01
Data before agentsData 360 first
- The rule
- The unified customer profile is standing before a single agent is built.
- Why
- An agent grounded in nothing is a demo.
Salesforce · Data 360 · Agentforce
One view of
every customer.
Your teams each hold a piece of the customer. We bring those pieces into one profile in Data 360, and only then put Agentforce to work on it, so the AI answers from your records instead of guessing.
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01
The challenge
Your customers see one company.
Your teams see five.
As businesses grow, customer information spreads across spreadsheets, inboxes and disconnected systems. Every team works from a different version of the truth, and customers feel it.
SalesAcme · ProspectLast touch: 41 days ago
ServiceACME Ltd3 open cases, 1 escalated
FinanceAcme Corp.Invoice 0381 overdue
Marketingacme.comUnsubscribed from newsletter
ERPACME-0042Order shipped Tuesday
Acme GroupCustomer 360
- Account
- Customer · renewal due in 12 days
- Service
- 3 open cases, 1 escalated
- Finance
- Invoice 0381 overdue
- Marketing
- Opted out of newsletter
- Orders
- Last order shipped Tuesday
Agentforce · suggested next stepResolve the escalation before the renewal call.
Data
Disconnected systems
Every system holds a piece of the customer.
ERP, billing, support and marketing each see part of the story, so no one can act on the whole relationship.
Adoption
A Salesforce org nobody loves
Licences paid for, features unused.
Over-customised or half-finished implementations leave teams working around the CRM instead of in it.
Visibility
No forecast you can trust
Leadership plans from spreadsheets that disagree.
Without one source of truth, pipeline, revenue and service levels are estimates rather than numbers.
02
What we deliver
Salesforce, done properly.
Connected end to end.
From the first roadmap to everyday support, we cover the full Salesforce lifecycle and nothing outside it. Step through it the way Salesforce users know best.
Stage 1 of 6
Salesforce strategy & roadmap
Org health checks, licence and architecture reviews, and a clear roadmap tied to business outcomes.
Stage 2 of 6
Implementation & customisation
Sales, Service, Experience and Marketing Cloud configured around your processes, with custom development where it adds value.
Stage 3 of 6
Integration & data in
Platform APIs, events and Data 360 connectors bringing order, billing and product data onto the record, so nothing is re-keyed and nothing drifts.
Stage 4 of 6
Agentforce
AI agents that qualify leads, resolve cases and assist your teams, grounded in Data 360 so they answer from your own records.
Stage 5 of 6
Data 360 & migration
One unified customer profile across your systems, with clean, de-duplicated data migrated from spreadsheets and legacy CRMs and validated before go-live.
Stage 6 of 6
Managed services
Admins, developers and architects on call for releases, enhancements, health monitoring and user support.
Guidance for success
- Org health check
- Licence and architecture review
- A roadmap tied to business outcomes
- Built around how you sell and serve
- Custom development only where it adds value
- Adoption designed in from day one
- API and event-based integration
- ERP, billing and product data into Data 360
- A contract published before anything is built
- Agents that qualify and follow up leads
- Agents that resolve routine cases
- Grounded in your data, not guesswork
- A unified profile across every system
- Cleansing, de-duplication and migration
- The data layer Agentforce needs to be reliable
- Releases and enhancements
- Org health monitoring
- Admin and user support
03
Our standard
What a good org
looks like.
We have a fixed view of what a Salesforce estate should be when we hand it back. These are the six things we hold to, on every engagement, whatever the scope.
02
One generation of automationFlow, in one place
- The rule
- Older Workflow Rules and Process Builder layers are retired, not stacked on.
- Why
- Nobody should guess the firing order.
03
Integration by contractPublished before built
- The rule
- The API contract is agreed and published before any flow is written.
- Why
- The next integration costs less than the last.
04
Licences you already ownChecked first
- The rule
- We audit what you are already paying for before proposing anything new.
- Why
- The feature is often already switched off.
05
Reports that agreeOne set of definitions
- The rule
- Pipeline, revenue and service levels mean the same thing in every dashboard.
- Why
- Leadership stops arguing about whose number is right.
06
Your admin can maintain itDocumented, handed over
- The rule
- Everything we leave behind is written down and your own team is trained on it.
- Why
- You keep the org, and the choice to change partner.
04
How we deliver
From health check
to everyday value.
- Stage 1
Assess
We review your org, data, processes and integrations, and agree what success looks like.
- Stage 2
Design
A target architecture and phased roadmap built around your customer journeys.
- Stage 3
Build & integrate
Configuration, development, integration and data migration, delivered in sprints.
- Stage 4
Launch & run
Training, adoption support and managed services that keep improving your org.
Fixed-scope delivery
A defined outcome, timeline and budget, from a new implementation to a single integration.
Best for a clear, defined goal.
Dedicated Salesforce squad
Admins, developers, architects and Data 360 specialists working as an extension of your team.
Best for an ongoing roadmap.
Managed services
Ongoing support, releases, health checks and enhancements, so your org keeps improving after launch.
Best for keeping momentum after launch.
Questions
What leaders ask us.
Why only Salesforce?
Depth. Our CRM practice covers Salesforce, Data 360 and Agentforce and nothing else, because the failures we get called in to fix sit at the seams between those products. Spreading across several ecosystems would cost us the knowledge that makes that work possible.
Can you fix an implementation that has stalled?
Yes. We start with an org health check, identify what is blocking adoption and value, and agree a recovery plan with clear priorities.
How do you connect Salesforce to our other systems?
With the platform’s own tools: APIs, platform events and Data 360 connectors. Each interface is agreed as a contract before it is built, so order, billing and product data lands on the record and stays consistent.
Can you help us adopt Agentforce?
Yes, and we will tell you honestly where you are in the queue for it. Agentforce reads from Data 360, so if your customer data is still spread across systems, that is the first piece of work rather than the agents. We identify the use cases with the clearest return, get the data layer right, then build agents that work safely inside your processes.
Can you migrate our existing data?
Yes. We clean, de-duplicate and migrate data from spreadsheets and legacy systems, and validate it with your team before go-live.
What happens after launch?
We offer managed services for ongoing support, releases and enhancements, or we hand over to your team with training and documentation.
Let's get more from
your Salesforce.
Tell us where you are today. A senior member of our team will come to the call with a clear view of what Salesforce could do next for your business.
30-minute strategy callSenior teamNo obligation