×
Salesforce
💧 Water Damage
🔥 Fire & Smoke
🦠 Mold Remediation
🏠 Biohazard
Built for How PuroClean Franchises
Actually Grow Revenue
Two live, interactive demos — no slides, no pitch deck. See exactly how franchise owners track referral partners, hold their BDR accountable, and know which relationships are making them money.
22%
of a franchise's annual revenue can flow through a single referral partner — do you know who yours are?
2+ hrs
saved per day, per rep — every call, email & site visit auto-logs. Zero manual entry from your team.
Day 21
Agentforce alerts you before a partner goes cold — not after the referrals have already stopped.
Not ready to demo yet? Reach Corey & Eric directly — real people, same-day response.
Scroll to explore
Desktop Demo
Click through a real franchise owner's Salesforce day — explore freely, the demo guides you back
Home Dashboard
Who's driving
your business?
Most franchise owners can't tell you which partner sent them $89K last year. This can. Click anything — every nav item goes somewhere real.
⚡ Follow the orange pulse for the main story
⚡ Main Quest
Home Dashboard
Partner List
Top Partner Record
Email Auto-Logs
BDR Accountability
Revenue Reports
🗺 You're exploring off the main path — good instinct.
↩ Return to main quest →
"Doing the work records the work is really big for me. I don't want to pay somebody to tell me what they're doing. I want to pay them to do."
— Melissa W., PuroClean of Pacific NWClick anywhere to explore · Guided path pulses
Good morning, Melissa 👋
Tuesday, Sep 15 · PuroClean Pacific Northwest
● Live
✶ Agentforce Alert — click to act
Mike Sullivan — 31 days since contact. He drives $89,400/yr in referrals. Relationship at risk. View Partners →
Active Partners
47
↑ 3 this month
Open Estimates
47
$187K pipeline
Tasks Today
3
1 overdue
Revenue This Month
$38,400
pacing $48,200
Accounts
47 total
Filter ▾
+ New
All (47)
Residential (28)
Commercial (19)
Account
Type
Revenue
Status
JR
Johnson Residence
Referred by Mike Sullivan · Water
EC
Eastside Commercial
⚠ Estimate overdue · 72 hrs
WA
Westfield Apartments
Referred by Mike Sullivan · Water
TR
Thompson Residence
Referred by Janet Morse · Water
HV
Harbor View Apts
Referred by Janet Morse · Mold
+ 42 more accounts...
← Accounts·Johnson Residence
JR
Johnson Residence
4420 SE Morrison St · Portland, OR 97215 · Water Damage
Revenue
$11,200
Status
✓ Complete
Referred By
Mike Sullivan →
Homeowner
Tom Johnson
Insurance
Pacific Mutual
Completed
Sep 3, 2026
Crew
Crew 2
Files (3)
💧BEFORE
Johnson_Water_Before.jpg
✅AFTER
Johnson_Water_After.jpg
Activity
Job completed · Insurance claim filed
Sep 3 · $11,200 collected · Pacific Mutual
Job started · Before photos logged
Aug 28 · Crew 2 · Auto-attached via mobile
Estimate sent — signed same day
Aug 25 · $11,200 · Tom Johnson
Referral received from Mike Sullivan
Aug 20 · Auto-linked to partner record
Every dollar from this job is attributed to Mike Sullivan automatically. View his partner record →
Referral Partners
47 total
Filter ▾
+ New
Partner Name
Last Contact
Jobs YTD
Revenue
MS
Mike Sullivan ★
Plumber · Sullivan Plumbing
JM
Janet Morse
Property Mgr · Cascade Properties
DP
Dave Patel
Insurance Adj. · Pacific Mutual
CR
Carlos Rivera
Contractor · Rivera Build
+ 43 more partners...
← Partners·Mike Sullivan
MS
Mike Sullivan
Plumber · Sullivan Plumbing Co. · (503) 442-7890
⚠ 31 days since contact
Revenue YTD
$89,400
Jobs Referred
14
Rel. Score
72 ↓
Details
Jobs (14) ★
Files (6)
← Partners·Janet Morse
JM
Janet Morse
Property Manager · Cascade Properties · (503) 776-4201
● Healthy
Revenue YTD
$62,100
Jobs Referred
11
Rel. Score
88 ↑
Partner Type
Property Manager 🏢
Last Contact
14 days ago
Properties Managed
18
Avg Job Value
$5,645
✶ Agentforce Insight
Property manager partners like Janet drive mold jobs at 31% higher margin than other partner types. 7 of her 18 properties have had prior incidents — these are your highest-probability future referrals. Agentforce monitors them automatically.
Top Jobs from Janet
Open Estimates
47 total · $187K
Filter ▾
New
12
Sent
23
In Progress
12
⚠ Agentforce: 8 estimates overdue (72+ hrs, no response)
Eastside Commercial, Harbor View, Thompson Home +5 more – $64,200 at risk
AccountAmountStatus
Eastside Commercial
⚠ 72 hrs overdue · Mike Sullivan
Johnson Residence
✓ Signed same day → View account
Harbor View Apts
Sep 10 · Janet Morse
Thompson Residence
Oct 1 · Janet Morse
+ 43 more estimates · $154K remaining...
← Mike Sullivan·Email Auto-Log
Email Auto-Logged from Outlook
Jordan sent an email from Outlook. Salesforce captured it automatically and added it to Mike Sullivan's record. No manual entry. No copy-paste.
Activity Timeline — Mike Sullivan
📧 Email Sent via Outlook
Just now
To: mike@sullivanplumbing.com
Subject: Thanks for sending over the Johnson job
Subject: Thanks for sending over the Johnson job
Logged automatically via Salesforce Inbox ← Outlook extension
📞 Call Logged
Aug 12
Jordan — 6 min call. Confirmed 3 upcoming jobs.
How it works: Salesforce Inbox for Outlook
When Jordan sends an email from Outlook, the Salesforce browser extension detects the recipient, matches to Mike's record, and asks: "Log to Mike Sullivan?" One click. Done. Both Jordan's send and Mike's reply are captured.
See BDR accountability dashboard →
← Email Auto-Log·BDR Accountability
Jordan — This Week's Activity
Calls
11
Emails
8
Visits
5
Task Queue
Visit Mike Sullivan
Done
Email Dave Patel
Done
Follow up — Johnson homeowner
Due 3pm
Call Mike Sullivan — 31 days dark
Today →
See revenue forecast & correlations →
← BDR Dashboard·Revenue Reports
Forecast This Month
$48,200
Pipeline Value
$187K
Revenue by Job Type (This Quarter)
Water
$67K
Fire
$43K
Mold ★
$76K ↗
✶ Agentforce Correlation — click to explore
Property manager partners drive mold jobs at 31% higher margin. You have 12 property managers with 8+ week gaps. View Janet Morse →
★ Demo Complete
Partners, jobs, emails, accountability, revenue — all connected. See the full picture.
🖱️
× Salesforce
Interactive Desktop Demo
Try the Desktop Demo
Click through a real franchise owner's Salesforce day. Explore freely — the demo guides you back with live Agentforce alerts.
Click to Begin →
• 6 stops • 10 explorable views • Live Agentforce alerts
✦
× Salesforce
Now you know what
you're building toward.
you're building toward.
Here's what you just discovered.
Top Partner Revenue
$89,400
From one plumber. Auto-tracked.
Open Pipeline
$187K
47 estimates. All tracked.
Highest-Margin Lane
Mold
31% higher margin. Agentforce found it.
Manual Entry Eliminated
Zero
Calls, emails, visits log themselves.
"Doing the work records the work is really big for me. I don't want to pay somebody to tell me what they're doing. I want to pay them to do."
— Melissa W., PuroClean of Pacific NW
Corey & Eric are here — respond within the hour
↩ Keep exploring the demo
Mobile Demo
A referral partner relationship, organized in seconds — tap the phone to begin
👇
Step 1 of 7
Your whole day,
before you leave the house.
Agentforce tells you the one thing you must do first — so nothing lives in your head. Mike Sullivan hasn't been contacted in 31 days and 3 referrals are at risk.
👆
Tap Ask Agentforce to begin
"You don't have to hold stuff in your head. I want to pay them to do, not to tell me."
— Melissa W., PuroClean of Pacific NW
9:41
PuroClean NW
👆
Try the Mobile Demo
Tap anywhere to walk through a real franchise owner's day with Agentforce
Tap to Begin →
Home
Tuesday, Sep 15 · Pacific NW
Good morning, Melissa 👋
3 partner alerts · 2 estimates need follow-up
✦ Agentforce
Mike Sullivan — 31 days dark. 3 referrals at risk.
3
Tasks Today
2
Estimates
Overdue
Overdue
12
Partner
Activities
Activities
Ask Agentforce
What would you like to do?
Partners
Estimates
Jobs
Listening…
Agentforce Results
3 partners at risk right now
MS
Mike Sullivan
Plumber · $89,400 revenue · 31 days dark
HIGH RISK
Tap to open →
CR
Carlos Rivera
General Contractor · $31,200 · 19 days
MEDIUM RISK
TN
Tom Nguyen
HOA Manager · $18,900 · 22 days
LOW RISK
Mike Sullivan
Plumber · Sullivan Plumbing Co.
MS
Mike Sullivan
14 jobs referred · $89,400 revenue
Revenue YTD
$89,400
Rel. Score
72 / 100 ↓
★ Agentforce Insight
"Mike's referral rate drops after 3+ weeks without contact. You're at 31 days. Schedule a visit or call — same-week touchpoints restore referral volume."
3 Actions Logged
Mike Sullivan record updated
Activity Logged
Voice note saved to Mike Sullivan's record
3 Actions Completed
📋 Visit logged to Mike Sullivan
✅ Follow-up task created for Friday
🔄 Partner record updated
Partner Revenue
$89,400
Relationship
Protected ✓
✦ Agentforce Suggestion
Drafted from your voice note · 2 sec ago
To
Mike Sullivan <mike@sullivanplumbing.com>
Subject
Thanks — and introducing our mold team
Agentforce is drafting
Email Sent
Mike Sullivan · Sullivan Plumbing Co.
Activity logged automatically
Partner record updated · Relationship score ↑
★ Agentforce
Your partner dashboard just updated
New partner activity metrics are ready. Your forecast has been refreshed.
LIVE
Just nowAgentforce · Correlation Found
Mold from property managers = 31% higher margin · Tap to view
View →
Partners
Revenue
Total Partners
47
Revenue YTD
$227K
Top Partners by Revenue
Mike Sullivan
Plumber · 14 jobs
$89,400
Janet Morse
Property Mgr · 11 jobs
$62,100
Watching for signals...
Tap Revenue → to see the correlation Agentforce found
Forecast This Mo.
$48,200
Mold Margin
52% ★
Revenue by Job Type (this quarter)
Water
Fire
Mold ★
"Property manager partners drive mold jobs at 31% higher margin. You have 12 property managers with 8+ week gaps." — Agentforce
Next Alert
Watching for signals...
Salesforce — PuroClean Technology Partner
You get us — not a call center.
Send a message and you'll hear back from Corey or Eric directly. We'll set up a live 30-minute walkthrough built around your franchise, your partners, your numbers — not a canned pitch.
The people you'll actually talk to
Corey LaDow
Account Executive · PuroClean Lead
Available · responds same day
Message Corey directly →
Eric Dalton
Solutions Engineer · Built this demo
Available · deep-dive demo specialist
Message Eric directly →
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