Revenue Growth Agent
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NOW AVAILABLE: the Salesforce integration is included for every RGA subscriber. Get started below.

Now Available

Revenue Growth Agent for Salesforce®

Run AI-powered Meeting Prep right inside Salesforce, with guided Discovery and Proposal Generation in the Revenue Growth Agent web app

If you've been considering Revenue Growth Agent but hesitated about adding another tool to your tech stack, now is the time. Your reps prep for every meeting without leaving Salesforce, no context switching required.

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Revenue Growth Agent Meeting Prep card embedded in a Salesforce Lead record, showing the generated meeting opener and talking points alongside the lead's details, with the prep document URL synced back to Salesforce

Meeting Prepper Agent embedded directly in a Salesforce Lead record, with the generated prep and talking points right alongside the lead's details

See It In Action

Watch how Revenue Growth Agent works directly inside Salesforce

Quick overview: see Meeting Prepper, Discovery Agent, and Solution Proposal in action

Real Meeting Prepper Examples

See exactly what your reps get in 60 seconds - complete with talking points and discovery questions

Stephen Brown @ Solid State PLC

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Greg Smith @ VVardis

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These examples show exactly how RGA creates value beyond generic AI tools

Why Work Inside Salesforce?

Your team already lives in Salesforce. Now they can access AI-powered sales intelligence without ever leaving.

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Zero Context Switching

Your reps don't need to learn a new tool, log into another platform, or copy/paste data between systems. Meeting prep happens where they already work, in Salesforce.

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Auto-Populated Forms

RGA automatically pulls Contact, Lead, and Account data from Salesforce to pre-fill the meeting prep form, saving time and ensuring accuracy.

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Automatic Data Sync

Each meeting prep document, with its link, status, and date, is automatically synced back to custom fields on the Salesforce record for complete visibility.

The Bottom Line

If you've been considering RGA but didn't want to ask your team to adopt another tool, this changes everything. Your reps get instant, AI-powered meeting prep right inside the Salesforce environment they already know and trust, with guided discovery and proposals a click away in the RGA web app.

How the Salesforce Integration Works

A secure Lightning component embedded directly in your Salesforce records

Meeting Prepper runs right inside Salesforce. Discovery and proposals run in the Revenue Growth Agent web app today, with Salesforce-embedded versions on the roadmap.

In Salesforce

Meeting Prepper Agent

Launch Meeting Prepper directly from any Contact, Lead, or Account record in Salesforce:

  • Form auto-populated from the Salesforce record (name, email, company, title, phone), then lightly enriched to fill gaps and verify the contact
  • Comprehensive research generated in under 2 minutes (company overview, industry trends, competitive intel, talking points, and discovery questions)
  • Read the prep right in the card as an at-a-glance summary plus the full briefing, no tab-switching
  • Share it anywhere as a formatted web page or downloadable Word document, with the link written back to the Salesforce record
  • Status, date, and doc URL synced to custom fields in Salesforce and Revenue Growth Agent for full manager visibility

Result: Your reps walk into every call fully prepared, without leaving Salesforce or spending hours on research.

Meeting Prepper form auto-populated from a Salesforce record, with the Enrich Contact Data button and the completed prep ready to open in the browser or download as a Word document
In the RGA Web App

Discovery Agent

Turn a recorded discovery call into a qualified, coachable opportunity. Available today in the Revenue Growth Agent web app:

  • Drop in a call transcript and RGA analyzes it for the prospect's barriers, desired outcomes, urgency, and commitment, with the emotional themes behind each
  • Automatic MEDDIC qualification scores the deal across Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion, so weak spots surface before they cost you the quarter
  • Forecast you can trust and coaching that writes itself: consistent qualification across every rep means cleaner pipeline reviews and obvious next-step coaching
  • Tracks progress across multiple meetings and suggests the next steps to advance the deal

Why it matters: MEDDIC rigor on every deal, applied automatically, gives sales leaders a forecast grounded in evidence instead of optimism.

Discovery Agent transcript analysis showing Current State barriers and pain alongside Future State outcomes and impact, extracted from a call transcript MEDDIC qualification scorecard with an overall deal-health rating and scored elements: Metrics, Economic Buyer, Decision Criteria, and Decision Process
In the RGA Web App

Solution Proposal Agent

Turn discovery into a tailored proposal in about a minute. Available today in the Revenue Growth Agent web app:

  • Built from your discovery findings so the proposal speaks to the prospect's actual barriers and desired outcomes
  • Includes relevant case studies and ROI analysis
  • Review and edit before sharing with the prospect
  • Share as a polished web page or document the moment it's ready

Result: No more "I'll send you a proposal in a few days." Generate and review a proposal while the conversation is still fresh.

Solution Proposal generated from discovery findings, showing the transformation journey and current situation analysis

Who Benefits from RGA + Salesforce?

See how teams like yours use Revenue Growth Agent to accelerate sales

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SDR & BDR Agencies

Dramatically increase meetings booked, prospect show rates, and (importantly) client renewals. Generate meeting prep in seconds, not hours, to help your client's AE close more deals.

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SaaS & High-Tech

Shorten complex B2B sales cycles with AI-guided discovery and instant technical proposals tailored to each prospect.

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Professional Services

Win consulting engagements faster with deep prospect research and proposals that demonstrate your unique value and expertise.

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Private Equity & VC

Empower portfolio companies with AI sales tools that drive predictable revenue growth at scale.

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Sales Consulting

Deliver immediate ROI to clients with AI-powered sales enablement that works from day one.

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Any B2B Sales Team

If your reps need to research prospects, run discovery calls, and generate proposals, RGA saves them 5-10 hours per deal.

Get Started with the Salesforce Integration

Connect Revenue Growth Agent to your Salesforce org. Every RGA subscriber gets:

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Included Access

The Salesforce integration is included with your subscription

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Guided Onboarding

We help your admin connect the org and roll it out to your team

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Enterprise-Grade Security

Your credentials stay encrypted and under your control

What You'll Need

Connecting your org takes a Salesforce admin about 30 minutes, once:

  • An active Revenue Growth Agent subscription
  • A Salesforce edition with Lightning components and API access (Enterprise, Unlimited, Developer, or Professional with API)
  • A Salesforce administrator to create the connection (a one-time setup for your whole org)

Get Started

We'll reach out within 1 business day to help you get connected.

📚 Documentation & Support

Everything you need to set up and use RGA with Salesforce

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Quick Start Guide

Fast 3-step setup to get RGA running in Salesforce. Perfect for getting started quickly.

View Guide
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Installation Guide

Complete step-by-step setup with screenshots. Detailed instructions for Salesforce administrators.

View Guide
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Security & Privacy

Data protection, compliance (GDPR, SOC 2), encryption, and audit controls for IT teams.

View Guide

Need Help?

Our team is here to help you get set up and answer any questions.

📧 Email Support 📞 Schedule a Call

Frequently Asked Questions

Which RGA agents run inside Salesforce?

Today, the Meeting Prepper runs directly inside Salesforce, on your Lead, Contact, and Account record pages. Discovery (transcript analysis and MEDDIC qualification) and proposal generation run in the Revenue Growth Agent web app. Salesforce-embedded versions of those agents are on the roadmap.

What Salesforce editions are supported?

The RGA Lightning component works with editions that support Lightning components and custom OAuth apps: Enterprise, Unlimited, Developer, and Professional with API access.

Do I need to install anything in Salesforce?

Setup is straightforward and done once for your whole org. A Salesforce admin creates an External Client App (the modern, Salesforce-recommended way to authorize an integration), adds the RGA Lightning component to your record pages, and connects the org through RGA's secure settings form. No Apex code or managed package required. Plan for about 30 minutes; we guide you through every step.

Will this slow down my Salesforce org?

No. The RGA component loads in an iframe and runs RGA's processing on RGA's own infrastructure. It doesn't consume your Salesforce API or governor limits, so performance is independent of your org's resources.

How is data synced between RGA and Salesforce?

Data flows both ways: (1) Salesforce record data automatically pre-fills the Meeting Prepper form when a rep opens the component; (2) RGA writes results, the prep document URL, status, and date, back to custom fields on the Salesforce record using the Salesforce API.

How are our Salesforce credentials protected?

Your admin connects the org with the OAuth 2.0 JWT-Bearer flow, which is certificate-based and issues no shared client secret. When you enter your private key in RGA's settings form, it's validated against Salesforce, then encrypted with AES-256-GCM and stored. The encryption key lives in a separate system from the encrypted data, and no path ever returns your private key in plaintext, not even to the admin who entered it. RGA staff never see it. See our Security & Privacy page for the full detail.

Where is our data stored, and is it used to train AI models?

All transmission uses HTTPS/TLS, and every RGA API endpoint is authenticated and scoped to your organization. Your Salesforce data is never used to train AI models. RGA is architected around SOC 2 and GDPR principles; a formal SOC 2 audit is on our roadmap. Rather than claim a certification we haven't completed, our Security & Privacy page lays out exactly which controls we run today.

What permissions do my users need in Salesforce?

Only the admin connecting the org needs elevated permissions (Modify All Data or Customize Application), and only once. Reps simply need access to the records they work and to the RGA component and custom fields. Your admin configures this with Permission Sets or Profiles.

Do I need a separate RGA account?

Yes. You'll need an active Revenue Growth Agent subscription; the Salesforce integration is included with it and connects your RGA account to your Salesforce org. If you're not yet a customer, we'll help you get set up during onboarding.

Ready to Transform Your Salesforce Sales Process?

Experience AI-powered sales intelligence directly in Salesforce.

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