Phenoble helps software companies, MSPs, and IT services firms deploy Salesforce Agentforce to automate support triage, speed up quoting and renewals, and give every team one real-time view of the client.
IT businesses sell expertise, yet their senior people spend hours on tier-1 tickets, quote paperwork, and status updates. We automate that layer so your engineers and sellers work at the top of their skill.
Tier-1 Ticket Overload
Password resets, access requests, and how-to questions consume your service desk, pushing real incidents and SLA-bound work to the back of the queue.
Leaky Renewals & Upsells
Contract renewals, license true-ups, and expansion signals live in spreadsheets and inboxes, so revenue quietly walks out the door at term end.
Disconnected Client Data
CRM, PSA, ticketing, and billing systems each hold part of the client story, leaving account managers blind to health, usage, and open issues.
Autonomous Service Desk
Deploy an Agentforce agent that resolves tier-1 requests directly from your knowledge base and ITSM data, and triages the rest with full context to the right engineer.
Renewal & Expansion Automation
Agents watch contract end dates, usage, and support health, then open renewal opportunities, draft quotes, and alert account managers before churn risk becomes churn.
Unified Client 360
Connect CRM, ticketing, and billing into one real-time client view so sales, support, and delivery stop working from different versions of the truth.
Agents classify incoming tickets, resolve known issues from your knowledge base, and route the remainder by skill and SLA, cutting first-response time to seconds.
Agents track SLA clocks across open cases and escalate proactively before breach, instead of after the client complains.
Agents surface upcoming renewals, usage overages, and true-up opportunities, and prepare the paperwork so account managers just review and send.
Connected to CPQ, agents assemble quotes from your product catalog and pricing rules, compressing multi-day proposal cycles into same-day turnaround.
We connect Salesforce to Jira, ServiceNow, Zendesk, and your billing stack via APIs so agents can act across the tools your teams already use.
Clients get a 24/7 agent for ticket status, license questions, and documentation, reducing inbound volume without reducing service quality.
IT environments are integration-heavy. We map your toolchain, unify the client data layer, and deploy agents with real authority to act inside your systems.
We map your CRM, PSA, ITSM, and billing systems to identify which client, contract, and ticket data agents need for real-time answers.
We build the unified client view, connecting pipeline, tickets, contracts, and usage so agents and humans query one consistent picture.
We build Apex-backed actions that let agents create tickets, update renewals, and draft quotes inside your systems, with guardrails on scope.
We launch on the highest-volume workflow first (usually support triage), prove the numbers, then expand to renewals and quoting.
Book a 30-minute technical audit. We'll map your toolchain and show exactly where an AI agent can deflect tickets and protect renewal revenue first.
No commitment required. Senior-led delivery on every project.