Trusted by
SOLUTIONS
AI agents built for your industry
We serve three verticals across North America where AI agents deliver the highest ROI. Each solution is backed by pre-built agents, proven outcomes, and deep domain expertise.
Energy & Utilities
Industrial Equipment & Field Service
Professional Services
Our AI agents
Pre-built. Production-tested. Deployable in weeks.
Each agent is built on Salesforce Agentforce using our C.O.R.E. framework. These are not prototypes — they are working agents delivering measurable outcomes today.
AI Field Service Intelligence
+40% first-time fix rate
AI Knowledge Intelligence
95% faster knowledge search
AI Support
Operations
60% cases auto-resolved
AI Customer
Self-Service
24/7 autonomous support
AI Revenue
Intelligence
Predictive churn scoring
AI Services Org Intelligence
+3.2% margin improvement
Certinia Partnership
The only partner combining Agentforce AI depth with Certinia expertise
Certinia PSA
Project management, resource planning, and delivery tracking with AI margin monitoring layered on top
Certinia FM Cloud
Financial management with AI-powered forecasting, revenue recognition, and billing optimization
Certinia CS Cloud
Customer success management with predictive health scoring and churn prevention agents
AI Margin Optimizer
Our proprietary agent that monitors project margins in real time and recommends staffing adjustments before overruns
Our Methodology
The C.O.R.E. Framework
Context
Map your data landscape, business processes, integration points, and AI readiness. Produces a scored readiness report with prioritized quick wins.
Orchestration
Design agent workflows, data access patterns, action boundaries, and human handoff logic. Every agent gets a decision tree before configuration begins.
Rules
Set escalation logic, compliance guardrails, confidence thresholds, and industry-specific constraints. Agents know when to stop and when to hand off.
Execution
Deploy, monitor, and optimize continuously. Performance dashboards track resolution rates, escalation frequency, confidence scores, and user satisfaction.
How We Work
Start small. Scale fast. Stay intelligent.
AI Readiness Assessment
2–3 weeks
Agent Deployment
8–16 weeks
Full Transformation
16–24 weeks
Managed AI Intelligence
Ongoing monthly
Results
Outcomes our clients measure
Ready to make your
Salesforce intellegent?
Start with a 2–3 week AI Readiness Assessment.
No commitment. No pitch deck.
Just data-driven answers about what AI agents can do for your operation.
