Agentforce, GPTfy, RightRev, and custom AI solutions — deployed where they reduce cycle time in quoting, approvals, billing, service, and revenue recognition. Not AI as a feature demo. AI on sound architecture.
AI is worthless without clean revenue architecture underneath. Most companies rush to deploy Agentforce or AI automation on top of fragmented data, conflicting pricing rules, and broken handoffs. The AI works — it just automates the wrong things faster. We build the architecture first, then layer AI where it actually reduces cycle time.
This isn't a philosophical stance. It's what we've seen happen at enterprise after enterprise. The companies that get value from AI in revenue operations are the ones that fixed their data model and process governance first.
AI agents that generate quotes from historical deal patterns, pre-populate pricing based on customer segment, and flag deals that need non-standard approval.
Intelligent routing that accelerates standard deals and escalates edge cases — reducing the 3-day approval queue to minutes for 80% of deals.
Extract terms, obligations, and compliance flags from contracts. Auto-compare against standard terms. Flag deviations before legal review.
Catch invoice mismatches, usage overages, and payment anomalies before they reach Finance. Route to the right team with context.
AI-driven lead scoring based on firmographic data, engagement patterns, and deal history — not just demographic rules.
Automated ASC 606 allocation and compliance checks via RightRev, eliminating quarterly manual reconciliation.
Salesforce's AI agent platform. We deploy Agentforce agents for sales (guided selling, quote assistance), service (case routing, knowledge retrieval, self-service), and revenue operations (approval automation, deal desk support). Every agent is built on your actual data model and business rules — not generic prompts.
Enterprise AI natively inside Salesforce. GPTfy connects large language models to your Salesforce data for contract summarization, email drafting, opportunity insights, and field auto-population — with data governance controls that keep sensitive information within your org boundaries.
Automated revenue recognition for ASC 606 compliance. RightRev replaces the quarterly spreadsheet exercise with continuous, rules-based revenue allocation across multi-element arrangements. Integrates natively with Salesforce and your ERP.
Not everything fits inside the Salesforce ecosystem. We build bespoke AI applications for pricing optimization, demand forecasting, churn prediction, and workflow automation using the models and infrastructure that make sense for your specific use case.
Migrated legacy chatbot to Enhanced Einstein Bot with self-service flows. Significant improvement in NLP accuracy, drastically fewer misrouted conversations, reduced chat volume via automated resolution.
See all case studies →No. While Agentforce and GPTfy are Salesforce-native, we also deploy RightRev (revenue recognition), custom AI models, and integrations with external AI platforms. We go where the workflow is.
After. AI on bad data produces confident wrong answers. We typically recommend a data quality and architecture phase before deploying AI agents — or we do both in parallel with the architecture leading.