Voice, not another screen
The rep talks on the way out of the meeting. Trustlead structures the report and fills Salesforce. Reporting does not wait until the evening laptop.
Salesforce AgentForce alternative
Salesforce AgentForce runs tasks in Salesforce. Trustlead is the voice layer for field teams: they dictate or call, and the visit report lands in Salesforce.
Salesforce AgentForce lives in the CRM, for processes an admin has already modeled. Trustlead connects to Salesforce and takes over where that agent stops: in the car, between doors, on the phone.
Salesforce AgentForce
TrustleadOn the road
Offline
Salesforce must be online to save the visit
Saved on the phone, synced as soon as the signal is back
Visit report
Typing, or an agent configured in Salesforce
Voice dictation, structured report written into Salesforce
From the car
You have to open Salesforce
A phone number to call, hands on the wheel
Meeting prep
Context is in the CRM, if it is open
A voice brief before you walk in
Transit time
Not built for the next door
Map of the most relevant companies around you
CRM
Role
An agent inside Salesforce
A layer on top of the CRM, Salesforce included
Multiple CRMs in the group
Salesforce only
Salesforce, Dynamics, SAP, HubSpot, Odoo, Monday, Sidely
Follow-up
Depends on the agent scenario
Tasks, meetings and follow-up emails
Data
Hosting
Salesforce cloud
Data in Europe, Mistral models
Rollout
An Agentforce project and a Salesforce admin
Native integration, no heavy IT project
The rep talks on the way out of the meeting. Trustlead structures the report and fills Salesforce. Reporting does not wait until the evening laptop.
Trustlead does not replace Salesforce. It writes visits, tasks and follow-ups next to the agent that already automates internal processes.
Voice notes and calls are hosted in Europe, on Mistral models. Useful when commercial data should not leave a European frame.
Salesforce AgentForce and Trustlead do not do the same job. contact@trustlead.co
No. Trustlead syncs with Salesforce. Reps work by voice. The CRM stays the source of truth.
It automates actions inside Salesforce. It is not the assistant a rep calls between visits to dictate a report or prepare the next meeting.
Trustlead data is hosted in Europe. The models do not keep your conversations.