Maximize Your Salesforce AI Investment

Einstein AI, Agentforce, and Data Cloud offer powerful automation capabilities. Our assessment ensures you deploy the right AI solutions for maximum ROI and business impact.



And here is what we evaluate:

Trust as Our Foundation

We earn your confidence through proven Salesforce Summit Partner expertise,  In return, we trust your commitment to collaborate.

Speed with Precision

We deliver timely implementations - quick-start packages and custom setups - without compromising quality.

Reliable Communication

From discovery to optimization, we maintain open, responsive dialogue through our Client Portal, where you access project updates, support tickets, and adoption resources like training videos and hands-on exercises.

Adoption for ROI

A tool is only as powerful as its users. Beyond implementation, we guide your team with tailored adoption programs.

Current State Analysis

Review existing Salesforce setup, data quality, and integration capabilities.

AI Readiness Assessment

Evaluate technical infrastructure, user adoption potential, and organizational readiness.

Use Case Identification

Identify high-value opportunities for Einstein AI, Agentforce, and predictive analytics.

ROI Projections

Calculate potential cost savings and revenue impact for each AI initiative.

Assessment Packages

Starter Assessment 
(1 Day)

Perfect for

Small to mid-size organizations exploring AI possibilities

Current Salesforce environment review
Basic implementation roadmap
Top 3 AI use case recommendations
ROI estimates

Deliverables

Assessment report
priority matrix
next steps guide

Comprehensive Assessment (3 Days)

Perfect for

Enterprise organizations planning extensive AI deployment

Full technical and business analysis
Basic implementation roadmap
Detailed use case mapping across departments
Implementation timeline and resource planning

Deliverables

Executive summary
Detailed strategy document
technical specifications
ROI analysis

Enterprise Assessment (5 Days)

Perfect for

Large organizations with complex multi-cloud environments

Cross-platform AI integration analysis
Pilot program design
Change management strategy
Vendor selection and budgeting

Deliverables

Complete AI transformation blueprint
pilot project plan
vendor recommendations
budget forecasts

Assessment Process

1
Discovery Phase
Stakeholder interviews
System architecture review
Data quality assessment
2
Analysis Phase
Gap analysis and opportunity mapping
Technical feasibility evaluation
Business impact modeling
3
Strategy Development
Prioritized implementation roadmap
Resource and timeline planning
Risk mitigation strategies
4
Presentation & Handoff
Executive presentation
Detailed documentation delivery
Next steps planning

Assessment Outcomes

Clear understanding of your AI readiness

Prioritized list of high-impact use cases

Detailed implementation roadmap

Accurate ROI projections

Executive-ready business case

Assessment Details

Format

Remote, on-site, or hybrid

Team Involvement

IT, business users, and leadership

Timeline

1-5 days depending on package

Follow-up

30-day support included

Ready to Assess Your AI Potential?