NOW AVAILABLE: the Salesforce integration is included for every RGA subscriber. Get started below.
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.
Meeting Prepper Agent embedded directly in a Salesforce Lead record, with the generated prep and talking points right alongside the lead's details
Watch how Revenue Growth Agent works directly inside Salesforce
Quick overview: see Meeting Prepper, Discovery Agent, and Solution Proposal in action
See exactly what your reps get in 60 seconds - complete with talking points and discovery questions
These examples show exactly how RGA creates value beyond generic AI tools
Your team already lives in Salesforce. Now they can access AI-powered sales intelligence without ever leaving.
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.
RGA automatically pulls Lead and Contact data from Salesforce to pre-fill the meeting prep form, saving time and ensuring accuracy.
Each meeting prep document, with its link, status, and date, is automatically synced back to custom fields on the Salesforce record for complete visibility.
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.
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.
Launch Meeting Prepper directly from any Lead or Contact record in Salesforce:
Result: Your reps walk into every call fully prepared, without leaving Salesforce or spending hours on research.
Turn a recorded discovery call into a qualified, coachable opportunity. Available today in the Revenue Growth Agent web app:
Why it matters: MEDDIC rigor on every deal, applied automatically, gives sales leaders a forecast grounded in evidence instead of optimism.
Turn discovery into a tailored proposal in about a minute. Available today in the Revenue Growth Agent web app:
Result: No more "I'll send you a proposal in a few days." Generate and review a proposal while the conversation is still fresh.
See how teams like yours use Revenue Growth Agent to accelerate sales
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.
Learn more →Shorten complex B2B sales cycles with AI-guided discovery and instant technical proposals tailored to each prospect.
Learn more →Win consulting engagements faster with deep prospect research and proposals that demonstrate your unique value and expertise.
Learn more →Empower portfolio companies with AI sales tools that drive predictable revenue growth at scale.
Learn more →Deliver immediate ROI to clients with AI-powered sales enablement that works from day one.
Learn more →If your reps need to research prospects, run discovery calls, and generate proposals, RGA saves them 5-10 hours per deal.
Connect Revenue Growth Agent to your Salesforce org. Every RGA subscriber gets:
The Salesforce integration is included with your subscription
We help your admin connect the org and roll it out to your team
Your credentials stay encrypted and under your control
Connecting your org takes a Salesforce admin about 30 minutes, once:
We'll reach out within 1 business day to help you get connected.
Everything you need to set up and use RGA with Salesforce
Fast 3-step setup to get RGA running in Salesforce. Perfect for getting started quickly.
View GuideComplete step-by-step setup with screenshots. Detailed instructions for Salesforce administrators.
View GuideData protection, compliance (GDPR, SOC 2), encryption, and audit controls for IT teams.
View GuideOur team is here to help you get set up and answer any questions.
The Salesforce AI Sales Integration connects the AI sales tool directly to Salesforce records, so reps can access AI-generated research or coaching without leaving Salesforce or re-entering prospect details by hand. Revenue Growth Agent (RGA) embeds its Meeting Prepper Agent directly into Salesforce Lead and Contact records, with results synced back to the record automatically. A rep opens a record and gets a complete pre-meeting AI sales brief in the same screen, rather than switching to a separate tool and re-typing what Salesforce already knows about the prospect.
The Meeting Prepper Agent runs directly inside Salesforce today, embedded on Lead and Contact record pages, which is what makes AI meeting prep for Salesforce possible from inside a record a rep already has open. Reps can enhance contact data and create the meeting prep briefing doc and be completely ready to successfully execute their prospect call in under 2 minutes, right from the Salesforce interface. The Discovery Conversion Agent and Solution Proposal Agent run in the RGA web app.
RGA's Lightning component, the core of this Salesforce sales coach app, works with editions that support Lightning components and custom OAuth apps. Specifically, that means Enterprise, Unlimited, Developer, or Professional with API access enabled. Orgs on editions without Lightning component support or API access enabled will need to confirm eligibility with RGA directly before setup, since those are the two requirements the integration depends on, and neither one is optional.
Setting up this Salesforce AI sales tool starts with a Salesforce admin creating an External Client App, the current Salesforce-recommended way to authorize an integration, and adding the integration's Lightning component to the relevant record pages. No Apex code or managed package is required. The whole process typically takes about 30 minutes, done once for the entire org, so individual reps do not need to configure anything on their own accounts.
Not necessarily. It depends on how the integration is architected: some third-party integrations run through the org's own API and count against its limits, while others run independently. The Revenue Growth Agent's AI sales agent for Salesforce loads in an iframe and runs its processing on RGA's own infrastructure, so it uses no Apex and consumes none of your org's governor limits. Reading and updating a record uses a small number of standard API calls per prep, a negligible fraction of a typical org's daily allocation, and only when a rep actually runs one.
Data flows in both directions. This Salesforce CRM AI integration pre-fills the meeting prep form with existing contact or lead record data when a rep opens it, and results sync back to that same record afterward. For RGA specifically, that means the prep document's URL, status, and date get written back to custom fields on the Salesforce record automatically, so the next person who opens that record sees the same synced information without hunting for a separate link or asking the original rep for it.
Baseline expectations for this category include certificate-based authentication rather than a shared client secret, encrypted credential storage, and a setup process where no one, not even the integration provider's own staff, can retrieve the raw credential. RGA connects using the OAuth 2.0 JWT-Bearer flow, encrypts the private key with AES-256-GCM in a separate system from the encrypted data, and never returns it in plaintext to anyone, including RGA staff. That separation is what keeps a compromised support ticket, for example, from ever exposing the credential itself. Our Salesforce security deep-dive walks a security reviewer through the full design.
All data transmission uses HTTPS/TLS, with endpoints authenticated and scoped to a single organization. RGA's Salesforce data is never used to train AI models, full stop, and RGA is architected around SOC 2 and GDPR principles, with a formal SOC 2 audit on its roadmap. Data retention, encryption, and the current control set are documented on our Trust & Security Center, with every vendor that touches customer data listed on our sub-processors page.
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.
No. The Salesforce integration is included with an active RGA subscription rather than priced as a separate add-on. New sign-ups can expect RGA to reach out within about 1 business day to help connect the org. That first outreach typically covers confirming the Salesforce edition, verifying API access is enabled, and scheduling the External Client App setup, so the org is ready to go shortly after that call rather than waiting on a longer queue.
Experience AI-powered sales intelligence directly in Salesforce.
