toBe marketing Collaborates with Magic Moment to Offer New Sales Support Menu to Unleash the True Potential of Salesforce 'Agentforce'

toBe marketing Co., Ltd. (Headquarters: Chuo-ku, Tokyo; CEO: Tomokazu Koike; hereinafter "toBe marketing") and Magic Moment Co., Ltd. (Headquarters: Minato-ku, Tokyo; CEO: Yuya Murao; hereinafter "Magic Moment") have begun a collaboration to develop and provide sales support solutions that maximize the effectiveness of Salesforce's autonomous AI agent function "Agentforce."

Through this collaboration, Magic Moment's AI sales engagement platform "Magic Moment Playbook" will be integrated into toBe marketing's Salesforce MA/CRM support services. This will eliminate the biggest obstacles to AI utilization—"on-site data entry burden" and "data loss"—and provide a one-stop, next-generation sales DX foundation where Agentforce functions autonomously based on accurate customer data.

Background of the Collaboration: AI without data is just an empty box

Salesforce's announced "Agentforce" is a groundbreaking technology that allows AI to act autonomously and support sales and customer success. However, to maximize its capabilities, "accurate and fresh activity data" is indispensable as material for AI's judgment.

In many companies, inputting data into SFA (Sales Force Automation) systems becomes a burden on the field, leading to insufficient data. As a result, even with AI implementation, companies face the challenge of "AI being unable to make correct proposals due to lack of data."

toBe marketing and Magic Moment, sharing the common understanding that "manual input is a human failure," are convinced that a mechanism for collecting data without human input (Data Capture) is an essential infrastructure in the Agentforce era, leading to this collaboration.

Features of the New Solution: Building an "Enterprise Nervous System" with Zero Input

This solution is a new sales support menu for the Agentforce era, combining toBe marketing's extensive Salesforce support know-how with Magic Moment's data automation technology.

1. Supply Agentforce with Fuel with "Zero Input" (Data Capture)

"Magic Moment Playbook" automatically records and structures sales activity data from daily operations such as emails, calendars, and web conferences, and synchronizes it with Salesforce in real-time. This continuously supplies Agentforce with "rich data in both quality and quantity" necessary for learning and inference, while eliminating the burden of input on the field.

2. Standardization of Sales Processes and AI Agent Collaboration

Through a "Playbook" that systematizes the behavior patterns of top salespeople, high-touch sales activities to be performed by humans are seamlessly linked with autonomous tasks to be handled by Agentforce (e.g., sending routine emails, research, proposing next actions). This builds a highly productive sales process where humans and AI work in concert.

3. Advanced Integration with MA (Marketing Automation)

By combining with toBe marketing's strength in Account Engagement (formerly Pardot) utilization support, seamless data integration from marketing to sales and customer success is achieved. This realizes a "true Customer 360" where AI deeply understands the customer's context and approaches them at the optimal timing.

Expected Effects

• Improved Agentforce implementation success rate: Highly accurate AI support based on precise data ensures AI adoption in the field.

• Dramatic improvement in sales productivity: Elimination of input tasks and AI-driven task automation maximize the time sales representatives spend interacting with customers.

• Enhanced resolution of management decisions: Real-time visibility of factual data from the field enables data-driven decision-making.

Future Development

Both companies will deploy this solution primarily to companies considering Agentforce implementation, aiming for 50 implementations by fiscal year 2027. They will also promote the sales productivity revolution in Japanese companies through joint seminars and case study dissemination.

Representative Comments

Tomokazu Koike, Representative Director CEO, toBe marketing Co., Ltd.
"Magic Moment's innovative concept and initiatives, such as 'automatically recording sales activities and generating results from real-time data using sales AI,' are poised to significantly transform the future of sales and marketing. Through this collaboration, we will promote the integration of marketing and sales and data integration for customer companies using Salesforce, thereby enhancing the effectiveness of Agentforce utilization."

Yuya Murao, Representative Director CEO, Magic Moment Co., Ltd. 
"I am honored to co-create new value with toBe marketing, which has an outstanding track record in the Salesforce ecosystem. While the term 'AI agent' is prevalent today, true transformation cannot occur without solving the messy problem of 'data entry' at its foundation. This collaboration is an initiative to breathe 'soul' into the powerful engine of Salesforce with data. By combining toBe marketing's expertise with our technology, we promise to evolve Japanese companies' sales organizations into 'learning organizations' where AI and humans collaborate at a high level."

About Magic Moment Co., Ltd.

Magic Moment provides the AI sales engagement platform "Magic Moment Playbook" and AI x human hybrid sales support "Revenue BPaaS." Yuya Murao, who led the construction of sales organizations at Google and freee, founded the company in 2018. With "GO TRUE WAY" as its motto, the company is driving the productivity revolution in Japanese companies by pursuing essential value.

・Corporate Website: https://www.magicmoment.jp/

・Recruitment Information: https://www.magicmoment.jp/recruit/