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Calculation models and ROI: What Salesforce Agentforce delivers in real terms

Ali Oezdemir

July 15, 2025

Three business professionals at valantic discussing digital strategies and the ROI of their Salesforce investment at a conference table.

No company invests in new technologies without understanding the potential return. That’s why an early question arises: how can the return on investment (ROI) of Agentforce be made tangible? First, it’s important to understand that value is created on several levels. An AI agent that handles customer requests 24/7 and fully automatically reduces the cost per interaction. At the same time, it can shorten service times and increase customer satisfaction – leading to greater loyalty and higher revenue in the long run.

Automation as a lever for measurable savings

One of the key drivers for cost reduction is the so-called deflection rate – the share of customer interactions that can be handled without human involvement. If an agent resolves around 60 percent of daily requests independently and forwards only 40% to human colleagues, a significant amount of working time is saved. In parallel, the risk of errors decreases, since the agent uses standardized data and is unaffected by stress or pressure.

Sales potential through AI agents in lead management and commerce

In sales, AI agents influence multiple KPIs. By pre-qualifying leads automatically, companies save time spent on unproductive calls and can focus more effectively on high-potential contacts. This improves speed to lead and increases revenue per sales rep. If automated cross-selling and upselling mechanisms are added to commerce systems, the average order value per customer can also increase.

Making ROI measurable through before-and-after comparisons

To calculate ROI, a before-and-after comparison is a proven approach. Define a time period in which to observe pilot and control groups. While the control group continues with traditional workflows, the pilot group uses the AI agent. Metrics such as processing time, cost per transaction, conversion rate, or customer lifetime value can then be compared. Another option is to break the overall initiative into smaller parts and assess which use cases deliver the strongest impact.

A calculation example shows potential savings in customer service

A company reports that each customer inquiry takes about ten minutes to process. With Agentforce from Salesforce, this is reduced to three minutes. Multiplied by the total annual volume of contacts, this creates a clear basis to evaluate staffing cost savings. If you also factor in potential revenue gains through improved satisfaction and product recommendations, the investment benefit becomes even clearer.

Why Agentforce can pay off quickly

It is often surprising how quickly Agentforce covers its investment costs. As a modular platform, it doesn’t require full rollout from day one. Companies do not have to implement everything from the start, but can expand step by step. Those who prioritize the greatest potential and test it using pilot phases will quickly recognize which use cases deliver the highest ROI. In this way, the use of AI agents can not only be rationally justified, but also scaled in a targeted manner without taking financial risks.

Mockup white paper: Salesforce Agentforce: A new era of AI-powered business processes

Salesforce Agentforce: A New Era of AI-Driven Business Processes

How AI agents are shaping the future of service, sales, and commerce – and why now is the perfect time for companies to get started.

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