AI-Powered Onboarding for Salesforce®

Jumpstart Agent™ is the fastest and easiest way to get up and running with Salesforce®. You’ll get a custom tailored CRM out-of-the-box with professional user training in less than a week.

Join the Agentic Onboarding revolution

Aligned with Benioff’s vision for Agentforce

Marc Benioff’s vision for Agentforce is bold.

AI agents that are empathetic, proactive, and deeply embedded in the Salesforce experience. It’s not just about automation, it’s about transforming how users engage with Salesforce from day one.

We’ve operationalized that vision.

Jumpstart Agent™ is a first-of-its-kind, AI-powered onboarding experience that brings Agentforce to life — starting with the most critical customer moment
…the first step into Salesforce.

“This is the most exciting thing I’ve ever worked on in my career — the idea that humans with agents are driving customer success together.”

Marc Benioff on Agentforce

What is Jumpstart Agent™?

Jumpstart Agent™ is a first-of-its-kind agentic onboarding experience for Salesforce®. We take away the worries of implementation and user adoption, putting you at ease every step of the way.

FAST

Start using Salesforce® in days, not months

COST-EFFECTIVE

Save significantly compared to traditional implementation methods

EASY

Navigate through a simple guided setup process

ALIGNED

Receive a Salesforce® solution that fits your unique business needs

How does Jumpstart Agent™ work?

Jumpstart Agent™ is the smartest way to get started on Salesforce®. Our patent pending technology, partnered with our experienced onboarding specialists, delivers a customized CRM at a speed and quality not possible with any competing CRM.

1

Live 30 minute Kick-Off with your onboarding specialist.

2

Login to Jumpstart Agent™ to confirm business needs and priorities.

3

Jumpstart Agent™ fully customizes and configures your Salesforce®.

4

Your onboarding specialist provides live training to you and your team. That’s it!

Salesforce® configured perfectly for you

Get started like a pro. Jumpstart Agent™ allows you to leverage industry-leading strategies and best practices, so your business gets exactly what you need for a perfect start on Salesforce®.

Manufacturing & Distribution

Construction & Trades

Retail & Consumer Goods

Professional Services

Software & Tech

Home & Commercial Services

Health & Life Sciences

Media & Entertainment

Contact Us

Frequently Asked Questions

  • Jumpstart Agent™ automates and streamlines the entire setup process, reducing implementation time from months to days. Our software will guide you through every important customization decision, allowing you to launch your Salesforce® CRM faster than ever before.

  • Our software was designed by CRM implementation experts with built-in best practices and expert guidance, ensuring optimal setup for your business needs.

  • Absolutely. Jumpstart Agent™ clients typically save 50% or more compared to traditional implementation methods. Our automated approach eliminates many time-consuming manual processes, directly translating to significant cost savings for your business.

  • Yes! Jumpstart Agent™ is designed with user adoption as a priority. Our intuitive setup process results in a Salesforce® instance aligned to your team’s specific needs, making it easier to use. Combined with rapid implementation, this customized approach boosts enthusiasm and drives higher adoption rates.

  • A dedicated Implementation Specialist guides you through the entire process, from kickoff to training.

  • Definitely. Jumpstart Agent™ is user-friendly for businesses of all sizes and technical backgrounds. Our guided process simplifies Salesforce® implementation, making it accessible whether you’re a CRM novice or a seasoned pro. For those new to CRMs, Jumpstart Agent™ ensures you start your Salesforce® journey on the right foot.