MoreYeahs implemented Salesforce Agentforce and Data Cloud to bring AI-driven forecasting and pipeline intelligence to a UK financial services enterprise's B2B sales operation.
The client is a UK-based financial services enterprise offering investment products, wealth management, and corporate lending.
Its complex B2B sales model involved long cycles, multiple stakeholders, and large deal sizes.
The organization partnered with MoreYeahs Technologies to bring AI-driven forecasting and pipeline intelligence to its Salesforce environment.
The client's sales teams were operating with limited visibility into deal health, undermining forecasting accuracy and slowing decisions.
Inaccurate Sales Forecasting — traditional forecasting methods struggled to keep pace with the complexity of high-value, multi-stakeholder deals.
Low Pipeline Visibility — sales leadership lacked clear insight into pipeline health and deal velocity.
Delayed Opportunity Closures — without predictive signals, at-risk and stalled deals were often identified too late.
Limited Data-Driven Decision-Making — customer data was spread across CRM and external financial systems, limiting a unified view.
MoreYeahs implemented an end-to-end Salesforce Sales Cloud and Agentforce solution spanning the full sales lifecycle, from lead capture to AI-powered forecasting and deal closure.
Customer 360 & Data Unification — unified transaction history, investment portfolio, and engagement data through Data Cloud, with identity resolution and segmentation for high-value, at-risk, and upsell opportunities.
AI-Powered Sales Forecasting — Agentforce generated AI-based revenue projections, forecast accuracy scoring, and best/worst-case scenario simulation, updated in real time via Platform Events.
Opportunity Closure Prediction — AI-based win-probability scoring and risk indicators, factoring in engagement, deal-stage duration, and historical deal patterns, with automated alerts for high-risk and stalled deals.
Guided Selling & Next Best Action — Agentforce recommended next meetings, follow-ups, and product recommendations through dynamic, stage-aware sales playbooks.
Intelligent Pipeline Management — a pipeline health dashboard surfaced deal velocity, stage-wise conversion, and AI-driven bottleneck detection.
MoreYeahs delivered the solution across the full sales lifecycle, layering AI capabilities on top of a modernized Sales Cloud foundation.
Foundation — implemented Sales Cloud for end-to-end lead, account, opportunity, and forecast management.
Unify — built Data Cloud pipelines and identity resolution rules to unify customer profiles across CRM, marketing, and external financial data sources.
Enable AI — configured Agentforce with predictive orchestration logic for forecasting, scoring, and guided selling.
Automate — built record-triggered flows, Apex logic, and platform events to power real-time updates and task creation.
Visualize — developed Lightning Web Components for AI dashboards giving reps and executives live pipeline and risk insight.
The solution combined Salesforce's core CRM platform with AI and real-time data capabilities purpose-built for financial services sales.
The Agentforce implementation gave sales teams predictive visibility into forecasts, deal risk, and next-best actions.
Beyond the immediate forecasting gains, the engagement gave the organization a durable foundation for AI-driven selling.
Unified Customer Intelligence — Data Cloud's golden records give the organization a lasting, single source of truth across investment, lending, and engagement data.
Scalable AI Foundation — the predictive deal-intelligence engine and event-driven architecture are built to extend to new products and teams.
Stronger Sales Coaching — AI-driven suggestions help reps improve performance consistently over time.
Executive-Level Visibility — consolidated dashboards give leadership real-time insight into revenue trends and risk exposure.
Tell us where you're headed. You'll get a senior architect on the first call, a working consultation, not a sales pitch.
