Custom development
Flow first, then Apex, Lightning components, and API work for the parts of the workflow Salesforce cannot configure.
Read moreSalesforce · Practical AI
Automation that moves the work. People who make the calls.
Salesforce ships more automation than most orgs turn on, and its AI features arrive faster than most teams can evaluate them. We put both to work on specific manual steps, with an owner, a log, and an off switch on every one.
When this is the right engagement
- Sellers spend the first hour of the day on research and data entry
- Automation ideas are stalled because nobody knows what is safe to turn on
- Einstein or Agentforce is licensed and nobody has a use for it yet
- Leadership wants an AI result this year and a defensible one
- A previous attempt produced a bot nobody trusts
What you get
- A prioritized list of manual steps worth automating, with the expected time back for each
- Flow automation for routing, enrichment, follow-up, and handoffs
- Einstein and Agentforce features configured where they earn their place
- Governance: owners, logs, review points, and the decisions that stay with a person
- Pre-call research, account briefs, and proposal drafts generated from approved sources
- A measurement against baseline so the result is real
How it runs
- 01
Find the manual steps
A short workshop with the people doing them.
- 02
Pick the ones worth it
Time back, risk if wrong, and how easily a person can check the result.
- 03
Build with governance
Owner, log, and off switch before anything goes live.
- 04
Roll out with the people who do the work
Office hours, not a memo.
- 05
Measure and expand
Against the baseline, then on to the next set.
Questions we get
Does this replace our RevOps team?
No. It removes the parts of their week that a machine should do, so the parts that need judgment get done. Every automation has a person who owns it.
Work and news
Notes from Salesforce engagements.
Case studies from Salesforce engagements are being prepared for publication. The record above is public in the meantime.
Start with the stuck point
What should Salesforce be doing that it isn’t?
Bring the workflow, handoff, or report that keeps resurfacing. We will tell you whether it is a Salesforce problem, a data problem, or a systems problem, and what to do about it.