Author

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Jeet Rathod

A catalyst for seamless automation, Jeet designs intelligent workflows with Agentforce, integration, and AI-driven solutions. As a Salesforce automation expert, he merges technical precision with business strategy to create smarter, efficient, and connected CRM experiences.
Streamline Finance Operations with Salesforce Prompt Templates
Blog
Streamline Finance Operations with Salesforce Prompt Templates
Jeet Rathod Jeet Rathod
October 17, 2025
How Prompt Templates are Transforming Salesforce Workflows (Guide)
Blog
How Prompt Templates are Transforming Salesforce Workflows (Guide)
Jeet Rathod Jeet Rathod
October 1, 2025

Case Studies

  • Experience CloudSalesforce Health Cloud
  • Healthcare
  • Experience CloudSalesforce Health Cloud
  • Healthcare

Oncology Provider Enhances Compliance and Patient Care Through Salesforce-Enabled Utilization Management

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0

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  • Referral Management System
  • Healthcare
  • Referral Management System
  • Healthcare

Smart, Seamless, Scalable: Reinventing Behavioral Health Referrals

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Automated intake and smart routing

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Real-time availability and self-service

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Preference-based matching and updates
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  • Agentforce
  • Software & Technology Services
  • Agentforce
  • Software & Technology Services

Smart Salesforce CRM Agent: Driving 24/7 Engagement, 60% More Leads & Fewer Missed Inquiries

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increase in qualified leads captured via website

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meetings auto-scheduled within the first month

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availability reduced missed inquiries by 70%
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    Mail us on

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