Service 02 // Salesforce & CRM
We set up Sales Cloud and Service Cloud around how you really sell and support customers, then add Agentforce agents that handle the routine work.
Led by a 10× certified Salesforce Architect.
Talk to us about Salesforce01
- 01
Your CRM is full of data, but your team still updates it by hand.
- 02
Customers wait in a queue for simple answers, such as an order status.
- 03
Leads slip because follow-up depends on someone remembering.
- 04
Salesforce was set up years ago and no longer fits how you work.
02
- Agentforce implementation: AI agents for service, sales and commerce, with handoff to a person when needed.
- Sales Cloud: pipelines, automation and reporting that match your sales process.
- Service Cloud: case management, routing and service consoles.
- CRM customisation: Apex, Lightning Web Components and Flows built around your workflows.
- AI-powered workflows: automation that connects Salesforce to the rest of your business.
03
A Salesforce setup that matches how your team actually works.
Agents and automations your team understands and can adjust.
Full ownership of everything we build, once the project is paid for.
04
Our Salesforce work is led by a Salesforce Architect who holds 10 Salesforce certifications.
10×Salesforce certified
- Sharing & Visibility Architect
- Sales Cloud Consultant
- Service Cloud Consultant
- Data Cloud Consultant
- Agentforce Specialist
- Platform Developer I
- Platform Developer II
- B2B Commerce Developer
- Administrator
- Platform App Builder
- Microsoft Dynamics 365 Customization & Configuration
05
Before Agentrix AI, our Salesforce Architect delivered Salesforce programmes for global companies, including:
- 01Agentforce service and sales agents for retail, travel, merchant services and automotive businesses: order tracking, cancellations, price adjustments and sales coaching, with handoff to live agents.
- 02Agentforce Voice with Amazon Connect: AI call handling, routing and escalation for a contact centre.
- 03Guided shopping agents that recommend products and complete checkout inside the chat.
- 04Enterprise Sales Cloud and Service Cloud programmes for global companies in financial data, media, publishing and building supplies.
- 05AI inside Salesforce: OpenAI-powered components, analytics dashboards and enterprise release pipelines.
- Agentforce
- Agent Builder
- Prompt Builder
- Agentforce Voice
- OpenAI integration
- Salesforce CRM
- Sales Cloud
- Service Cloud
- Data Cloud
- Experience Cloud
- B2B Commerce
- Apex
- Lightning Web Components
- SOQL
- Visualforce
- Salesforce development
- Flows
- Lightning App Builder
- Reports & dashboards
- Sharing & visibility
- Salesforce administration
- Service Cloud Voice
- Omni-Channel
- Amazon Connect
- Salesforce integration
- REST & SOAP APIs
- Platform Events
- Salesforce DX
- Copado
- Gearset
- Git / GitHub
- Microsoft Dynamics 365
06
What is Agentforce?
Salesforce's platform for AI agents. They work inside your CRM, use your data, and take actions such as checking an order or updating a case.
Can you work with our existing Salesforce setup?
Yes. We can clean up, extend or modernise the setup you already have, or start fresh.
Can an AI agent hand over to a person?
Yes. We design escalation so customers reach a live agent whenever the AI shouldn't handle a request.
How long does a Salesforce project take?
It depends on scope, from one focused Agentforce agent to a full CRM setup. You'll get a timeline after the first call.
