1-800Accountant Adopts Salesforce’s Agentforce to Scale Expertise During Tax Season Surge, Now Resolving 50% of Customer Support Inquiries with Digital Labor
Salesforce (NYSE: CRM) announced that 1-800Accountant, America's largest virtual accounting firm, has implemented Agentforce to enhance its customer service operations. The AI-powered digital labor solution has demonstrated significant impact, resolving over 1,000 client engagements in its first 24 hours and now handling up to 50% of incoming customer support inquiries.
The implementation addresses a critical need, as a Salesforce survey indicates that Americans waste approximately 62% of their time responding to confusing tax-filing questions. With 1-800Accountant projecting 40% client growth in 2025, Agentforce provides 24/7 support, leveraging data from Sales Cloud, Service Cloud, and trusted sources like the IRS website to deliver personalized answers without hold times.
Salesforce (NYSE: CRM) ha annunciato che 1-800Accountant, la più grande azienda di contabilità virtuale d'America, ha implementato Agentforce per migliorare le sue operazioni di assistenza clienti. La soluzione di lavoro digitale basata sull'IA ha dimostrato un impatto significativo, risolvendo oltre 1.000 interazioni con i clienti nelle prime 24 ore e ora gestendo fino al 50% delle richieste di supporto clienti in arrivo.
L'implementazione risponde a un bisogno critico, poiché un sondaggio di Salesforce indica che gli americani sprecano circa il 62% del loro tempo a rispondere a domande confuse relative alla dichiarazione dei redditi. Con 1-800Accountant che prevede una crescita del 40% dei clienti entro il 2025, Agentforce offre supporto 24 ore su 24, sfruttando i dati di Sales Cloud, Service Cloud e fonti affidabili come il sito web dell'IRS per fornire risposte personalizzate senza tempi di attesa.
Salesforce (NYSE: CRM) anunció que 1-800Accountant, la mayor firma de contabilidad virtual de América, ha implementado Agentforce para mejorar sus operaciones de servicio al cliente. La solución de trabajo digital impulsada por IA ha demostrado un impacto significativo, resolviendo más de 1,000 interacciones con clientes en sus primeras 24 horas y ahora manejando hasta el 50% de las consultas de soporte al cliente entrantes.
La implementación aborda una necesidad crítica, ya que una encuesta de Salesforce indica que los estadounidenses desperdician aproximadamente el 62% de su tiempo respondiendo a preguntas confusas sobre la declaración de impuestos. Con 1-800Accountant proyectando un crecimiento del 40% en clientes para 2025, Agentforce proporciona soporte 24/7, aprovechando datos de Sales Cloud, Service Cloud y fuentes confiables como el sitio web del IRS para ofrecer respuestas personalizadas sin tiempos de espera.
세일즈포스 (NYSE: CRM)는 미국 최대의 가상 회계 회사인 1-800Accountant가 고객 서비스 운영을 개선하기 위해 Agentforce를 구현했다고 발표했습니다. AI 기반의 디지털 노동 솔루션은 초기 24시간 동안 1,000건 이상의 고객 상담을 해결하는 등 상당한 영향을 미쳤으며, 현재 들어오는 고객 지원 문의의 50%까지 처리하고 있습니다.
이 구현은 중요한 필요를 충족시키며, 세일즈포스의 설문 조사에 따르면 미국인들은 혼란스러운 세금 신고 질문에 답하는 데 약 62%의 시간을 낭비하고 있습니다. 1-800Accountant가 2025년까지 40%의 고객 성장을 예상하고 있는 가운데, Agentforce는 24/7 지원을 제공하며 Sales Cloud, Service Cloud 및 IRS 웹사이트와 같은 신뢰할 수 있는 출처의 데이터를 활용하여 대기 시간 없이 개인화된 답변을 제공합니다.
Salesforce (NYSE: CRM) a annoncé que 1-800Accountant, le plus grand cabinet de comptabilité virtuel d'Amérique, a mis en œuvre Agentforce pour améliorer ses opérations de service client. La solution de travail numérique alimentée par l'IA a démontré un impact significatif, résolvant plus de 1 000 interactions clients au cours de ses premières 24 heures et gérant désormais jusqu'à 50% des demandes de support client entrantes.
Cette mise en œuvre répond à un besoin critique, car une enquête de Salesforce indique que les Américains gaspillent environ 62% de leur temps à répondre à des questions de déclaration fiscale confuses. Avec 1-800Accountant prévoyant une croissance de 40% des clients d'ici 2025, Agentforce fournit un support 24/7, tirant parti des données de Sales Cloud, Service Cloud et de sources fiables comme le site Web de l'IRS pour fournir des réponses personnalisées sans temps d'attente.
Salesforce (NYSE: CRM) gab bekannt, dass 1-800Accountant, die größte virtuelle Buchhaltungsfirma Amerikas, Agentforce implementiert hat, um ihre Kundenservicetätigkeiten zu verbessern. Die KI-gestützte digitale Arbeitslösung hat einen signifikanten Einfluss gezeigt, indem sie in den ersten 24 Stunden über 1.000 Kundenanfragen gelöst hat und nun bis zu 50% der eingehenden Kundenanfragen bearbeitet.
Die Implementierung adressiert einen kritischen Bedarf, da eine Umfrage von Salesforce zeigt, dass Amerikaner etwa 62% ihrer Zeit mit der Beantwortung verwirrender Fragen zur Steuererklärung verschwenden. Da 1-800Accountant ein Wachstum von 40% der Kunden bis 2025 prognostiziert, bietet Agentforce rund um die Uhr Unterstützung und nutzt Daten aus Sales Cloud, Service Cloud und vertrauenswürdigen Quellen wie der IRS-Website, um personalisierte Antworten ohne Wartezeiten zu liefern.
- Resolves 50% of customer support inquiries automatically
- Processed 1,000+ client engagements in first 24 hours
- Enables 24/7 customer support capability
- Projected 40% client growth in 2025
- None.
1-800Accountant leverages Agentforce to ease surges in customer support inquiries
In the first 24 hours alone, Agentforce resolved over 1,000 client engagements
American taxpayers estimate that approximately
Agentforce — the digital labor solution for enterprises — now supports 1-800Accountant service teams and customers with streamlined, 24/7 support. For example, Agentforce can provide immediate answers to complicated tax questions such as, “What charitable donations can I deduct?”
“Agentforce is a game-changer, helping us scale and serve our clients better during peak times,” said Ryan Teeples, Chief Technology Officer, 1-800Accountant. “With Agentforce now helping to resolve up to
Agentforce reasons across client data — including audit logs and support history — from Sales Cloud, Service Cloud, and more all harmonized in Data Cloud, as well as trusted public sources like the IRS website. This combination powers quick, personalized answers — no hold times or phone calls needed. By integrating everything needed to design, develop, and deploy trusted agents, the deeply unified Salesforce Platform seamlessly integrates Customer 360 apps, Data Cloud, and Agentforce.
“1-800Accountant provides financial and accounting expertise to small businesses across the country, and delivering high quality customer support at scale is fundamental to their business,” said Adam Evans, EVP and GM, Salesforce AI. “With Agentforce, they’re able to implement new agentic AI solutions to make meaningful improvements to customer satisfaction while also improving the work experience for their dedicated customer representatives. They’re able to do this quickly and easily by taking advantage of the work they’ve already done with Salesforce's deeply unified platform, which helps everything work in harmony.”
More information:
- Learn more about Agentforce
- Read additional customer success stories
* Any unreleased services or features referenced in this post are not currently available and may not be delivered on time or at all. Customers who purchase Salesforce applications should make their purchase decisions based upon features that are currently available.
About Salesforce
Salesforce helps organizations of any size reimagine their business with AI. Agentforce — the first digital labor solution for enterprises — seamlessly integrates with Customer 360 applications, Data Cloud, and Einstein AI to create a limitless workforce, bringing humans and agents together to deliver customer success on a single, trusted platform. Visit www.salesforce.com for more information.
About 1-800Accountant
1-800Accountant offers services for new and experienced small business owners, with advisory support from expert CPAs and accounting professionals. Services are efficient, affordable, and can be used individually or bundled together for maximum impact, empowering owners to focus on growth throughout their business journey. Learn more at https://1800accountant.com/about.
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1 Data from the Agentic AI Snapshot Series: Public Sector study are from a double-anonymous survey conducted from November 27 to December 17, 2024. The survey generated 11,500 responses from adults across
View source version on businesswire.com: https://www.businesswire.com/news/home/20250304146424/en/
Emily Cleffi-Tristani
PR@Salesforce.com
Source: Salesforce
FAQ
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