A global Fortune 200 fintech company set out to modernize its sale operations through artificial intelligence, the mandate was explicit. The organization needed a solution that could integrate with existing Salesforce workflows and allow the users to work within the platform, support thousands of sellers across global teams, and deliver measurable productivity gains without disrupting operations.
Rather than relying on vendor promises or analyst reports, leadership engaged JPW Consulting to run a head-to-head evaluation of the two leading platforms: Microsoft Copilot and Salesforce Agentforce. What followed was a rigorous two months of head to head AI testing and evaluation conducted inside a full copy enterprise sandbox.
Successful enterprise AI adoption demands more than selecting the right tool. It requires rigorous evaluation, methodical activation, and sustained support. The organizations that win with Agentforce will be the ones that invest in the process, not just the platform.
JPW Consulting’s track record is not just a case study. It is a repeatable methodology available to your accounts today.
When you are ready to move to pilot or into production with Agentforce, JPW is the activation partners that ensures they get there.
Practical, experience-backed guidance from JPW’s Salesforce-certified consultants – no fluff, no sales pitch.