TASC's AI SDRs on Agentforce: 2,194 qualified leads, 5.8× response rate - read the case study
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Salesforce + realfast Playbook

The AI-Native Implementation Partner for SMBs

Discover how to unlock stalled deals, accelerate Agentforce implementations, and close more SMB logos with AI-powered strategies that eliminate tech debt and admin cost barriers.

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Are These Challenges Blocking Your Next Deal?

Tech Debt Roadblocks

Your customers want to buy more Salesforce products, but their orgs are "too complex" to touch. Implementation timelines stretch to months, killing deal momentum.

BA Bottlenecks

Simple changes take weeks because traditional partners are backed up. Your customers are frustrated, and your renewals are at risk.

Admin Cost Barrier

SMBs love Salesforce but can't justify a $65k+ full-time admin. This objection kills deals before they start.

Failed AI Projects

Agentforce implementations stall because the data foundation isn't ready. Customers blame the platform, not the preparation.

3 Proven Plays to Win More Deals
This playbook provides battle-tested strategies, email templates, and talk tracks for Salesforce AEs to leverage Realfast's AI-native approach.

Play 1: The "Stuck Deal" Accelerator

Objective: Turn tech debt blockers into new cloud + services opportunities

What You'll Learn:

  • • Discovery questions to surface tech debt pain
  • • Email templates to re-engage stalled customers
  • • How to position ExoCode's 15-minute org analysis
  • • Talk tracks for untangling complex orgs

Play 2: The Agentforce "Do-Over"

Objective: Re-engage failed AI projects by fixing the data foundation

What You'll Learn:

  • • Why 90% of Agentforce projects fail (and how to fix it)
  • • Leading with Data Cloud for guaranteed success
  • • Email templates for "AI project rescue" conversations
  • • How to drive consumption metrics with proper prep

Play 3: The "Make Your Month" New Logo

Objective: Close SMB deals this quarter by removing the admin cost barrier

What You'll Learn:

  • • 3-week Quick Start positioning for fast wins
  • • How to overcome the "$65k admin" objection
  • • ExoHelp positioning as "AI admin in-a-box"
  • • Q4 closing strategies for new logos
Why AI-Native Implementation Matters
15 min
Org analysis (vs. weeks traditionally)
3 weeks
Quick Start implementation
$0
Additional admin cost with ExoHelp
90%
Of AI failures start with bad data prep
What's Inside the Playbook

Discovery Questions

  • For IT, Admin & Ops personas
  • For Executives & Sales leaders
  • For vertical-specific conversations
  • What to listen for and why it matters

Ready-to-Use Assets

  • Email templates for each play
  • Call talk tracks with objection handling
  • Value positioning frameworks
  • Competitive differentiation scripts
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Start closing more deals with AI-native implementation strategies

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