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We map your current cross-functional workflows, identify the points of friction, and design unified automated processes spanning Salesforce, ERP, and operations tools.
Salesforce Order Management, custom OMS implementations, or integrated approaches, designed around your specific channel mix and fulfillment model.
Experience Cloud portals where vendors submit documents, receive POs, track payments, and coordinate schedules, eliminating the email-and-spreadsheet workflow.
Production AI agents handling document extraction, classification, exception routing, and approval workflows, built on Claude, GPT, or custom models.
Unified MDM for customer, product, and vendor data with governance workflows, golden record logic, and downstream system propagation.
Sales and Operations Planning workflow with demand sensing, supply planning integration, and cross-functional collaboration cadence.
The patterns that come up in nearly every operations engagement.
Cross-functional processes are where work gets dropped. Order management touches sales, finance, operations, and service, and no single team owns the end-to-end flow.
Spreadsheets are still the most common integration tool. Operations teams spend hours every week moving data between systems that should be talking automatically.
Vendor management often runs on email, shared drives, and tribal knowledge, making it brittle, opaque, and impossible to scale.
Document processing, classification, exception handling, these are where modern AI delivers the biggest operational wins, and most operations teams have not started.
When customer, product, and vendor data lives in 5 systems with 5 different definitions, every analytical or operational question becomes hard.
Sales and Operations Planning is hard because it requires cross-functional collaboration with consistent data, both of which are scarce.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Cross-functional workflow design, automation, and orchestration.
OMS implementations, channel integration, fulfillment automation.
Experience Cloud portals, supplier scorecards, vendor onboarding workflows.
Customer, product, vendor data unification with governance.
Sales and Operations Planning workflow and demand forecasting infrastructure.
Document AI, classification, exception handling, and approval automation.
A free 30-minute working session with a consultant who has done this work before. You leave with a clear read on the right approach, whether or not you engage us.
Consultant-level analysis from the consultants delivering the work.
Choosing between the Data Import Wizard, Data Loader and add-on tools for routine imports, plus file prep, duplicate keys, automation bypass, test batches, error files, audit and rollback limits.
Read the full post →Predictable phases. Clear deliverables. No surprises.
One to two working sessions to map your current state, business goals, gaps, and constraints. We come out with a written scope document and recommendation.
Documented solution architecture, technical design, realistic timeline, and a transparent commercial proposal, reviewed with your team before any build.
Configuration, development, integrations, data migration, AI training, and QA, delivered in iterative sprints with weekly demos and adjustments.
Training, change management, hypercare support, and continuous improvement. We do not disappear after go-live. Most engagements continue into managed services.
Salesforce gives operations teams a shared record of every order, case, asset and handoff, so the work between departments stops living in inboxes. Flow automates the routine steps, Order Management and Field Service carry commitments from sale to delivery, and MuleSoft keeps ERP and warehouse data in sync with what customers were promised. Agentforce can take on intake and triage work that used to need a person. Salesforce rarely replaces the ERP; it becomes the coordination layer that tells operations what is due, what is stuck and who owns it next.
When an order fails a credit check, hits a stock shortage or carries a bad ship-to address, Salesforce Order Management raises an exception and a Flow opens a queue item for the right coordinator. The coordinator sees the account, the original quote and prior exceptions on one screen, fixes the issue and releases the order without chasing sales for context.
Closing an opportunity in Sales Cloud triggers a Flow that creates the onboarding or fulfillment record, copies scope and special terms, assigns an operations owner and schedules a kickoff task. Nobody retypes the deal, and the delivery lead can open the original opportunity to read exactly what the customer was promised before the first call.
Dispatchers use the Field Service console to match work orders with technicians by skill, territory and availability. The mobile app gives crews job details, parts lists and checklists offline, and completed work updates the case, the asset history and the service appointment, so billing and customer updates happen without a separate status call.
Internal requests for rush shipments, return authorizations or schedule changes arrive by email, web form or chat. An Agentforce agent reads each one, pulls the related order and account, fills the required fields and routes it through Omni-Channel. Coordinators review the prepared request instead of assembling it, and anything ambiguous goes straight to a person.
Before the weekly operations meeting, a Tableau dashboard fed by Salesforce and ERP data shows backlog by stage, work orders by region and cases aging past target. Leads annotate the problem areas, assign follow-up tasks directly on the records, and the next week's view shows whether those actions actually moved anything.
Usually not. Most operations teams keep inventory, purchasing, costing and the general ledger in their ERP, which is built for those jobs. Salesforce works best as the customer-facing coordination layer: the place where orders, service commitments, exceptions and handoffs are visible to every team. We integrate the two so each system owns the data it is best at, and nobody has to maintain the same record twice or reconcile two versions at month end.
Work that involves a customer commitment and several teams tends to fit well: order exceptions, onboarding, returns, field service, installation scheduling and escalations. Salesforce is strong at routing, tracking ownership and showing status to people outside operations. Highly specialized production planning or warehouse execution usually belongs in purpose-built systems, with Salesforce receiving the milestones that sales, service and customers care about.
Agentforce is most useful on repetitive intake and lookup work: reading a request, finding the related order or asset, filling in fields, checking a policy and routing the item. It works inside the same permissions and data as your team, so its actions are visible on the record. We start with narrow tasks and a person approving outputs, then extend the agent only where it has proven reliable.
Yes. The Field Service mobile app is designed to work offline, so technicians can view work orders, complete checklists, capture photos and record parts used in basements, rural sites or plants with poor signal. Updates sync when the device reconnects. We help configure which data is cached on the device so crews have what they need without overloading phones or exposing more customer data than the job requires.
Start with the handoff that causes the most rework, not the biggest system. A focused fix, such as automating the sale-to-delivery handoff or giving dispatch a proper console, delivers visible relief and teaches the team how to define clean statuses. Our certified consultants, part of a U.S.-based team working on Salesforce since 2017, typically begin with a short process walk before recommending any build.
Implementation, integration, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →As a Gong services partner, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Free 30-minute strategy session with a consultant who works with operations leaders every week.
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A monthly brief for the people who own Salesforce, AI and revenue technology
What changed in Salesforce and AI this month, and what to do about it.
One email a month. Written by the consultants who deliver the work, not by a marketing team, for the leaders who make the technology decisions.
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