Yahoo Gets AI-Powered RFP Automation with Salesforce Agentforce
Reduced
time-spent by sales teams with RFP responses
Optimized
number of team members engaged per RFP
Data-driven
decision-making for advertising sales
Web services provider offering a search engine, news, email, finance, and more. Once a leading internet brand, it's now owned by Apollo Global Management.
Media & Entertainment
Sunnyvale, California, USA
“This agent positions our sellers to scale by reducing response times, increasing response effectiveness by applying historical pursuits, and unlocking the power of our Yahoo data. We appreciate the partnership and leadership from Thunder on our agentic journey!”
Senior Director of Product, Yahoo!
The Challenge
As a premier destination for advertisers, the Yahoo media advertising sales team was spending a significant amount of time and effort understanding, managing, and responding to RFPs.
- Inefficient, decentralized RFP tracking with manual processes causing delays, missed opportunities, and inconsistent data entry.
- Limited collaboration tools and integration capabilities hinder team coordination and alignment with broader business processes.
- Insufficient analytics and summarization capabilities make it difficult to extract insights for strategic decision-making.
- No real-time reporting or scalable infrastructure to support growing RFP volume and evolving business needs.
The Solution
Thunder Implemented a Custom Sales RFP Agent for the sales team to help responding to RFPs by automating CRM record creation based on past RFPs, current offerings, and inventory.
- Tracking of RFP Responses in structured data populated by generative AI from provided documentation
- Conversational agent that provides summarization of, Salesforce Opportunity development, and response suggestions for an RFP
- Conversational analysis of RFPs in both the individual and aggregate including trends, product fit, and suggested responses
- Train-the-trainer to enable the team on the access and capabilities of the agent
Products Used
- Agentforce
- Sales Cloud
- Data Cloud
