AI, Data & CRM Accelerators, Agents & Assets | Trigg Digital
Accelerators & Assets

Reduce time to value with proven
AI, Data and CRM assets.

Pre-built AI agents, accelerators, assessments and implementation assets developed through real-world delivery experience.

50+ Reusable assets and patterns
20+ Assessment frameworks
120+ Projects delivered
7+ Years of delivery experience
Trusted by leading organisations

Shaped through hands-on delivery and real-world transformation experience.

Why it matters

Reusable IP that helps clients move faster,
reduce risk and realise value sooner.

Our accelerators are designed to shorten discovery, speed up implementation, simplify adoption and help organisations scale platforms and processes with confidence.

Faster time to value

Pre-built assets help accelerate common delivery patterns and reduce unnecessary rework.

Lower delivery risk

Reusable approaches built from practical project experience, not theory.

Stronger team adoption

Assessments and playbooks help teams align, prioritise and embed change effectively.

AI Agents & Workflows

Practical AI assets that automate work, accelerate decisions and drive performance.

AI-ready accelerators that combine generative, predictive and workflow automation patterns across revenue, service, marketing, data and operations.

Lead Nurturing Agent

Supports lead nurturing, qualification, follow-up prompts, account research and personalised outbound engagement.

LeadsNurturingGrowth

Sales Agent

Automates pipeline updates, forecasting, account engagement and next-best actions across customers, partners and prospects.

RevenuePipelineProductivity

Service Agent

Handles customer enquiries, case summaries, draft responses, knowledge retrieval and next-best resolution recommendations.

ServiceSupportExperience

Performance Agent

Provides daily summaries, performance insights, objective-based recommendations and optimisation opportunities.

PerformanceOptimisationDecisioning

Reporting Agent

Generates automated reporting, executive summaries, KPI insights and performance updates for faster decision-making.

ReportingAnalyticsInsights

Marketing Agent

Coordinates campaign planning, creative approvals, schedules, activation workflows and cross-team marketing operations.

MarketingCampaignsWorkflow

Order Agent

Generates guided quotes, validates order requirements and supports product, pricing and usage-based recommendations.

CommerceOrdersRevenue

Billing Agent

Supports invoice enquiries, billing explanations, payment follow-up, revenue reporting and accurate customer communication.

FinanceBillingRevenue

Workflow Agent

Turns natural language requests into guided workflows across CRM, collaboration, data and operational platforms.

WorkflowIntegrationAutomation
Data & CRM Assets

Pre-built Salesforce assets for common
operational challenges.

Utilities and implementation accelerators that help teams simplify Salesforce processes and improve operational consistency.

AppExchange

Person Account Converter

Convert Person Accounts and Business Accounts more efficiently within Salesforce.

Reduces manual conversion effort
Automation

Auto Convert Lead

Automatically convert leads based on defined logic and business rules.

Accelerates lead processing
Operations

Salesforce Licence Report

Improve visibility of licence usage and support better platform governance.

Optimises licence utilisation
Experience Cloud

Map Contacts to Experience Users

Connect contacts to Experience Cloud users and simplify relationship mapping.

Improves user provisioning
Territory Management

Auto Run Territory Assignments

Automate territory assignment logic to reduce manual administration and improve data accuracy.

Improves routing consistency
Assessment Frameworks

Structured frameworks to help clients understand
readiness, value and next steps.

Helping organisations move from ideas and opportunities to clear business cases,
roadmaps and action plans.

01
Imagine

Art of the Possible

Identify the highest-value opportunities, align stakeholders and create a practical roadmap for transformation and growth.

02
Ignite

Data & AI Readiness Assessment

Understand your readiness for AI, uncover operational bottlenecks and prioritise the foundations required to scale with confidence.

03
Elevate

Business Value Assessment

Quantify business value, prioritise investments and build evidence-based business cases for executive decision-making.

04
Amplify

Retail Media Growth Assessment

Identify new revenue opportunities, benchmark maturity and define the initiatives required to accelerate retail media growth.