Slack
Approve a judgment call
Embed AI + Salesforce Transformation Experts on your team
Your CRM was supposed to track the work. It became the work.
We turn Salesforce into the trusted system your agents and employees can rely on. The AI agents we build for your business update records, clean data, and run reporting under expert review, so your people spend more time with customers and less time messing with the CRM.
~90% renewal rate1
Agentforce & Headless 360 Experts
SOLVD.cloud is the embedded Salesforce and AI transformation team. We prepare customer data, workflows, and governance for Headless 360, then build AI agents for your business that update records, clean data, and run reporting under expert review. Salesforce remains the trusted system of record while people spend more time selling, serving, and growing customers.
Our point of view
The browser tax
Agents can work outside the Salesforce browser, but they still depend on the data, permissions, and governance underneath it.
Most companies pay skilled people to keep the CRM current by hand, taking time away from customers. Headless 360 lets agents carry more of that work from Claude and the tools people already use, while Salesforce keeps control of the data and permissions. Leadership decides how roles and processes should change. We help turn those decisions into a reliable way for people and agents to work together.
“Why should you ever log into Salesforce again?” — Parker Harris, Salesforce Co-Founder
What is it costing you now?
Annual browser tax$796,15411,040 hours a year spent updating the system instead of doing the work it measures
$398,077potentially reclaimed
5,520hours returned
2.7full-time equivalents
Loaded cost estimated at 1.25 times salary across 46 working weeks. This is a back-of-envelope figure to size the problem, not a projection of results.
Where the work happens now
Headless processes let agents move between systems and execute work far faster than humans.
AI can update your systems of record, pull relevant data, manage organizational context, analyze performance, build reports, and carry routine work across the business.
Teams
Ask where a renewal stands
Claude
Draft the QBR from live data
Capture a field update
Your app
Serve a customer on real records
Other Tools
Trigger the next governed action
Direction + oversightYour teamSets priorities, approves judgment calls, handles exceptions, and retains oversight across the agent workforce.
Routine work + coordinationGoverned AgentsFrontier Agents and integrated agents work across your tech stack, update systems of record, prepare decisions, and escalate when a person should decide.
Identity + permissions + rules
SalesforceHolds the governed customer record, business rules, history, and audit trail.
SalesforceHolds the governed customer record, business rules, history, and audit trail.- SalesAgents use recorded calls to update the CRM automatically, so the pipeline reflects what was actually said.
- ServiceAgents resolve cases faster and lift satisfaction, and route to the right human sooner when a human touch is needed.
- MarketingSegments stay clean continuously, because agents maintain them instead of a quarterly project.
- FinanceQuote-to-cash stops needing reconciliation, because the handoff stops breaking.
- OperationsAgents coordinate handoffs, follow-ups, and routine approvals so work keeps moving across teams and systems.
The safety difference
Agents need architecture, rules, and a human for judgement and oversight.
One workflow: the opportunity update after a customer call. The gap between the second column and the third is our specialty.
A person retypes the call
- A rep finishes a forty-minute customer call.
- Updates nine fields from memory, two days later.
- Twelve minutes of typing, and the close date is a guess.
- The next stage never gets set, because nobody enforces it.
Your pipeline reflects what someone remembered, not what happened.
An agent with raw API access
- Reads the transcript and writes straight to the API.
- Skips the validation the screen used to enforce, because no screen ran.
- Sets a stage that does not exist in your sales process.
- Times out, retries, and duplicates the activity. Nobody can reconstruct why.
Faster, wrong, unauditable. The failure most orgs are about to buy.
A governed agent, with a person on the judgment
- Proposes the update through the Headless 360 MCP Server as the rep’s own user.
- Object-level validation, field-level security, and sharing rules all still apply.
- Judgment calls, like moving a close date, become an approval card in Slack.
- Retries are safe, so the same action cannot create duplicate work. Session tracing records what it did and why.
The pipeline matches reality, the rep approves in fifteen seconds, and there is an audit trail.
The plan
From executive decision making to successful deployment and business ROI.
AI Agents drive speed, Experts bring judgement. One embedded team carries the work from executive decisions into production.
- Direction
Define the AI-native business
A fractional Chief AI Officer works with your executive team to set the vision, redesign roles and decision rights, and prioritize the work that should change.
Fractional CAIO services → - Foundation
Prepare the foundation
We help put the permissions, tools, training, oversight, and incentives in place so your people can adopt the new way of working and your agents can operate safely.
Transformation model → - Execution
Execute with your team
Our embedded Agents and Experts work in rapid cycles, use Headless 360 and the right tools to redesign workflows, guide human change and learning, and carry each priority into production.
Embedded teams →
What we automate
The roadmap becomes working systems.
Work surfaces
Work arrives where people already are
Work where your people already are
Approvals, quotes, and case context inside Slack, Teams, or WhatsApp.
Headless-native experiences
React portals with Salesforce auth and governance built in.
Intelligence + control
Agents act with context and rules
Reporting that runs itself
The pipeline review assembles before the meeting. Quiet renewals flag themselves.
Your agents, governed through Salesforce
Claude, ChatGPT, or a custom stack acting through MCP, inheriting permissions instead of bypassing them.
Systems of record
The customer record maintains itself
The self-updating CRM
Agents write the updates reps used to type from memory two days later.
Self-cleaning data
Continuous dedupe, normalization, and identity resolution, held to the same validation rules a human write hits.
Proof
Companies that trust us with their systems.
Some of the top AI companies have hired us as well, but their legal teams don't let us use their logos.
3 days → 5 minutes
RFQ turnaround fell from days to minutes.
A quoting process that used to take three business days now returns in about five minutes.
20 → 400+ employees
Revenue systems scaled with the company.
The operating system supported growth from 20 to over 400 employees across quoting, invoicing, and license provisioning.
On time · within budget
A secure diligence portal shipped cleanly.
Partners gained a controlled Experience Cloud portal for diligence and document exchange, launched on time and within the agreed budget.
Questions people actually ask
What does SOLVD.cloud actually do?
We are an embedded automation team for companies that run on Salesforce. We fix the data, workflows, and processes underneath customer operations, then implement automation and AI agents on top, with our experts reviewing everything that ships.
See how embedded teams workIs this Salesforce consulting or AI consulting?
Both, and the combination is the point. Legacy Salesforce consultants lack AI fluency and thought leadership, so they keep designing in-browser solutions. AI experts without a deep understanding of enterprise CRM and customer data tend to bolt too many disparate tools together, design solutions that are not sustainable or fully secure, and custom-build capabilities already available inside systems of record like Salesforce.
Explore the Headless 360 approachHow fast can we see something working?
Weeks, not quarters, for a first governed workflow in production. Readiness work comes first when the data or schema is not ready for agent writes, and we will tell you plainly if that is the case.
See client outcomesCan you work with our team, or be our team?
Both. Many of our largest customers have internal teams that we augment and accelerate with specialist expertise, AI fluency, and delivery capacity. If you do not have an internal team, SOLVD can be your Salesforce and AI delivery team. In either model, your leaders make the business decisions and we take responsibility for delivery.
Explore both team modelsDoes this mean our team never logs into Salesforce again?
No. Admins configure, finance closes the books, and people open records to read the full story. What changes is the ratio: agents carry the routine, and the browser becomes where exceptions get handled rather than where the day goes.
Read the Headless 360 guideDo we have to go headless to work with you?
No. Most of our work is still core Salesforce: CPQ, quote-to-cash, data architecture, and team extension. We take that on its own merits. We will also be straight that the org you are fixing is the org your agents will inherit, so it is worth fixing in a shape that can go headless later.
Understand Headless 360What does it cost?
The smallest engagement is one month at $8,000 total. Most clients invest $12,000–$25,000 per month, based on the number and mix of generalist and specialist subscription units.
See complete pricingGive your people less CRM work and your agents a foundation they can trust.
Start with a fit conversation, or take about six minutes to check your readiness first.