Build Salesforge workflows with AI Agents

Sales teams today face the challenge of acting fast, staying aligned, and making data-driven decisions—without endless app-switching. Enter Salesforge, a next-generation sales execution platform that empowers teams to automate outreach and manage pipelines with AI agents. But what if you could take this even further? By integrating Runbear’s powerful AI agent with Salesforge, every team member gets instant access to Salesforge data and automation right inside Slack, Teams, or Discord—without ever leaving the conversation.

About Salesforge

Salesforge is an AI-powered sales execution platform designed for modern teams that want to accelerate pipeline growth and close more deals. Featuring Agent Frank—an intelligent SDR—Salesforge automates prospecting, personalized outreach, and meeting scheduling. Its multi-channel campaigns, customizable AI agents, and deep email infrastructure support deliver superior engagement and deliverability. Salesforge is targeted at B2B sales teams, revenue operations, and organizations that want to blend human expertise with advanced automation. Its market position is as a comprehensive, flexible solution that moves beyond basic sales automation, helping teams reduce manual effort and drive revenue faster. Sales organizations choose Salesforge to unify outreach, manage complex sequences, and adopt AI-driven selling—without losing the personal touch or control.

Use Cases in Practice

When combined with Runbear’s AI agent, Salesforge workflows shift from isolated tasks to integrated, team-driven action. Let’s explore how these use cases work in real-world scenarios. Imagine your sales manager simply asking in Slack, “What’s our pipeline status this week?”—and instantly getting a chart of open deals and activities, thanks to the AI agent querying Salesforge. Teams can set up automated daily or weekly reports, ensuring everyone’s on the same page without manual effort. Need to update a prospect record after a call? Just type a prompt in chat—the AI agent handles it, syncing updates to Salesforge so your team never misses a beat. And when your team seeks guidance on email templates or sales playbooks, the AI agent surfaces approved Salesforge resources directly in your workspace. This not only saves time, but shapes a culture of proactive collaboration and agile sales execution. For comparison, see how automating KPI reporting or business analytics workflows with AI agents transform routine work into high-impact outcomes.

Salesforge vs Salesforge + AI Agent: Key Differences

Integrating Runbear with Salesforge transforms the way teams collaborate and use Salesforge’s powerful sales automation. Without Runbear, vital data and actions remain inside the Salesforge dashboard—requiring users to switch tabs, dig for files, or wait for manual reports. With a smart AI agent in Slack or Teams, your team gets real-time insights, automation, and collaboration directly in chat. This shift enables always-on access, seamless knowledge sharing, and reduces friction, making sales operations faster and smarter.

Implementation Considerations

Integrating Salesforge with Runbear means rethinking team workflows—so preparation is key. Teams should ensure that Salesforge APIs are accessible and that agents have appropriate permissions for data access and updates. Training team members on how to interact with the AI agent in Slack or Teams will speed adoption and reduce friction. Organizational readiness—aligning sales processes and communication norms to support chat-driven updates and automated reports—is essential. Consider data security: Only permit access to sensitive Salesforge information for authorized users within team channels. Cost-benefit analysis should include time saved on manual reporting and collaboration. Finally, monitor the impact by tracking user engagement and productivity improvements to refine the integration over time.

Get Started Today

Combining Salesforge with Runbear AI agents brings the future of sales collaboration into your team’s favorite workspace. With instant access to Salesforge insights, automated reports, and frictionless workflow updates, your team becomes more agile, data-driven, and connected than ever. Ready to supercharge your Salesforge workflows and empower every team member with a smart AI agent? Try Runbear’s Salesforge integration today—and unlock seamless, AI-powered sales collaboration that works where your team already does.