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Comparison

Klipy: The Best Salesforce Agentforce Alternative for Modern Revenue Teams

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Salesforce Agentforce promises AI-driven execution inside CRM, but many teams experience long implementations, high configuration costs, and brittle logic that reps quietly work around. Klipy is a lightweight execution layer that works with your existing stack - auto-tracking accounts, extracting tasks, and enforcing follow-ups - without million‑dollar projects every time you want to change a column.

Klipy works in weeks, not multi-year projects

Klipy doesn’t break every time your process changes

Klipy auto-tracks emails, meetings, and messages

Klipy extracts tasks and enforces real follow-up

Klipy feeds clean, behavior-based data into CRM

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AI Sales Execution Platform

AI Chatbot

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Other Sales Stacks

(e.g. CRM, Workflows, Assistants, etc.)

Teams running complex B2B cycles with Klipy typically see

2.5x

more qualified opportunities worked

32%

more revenue from long-tail accounts

70%

more sales touches per rep

80%

less sales admin

Trusted by 2000+ Industry and Revenue Leaders

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Capabilities

What Agentforce Is Great At - And Where It Hits a Ceiling

Agentforce is Salesforce’s ambitious AI layer designed to sit deep inside your CRM. On paper, it can do almost anything - if you’re willing to invest the time, budget, and admin resources. In practice, many teams find themselves stuck between expensive configs and reps who still feel like the “AI agent” is either malfunctioning or useless in their day-to-day deals.

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Primary JobHighly configurable AI agent framework inside SalesforceFocused execution layer that turns live interactions into follow-up and CRM truth
Where It LivesDeeply embedded in Salesforce, driven by admin-built flows and logicSits across email, calendar, meetings, messaging, and CRM with minimal setup
What Reps SeeComplex agent behaviors that often feel unpredictable or misaligned with how reps actually sellSimple list of accounts, risks, and ready-to-use tasks and follow-ups based on real conversations
Main OutcomesPotentially powerful automation if heavily configured and maintainedReliable execution, better coverage, and cleaner CRM data with low overhead

When Salesforce Agentforce alone is enough for the Basics

  • Deep Salesforce integration and native data access when configured correctly
  • Highly flexible framework for enterprises with large admin and dev teams
  • Can embed AI workflows into many CRM objects and custom processes
  • Appealing for organizations that want everything controlled from within Salesforce
  • Backed by Salesforce ecosystem, support, and partner network for large rollouts

Where teams start to struggle with Just Salesforce Agentforce alone

  • Very expensive to implement and tune; projects often cost millions before reps see value
  • Notorious reputation among reps for malfunctioning or being effectively useless in daily workflows
  • Every new field, column, or logic tweak can trigger another costly reconfiguration effort
  • Hard to keep aligned with fast-changing GTM motions and evolving playbooks
  • Complexity leads many reps to bypass it, leaving leaders with the illusion of automation but no real execution gains
This is usually the point where teams don’t need a more complex agent framework; they need something lightweight that actually helps reps move deals.

Stack Synergy

How Klipy Complements - or Replaces - Agentforce as an Execution Layer

Some organizations will keep Agentforce for heavy internal workflows. Many simply want something that works. Klipy gives you the execution outcomes you hoped to get from AI agents - account tracking, task extraction, enforced follow-up - without turning every process change into a seven‑figure project.

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Implementation & changesRequires long projects, external partners, and ongoing spend whenever you add fields or logicConfigured in weeks with flexible, AI-driven logic that adapts as your process evolves—without massive change fees
Day-to-day for repsReps often find agents confusing, slow, or unreliable and revert to manual workflowsReps see clear accounts, extracted tasks, and drafted follow-ups tied directly to their actual conversations
Account & stakeholder viewDependent on perfect configuration of objects, custom fields, and flows that are brittle over timeAutomatically stitches emails, meetings, and messages into clean timelines with stakeholders, promises, and risks
Forecast & reviewsLeaders get dashboards, but quality depends on whether complex agents and fields are actually usedLeaders see behavior-based engagement and risk signals written back into CRM from real interactions

KPI gains from Stacking Salesforce Agentforce + Klipy

  • Increase win rates without needing multi-million dollar AI projects
  • Reduce deals slipping due to missed tasks or lost context across tools
  • Improve forecast accuracy through real engagement data, not complex agent assumptions
  • Cut ongoing admin and consulting spend tied to reconfiguring CRM logic for every change

How Klipy makes this work with Salesforce Agentforce and more

Klipy was purpose-built to sit on top of the tools you already use - not replace them. Under the hood, 40+ specialized AI agents encode industry-tested SOPs from global enterprise sales teams across qualification, sales operations, and sales management.

Each agent focuses on a specific step in complex deal execution, so Klipy can quietly maximize the strengths of your current CRM, email, and analytics stack while filling the gaps they leave. Because Klipy is a focused execution layer - not an "all-in-one" platform that tries to do everything and excels at nothing - it plugs into your stack cleanly, drives better behavior across the team, and makes every other tool you've bought more valuable.

Klipy's Core Job on top of Salesforce Agentforce

  • Continuously ingest seller-buyer interactions across channels and tie them to the right account or opportunity
  • Auto-extract tasks, commitments, and follow-ups from those interactions and assign them with owners and due dates
  • Surface risk signals like silence, single-threading, and broken promises without requiring elaborate config
  • Push structured, behavior-based engagement fields into Salesforce or your CRM so reports match reality

Real-World Examples

What This Looks Like in Practice

Here’s how the difference shows up in real life - beyond the slideware and architecture diagrams.

Forecast Review

With Agentforce, leadership gets sophisticated dashboards, but under the hood agents are misfiring, fields are half-populated, and reps quietly override or ignore recommendations.

With Klipy, leaders see which deals have gone quiet, where coverage is thin, and which promises are overdue - because every interaction is auto-logged, summarized, and turned into tasks and risk flags in CRM.

Changing Your Sales Process

With Agentforce, adding a few new stages, fields, or rules typically means another expensive, months-long reconfiguration project with admins and consultants.

With Klipy, you can adjust how accounts are prioritized, how tasks are grouped, and which behaviors trigger risk—without re-architecting CRM or re-building an entire agent framework.

New Rep Taking Over an Account

With Agentforce, the rep is dropped into a maze of objects, custom logic, and half-working agents. They still end up clicking through emails and notes manually to understand the account.

With Klipy, the rep opens one simple view: stakeholders, interaction history, open commitments, and prioritized next steps - generated automatically from real conversations.

Rule of Thumb

Do You Need a Bigger Agent - or a Better Execution Layer?

When teams search for “Agentforce alternatives,” the real question isn’t “Which AI framework can we spend more on?” It’s “Do we actually need more configurable agents, or do we need something that reliably tracks accounts, extracts tasks, and enforces follow-up without blowing up our budget and timelines?”

Here are some quick rules of thumb to help you decide if Klipy is needed for your business.

Keep Salesforce Agentforce as your core tool if…

  • You have a large admin and dev team dedicated to Salesforce automation.
  • You’re comfortable investing millions up front and ongoing to configure and reconfigure AI agents.
  • Your sales process is stable enough that complex agent logic won’t need constant rewrites.
  • Reps are already using Agentforce heavily and trust the outputs in their daily workflows.

Add Klipy on top of Salesforce Agentforce if…

  • You’ve spent heavily on Agentforce but reps still feel it malfunctions or adds little value.
  • Every new field, stage, or GTM tweak threatens to trigger another seven-figure reconfiguration project.
  • You want automatic account timelines, task extraction, and follow-up enforcement that work even as your motion changes.
  • You need CRM and forecasts to be grounded in actual engagement behavior, not just complex agent logic that looks good in demos.

You don’t need a more complicated agent. You need an execution layer that your reps will actually use.

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