AI Efficiency Consulting: Stop Wasting Valuable Time
For SMBs, every minute counts. Our AI efficiency packages turn your high-cost manual admin tasks into low-cost, automated wins. We focus on maximizing your current licenses to deliver measurable operational savings immediately.
Admin Automation QuickStart
What We Do:
Implement and configure Salesforce Flow and Process Builder with AI-powered steps. Set up dashboard alerts for data quality issues. Deploy secure, out-of-the-box Generative AI tools for internal documentation and knowledge base population.
The SMB Benefit:
Stop paying senior staff to do manual data cleanup. Free your admins to focus on strategic projects.
Service Cloud AI Optimization
What We Do:
Launch Einstein Bots for Level 1 case deflection. Implement AI-driven Case Routing to get issues to the right expert instantly. Set up Next-Best-Action recommendations for your support agents.
The SMB Benefit:
Deliver enterprise-level service without hiring a huge support team. Turn support into a cost-efficient machine.
Data Hygiene & Governance
What We Do:
Run a comprehensive data audit focused on identifying and merging duplicate records using Einstein Data Insights. Implement real-time AI tools to enforce data entry best practices across your Salesforce users.
The SMB Benefit:
Ensure your AI is trained on clean, trustworthy data, avoiding the "Garbage In, Garbage Out" problem that slows down large competitors.
Ready to Cut Your Admin Costs?
Get your free AI Efficiency Audit and discover how much time you can save.
Get Your Free Audit