How Asymbl's CEO Uses Agentforce Sales in ChatGPT for Strategic Visibility

‍A New Way for Executives to Access Business Intelligence

If you’re like most executives, you’re already using ChatGPT. You use it to research markets, draft talking points, think through problems, and prepare for meetings. It has become part of how you work. But here’s something you may not have considered: what if ChatGPT could also be a window into your business data?

The recent launch of Agentforce Sales within ChatGPT makes this possible. Leaders can have a conversation with their sales data in real time, in the same place where they are already doing research and thinking through strategy.

Asymbl CEO, Brandon Metcalf, has been using the integration since its launch realizing along the way that it changes how executives can access the intelligence they need to make decisions. "I live in Slack, and I use Salesforce for reports and dashboards. I am always thinking about sales and our pipeline to ensure we’re on track to hit our numbers. That thinking does not always happen in Slack or Salesforce." 

The Agentforce Sales ChatGPT integration doesn’t replace Slack or Salesforce. Those remain critical to a business workflow, but it isn’t always where executive work happens. Executives need business data and intelligence to be available wherever they are, and that is exactly what this new integration is offering. 

Brandon shares, "This acts as an analyst for me by taking a large volume of data and performing analysis that would normally take hours. It also means I do not have to wait for or interrupt what my CRO or CFO is doing to get answers. I have them whenever I need them."

In this post, we share a live demo of Brandon using this integration to analyze Asymbl’s Q1 outlook in real time. By connecting Asymbl’s Agentforce Sales CRM data with the reasoning capabilities of ChatGPT, Brandon is able to transform pipeline data into actionable strategic insights in seconds.

Why This Matters for the C-Suite

Most CRM integrations are designed for operators. They help teams log activities, update records, and manage day-to-day execution. Executives have different needs:

1. Analysis on demand. Executives need real time data with actionable insights. Now they can take complex pipeline data, synthesize it, and surface what matters in just seconds. 
2. Intelligence without interrupting their team. Before this, getting answers from sales data about coverage ratios or deal dependencies meant scheduling time with a CRO or pulling someone into a meeting. Now executives have access to that analysis whenever they need it, without taking anyone off their work.
3. Strategic visibility without context switching. Executives already spend time in ChatGPT so having pipeline intelligence available in that same environment means they do not have to break their flow to get the data they need.
4. Conversation, not dashboards. Dashboards tell you what happened. They don’t tell you what it means or what to do about it. Now executives can ask follow-up questions, drill into dependencies, and explore scenarios. It’s the difference between reading a report and having a conversation with an analyst who knows the data.

Live Demo: Executive Pipeline Analysis in Seconds

Enough talk. Let’s show you the power of Agentforce Sales and ChatGPT. In this demo watch as Brandon evaluates Asymbl's Q1 outlook directly in ChatGPT, getting  deep analysis instantly, on his own timeline, without interrupting anyone.

Note: This demo uses real Asymbl data. Account and opportunity names have been removed for confidentiality.

First, a Q1 pipeline summary.

Using natural language, Brandon requests an overview of where Asymbl stands this quarter. Within seconds, the app returns an executive summary evaluating depth, volume, and momentum across segments. Brandon now has a synthesized view that surfaces what a CEO needs to know at a strategic level.

‍Then, understanding coverage.

Pipeline coverage is one of the most important metrics for forecasting. Brandon asks for coverage details for this quarter and next. The response includes specific insights to pay attention to, including where deals sit by stage, close date, and what dependencies exist to unlock progression.

Next, mapping all Q1 deals.

The app moves beyond simple reporting to strategic analysis. It recommends where to focus based on the data.

Finally, a deep dive into open opportunities.

ChatGPT  runs a direct query on opportunities in Agentforce Sales and returns a strategic summary that covers where deals sit in the stage mix, how value is distributed across the pipeline, and what risks could block progression.

The entire analysis takes minutes, without logging into Salesforce, without scheduling a meeting, and without interrupting anyone on the team. 

The Bigger Picture: Digital Labor in Your Flow of Work

This integration reinforces something Asymbl believes deeply: the future of work is orchestrating human and digital workers to operate as one team. 

For sales teams, that means digital workers handling follow-ups, drafting outreach, and keeping records current so humans can focus on relationships and negotiation. They work in critical tools for execution like Salesforce and Slack. 

For executives, it means having strategic intelligence available wherever they are working. Slack and the Salesforce UI aren’t going anywhere. But the data and intelligence cannot be locked inside any single application. They need to follow leaders wherever they happen to be thinking through a problem.

At Asymbl, this isn’t theoretical. To date we’ve deployed over 100+ digital workers across 10 functions, targeting a 40% digital workforce by 2026. The ChatGPT integration is another proof point that digital labor isn’t just about automation. It’s about elevating humans to focus on more strategic and relational work at every level of the organization, with access to data and analysis where they’re already getting work done. This is what workforce orchestration looks like in practice.