Scoped delivery phases that turn your roadmap into results: clean-up, redesign, integration, Data 360 and Agentforce adoption. You always know what's being built, what it costs and when it's done.
One accountable team handles design, build, training and support. Here's what the engagement covers.
Mid-market and enterprise teams that know what needs fixing (often after an Assess engagement) and need senior, accountable delivery without a large SI's overhead.
We start with an AI readiness assessment and pick two or three high-value use cases, such as case summarization, lead qualification or renewal risk. We fix the data and permissions they rely on, then deploy Agentforce with guardrails and success metrics. Our Data Science practice adds custom forecasting and propensity models where out-of-the-box AI falls short.
After the transformation, a Fractional CRM Director keeps governance, releases and adoption from drifting back.
Book a free discovery call and we'll scope your first phase.