What we automate (common wins)

Lead & opportunity flow: scoring, assignment, next-best actions, SLA-aware reminders.
Service & case management: triage, auto-responses, knowledge suggestions, escalations.
RevOps hygiene: dedupe, field validation, enrichment, meeting notes → CRM.
Approvals & handoffs: quote approvals, onboarding checklists, stage-change tasks.
Forecast & reporting: rollups, exception alerts, weekly digest emails/Slack.
Bots & copilots: intake forms, chatbots, and agent assist tied to your Salesforce data.

How it works (our delivery approach)

Discovery (free) – quick call + value map of top automation candidates.
Design – scoped flows with guardrails (owners, SLAs, audit logs).
Build – configuration first (Flow, Rules, Prompt Builder), code only if needed.
Validate – sandbox testing, edge-case checks, rollback plan.
Enable – playbook, short loom videos, and admin handoff.
Iterate – usage metrics and a 30-day tune-up.