AI Platforms or Agentic AI
with Salesforce.
We integrate AI platforms - Microsoft Copilot, Anthropic Claude, or purpose-built AI agents - with Salesforce to power business intelligence and accelerate workflows across Sales, Service, and Revenue Cloud.
Discuss an engagement- Why platform choice matters with Salesforce
Salesforce's native AI is one option - not the only option.
Agentforce, Einstein, and Einstein Copilot work well for use cases that stay entirely inside Salesforce. But many of the highest-value workflows span Salesforce, Slack, M365, and your data stack - and that's where integrating external AI platforms wins on cost, capability, and flexibility. We pick by use case and integrate with Salesforce so your team uses one system, not three.
Agentforce fits when the workflow lives entirely inside Salesforce. We help you decide where it earns its consumption price - and where it doesn't.
Claude is often stronger on document-heavy work - RFPs, contracts, customer correspondence - that Einstein wasn't built for.
Custom AI agents fit when you need tighter execution control, multi-system orchestration, or cost predictability beyond consumption pricing.
- What we build
Where AI lifts revenue and service - integrated with Salesforce.
Sales workflows
Copilot for CRM hygiene and meeting prep. Claude for deeper account research and competitive briefs. Custom agents for pipeline triage and follow-up drafting - reviewed by sellers before they go out.
Customer Service
Copilot or Agentforce for agent-assist and case summarization. Claude for knowledge-grounded answers across complex policies. AI agents for ticket routing, FAQ deflection, and self-service flows - escalating to humans when confidence drops.
Revenue ops & forecasting
Pipeline scoring, forecast assistance, and anomaly detection delivered through Claude or custom agents - grounded in your Salesforce history and external signals your reps can't easily reach.
Quote-to-cash support
CPQ configuration assistance, contract drafting and redline review with Claude, and approval routing through custom agents - across CPQ, Billing, and Revenue Cloud. Finance approves the postings.
Business intelligence layer
Claude-powered analytical chat and dashboards grounded in your Salesforce and Data Cloud data - leaders ask questions in plain English and get answers with the underlying records cited.
Cross-platform orchestration
Workflows that span Salesforce, Slack, M365, and your line-of-business systems - composed from Agentforce, Copilot, Claude, and custom agent steps, with rule-based logic kept rule-based.
- How we deliver
Four moves we make to ship AI with Salesforce.
Audit the data and security model
Field-level audit, sharing model review, and Data Cloud readiness - so every AI platform (Agentforce, Copilot, Claude, or custom agents) operates on data your governance team can defend.
Pick the right AI per workload
Agentforce, Copilot, Claude, or a custom agent - we decide per workflow based on data shape, latency, governance, and ROI. The output ships with Salesforce regardless of which platform drives it.
Build BI and automation in parallel
Analytical chat, dashboards, and decision support live on the same Salesforce and Data Cloud backbone as the agents and flows that execute the work - so insight and action don't drift apart.
Govern, measure, scale
Field-level security, evaluation harnesses, consumption monitoring, and KPI telemetry tied to the workflow - so the next platform decision is evidence-based, not vendor-driven.
- What you get
AI that ships pipeline, not promises.
- A platform-agnostic AI layer integrated with Salesforce - Agentforce, Copilot, Claude, and custom agents working against the same Data Cloud backbone.
- Business intelligence RevOps and ServiceOps actually use - plain-English questions grounded in Salesforce records, with source citations.
- Focused AI workflows across Sales, Service, and Revenue Cloud - shipped where the work already happens and measured per use case.
- Measurable lift on the KPIs your team already tracks - pipeline conversion, handle time, deflection rate, or quote cycle time.
- A 12-month AI roadmap across the Salesforce estate - prioritized by ROI and decoupled from any single AI vendor.
- Begin
Think of the value
we can add in 90 days.
Schedule a 60-minute briefing with our leadership team. We’ll map the highest-ROI AI plays for your specific business - no slides required.
Let's TalkCalibrate on your business priorities, current operating data, and budget cycle.
A short, board-ready brief identifying the top three AI initiatives - with quantified ROI ranges.
For executive introductions and partnership inquiries - replies within 24 hours.