Sales, 7th Edition, 2026

15 min

One Fortune 250 telecom cut seller research from four hours to 15 minutes.

Lumen Technologies, per Microsoft customer story, May 2024

The end state is a seller who barely opens the CRM. The records still get written, confirmed, and audited.

The proof

This is funded and shipping, not a forecast

Agentforce is already in production and already paid for. The numbers below are reported, not projected.

Over half of sellers already use AI agents

They expect to cut research and drafting time by about a third.

Source: Salesforce State of Sales, 2026

Agentforce crossed $2.9B in annual revenue for FY26

Over 29,000 deals closed since launch.

Source: Salesforce SEC 8-K filing, FY26
50%25%0% under 5% 2025 40% by end 2026

Enterprise AI agent adoption is forecast to jump from under 5% to 40% in one year

Source: Gartner, August 2025. This figure is a forecast.

Salesforce reports up to 25 hours saved per seller per week

A vendor claim about Agentforce Sales, March 2026, reported by Salesforce itself.

Source: Salesforce, Agentforce Sales announcement, March 2026
The Headless CRM Whitepaper
The whitepaper

The Headless CRM Whitepaper

The shift away from click-through CRM lands differently in a bank than on a factory floor. We wrote down what it means for each industry, so you can read yours before we meet.

What agent-run Salesforce means for your industry, in plain language.

  1. 1Download the whitepaper.
  2. 2Copy a prompt and adjust it to your business.
  3. 3Paste it with the whitepaper into the AI assistant you already use. Claude, ChatGPT, Gemini, or Copilot.

Every download includes a five-prompt pack that puts the whitepaper to work on your own company, in the assistant your team already uses.

The session

We are in New York, June 22 to 24

Five companies. One working session each, in your own Salesforce, on your own data. Not a demo, a build you keep.

163 Salesforce-verified projects. Summit Partner. ISO 27001. We have seen where the data breaks, and where it holds.

Apply for a seat