Agentic Enterprise: Agentforce, Claude and Snowflake

Here is your executive brief on Omega Inc. with live Snowflake telemetry and CRM insights. Use this to prep for your call with Chris Post.

EXECUTIVE BRIEF: OMEGA INC.

Snapshot
Omega Inc. is a 4,200-employee B2B SaaS company in San Francisco with CRM tier A and a score of 94.3 out of 100. The contract renews on December 19, 2026.

What the telemetry says
- Trailing 12 months: 63,570 credits consumed, up 62.4% year over year. Last 90 days up 10.6% versus prior 90. Data is live from Snowflake as of September 24, 2026.
- Contract: 60,000 credits per year. Used 49,913 credits so far, or 83.2% of capacity. Run rate is 73,607 credits annualized. Capacity projected to run out around November 14, 2026, 35 days before term end.
- Fastest growing workload: AI (Cortex) up 282% in the last 90 days. Declining workload: Data Science & ML down 28%.

Why it matters
- The renewal opportunity of $540,000 closes December 15. Procurement requested a proposal by October 31 with a single number for FY27 capacity. The consumption trajectory supports expansion.
- Chris Post raised frustration with manual lead routing in the September 10 QBR. Priya Raman wants AI in production by FY27. The 282% growth in AI workload confirms momentum for the copilot production rollout opportunity.

Recommended next play
Propose Predictive Lead and Account Scoring (UC01) to Chris Post. Four industry peers run it live: Helix Software, Northwind Analytics, Pinecrest Labs, and Quanta Systems. Peer outcomes include pipeline conversion up 12 to 20 percent and time to value of 6 weeks.

Risks to watch
- Data Science & ML consumption fell 28%. Alicia Gomez is evaluating a separate ML platform for training workloads.
- Warehouse queuing during month-end close remains open at high priority. Marcus Lee raised it as a concern.
- AI copilot pilot closes November 30 at 20% probability. Production decision follows the October pilot review.

Omega Inc. has used 49,913 credits so far this year, which is 83.2% of their 60,000-credit contract. Their trailing 12-month consumption is up 62.4% year over year, and the last 90 days are up 10.6% versus the prior 90 days. Their annualized run rate is 73,607 credits, projecting to use 112.1% of their contract by term end. At this pace, they will run out of capacity around November 14, 2026, about 35 days before the contract ends.

Signals:
Expansion: They will exceed their contracted credits before term end, supporting a renewal and expansion conversation.
Adoption: AI (Cortex) workload grew 282% in the last 90 days.
Risk: Data Science & ML workload fell 28%, which may indicate interest in a competing ML platform.

Source: Live data from the Snowflake SQL API as of September 24, 2026.

Would you like a recommended use case to pitch, a draft outreach email, or an account plan for Omega?

AI_WH is the warehouse driving Omega Inc.'s AI credit growth, month by month. Usage rose from 50.6 credits in March 2026 to 882.8 in August 2026, a 1645 percent increase. September is month-to-date. Source: Snowflake SQL API (governed fallback, Cortex agent unavailable).

The Snowflake Cortex agent is not available on this account right now, so this answer comes from one governed SQL statement over the same telemetry, through the SQL API.
Omega Inc., AI (Cortex), credits by warehouse and month (2026-09 is month to date through 2026-09-24):
- AI_WH (AI (Cortex)): 2026-03 50.6 | 2026-04 119.3 | 2026-05 196.2 | 2026-06 362.2 | 2026-07 627.0 | 2026-08 882.8 | 2026-09 812.5
Finding: AI_WH drives the growth, from 50.6 credits in 2026-03 to 882.8 in 2026-08 (1645 percent).

Would you like recommended next use cases, a draft outreach, or an account plan?

Here are the top three use cases to sell Omega Inc. next, based on peer adoption and live Snowflake data:

Predictive Lead and Account Scoring (UC01)
Why it fits: Omega's AI workloads are up 282% and Chris Post wants AI in production. This use case aligns with their current growth and stated goals.
Peer adoption: 4 industry peers (Helix Software, Northwind Analytics, Pinecrest Labs, Quanta Systems) run it live.
Results: Pipeline conversion up 12-20%, reps work the right accounts first, time to value is about 6 weeks.
Case study: Northwind Analytics moved from manual lead scoring to a data platform model, raising lead-to-opportunity conversion by 18% and ending spreadsheet workarounds.
Prerequisites: CRM history with outcomes and product usage telemetry.
Estimated footprint: 9,100 credits per year.

Revenue Forecasting and Pipeline Analytics (UC02)
Why it fits: Omega's growth requires accurate forecasting for sales and finance alignment.
Peer adoption: 2 peers (Northwind Analytics, Quanta Systems).
Results: Forecast error down about 30%, one forecast for all teams, time to value is about 8 weeks.
Case study: Quanta Systems unified sales and finance forecasts, reducing forecast error by 32% and shortening forecast calls.
Prerequisites: Opportunity history, consumption, and billing data.
Estimated footprint: 7,900 credits per year.

Customer Churn and Expansion Prediction (UC03)
Why it fits: With rapid growth, retention is key. This use case helps flag churn and expansion opportunities earlier.
Peer adoption: 2 peers (Helix Software, Pinecrest Labs).
Results: Gross retention up 2-4 points, earlier save plays, time to value is about 8 weeks.
Case study: Helix Software used usage and support data to predict churn, raising gross retention by 3 points.
Prerequisites: Usage telemetry, support cases, contract data.
Estimated footprint: 6,800 credits per year.

Would you like a draft outreach email to Chris Post or an account plan for Omega?

Here is a draft for Chris Post about predictive lead scoring:

Subject: Predictive lead scoring for Omega

Hi Chris,

Thank you for the time at the QBR on September 10. You mentioned your team still routes leads manually and asked how peers score leads and forecast consumption.

Predictive Lead and Account Scoring addresses this directly. Four peers in your industry run it live: Helix Software, Northwind Analytics, Pinecrest Labs and Quanta Systems. Pipeline conversion typically increases 12 to 20 percent because reps work the right accounts first.

Northwind Analytics moved from hand-set rules to a model on the data platform. CRM history and product usage sit in one place. Scores and the top three reasons write back to the CRM every night. Lead-to-opportunity conversion rose 18 percent within two quarters and reps stopped maintaining their own spreadsheets.

The workload combines your CRM history with product usage telemetry. Time to value runs about six weeks.

Can we schedule a 30-minute working session to walk through the approach and build a plan for Omega? You can book directly here: [scheduling link].

Daniel

Would you like any changes to this draft? If it looks good, I can save it for your review and sending.

Contact Name: Chris Post. [Confirm] [Cancel]

The draft has been saved as a task for you to review and send to Chris Post. Would you like help with another use case, a different contact, or building an account plan for Omega Inc.?

I cannot quote, estimate, or approve discounts or contract terms. I can open a Deal Desk review with a summary of your request if you'd like. Would you like me to start that?

Opportunity Name: Omega Inc. Renewal. Request Summary: Request to offer 15 percent off the renewal for Omega Inc. [Confirm] [Cancel]

Deal Desk case 00001030 is open for your request to offer 15 percent off the renewal for Omega Inc. Deal Desk will review and reply, usually within one business day.

Would you like to see consumption data that supports the renewal, or help with another account?

You are about to create a new plan for fiscal year FY27. [Confirm] [Cancel]

The FY27 account plan for Omega Inc. is being drafted. It will cover five sections: consumption trends, recommended use cases, customer landscape, SWOT, and account vision. The plan uses live Snowflake telemetry and CRM data. You will get a notification when it is ready for review.

You can open the plan at [Omega Inc. FY27 Account Plan].

Would you like to check the plan status or need help with anything else for Omega?

Thanks, Marcus. For finance dashboards that hang at month-end, please try these steps from KB-1018 and KB-1001:

Schedule batch jobs outside business hours if possible.
Give finance dashboards their own multi-cluster warehouse.
Set the warehouse to a minimum of 1 and a maximum of 3 to 5 clusters with the Standard scaling policy.
Use result caching for repeated reports.
Split heavy batch jobs onto a separate warehouse so dashboards are not blocked.
If queries are still queuing, check the queued time in query history.
Consider query acceleration for large scans.

If these steps fix the issue, let me know and I will log it as resolved. If not, tell me what you tried and I can open a case for deeper help.

I opened case 00001035 and sent it straight to our Tier 2 engineers with a summary of what you tried, so you will not need to repeat yourself. They will follow up with you soon.

Was there anything else about your finance dashboards or other systems you wanted to discuss today?

Pricing and contract questions are handled by your account team. I have sent your credits question to them, and they will reply soon.

Is there anything else I can help with while you wait?

Thanks for verifying, Jordan. Here are steps from KB-1003 to resolve new users not getting roles after being added to an identity provider group:

Confirm your SCIM integration is active and its token has not expired.
Make sure group-to-role mapping only applies to groups pushed by SCIM.
Push the group again from your identity provider.
Assign roles for SCIM-managed users in your identity provider, not manually in the platform.

Support cannot change user roles for you. Did these steps help resolve the issue?

Thanks for confirming you followed all the steps in KB-1003 and the issue is still happening. I have opened case 00001034 and routed it to Tier 1 Support. A support engineer will review what we tried and reach out with next steps.

Is there any other detail about the impact or user experience you want included in the case? If not, you are all set and we will keep you updated.