Event Details

Salesforce ROI: Stress Test It Before You Deploy Agents

Tue, Nov 3, 2026 | 11:00 AM to 11:45 AM ET

Most Salesforce customers own more capability than they've switched on.

It isn't usually a spending problem. It's what's underneath: what's provisioned versus assigned, which automations conflict, where permissions are too broad to let an agent act safely, and which clouds have features switched on at all.

None of this mattered much when a person was still the one checking the work. Agents remove that check. In this webinar, we'll show what that gap looks like once it's exposed and what it takes to close it before agents are running on top of it. Closing the gap makes the next phase of adoption go smoothly, for the team running the org and the team helping them scale it.

Martin Kihn, SVP Strategy, Marketing Cloud at Salesforce and author of Agentforce, opens with where the agentic operating model is heading and what separates the companies getting real work out of agents from those still running pilots.

Matthew Francis, SVP, Business Development at Bounteous follows with the Value-First ROI Framework: how utilization, not seat counts, reveals what's really being used, what that means for Sales, Marketing, and Service, and which investments CxOs should make next to expand what's already working, rather than layer more on top of what isn't.

Priyanka Sundaram, Senior Director, Consulting at Bounteous then walks through a completed org health check, eight dimensions, scored, with findings reported as utilization rather than estimated savings, and a trace from a single finding back to the raw org data.

You'll leave with a clear picture of what an org health check surfaces, a sense of how your own org would score, and a way to get that read for yourself for faster, safer agent adoption for your team and fewer stalled rollouts for everyone supporting you.

Agenda (45 min)

• The Agentic Operating Model: what changes when agents do the work
• The Value-First ROI Framework: reading utilization across eight dimensions, and what it means for Sales, Marketing, Service, and the CxO investment decision
• Inside a Health Check: eight dimensions, scored, and what the findings actually mean
• Q&A

Who Should Attend

This session is for the leader who owns Salesforce and is accountable for what it returns, not just how it runs, and for the teams who feel the gap first. If leadership keeps approving Salesforce spend without a clear read on what it's buying, this session was built for you.

• CIO, CTO, Chief Digital/Transformation Officer, CFO, CRO, or COO - accountable for what Salesforce returns to the business, wherever platform ownership sits in your org.
• VP/Head of Business Applications, Enterprise Platforms, or IT - owns the Salesforce roadmap and budget, and has to defend it upward.
• Salesforce Platform Owner, RevOps Lead, Salesforce Architect, or Center of Excellence Lead - closest to the findings, first expected to fix them.
• VP of Sales, Sales Manager, Marketing Ops, Service Ops Lead, or CX Director - living the pipeline, data, and automation pain day to day, and first to notice when Salesforce stops delivering.