From the Contact: Invite to Create WebROI, with Agentforce alongside
WebROI's integration with Salesforce
WebROI puts business cases and renewal value reports one click from the Contact and the Opportunity in your Salesforce org. Your reps invite a customer to create a WebROI or launch a renewal evaluation, and the customer enters their own numbers. The result is a CFO-certifiable report where every number explains itself, source to result, so your customers renew on the value they actually got, not on seats or cost per outcome.
What can you do with WebROI and Salesforce?
Create a WebROI business case from the Contact
Invite to Create WebROI sends your customer a WebROI built on their own numbers. The invitation is recorded on the Contact.
Launch a renewal from the Opportunity
Launch WebROI Renewal opens the renewal evaluation for that Opportunity, one click, no data entry.
Tell reps exactly what to ask
The value phone script tells reps what to ask each stakeholder, so they gather the customer's own metrics without training.
Send a CFO-certifiable renewal value report
The value the customer got, plus next-term value, in their own numbers. Every number explains itself, source to result.
Let Agentforce® read your WebROI cases
Agentforce reads your WebROI cases through the OpenAPI actions spec included with every WebROI.
Use the WebROI that fits your agent
Start with the standard WebROI for Agentforce®, or generate a custom WebROI for your own AI agent from your value map.
WebROI and Agentforce®
Every WebROI includes an OpenAPI actions spec, so Agentforce can read your WebROI cases and answer questions about a customer's value inside Salesforce. Start with the standard WebROI for Agentforce®, which covers six value areas, or generate a custom WebROI for your own AI agent from your value map.
Does WebROI run inside Salesforce?
The Create WebROI and Launch WebROI Renewal actions run in your Salesforce org, on the Contact and the Opportunity. The WebROI itself opens as a hosted page your customer can use without a Salesforce login.
Do reps need to enter data?
No. Reps launch the WebROI from the record. The value phone script tells them what to ask, and the customer enters their own numbers.
Who is WebROI for?
Salesforce SIs and ISVs who sell and renew AI agents and need to prove the value their customers got.
Can Agentforce use WebROI?
Yes. Agentforce reads your WebROI cases through the OpenAPI actions spec included with every WebROI.
Is WebROI on the AppExchange?
Not yet. Today WebROI is delivered directly to your Salesforce org.
Salesforce and Agentforce are trademarks of Salesforce, Inc. · valuelogics.ai