Transform Salesforce into a connected engine for customer growth

Use AppExchange for standard problems (doesn’t require custom business logic). Build custom for differentiating workflows (your unique pricing, order management, or customer processes). We evaluate the trade-off: AppExchange = faster but rigid; custom = slower but fits your operating model perfectly. We recommend a hybrid: heavy AppExchange for commodity functions (document management, approval routing), custom Apex/LWC for your competitive edge.

We don’t do hand-offs that leave you stranded. Typical model: (1) Delivery engagement (design + build + go-live), (2) optimization period (3–6 months post-launch: adoption tracking, governance effectiveness, course correction), (3) transition to internal operations (you own day-to-day; we’re available for expansion/escalations). By month 6, you run it. By month 12–18, you expand to new use cases using the patterns we established.

Metrics vary by use case:

Sales: Pipeline velocity ↑15–25%, win rate ↑5–10%, sales cycle ↓10–20%

Service: Case resolution time ↓20–30%, first-contact resolution ↑10–15%, customer satisfaction ↑5 pts

Customer Success: Churn reduction ↓3–5% (huge $ impact), renewal rate ↑10–15%, NRR improvement ↑5–10%

Marketing: Lead-to-customer cycle ↓15–25%, campaign ROI ↑20–30%, lead quality ↑ (lower CAC)

Agentforce Agents: Case deflection ↑30–40%, operational cost savings ↑15–25%

Start with one high-impact, low-complexity use case (billing FAQ deflection, lead qualification, case summarization). Define success upfront—how much time saved? What’s baseline vs. target resolution time? Then build the agent’s guardrails and test with real workflows. Once it’s proven, expand to use case #2. We help you identify which use case wins credibility, design the agent, set up governance, and measure impact.

Data 360 is optimal for Agentforce—agents get real-time access to unified customer data with built-in governance (Einstein Trust Layer). But you can connect external warehouses via APIs if you have them. Choice depends on your data stack (do you have a modern warehouse? Is it already unified?) and agent complexity (simple agents with warehoused data are fine; complex agents with unstructured data need Data 360’s architecture). We evaluate your stack and recommend the best fit.

Most organizations pay for more Salesforce features and clouds than they actively use. We audit your current state: which features/clouds drive actual value, where adoption is weak, what’s causing underutilization (complexity, poor training, misaligned workflows). Then we identify the “80/20”: the 20% of features delivering 80% of value. Our teams design a focused adoption roadmap that drives impact without feature sprawl. The result is higher license utilization, faster user adoption, lower training costs, better Salesforce ROI.