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
Where you start changes what we do first. Pick the one that describes your Monday.
How we would build it
Nobody buys five layers at once. The gold one is governance, and it is not optional — that is where most pilots die.
First processes
These are the processes clients hand us first, because a person is already doing them like a robot.
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
Engagements we can describe, so you can judge whether yours looks like any of them. Named only where the client said yes.
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.
