About the Vendor
Salesforce is a leading CRM and enterprise cloud platform offering a suite of products including Sales Cloud, Slack, Data Cloud, and AI-powered agents such as Agentforce Prospecting Agent. Salesforce helps companies automate sales workflows, surface warm leads, and drive revenue through intelligent, agentic AI capabilities.
About the Brand
Perk (formerly TravelPerk) is an intelligent, AI-native platform for travel and spend management. Headquartered in Boston and London, Perk serves over 12,000 companies worldwide, consolidating corporate travel and expense handling into a single, seamless digital experience.
Challenge
Sales reps were spending a significant portion of their day on manual research and administrative work rather than connecting with prospects. This created a primary friction point in 'time-to-touch,' preventing the team from focusing on high-quality personalization and meaningful human interaction.
Solution
Salesforce's Prospecting Agent (part of Agentforce) was deployed to automate the research and lead curation phase. The agent offloads research tasks, providing reps with a curated list of warm leads at the start of each day, enabling them to act as consultants rather than data researchers.
Execution
Perk fully adopted Salesforce's Prospecting Agent, integrating it with Sales Cloud, Slack, and Data Cloud. The agent automated the research phase of the sales workflow, surfacing warm leads and enabling reps to shift their focus to personalization and high-value prospect engagement. Time-to-value was achieved within one week of deployment.
Results
After deploying Salesforce's Prospecting Agent, Perk saw dramatic improvements across key sales metrics: 60% of pipeline is now built by the AI agent, call volumes tripled, email reply rates doubled, and the team achieved time-to-value for booking meetings within just one week. Reps transitioned from data researchers to consultants, reclaiming hours each day for high-quality, personalized outreach.