AI and Salesforce for High Tech
High Tech
Tech teams already have too many tools. We implement Sales, Service, and the stack around the process: who owns the account, who owns the ticket, and whether an agent should sit on either. Custom when the seat is Slack, not the org. The first week is in the org, reading what already exists.
Get the written assessment
Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks
The week
What is actually stuck.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
The work
What we put in the org.
- 01A stack picked from the use case, not a preferred logo
- 02Data readiness before we quote an agent build
- 03Governance attached if the agent will write back
Field notes.
Engagements we can describe. Named only where the client said yes.
01Regional bank, UAEMarketing Cloud journeys against a single customer profile: transactions, send-time, and a preference center the marketing team could run without us.Financial Services 02Regional grocery retailerSales Cloud for account-based selling, POS integration for inventory visibility, and a mobile path for field reps.Retail 03Regional hospital networkMarketing Cloud patient journeys with SMS and WhatsApp reminders, plus education sequences tied to the condition — not a blast list.Healthcare 04Regional property teamSalesforce around how the deal actually moves: inquiry, viewing, offer, close. One record for the listing, the buyer, and the viewing.Real Estate 05Regional manufacturerSales and Service around quote-to-cash and installed-base work. ERP stays the source for the shop floor. Write-back with errors visible.Manufacturing 06Regional agriculture deskSalesforce around the process that already exists: inquiry, quote, delivery, service. Digital where the farmer already is.Agriculture
The brief
Send the situation.
One email starts it. We ask about the org after.