Revenue Growth Agent
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Revenue Growth Agent for Salesforce®

Run AI-powered Meeting Prep, Discovery Sessions, and Proposal Generation—directly from Salesforce Contact, Lead, and Account records

If you've been considering Revenue Growth Agent but hesitated about adding another tool to your tech stack, now is the time. Work entirely within Salesforce—no context switching required.

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Revenue Growth Agent Meeting Prepper embedded in Salesforce Contact record - showing Mr. Elon Musk contact with Meeting Prepper Agent form pre-filled with contact data

Meeting Prepper Agent embedded directly in Salesforce Contact record — auto-populated with Contact data

See It In Action

Watch how Revenue Growth Agent works directly inside Salesforce

6 minute overview — See Meeting Prepper, Discovery Agent, and Solution Proposal in action

Real Meeting Prepper Examples

See exactly what your reps get in 60 seconds - complete with talking points and discovery questions

Vlad Podoliako @ Belkins.io Example

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Greg Smith @ Vvardis

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These examples show exactly how RGA creates value beyond generic AI tools

Why Work Inside Salesforce?

Your team already lives in Salesforce. Now they can access AI-powered sales intelligence without ever leaving.

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Zero Context Switching

Your reps don't need to learn a new tool, log into another platform, or copy/paste data between systems. Everything happens where they already work—in Salesforce.

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Auto-Populated Forms

RGA automatically pulls Contact, Lead, and Account data from Salesforce to pre-fill meeting prep forms—saving time and ensuring accuracy.

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Automatic Data Sync

All RGA outputs—meeting prep docs, discovery insights, proposals—are automatically synced back to custom fields in Salesforce for complete visibility.

The Bottom Line

If you've been considering RGA but didn't want to ask your team to adopt another tool, this changes everything. Your reps get all the power of Revenue Growth Agent—instant meeting prep, AI-guided discovery, and real-time proposals—without ever leaving the Salesforce environment they know and trust.

How the Salesforce Integration Works

Native Canvas App embedded directly in your Salesforce records

Available Now in Beta

Meeting Prepper Agent

Launch Meeting Prepper directly from any Contact, Lead, or Account record in Salesforce:

  • Auto-populated with Salesforce data (name, email, company, title, phone)
  • Comprehensive research generated in under 2 minutes (company overview, industry trends, competitive intel, executive insights)
  • Google Doc automatically created and linked back to the Salesforce record
  • Custom fields updated in Salesforce and Revenue Growth Agent

Result: Your reps walk into every call fully prepared—without leaving Salesforce or spending hours on research.

Meeting Prepper Canvas App with auto-populated Contact data in Salesforce
Coming soon in Beta

Discovery Agent

Run guided discovery sessions directly from Salesforce Opportunity records:

  • AI-guided discovery questions tailored to your prospect's industry and role
  • Capture barriers, desired outcomes, and urgency during live calls
  • Quantify financial impact and ROI with built-in calculators
  • Sync findings back to custom Opportunity fields automatically
Discovery Themes Review showing Current State barriers and Future State desired outcomes
Coming soon in Beta

Solution Proposal Agent

Generate customized proposals in under 1 minute—directly from Opportunities:

  • Uses discovery data from Salesforce to create relevant proposals
  • Includes relevant case studies and ROI analysis
  • Review and edit before sharing with prospect
  • Proposal URL automatically synced to Opportunity

Result: No more "I'll send you a proposal in a few days." Generate and review proposals while still on the call with your prospect.

Solution Proposal generated for SpaceX showing transformation journey and current situation analysis

Who Benefits from RGA + Salesforce?

See how teams like yours use Revenue Growth Agent to accelerate sales

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SDR & BDR Agencies

Dramatically increase meetings booked, prospect show rates, and (importantly) client renewals. Generate meeting prep in seconds, not hours, to help your client's AE close more deals.

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SaaS & High-Tech

Shorten complex B2B sales cycles with AI-guided discovery and instant technical proposals tailored to each prospect.

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Professional Services

Win consulting engagements faster with deep prospect research and proposals that demonstrate your unique value and expertise.

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Private Equity & VC

Empower portfolio companies with AI sales tools that drive predictable revenue growth at scale.

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Sales Consulting

Deliver immediate ROI to clients with AI-powered sales enablement that works from day one.

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Any B2B Sales Team

If your reps need to research prospects, run discovery calls, and generate proposals—RGA saves them 5-10 hours per deal.

Join the Beta Program

We're accepting a limited number of Salesforce customers into our beta program. Beta participants get:

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Free Access

No cost during beta period

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Priority Support

Direct access to our engineering team

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Shape the Product

Your feedback influences development

Beta Program Requirements

To ensure meaningful testing and feedback, we're looking for teams with:

  • Minimum 10 active Salesforce users (ensures real-world testing)
  • Active production Salesforce instance (not sandbox-only)
  • At least 1 Sales Manager + team members willing to test
  • Willingness to provide feedback and participate in brief check-ins

Beta Application

We'll review your application and get back to you within 2 business days.

📚 Documentation & Support

Everything you need to set up and use RGA with Salesforce

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Quick Start Guide

Fast 3-step setup to get RGA running in Salesforce. Perfect for getting started quickly.

View Guide
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Installation Guide

Complete step-by-step setup with screenshots. Detailed instructions for Salesforce administrators.

View Guide
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Security & Privacy

Data protection, compliance (GDPR, SOC 2), encryption, and audit controls for IT teams.

View Guide

Need Help?

Our team is here to help you get set up and answer any questions.

📧 Email Support 📞 Schedule a Call

Frequently Asked Questions

What Salesforce editions are supported?

The RGA Canvas App works with Professional, Enterprise, Unlimited, and Developer editions of Salesforce. It's compatible with both Lightning Experience and Salesforce Classic.

Do I need to install anything in Salesforce?

Yes, but it's simple. We'll guide you through creating a Connected App in Salesforce (takes about 15 minutes) and adding the Canvas App to your Contact, Lead, Account, and Opportunity page layouts. No Apex code or managed packages required.

Will this slow down my Salesforce org?

No. The Canvas App runs in an iframe and doesn't consume Salesforce API limits or governor limits. Performance is independent of your Salesforce org's resources. Target load time is under 2 seconds.

How is data synced between RGA and Salesforce?

Data flows both ways: (1) Salesforce data automatically populates RGA forms when you launch Meeting Prepper or Discovery; (2) RGA outputs (meeting prep docs, discovery insights, proposals) are automatically written back to custom fields in Salesforce using the Salesforce REST API.

What permissions do my users need in Salesforce?

Users need "View All" or "Modify All" permissions on Contact, Lead, Account, and Opportunity objects (depending on which records they'll access). They also need access to the RGA custom fields. Your Salesforce admin can configure this via Permission Sets or Profiles.

Is my Salesforce data secure?

Yes. All data transmission uses HTTPS/TLS encryption. We authenticate using Salesforce Signed Requests and OAuth 2.0. Your data is processed in SOC 2 compliant infrastructure and never used to train AI models. We follow Salesforce security best practices.

When will the integration be generally available?

We're targeting January 2025 for general availability after the beta program concludes. Beta participants will get priority access and grandfathered pricing.

Do I need a separate RGA account?

Yes. You'll need an active Revenue Growth Agent subscription. The Salesforce integration is an add-on that connects your RGA account to your Salesforce org. If you're not yet an RGA customer, we'll help you get set up as part of the beta onboarding.

Ready to Transform Your Salesforce Sales Process?

Join the beta program and be among the first to experience AI-powered sales intelligence directly in Salesforce.

Apply for Beta Access Schedule a Demo