Agentforce for Sales
Agents that research the account, draft the follow-up, keep the pipeline honest and tell your reps which deal actually needs them today.
How: Sales Cloud + Agentforce, grounded on your live CRM data.SAMA AI & Agentforce
The trick is the engineering. We build AI agents that win deals, resolve cases and unify data inside the Salesforce you already own — no rip-and-replace, no smoke, no mirrors.
The Magic
Every one of these runs on the Salesforce licences you already pay for. We add the intelligence, the integrations and the guardrails.
Agents that research the account, draft the follow-up, keep the pipeline honest and tell your reps which deal actually needs them today.
How: Sales Cloud + Agentforce, grounded on your live CRM data.Deflect the routine, escalate the human. Cases triaged, summarised and answered from your own knowledge base — around the clock.
How: Service Cloud, knowledge grounding, human-in-the-loop handoff.Journeys that write themselves and segments that keep up. Personalisation at a volume no team could hand-build.
How: Marketing Cloud + generative content, on-brand by design.No AI survives bad data. We resolve the identities, harmonise the sources and give every agent one version of the customer.
How: Data Cloud ingestion, identity resolution, calculated insights.More minutes on the mission, fewer on admin. Grant reporting, donor insight and case management that carry their own weight.
How: Nonprofit Cloud, configured for how your programmes actually run.The unglamorous half of the magic: releases, monitoring, adoption and the steady improvement that keeps agents earning their keep.
How: Ongoing SAMA team, fixed monthly, no long tie-in.How The Trick Works
Good magic is repeatable. Here is the actual mechanism behind every agent we ship — the Model Context Protocol, connecting real Salesforce data to real reasoning.
Accounts, cases, orders and documents — already in Salesforce, already governed by your permissions.
An open protocol exposes that data as tools an AI can actually call. No scraping, no copies, no shadow database.
Claude and Agentforce reason over the live record, decide the next best action and explain their working.
The result lands back where your team works — logged, auditable and reversible.
Why it matters: because the agent reads through your existing sharing model, it can only ever see what that user could see. Security isn't bolted on afterwards — it's the same model you already trust.
Ready When You Are
We don't give you complexity, we give you solutions. Tell us the process that's costing you most, and we'll show you what an agent does with it — on your data, in a working demo.