Perk

Solution

Perk implemented Prospecting Agent inside Sales Cloud to remove the shadow work that was slowing its prospecting engine. Instead of forcing reps to jump across browser tabs and research tools, the agent runs continuously inside Salesforce, identifies high-fit accounts against Perk's criteria, and places them into targeted outreach cadences automatically. Perk paired that automation with a human feedback loop so sellers can validate the agent's logic, refine targeting in real time, and build trust in the system rather than treating it like a black box. Each recommended account comes with a concise rationale that explains why the prospect fits, which gives reps warmer starting points for outreach and better-prepared meetings. With research and qualification offloaded to the agent, the team spends more of the day on personalized conversations, pipeline creation, and closing work.

Data flow

Prospecting Agent works inside Sales Cloud to identify high-fit accounts, explain why they match Perk's criteria, and place them into targeted outreach sequences. Reps then review those insights and use the curated lead list to run more personalized calls and meetings.