First process
A repetitive, documented job tied to revenue. We set up one agent on that process and keep a reviewer on the exceptions.
Operations
Salesforce MVP Hall of Fame · Certified Partner since 2010
The first week is in the org, reading what already exists. Shivanath is a Salesforce MVP, in the Hall of Fame, and has been a Certified Partner since 2010. The practice is small on purpose.
First visit
Each door is a real route. None of them is a brochure.
How we would build it
Hover to explode. The gold layer is governance. It is not optional.
First processes
Each plate is a real route. None of them invent a metric.
A repetitive, documented job tied to revenue. We set up one agent on that process and keep a reviewer on the exceptions.
Pull policy data from the last system into yours. Insurance and brokerage books. UAE and US teams buy this.
WhatsApp for Gulf customers. Slack for the company. Agentforce when the work lives in Salesforce.
Field notes
Notes. Named only with permission.
Marketing Cloud journeys against a single customer profile: transactions, send-time, and a preference center the marketing team could run without us.
Sales Cloud for account-based selling, POS integration for inventory visibility, and a mobile path for field reps.
Marketing Cloud patient journeys with SMS and WhatsApp reminders, plus education sequences tied to the condition — not a blast list.
Salesforce around how the deal actually moves: inquiry, viewing, offer, close. One record for the listing, the buyer, and the viewing.
Sales and Service around quote-to-cash and installed-base work. ERP stays the source for the shop floor. Write-back with errors visible.
Salesforce around the process that already exists: inquiry, quote, delivery, service. Digital where the farmer already is.
The person
The first week is in the org, reading what already exists. The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
The brief
Four fields. The rest is a conversation.