Salesforce
Make Salesforce work the way your team does. Clean data, real integration, AI that earns its place.
When the CRM does not match how your team sells, reps live in spreadsheets, data goes stale, and forecasts drift. We configure Salesforce to your real process, connect it to the systems around it, and add AI only where it saves real time.

The senior engineers behind this have delivered inside real enterprise environments
Our platform work is delivered by senior engineers with production experience across complex, regulated enterprises. Explore the engagements behind these numbers.
8 systems
unified into one AI workflow, inside EY's own Azure environment
Read the EY case study
15,000 users
served across a 12-system, 8-country supply chain landscape
Read the Hindustan Unilever case study
10k+ queries/day
resolved with live booking and payment system integration
Read the Booking.com case study
AI on Salesforce, where it earns its place
We are an AI-native engineering team. Senior engineers, AI-augmented, not AI-washed: Einstein and Agentforce configured only where your data supports them, and custom AI on your CRM data where the native features stop.
See AI we have shipped in productionAI-augmented delivery
Our engineers use AI for configuration, Apex, Lightning Web Components, and test coverage, and review every line themselves. Faster delivery, without handing judgment to a model.
Einstein and Agentforce, only where earned
Einstein scoring and forecasting need real history and volume to be reliable, so we check first and tell you honestly. Agentforce agents are scoped to defined tasks with guardrails and human review, not left to run open-ended.
Custom AI on your CRM data
Where native features stop, we build retrieval and agents grounded in your Salesforce data, with citations and human review. That is the same discipline behind our production AI work for EY, Hindustan Unilever, and Booking.com.
Capabilities
Salesforce clouds and capabilities we work across
Configured to your operating model, and connected to the systems around them.
Sales Cloud
The core CRM for pipeline, forecasting, and revenue teams. We configure it to your real opportunity flow rather than a stock template.
- Model your stages, opportunity types, and record types with validation rules and required-field logic that reflect how deals actually move
- Build forecast categories, quota and territory setup, and pipeline and funnel reports that leadership can trust
- Configure lead and account scoring, assignment rules, path guidance, and duplicate management so reps get clean records and clear next steps
Service Cloud
Salesforce for support, cases, and post-sale operations. We set up the case lifecycle, routing, and knowledge base so agents resolve faster.
- Configure case objects, queues, omni-channel routing, and escalation and milestone rules against your SLAs
- Set up email-to-case, web-to-case, and knowledge articles, plus macros and quick actions that cut repetitive handling
- Wire in telephony and CTI, chat, and messaging so agents work every channel from one console
Experience Cloud
Customer, partner, and self-service portals built on your Salesforce data. We stand up communities that expose the right records to the right people.
- Build partner, customer, and self-service sites with sharing rules and permission sets that scope access correctly
- Customize pages with Lightning Web Components, brand the theme, and expose cases, orders, and knowledge to authenticated users
- Set up self-registration, single sign-on, and guest-user access with the security review each surface needs
Platform: Apex, LWC, and Flows
The developer layer for logic and UI that configuration alone cannot cover. We build clean, testable extensions your admins can maintain.
- Write Apex triggers, classes, and batch and scheduled jobs with test coverage, governor-limit awareness, and bulk-safe design
- Build Lightning Web Components and Screen Flows for custom UI and guided processes that feel native to your team
- Automate with Flow and Platform Events, retire legacy Process Builder and Workflow Rules, and manage releases through sandboxes and version control
Einstein and Agentforce
Salesforce native AI for scoring, generation, and agents. We turn it on where your data supports it and leave it off where it would mislead.
- Configure Einstein lead and opportunity scoring, forecasting, and Einstein Activity Capture where data volume and history make the models reliable
- Set up Einstein generative features such as email drafting and call and case summaries, grounded in your CRM records
- Build Agentforce agents and prompt templates on the Atlas reasoning engine, scoped to defined tasks with guardrails and human review
Integration and Data: MuleSoft and APIs
The connective layer between Salesforce and the rest of your stack. We move data through maintained, monitored pipelines rather than brittle one-off scripts.
- Integrate through REST and Bulk APIs, Platform Events, Salesforce Connect and external objects, and MuleSoft where an integration platform is warranted
- Design the account, contact, and product data model, enforce field-level security and sharing, and set up duplicate and matching rules
- Build reports, dashboards, and CRM Analytics views, and feed a data warehouse for downstream reporting
What we do with Salesforce
Where senior engineers and AI-augmented delivery add the most value
01
Configured to your sales process, not a template.
We map your opportunity flow, build the objects and fields you actually need, and set up pipeline views and forecasts that match how your team really works.

02
Data stays clean because reps want to use it.
Lightning Web Components and flows make Salesforce feel native to your process, so reps invest in it. We add Einstein scoring where the data supports it.

03
Connected to billing, product, and support.
Your billing, product usage, and support systems feed Salesforce through maintained integrations, so reps see revenue, usage, and tickets on the account without leaving the CRM.

Use cases
What we solve
Common Salesforce scenarios we take on, and what we build for each.
Forecast leadership can trust
We align stages, close-date hygiene, and forecast categories to your real deal motion, then build roll-up reports so pipeline reviews run on Salesforce instead of a side spreadsheet.
Lead routing without leaks
Inbound leads are scored, matched against existing accounts, and assigned by territory or round-robin in seconds, so nothing sits unworked in a queue nobody owns.
One account view for reps
Billing, product usage, and open support cases surface on the account and opportunity, so reps see revenue, adoption, and risk without leaving the CRM.
Quote to cash that connects
We connect opportunities, CPQ or quoting, and your billing system so approved quotes flow to invoicing and renewal and churn signals come back to the account team.
Faster case resolution
Omni-channel routing, knowledge articles, and macros cut handling time, while case and channel dashboards show supervisors where volume and backlog are building.
Connects to your stack
Maintained, event-driven integrations, not one-off scripts
What you get
Concrete deliverables, and full ownership of your IP
- Org audit and clean data model
- Configured objects, fields, flows, and page layouts
- Apex classes and Lightning Web Components with test coverage
- Integrations and middleware with monitoring
- Migrated, de-duplicated, validated data
- Dashboards, reports, and CRM Analytics views
- Admin handover, runbooks, and documentation
How we deliver
Four phases, from scoping to handover
Audit and design
We audit your current org, understand your team and process, and design a clean data model and architecture.
- Org and data-quality audit with a documented findings list
- Target data model: objects, fields, and relationships mapped to your process
- Solution design and phased build plan with a defined first success measure
Configure and build
We configure Sales or Service Cloud, build the custom objects, flows, Apex, and Lightning Web Components you need, and wire up integrations.
- Configured objects, record types, validation rules, flows, and page layouts
- Apex and Lightning Web Components with unit tests, deployed through sandboxes
- Integrations to billing, product, and support, with error handling and monitoring
Migrate and de-duplicate
We migrate historical data, de-duplicate accounts and leads, and validate quality against your source systems before go-live.
- Migration mapping and repeatable load scripts from your source systems
- De-duplicated accounts, contacts, and leads with matching and merge rules in place
- Reconciliation report validating record counts and totals against source
Enable and hand over
Reps trained, dashboards live, admin handover documented. You own the org from day one.
- Live dashboards and reports for reps, managers, and leadership
- Admin runbook, data dictionary, and build documentation
- Enablement sessions for admins and end users, with a defined post-launch support window
Ways to engage
Start small and scoped, or run a full engagement. Priced up front.
Scoped pilot
Scoped, fixed fee
Typically 2 to 4 weeks
One integration or one AI use case delivered end to end so you can see the approach work before committing to more.
Configuration and build project
$40k to $150k
Typically 6 to 16 weeks, scoped before you commit
A full audit, configure, build, integrate, migrate, and handover engagement across the clouds in scope.
Ongoing admin and development
Scoped monthly
Rolling, cancel with notice
Continued admin, integration maintenance, and incremental build once the org is live, working alongside your in-house team.
Where this fits
Design partner program
Be an early client, on your terms
We build the AI, integration, and reporting layer on top of enterprise platforms, backed by senior engineers who have delivered inside environments like EY, Hindustan Unilever, and Booking.com. For a small number of early clients on each platform, we run a scoped, fixed-fee pilot: we prove the one integration or AI use case that matters most to you, you keep full code and IP ownership, and you get direct founder involvement throughout.
- Scoped, fixed-fee pilot with one clear success measure
- Senior engineers, AI-augmented, full code and IP ownership
- Direct founder involvement, start to finish
- Early-client pricing in exchange for a reference once you see results
Built for procurement
The IP, security, and legal basics enterprise teams check for, in writing.
Trust and security standards- Full IP transfer, code is yours from day one
- Mutual NDA before the first technical call, client NDAs executed within 24 hours
- SOC2 Type I in progress, security review on production deployments
- GDPR-ready for teams with EU operations or customers
Frequently asked
Questions about working with us on Salesforce
Ready to talk it through?
Tell us what you want Salesforce to do, and we will scope an honest first engagement.
Ready to build
something real?
Every week without the right software is a week your team works harder than they need to. Tell us what you're building. We'll tell you how fast we can ship it.
- 01
Response within 4 hours, not days
We read every message personally.
- 02
Free 30-min scoping call, zero sales pitch
We will tell you if we are the right fit, and if not, who is.
- 03
Clear scope and timeline before any commitment
No surprises. You know exactly what you are getting.

The team behind your next build