Not every enquiry should become a new lead. A large job nearby and an out-of-scope request 40 km away can land in the same inbox and look equally urgent. Troy checks the difference, scores the fit, and helps your team call the right one first.
A new enquiry lands in the inbox. It looks promising. So does the next one. And the one after that. Troy helps sales focus on the leads that actually fit your business. Powered by Salesforce Agentforce, the agent qualifies incoming enquiries using customer history, job fit, location, service area, and lead value, while keeping duplicates and poor-fit requests from crowding the CRM. Duplicates stay connected. Out-of-range or out-of-scope jobs stay out. Sales starts with the leads worth calling.
Checks new enquiries against existing customers and open leads before creating anything new, keeping repeat requests tied to the right Salesforce record.
Scores each lead using the factors that matter to your business, so sales can quickly see which enquiries deserve attention first.
Identifies enquiries from priority postcodes or strong customer areas and uses that location context as part of the overall lead score.
Reads the job request and attached photos to understand the work, job size, and whether the enquiry fits your services.
Looks at how far the job is from your service area, giving nearby work stronger priority and flagging requests that fall outside your range.
Sends qualified leads to the right rep or queue using your existing Salesforce assignment rules, with the priority score and enquiry context already attached.
Dozens of quote requests arrive with different job sizes, locations, and potential value. Troy ranks them so the team starts with the strongest opportunities instead of working through the inbox in arrival order.
An existing customer comes back for another job. Troy recognises the sender and connects the new request to the existing customer instead of creating another Lead.
A good-looking job comes in from well beyond the team’s travel range. Troy checks the distance before the enquiry reaches the active sales queue.
A prospect sends a request and photos for a service your business does not provide. Troy identifies the mismatch and keeps the enquiry out of the active pipeline before a rep spends time on it.
A full inbox does not mean a full pipeline. Let Troy separate the leads worth chasing from the ones your team can leave at the gate.
