United StatesFinance and insurance2026 – ongoingMoody's
Agentforce sales recon and service agents
Moody's sales reps using Agentforce booked 20% more meetings and reached the trial phase 32% faster
Problem
Moody's holds large amounts of proprietary research and data. Its sales team of 875 reps needed a way to turn that material into sales opportunities.
Approach
Moody's built a sales recon agent and a service agent on Salesforce Agentforce. The service agent went live within weeks and supports a 300-person service team.
Results
Takeaway
The gains were measured among active users of the agents, so results depend on how many reps use them.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Marketing and sales
- Innovation type
- Process innovation
- AI technology
- AI agents
- Adoption
- Off-the-shelf tool or platform
- Evidence
- Vendor case study
Sources
Source summaries
Salesforce describes Moody's use of Agentforce for a sales recon agent and a service agent. It reports 20% more meetings for active users and 32% faster time to the trial phase for deals.
Full details are in the original sources.