Services

Salesforce AI for revenue and service operations.

RevOps, Service Ops, and Agentforce consulting for Series A-C B2B SaaS on Salesforce. We find where leads, cases, and revenue leak, prove it with your data, then ship the agents that close the gap.

Book a callarrow_forwardRun the free diagnostic
conversion_pathRevenue Operations

Salesforce RevOps that stops the leak before you add AI

AI doesn't fix RevOps, it exposes it. We start where revenue actually leaks: leads nobody worked, routing that stalls, scoring nobody trusts, and a pipeline that is bigger on the dashboard than in reality.

Lead-to-Opportunity Framework arrow_forwardFree Pipeline X-Ray arrow_forward
  • •Lead-to-opportunity design: classification, scoring, routing, SLAs
  • •Pipeline and forecast integrity you can defend to the board
  • •Salesforce data model, Flow, and reporting cleanup
  • •AI SDR and outbound agents, with humans on the calls that matter

Receipt: Trimble (via PwC): lead assignment from days to 1 minute, a 2,500-lead backlog cleared to zero, 2x lead throughput.

support_agentService Operations

Service Cloud and support ops that resolve, not just route

Support is where churn and expansion signals show up first, and where they get lost. We fix case routing and handoffs, then put agents on the repeatable work so your team handles the cases that need judgment.

Signal Loss Detector arrow_forward
  • •Case routing, escalation, and handoff design in Service Cloud
  • •Agentforce for Service: deflection and resolution with guardrails
  • •Churn and upsell signal capture from tickets and call notes
  • •Order-to-fulfillment and back-office workflow automation

Receipt: Rapid Fulfillment: a guarded, 9-stage order-to-shipment rollout running in production.

smart_toyAgentforce Consulting

Agentforce readiness, implementation, and cost control

Most Agentforce deployments stall on the unglamorous parts: permissions, data, controls, and a cost model nobody built. We handle those first, then deploy agents that do real work in your org.

Agentforce permissions reference arrow_forward
  • •Readiness audit: permissions, Data 360 grounding, controls
  • •Agentforce SDR, Pipeline Management, Sales Coach, and Service agents
  • •Flex Credit cost modeling by workflow, before you sign
  • •Governance, testing, and answer-quality measurement

Receipt: Built PwC's first AI SDR agent on Agentforce. Agentforce Specialist and Data 360 certified, 14 Salesforce certifications.

deployed_codeAI Agents & Builds

Working AI products, shipped in weeks

When the answer is outside Salesforce, we build it: agents, integrations, voice AI, and internal tools, with the governance to run them in production.

See the work and receipts arrow_forward
  • •Proof-of-concept builds in days, not quarters
  • •Agent orchestration across Salesforce, Claude, n8n, and Supabase
  • •Voice AI agents for inbound and outbound calls
  • •Data integrations and compliance-grade builds

Receipt: Fundingo: 5 underwriting proofs of concept, each delivered in under a week.

schoolExecutive AI Training

Your leadership team, working with AI on real work

No course and no homework. 60 minutes, in person or online, on a problem you actually have. You leave with it moving and a setup you can run again.

Executive AI Training arrow_forward
  • •One-on-one or with your team
  • •Secure, private setup for sensitive work
How engagements work

Diagnose first. Build second.

01

Diagnose

Run the free diagnostic or Pipeline X-Ray. You get a score and the one gap to fix first.

02

Discovery sprint

A paid, fixed-scope sprint: stakeholder interviews, process and data review, a quantified opportunity, and a roadmap.

03

Build

We ship the fix in your org: process, Salesforce configuration, and agents, with measurement built in.

04

Run

Ongoing support, tuning, and the next capability, so it keeps working after we leave.

The full approach is in the Aventary Method.

Questions buyers ask.

Who do you work with?

Series A-C B2B SaaS companies on Salesforce, usually 50 to 300 employees. The buyer is typically a Head of RevOps, CRO, or VP of Support who needs AI to produce results, not demos.

Can Agentforce replace my SDR team?

Partly. Agentforce SDR handles intro emails, follow-ups, product Q&A, and intent detection well. It does not replace the judgment calls. Most teams land on a hybrid model. Read the full guide

Do we need Agentforce, or will Claude or another model do?

It depends on where your data lives and which workflows you are automating. We are tool-agnostic: we recommend what fits your stack and budget, including not buying something.

How do engagements start?

With a diagnostic or a short call. If there is a real problem worth solving, we scope a paid discovery sprint with a fixed deliverable.

Find the leak, then fix it.

Book a callarrow_forward