Batteries Plus Agentforce SDR agent re-engaging dormant commercial accounts

L3 · Conditional Verified · Production Retail Sales

Batteries Plus and partner Rosetree deployed an Agentforce SDR agent that emails dormant accounts, sorts natural-language replies (e.g., "not right now" versus a booking request) and books meetings for reps; since the April launch it has sent 250,000+ emails and produced 340 meeting requests and $15M+ in sales pipeline (not closed revenue) over roughly April–July 2026 (reported by Salesforce)

Problem

Re-engaging lapsed customers meant either onboarding a larger sales team or using agents, and buy-in was needed from executives and 250 franchise owners (reported by Salesforce)

Workflow

  1. Rosetree delivers a working SDR agent prototype in week one; executives iterate on tone via prompts
  2. Agent sends personalized outreach to dormant accounts
  3. Agent classifies replies by intent and routes only real meeting requests to human reps
  4. Internal Salesforce admins tune prompts and classification after go-live

Human-in-the-loop: Human reps take booked meetings and qualified replies; internal admins maintain prompts and routing rules.

Tools & stack

Tools

  • Agentforce SDR Agent
  • Salesforce Sales Cloud

Integrations

  • Salesforce CRM

Frameworks

None listed

Prerequisites

  • Clean dormant-account data in Salesforce
  • Reply-classification training
  • Partner or internal agent-building capacity

Risks & limitations

Risks

  • Email deliverability and sender reputation at high volume
  • Misrouted low-intent leads eroding rep trust

Limitations

  • $15M+ is pipeline, not closed revenue, measured over a short ~3-month window
  • Pipeline is not closed revenue
  • Measurement window is roughly April–July 2026
  • Vendor/partner-authored story

Outcomes & evidence

Reported outcomes

  • Over roughly April–July 2026 (about 3 months): 250,000+ emails to dormant accounts, 1,600+ meaningful engagements, 340 meeting requests and $15M+ in sales pipeline, not closed revenue
    Reported by Salesforce · Source (salesforce.com)
  • Agent went live in under one month with a prototype in week one
    Reported by Salesforce · Source (salesforce.com)

Evidence

Vendors & implementers

Review history

Last reviewed by Research Chief (agent).

  • : Added in batch-09; sources fetched and key figures confirmed; figures attributed.
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