What it actually takes to ship a production AI agent in 2026
Beyond the demo. The five engineering disciplines that separate AI agents you put in front of customers from the ones that stay in dev forever.
Read the full post → What We Deliver
Salesforce Sales Cloud service offerings.
The major engagement types we run on Salesforce Sales Cloud — each with dedicated playbooks, accelerators, and experienced practitioners.
01
Sales Cloud Implementation
Greenfield deployments for new instances or replacing legacy systems — with discovery, scope, build, and adoption baked in.
02
Sales Cloud Optimization
Deep audits and improvement work on mature instances: pipeline hygiene, stage definitions, automation cleanup, and adoption recovery.
03
CPQ & Revenue Cloud
Configure-price-quote and Revenue Cloud builds for product complexity, discount governance, and quote-to-cash workflows.
04
Einstein & Agentforce for Sales
AI augmentation — opportunity scoring, next-best-action, call summarization, and Agentforce-powered sales workflows.
05
Sales Process Architecture
Stage definitions, exit criteria, MEDDPICC operationalization, forecasting frameworks, and inspection cadences.
06
Migration to Sales Cloud
Migrations from HubSpot, Microsoft Dynamics, Pipedrive, Zoho, and legacy CRMs — including data, automation, and integration parity.
Outcomes We Deliver
The metrics we actually move with Salesforce Sales Cloud.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
01
Forecast accuracy (90 days)
Increase to 90%+
02
Win rate
Increase 5-15 points
03
Sales cycle length
Reduce 15-30%
04
CRM data quality
Increase to 95%+
05
Time in CRM per rep
Reduce 30-50%
How We Work
The engagement model.
Predictable phases. Clear deliverables. No surprises.
01
Discovery
One to two working sessions to map your current state, business goals, and gaps. We come out with a written scope and recommendation.
02
Design
Documented architecture, realistic timeline, and transparent commercial proposal. No surprises and no hidden scope.
03
Build
Configuration, development, integrations, data migration, and QA — with weekly demos and on-the-fly adjustments.
04
Launch & Optimize
Training, change management, hypercare, and ongoing optimization. We do not disappear at go-live.
Featured Insight
Insights on Salesforce Sales Cloud.
Practitioner-level analysis from the consultants delivering the work.
AI Implementation
What it actually takes to ship a production AI agent in 2026
AI Implementation
More in Salesforce
Other salesforce we work with.
Salesforce Service Cloud
The operating system for modern customer service — case, knowledge, voice, and AI agent assist together.
Learn more →Salesforce Marketing Cloud
Cross-channel marketing — email, mobile, journey, and data-cloud-powered personalization at scale.
Learn more →Salesforce Financial Services Cloud
Industry CRM for wealth management, banking, insurance, and lending — built for compliance from the start.
Learn more →Salesforce Revenue Cloud / CPQ
Configure-price-quote, billing, subscription management, and quote-to-cash on Salesforce.
Learn more →Salesforce Agentforce
AI agents that handle real work inside Sales Cloud, Service Cloud, and Marketing Cloud.
Learn more →Salesforce Experience Cloud
Customer, partner, and employee portals built on Salesforce.
Learn more →