How We Work
AI-first. Business-focused. Built to last.
Start With the Problem, Not the Technology
Everyone's talking about AI. Most of them are talking about features.
We start somewhere different: What's slowing your business down? What tasks eat up your team's time without creating value? What would you automate if you could?
Then — and only then — we figure out the technology.
Sometimes the answer is Agentforce. Sometimes it's a simple Flow. Sometimes it's fixing your data before you do anything else. We're not here to sell you AI for the sake of AI. We're here to solve problems.
The technology is a tool. The outcome is what matters.
Three Things We Do Differently
We Audit Before We Build
Every engagement starts with understanding what you have. We don't add complexity to a broken foundation — we fix the foundation first, then build on top of it.
We Build to Ship, Not to Demo
Our agents go into production. We test against real scenarios, monitor real performance, and tune based on real results. No slideware, no vaporware.
We Transfer Knowledge, Not Dependency
You'll understand what we build and why. We document everything, train your team, and design systems you can maintain without us.
From Listen to Launch
An iterative cycle, not a straight line
Understand the Business
We interview stakeholders, review your Salesforce org, map your processes, and identify high-impact opportunities.
Define the Roadmap
We prioritize opportunities by business impact and effort. You get a clear plan with timelines, milestones, and expected outcomes.
Configure, Develop, Test
We build in iterations with your feedback along the way. For AI agents, this means configuring actions, connecting knowledge sources, and testing against real scenarios.
Go Live With Confidence
We don't launch and leave. We deploy with monitoring in place, train your team, and stick around to tune performance.
Improve Over Time
AI agents learn. Processes evolve. We offer ongoing support to expand capabilities, improve accuracy, and adapt to your changing business needs.
Who We Work With
We specialize in small and mid-size businesses already running Salesforce — typically $10M to $50M in annual revenue.
Our sweet spot: companies that know they should be doing something with AI but aren't sure where to start.
We're a good fit if you:
- ✓Already use Salesforce and want to get more from it
- ✓Are curious about AI but don't know where to start
- ✓Have $10M–$50M in annual revenue
- ✓Want a partner, not a vendor
- ✓Value doing it right over doing it fast
What We Don't Do
We're not the right fit for everyone. Here's what we don't do:
- ✗Cheap and fast implementations — we build for the long term
- ✗Staff augmentation — we deliver outcomes, not hours
- ✗Government contracts — too much red tape
- ✗AI hype without substance — if it won't deliver ROI, we'll tell you
If that's what you're looking for, we can recommend other partners. No hard feelings.
