Sales and service
Sales and service processes on the standard model, with Flow automations, security and licenses matched to real usage.
- Sales Cloud
- Service Cloud
Salesforce
Salesforce your team understands, uses and can keep evolving.
We implement, fix and connect Salesforce with technical judgment, adoption and documented decisions. We start with what your operation needs, not by selling you more technology.
The problem we solve
Half-finished implementations, idle licenses, processes forced onto a product that was not the right fit, point-to-point integrations nobody maintains and AI pilots that never reach operation because the data is not ready.
Who it is for
- You are about to implement Salesforce and want to start from the right standard model.
- You have an org with technical debt, forced processes or unused licenses.
- You already use Salesforce and want to validate Agentforce with a focused case.
- You need to connect Salesforce with your ERP and core systems without point-to-point integrations.
- You need a second opinion before extending or redoing what you already built.
How we do it
- 01
Understand
In a new implementation, we start from the standard model that fits. In an existing org, we take a real inventory of what is there. Before talking about agents, we check whether your data, permissions and processes allow it.
- 02
Build or fix
We deliver in short phases, remove technical debt and rebuild on that same model, with acceptance criteria agreed up front. Integrations are designed as APIs with a contract, not as point-to-point connections.
- 03
Hand over and transfer
We train your team on your own platform and leave every decision documented in writing.
What you are left with
- A platform your team understands, documented, with every decision explained in writing.
- Functional configuration, priority processes and agreed acceptance criteria.
- Evidence and a recommendation to scale, adjust or stop each Agentforce use case.
- Sources, quality, identity and activations defined for your case, when Data Cloud is configured.
- Documented MuleSoft integrations: a contract, an owner and monitoring for every API.
- Training on your own platform and a documented handover, with professional services, licenses and consumption kept separate.
What we cover in Salesforce
Organized by what your operation needs. Each area can be engaged on its own, and all of them follow the same method.
Portals and extended operations
Portals for customers, partners and distributors, and field service operations connected to the rest of the platform.
- Experience Cloud
- Field Service
Revenue and commerce
Quoting, contracts and billing, and digital commerce, when the process goes beyond the sales opportunity.
- Revenue Cloud
- Commerce Cloud
Data and agents
Customer data unified in Data Cloud and Agentforce agents with bounded actions, oversight from the design stage and evidence before scaling.
- Data Cloud
- Agentforce
Integration
API-led integration with MuleSoft Anypoint Platform, or the alternative that fits the case: every integration with an explicit contract, an owner, monitoring and alerts someone attends to.
- MuleSoft
- APIs
- ERP
- Legacy systems
Industry
We start from your sector's data model instead of reinventing it, and plan the migration in phases when the current org was custom-built.
- Financial Services Cloud
- Health Cloud
- Manufacturing Cloud
- Automotive Cloud
Platform health and evolution
Diagnostic, rescue, architecture, adoption and support, with a decision log your team can consult.
- Diagnostic
- Rescue
- Architecture
- Adoption
- Support
Start with a first phase
Three QuickStarts with written scope, requirements and acceptance criteria. If your case does not fit, we propose a diagnostic or a phased project.
Sales Cloud
Sales Cloud QuickStart
Organize a sales process and give visibility to the pipeline on standard configuration.
Who it is for
A company starting on Salesforce with a defined sales process, a business owner and prepared data.
Includes
- One Salesforce org, one country and up to 15 internal users.
- One sales pipeline and its stages.
- Configuration of accounts, contacts, leads and opportunities.
- Up to three roles and three permission sets on an agreed model.
From USD 12,000
Estimated timeline: 4 to 6 weeks
Your team provides
- Licenses and environment available before starting.
- Clean data delivered in the agreed templates.
- A process owner and key users available to validate.
- Timely approval of stages, fields, security and criteria.
Not included
- ERP, API or custom external system integrations.
- Complex migration, bulk cleansing, attachments or multi-source history.
- CPQ, Revenue Cloud, multiple countries or multiple orgs.
- Custom code or redesign of several processes.
Acceptance criterion
The agreed sales flow runs end to end, the tests are documented and your team's owner accepts the scope.
Opens the form with this service selected. A partner replies within one business day.
Service Cloud
Service Cloud QuickStart
Centralize an initial service operation with case traceability.
Who it is for
A team that needs to move from scattered service to a defined flow for intake, assignment and resolution.
Includes
- One Salesforce org, one country and up to 15 internal users.
- One case process, with agreed statuses and priorities.
- Up to two service queues.
- One email intake channel through Email-to-Case.
From USD 14,500
Estimated timeline: 4 to 6 weeks
Your team provides
- Required licenses and features available.
- Mailbox and Knowledge content prepared.
- A service owner and key agents available.
- Defined priorities and escalation.
Not included
- Telephony or CTI, a full contact center and WhatsApp.
- Field Service, advanced omnichannel and bots.
- External integrations, custom automation and complex historical migration.
- 24×7 support operations by Nyxum.
Acceptance criterion
A test case comes in, is assigned, handled and closed with traceability, and your team validates the process.
Opens the form with this service selected. A partner replies within one business day.
Agentforce
Agentforce QuickStart
Check whether a bounded Agentforce use case makes sense before expanding the investment.
Who it is for
An organization that already has Salesforce, usable data and a bounded case with a business owner.
Includes
- One agent and one use case.
- One flow and one bounded action.
- Data already available in Salesforce.
- One agreed test channel or interface.
From USD 9,500
Estimated timeline: 3 to 4 weeks
Your team provides
- Enablement, licenses and consumption contracted where applicable.
- Access to a test environment and to the permitted data.
- Sufficiently prepared data and an available business owner.
- Approval of the use case and the authorized actions.
Not included
- New Data Cloud configuration.
- External integrations and new APIs.
- Extensive cleansing of data or the knowledge base.
- Multiple agents, channels, cases or actions.
- Any commitment to autonomous operation in production or 24×7 coverage.
- Third-party licenses, consumption, infrastructure and services.
Acceptance criterion
Evidence of behavior against the agreed scenarios and a documented decision on the next step.
Opens the form with this service selected. A partner replies within one business day.
Verifiable backing
Our founding partner's Salesforce Architect credentials, verifiable on Trailhead.
Frequently asked questions
Should we implement from scratch or rescue what we already have?
It depends on what is there. We start with a real inventory: if the standard model works, we rebuild on it; if not, we tell you plainly before committing scope.
What if Agentforce or Data Cloud are not the right fit yet?
We do not recommend starting with the technology. If the fundamentals are not ready or the case does not justify the investment, we will tell you what to resolve first, or whether to hold off.
Do I need MuleSoft to integrate Salesforce?
Not always. With a few simple integrations, Salesforce's native tools may be enough. MuleSoft pays off when there are several systems, reusable APIs or governance and monitoring requirements. We recommend it only when the case justifies it, and its license is not included in our services.
Does the pilot include Salesforce licenses and consumption?
No. The pilot does not include Salesforce licenses or consumption. Data Cloud configuration, new integrations or additional use cases are quoted separately.
How much does it cost to set up Data Cloud with Agentforce?
There is no single comparable global price: the effort changes with sources, volume, identity, integrations and consumption. That is why we deliver a closed proposal before starting, and the initial conversation is free.
A 30-minute conversation. No commitment.
Tell us your situation and we will say plainly whether we can help and where to start.