Salesforce Consulting + AI Expertise

Implement Salesforce and AI in your business

Get the Salesforce and AI expertise your project needs. Our consultants use agentic delivery systems to build faster, matching specialist expertise to the work so your investment goes further.

Bring us your Salesforce project, your AI initiative, or both.

4.97 / 5 across 100+ AppExchange reviews2

Agentforce & Headless 360 Experts

Oracle NetSuiteSAPOracleHubSpotQuickBooksOutreachSalesloftOrionTableauJiraAsanaZoomPandaDocMailchimpStripeZendesk
InformaticaMuleSoftSnapLogicTwilio SegmentDatabricksSnowflakeAnthropicOpenAISlack
SalesforceSalesforceYour key system of record
We bring deep Salesforce and AI expertise, with experience implementing and integrating hundreds of tools. With Salesforce as your key system of record, we help turn customer data into connected operations, smarter decisions, and less manual work.
Colleagues reviewing notes together on a tablet.
Good solutions start with understanding how you work.
Salesforce Consulting

Get your Salesforce project moving.

When systems don’t connect and the backlog keeps growing, your team loses time. Bring us the implementation, integration, or improvement that needs to move.

  • Implementations and data migrations
  • Integrations and org consolidation
  • Sales, service, and revenue workflows
  • Development, automation, and reporting

“The solution they provided has allowed the entire firm to work more efficiently.”

Oakwell Private WealthSalesforce implementation · AppExchange reviewRead the AppExchange review (opens in a new tab)
A discussion around a meeting table with a process diagram on the whiteboard.
A shared understanding of the business comes before the solution.
AI Consulting

Decide where AI can create real value.

You’re under pressure to make AI pay off. Find the opportunities worth pursuing, agree what success looks like, and put a practical plan into action.

Headless CRM

Move beyond the browser. Let agents work directly with your CRM.

Give your people time back. Let agents update records and carry routine work, with Salesforce permissions and expert oversight built in.

A colleague working on a laptop in a shared workspace.
Managed Services

Make your systems more valuable over time.

Our support goes beyond maintenance. We continuously improve and automate your systems, helping you get the long-term return your investment deserves.

An overhead view of colleagues in conversation.
The right expertise, working together on your priorities.
How we deliver · Expertise as a Service

How we bring the right team to your work.

Your priorities need different skills at different times. We match specialists and generalists to the work, with AI agents helping the team deliver more value for your investment.

“Their responsiveness and proactive approach mean we’re always moving forward without unnecessary delays.”

REVA GlobalSalesforce partnership · AppExchange reviewRead the AppExchange review (opens in a new tab)
Proof

Companies that trust us with their systems.

Explore the results behind the relationships.

  • 4.97 / 52across 100+ AppExchange reviews
  • Cribl
  • NICE inContact
  • GRIN
  • Exencial Wealth Advisors
  • Divvy
  • Bento
  • Easypay
  • Invision Capital
  • Better Money Decisions
  • BeyondMenu
  • Good Day Financial
  • Avion Wealth
  • CoachSource
  • Agari
  • Callan
  • Whistic
  • INE
  • Sword
  • Otelier
  • NMI
  • MSM
  • Financial & Tax Architects
  • Hum
  • Townsend
  • Granite Harbor Advisors
  • Riskonnect
  • LegalEASE
  • SPFG
  • CACU
  • AvAir
Aviation + operations

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.

High tech + SaaS

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.

Financial services

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.

FAQs

Can we start with a Salesforce project?

Yes. Start with the implementation, migration, integration, or improvement you need today.

Do we need to be ready for AI or Headless 360?

No. We can focus on your current Salesforce needs. AI in our delivery helps us work faster; adopting AI in your business is your choice.

How do we get started?

Bring us your goal or the problem you’re working through. You don’t need a finished scope or confirmed budget.

Can 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.cloud 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 models

Let’s turn your next priority into progress.

Bring the challenge. We’ll help you work out the next step.

  • Meet and define your goals

    Tell us what needs to work better.

  • Review your options

    Understand the scope, approach, and investment.

  • Meet your team and begin

    Your experts learn the context and start the work.