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Salesforce & AI Consulting

Transform Customer Relationships with Salesforce & AI

End-to-end CRM consulting, AI automation, and custom development — built to accelerate your revenue growth and operational efficiency.

✦ AI Agent active — 12 leads qualified
CRM Dashboard · Live
Q2 Sales Performance
$2.4M
Pipeline
87%
Accuracy
142
Opps
Lead Conversion+35%
Automation92%
Satisfaction4.9/5
Qualifying EngineAgentforce Console
⚡ Lead: James Carter (CEO, TechCorp)
✔ Deployment complete
10+
Salesforce Experts
2+
Years Experience
98%
Client Retention
5★
Clutch Rating
Core Implementation Focus
Sales CloudService CloudMarketing CloudAgentforce & AI
How We Work

From discovery to ROI in weeks

1

Discovery

Understand goals, pain points, and systems

2

Strategy

Architect the ideal solution and roadmap

3

Build

Agile sprints with weekly demos

4

Training

Hands-on enablement for full adoption

5

Support

Ongoing managed services & optimisation

Case Studies

Real results for real clients

Measured impact across industries — from SMEs to enterprises.

️ Manufacturing

Unified sales pipeline across 6 offices

Sales Cloud + Einstein dashboards enabling real-time forecasting across all territories.

+35% Lead Conversion
Healthcare

Patient engagement automation

Automated reminders and care plan tracking with full HIPAA compliance.

-40% No-Show Rate
Financial Services

AI-powered lead scoring

Einstein AI integrated with Marketing Cloud to prioritise high-value prospects at scale.

+52% Qualified Leads
✨ New Product

Meet Buildoc — your AI Business Analyst

Generate polished BRDs, user stories, and test plans 5× faster using AI — integrated directly with Salesforce.

  • AI-powered document templates (BRDs, user stories, test plans)
  • Native Salesforce & ERP integration
  • Collaborative editing with versioning
  • Customisable branding and output formats
Buildoc Workspace
Workspace Live
CRM SCHEMAAI COREOUTPUTS
ProjectSales Cloud Phase 2
Document TypeBusiness Requirements Document
✦ Simulated AI Preview
Sales Cloud Phase 2 BRDREADY TO EXPORT
1.0 Executive Summary: The Sales Cloud Phase 2 initiative aims to extend CRM capabilities to the Finance team, automating billing workflows and standardising payment pipelines...

Ready to transform your CRM?

Schedule a free 45-minute consultation with a Salesforce expert. No commitment, just clarity.