Services

Salesforce and AI implementation services for teams with real operational drag.

We help teams automate Salesforce work, connect AI to business processes, clean up messy handoffs, and build systems that actually get adopted.

Salesforce automation

Salesforce Automation Sprints

Focused builds for teams that know Salesforce should be doing more of the operational work. We clean up the process, build the automation, and leave the system easier to run.

Flow automation and approval paths
Apex triggers, classes, and test coverage
Lead, case, opportunity, and task routing
Dashboards, reports, and data quality cleanup
Permissions, validation rules, and admin handoff
Integrations with core operating tools
Fewer manual updatesCleaner Salesforce UXFaster handoffs
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Salesforce dashboard automation

Practical AI

AI Workflow Builds

AI systems connected to real work: sales follow-up, service summaries, internal knowledge, document generation, enrichment, and routing. Claude, ChatGPT, Agentforce, or custom LLM integrations where they make sense.

Claude and OpenAI API integrations
Agentforce implementation support
Salesforce-connected AI assistants
RAG over approved docs and knowledge bases
Prompt flows with human review
Monitoring, guardrails, and handoff docs
Less repetitive writingBetter context for repsAI inside the workflow
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OpenAIAnthropicSalesforce

Input

Call notes, lead records, cases, documents

AI step

Summarize, classify, draft, enrich, recommend

Salesforce update

Task, field update, alert, report, next action

Assessment

Salesforce + AI Audit

A clear read on where your org is slowing the team down, what can be automated, and which AI ideas are worth building first. The output is a prioritized roadmap, not a vague strategy deck.

Org health and metadata review
Workflow interviews and friction mapping
Integration and data quality assessment
AI opportunity scoring
Risk, security, and adoption considerations
Prioritized implementation plan
Clear next stepsRisk-aware AI planBuild sequence
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Audit output

NowWhere the org and workflow are slowing the team down
NextQuick automation wins and AI use cases worth testing
LaterArchitecture changes, governance, and larger builds

Ongoing support

Fractional Salesforce + AI Expert

Senior Salesforce and AI implementation support without a full-time hire. Useful for teams that need technical ownership, backlog execution, and practical guidance across Salesforce and automation.

Salesforce admin and development support
Architecture and implementation guidance
Backlog grooming and delivery cadence
AI use case evaluation and build support
Integration troubleshooting
Documentation and knowledge transfer
Senior ownershipFlexible capacityNo recruiting cycle
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Weekly operating rhythm

01

Prioritize

02

Build

03

Review

04

Document

Connected systems

Salesforce is usually the center. The value comes from connecting the whole workflow.

We integrate Salesforce with AI models, collaboration tools, billing, documents, support systems, data tools, and the custom APIs your business already depends on.

Salesforce

Salesforce

OpenAI

OpenAI

Anthropic

Anthropic

Slack

Slack

DocuSign

DocuSign

Stripe

Stripe

Not sure which service fits?

Bring the process, bottleneck, or AI idea. We can map the best path in a short call.

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