Salesforce AI Services

Optimize sales, service, and marketing processes with our AI first Salesforce consulting services that transform customer journeys and accelerate revenue performance.

Our Platform-Level AI Capabilities

Einstein Agentforc
Einstein Trust Layer
Prompt Builder
Model Builder
Tableau Pulse
Einstein for Sales/Service/Marketing

Next-Gen Salesforce AI Services

From sales pipelines to customer journeys, our Salesforce AI services cover all aspects of it, striving to help you gain revenue, retention, and smarter decisions across teams.
Consultation

With our expert guidance, make Salesforce AI part of your digital transformation. From identifying key opportunities, assessing organizational readiness, and designing bespoke strategies that align predictive insights with core business objectives and maximize your Salesforce ROI

Configuration

The Einstein AI features are set depending on how teams behave, but not by default. Other organizations commence with prioritization of lead, while in some service automation is required first. We match the model setup, your current workflow, dashboards, and predictions to meet your requirements.

Implementation

Adoption is done in phases; Salesforce AI features are put through real use cases and users prior to larger scale implementation. This lessens resistance and assists the teams in experiencing positive results from the get-go.

Integration

Set up Einstein AI with CRM, ERP, and other essential external systems without a hassle. Our Salesforce AI services enable you to develop a data intelligence ecosystem, which supports real-time insights, automation and provides you with a comprehensive business value on platforms.

Feature Enablement

Utilize core capabilities of Einstein AI-routing such as case routing, recommendations and scoring through on-the-job instructions. With our proactive adoption of support and training, you can confidently use Salesforce AI tools to enhance operational efficiency, outcomes, and customerengagement.

Customization

Configure both Einstein AI models and analytics dashboards in a way that it meets business requirements without breaking already set flow. address specific business needs. Adapt to predictions, workflows, and use cases, ensuring flexible solutions are developed based on the need to support broader experimentation.

Accelerate deal cycles and retention by embedding Salesforce-powered insights directly into your workflows, partner with us to make growth tangible & predictable.

Full-Spectrum Salesforce Einstein AI Services

Drive smarter sales, stronger conversion, and build lasting customer connections with our comprehensive Salesforce AI services for businesses across industries.
Sales Cloud AI Services

Boost sales performance through AI-powered lead scoring, opportunity insights, and pipeline forecasting. This enables sales departments to know what leads and opportunities to follow. Predictive signals and insights of opportunities minimize the guesswork, particularly managers who are managing large pipelines.

Service Cloud AI Services

Enhance customer service using AI robots, automated case assignments, and sentiment analysis. The campaigns are more responsive and lead to low service expenses with high satisfaction scores. Empower the agents to address the timely issues as routine tasks are automated for enhanced customer experiences and effective engagement.

Marketing Cloud AI Services

Customize campaigns using AI based segmentation, orchestration of journeys, and recommendations. You can also increase engagement and conversions by delivering the right message at the right time. This leads to you making most of your marketing funds with data that assists teams in reaching audiences more precisely and delivering better ROI.

Data Cloud Services

Centralize customer data systems to create real-time 360° profiles; this leads to accurate identity discovery, reconciliation, and rich decisions to drive smarter decision making. Our data-driven solutions enable businesses to identify resolution faster, offer accurate reporting, and facilitate personalization of Salesforce clouds.

Agentforce AI Services

Use AI for sales, service, and operations agents to boost operations, and enhance interaction with customers. Our Salesforce consulting services follow all the relevant governance, security, and compliance standards. Deliver business value to your end-users without compromising compliance and transparency.

CRM Analytics Services

CRM analytics offers contextual analytics in Salesforce. Teams do not have to use external reporting tools or time-consuming data to export to review trends, risks and performance, and help you identify trends, and optimize strategies for intelligent recommendations and efficiency.

Our 6-Step Salesforce AI Implementation Process

Consultation & Solution Desig
1

Consultation & Solution Desig

Understand business goals, tech constraints then architect the AI solution.

Consultation & Solution Desig
2

Data Preparation & Planning

Using secure, efficient data management for data-readiness, outline rollout strategy.

Consultation & Solution Desig
3

Einstein AI Configuration

Set up role-based workflow models and features with specialized, always-on support.

Consultation & Solution Desig
4

Testing & Training

Using both QA and testing to validate performance and offer training for adoption.

Consultation & Solution Desig
5

Deployment & Change Management

Implement stages and facilitate smooth internal transition.

Consultation & Solution Desig
6

Ongoing Support & Iteration

Check performance, collect feedback, and optimize systems as it progresses.

Why Choose Our Next-Gen Salesforce AI Services

Trusted Salesforce AI Expertise

Possess over 20+ years of combined enterprise Salesforce and bring in value to both your business and its end users.

Salesforce AI Solutions That Fit

Design systems and solutions to interact with your existing Salesforce environment and integration environment.

Cross-Industry Expertise

Backing organizations across healthcare, financial services, energy, retail and digital commerce with scalable, result, driven and secured AI solutions.

Embed Salesforce AI into Operations

Implement Salesforce AI within operations in a smooth manner with minimal disturbance to pre-existing workflows and processes.

Ensure Secure, Compliant Salesforce AI Solutions

As leading Salesforce consultants, effective compliance, and other regulatory needs of data are taken into consideration.

End-to-End Salesforce AI Support

Full Salesforce AI consulting, including strategy, implementation and support to get you adoption at scale and transformation success from day one.

Industry Verticals Our Gen AI Consulting Brings Value To

Salesforce AI enables healthcare organizations to unify patient data, streamline care coordination, and deliver personalized engagement across the care journey. By applying AI within Salesforce Health Cloud and Service Cloud, providers can improve response times, visibility, and patient outcomes while reducing administrative workload.

Our Salesforce AI services help healthcare organizations operationalize intelligence securely and at scale. We design AI-driven workflows that support care teams, enhance patient engagement, and maintain compliance across regulated healthcare environments.

  • AI-assisted clinical documentation within care workflows
  • CRM-informed patient outreach.
  • Test and analyze synthetic data.
  • Advanced insights to assist patient treatment and care choices.
  • Ongoing Monitoring & Optimization

Salesforce AI helps energy and utility providers move from reactive service models to predictive, data-driven operations. By embedding AI into Salesforce Service Cloud and Analytics, organizations gain better visibility into customer issues, asset performance, and service demand.

Our Salesforce AI consulting services enable energy companies to scale intelligent automation across customer service, operations, and sustainability initiatives. We ensure AI adoption supports regulatory requirements while improving efficiency and customer experience.

  • Predictive Service Case Routing & Resolution
  • AI-Driven Asset & Outage Insights
  • Automated Regulatory & Compliance Reporting
  • Intelligent Customer Usage & Demand Insights
  • Continuous AI Performance Monitoring

Salesforce AI accelerates innovation across life sciences by connecting clinical, research, and commercial teams on a unified CRM platform. AI-driven insights help organizations manage complex data, improve collaboration, and speed up decision-making across the product lifecycle.

Our Salesforce AI services support pharmaceutical and biotech companies across clinical operations, medical affairs, and patient engagement. We ensure AI solutions are scalable, governed, and aligned with industry regulations and data integrity standards.

  • AI-Assisted Clinical & Medical Content Generation
  • Intelligent Trial & Investigator Insights
  • Automated Research & Knowledge Summaries
  • Predictive Engagement for HCPs & Patients
  • AI Governance & Optimization

Salesforce AI enables BFSI organizations to deliver personalized, compliant, and data-driven customer experiences across sales and service channels. AI-powered insights help financial institutions improve risk visibility, customer engagement, and operational efficiency.

Our Salesforce AI consulting services help banks, insurers, and financial service providers embed intelligence into CRM workflows while maintaining trust and compliance. From advisory enablement to regulatory automation, we design AI solutions built for scale and auditability.

  • AI-Powered Customer & Risk Insights
  • Intelligent Financial Advisory Recommendations
  • Automated Compliance & Audit Narratives
  • Fraud & Anomaly Detection Signals
  • Continuous AI Monitoring & Controls

Salesforce AI empowers retailers to personalize customer journeys, optimize operations, and improve engagement across online and offline touchpoints. By leveraging AI within Salesforce Commerce Cloud and Marketing Cloud, retailers gain real-time insights into customer behavior and demand patterns.

Our Salesforce AI services help retail brands connect marketing, commerce, and service data into intelligent, outcome-driven experiences. From personalization to inventory intelligence, we ensure AI delivers measurable business impact.

  • Personalized Customer Journeys & Offers
  • AI-Driven Demand & Sales Insights
  • Intelligent Customer Service Automation
  • Predictive Inventory & Fulfillment Signals
  • AI Optimization & Performance Tracking

Salesforce AI helps ecommerce businesses convert customer and transaction data into predictive insights that drive growth and retention. AI-powered automation enhances personalization, pricing strategies, and customer trust across the ecommerce lifecycle.

Through Salesforce AI services, we enable ecommerce platforms to scale faster while staying competitive. Our solutions improve decision-making across marketing, sales, service, and partner operations using intelligent CRM-driven insights.

  • AI-Powered Product & Recommendation Insights
  • Automated Customer Review & Feedback Summaries
  • Intelligent Seller & Partner Enablement
  • Dynamic Pricing & Revenue Optimization
  • Ongoing AI Monitoring & Enhancements

Salesforce AI enables healthcare organizations to unify patient data, streamline care coordination, and deliver personalized engagement across the care journey. By applying AI within Salesforce Health Cloud and Service Cloud, providers can improve response times, visibility, and patient outcomes while reducing administrative workload.

Our Salesforce AI services help healthcare organizations operationalize intelligence securely and at scale. We design AI-driven workflows that support care teams, enhance patient engagement, and maintain compliance across regulated healthcare environments.

  • AI-assisted clinical documentation within care workflows
  • CRM-informed patient outreach.
  • Test and analyze synthetic data.
  • Advanced insights to assist patient treatment and care choices.
  • Ongoing Monitoring & Optimization

Salesforce AI helps energy and utility providers move from reactive service models to predictive, data-driven operations. By embedding AI into Salesforce Service Cloud and Analytics, organizations gain better visibility into customer issues, asset performance, and service demand.

Our Salesforce AI consulting services enable energy companies to scale intelligent automation across customer service, operations, and sustainability initiatives. We ensure AI adoption supports regulatory requirements while improving efficiency and customer experience.

  • Predictive Service Case Routing & Resolution
  • AI-Driven Asset & Outage Insights
  • Automated Regulatory & Compliance Reporting
  • Intelligent Customer Usage & Demand Insights
  • Continuous AI Performance Monitoring

Salesforce AI accelerates innovation across life sciences by connecting clinical, research, and commercial teams on a unified CRM platform. AI-driven insights help organizations manage complex data, improve collaboration, and speed up decision-making across the product lifecycle.

Our Salesforce AI services support pharmaceutical and biotech companies across clinical operations, medical affairs, and patient engagement. We ensure AI solutions are scalable, governed, and aligned with industry regulations and data integrity standards.

  • AI-Assisted Clinical & Medical Content Generation
  • Intelligent Trial & Investigator Insights
  • Automated Research & Knowledge Summaries
  • Predictive Engagement for HCPs & Patients
  • AI Governance & Optimization

Salesforce AI enables BFSI organizations to deliver personalized, compliant, and data-driven customer experiences across sales and service channels. AI-powered insights help financial institutions improve risk visibility, customer engagement, and operational efficiency.

Our Salesforce AI consulting services help banks, insurers, and financial service providers embed intelligence into CRM workflows while maintaining trust and compliance. From advisory enablement to regulatory automation, we design AI solutions built for scale and auditability.

  • AI-Powered Customer & Risk Insights
  • Intelligent Financial Advisory Recommendations
  • Automated Compliance & Audit Narratives
  • Fraud & Anomaly Detection Signals
  • Continuous AI Monitoring & Controls

Salesforce AI empowers retailers to personalize customer journeys, optimize operations, and improve engagement across online and offline touchpoints. By leveraging AI within Salesforce Commerce Cloud and Marketing Cloud, retailers gain real-time insights into customer behavior and demand patterns.

Our Salesforce AI services help retail brands connect marketing, commerce, and service data into intelligent, outcome-driven experiences. From personalization to inventory intelligence, we ensure AI delivers measurable business impact.

  • Personalized Customer Journeys & Offers
  • AI-Driven Demand & Sales Insights
  • Intelligent Customer Service Automation
  • Predictive Inventory & Fulfillment Signals
  • AI Optimization & Performance Tracking

Salesforce AI helps ecommerce businesses convert customer and transaction data into predictive insights that drive growth and retention. AI-powered automation enhances personalization, pricing strategies, and customer trust across the ecommerce lifecycle.

Through Salesforce AI services, we enable ecommerce platforms to scale faster while staying competitive. Our solutions improve decision-making across marketing, sales, service, and partner operations using intelligent CRM-driven insights.

  • AI-Powered Product & Recommendation Insights
  • Automated Customer Review & Feedback Summaries
  • Intelligent Seller & Partner Enablement
  • Dynamic Pricing & Revenue Optimization
  • Ongoing AI Monitoring & Enhancements
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Delighted Clients

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