Most businesses know they need to start using AI—but don’t know where to begin. Others have started using it but aren’t sure if it’s actually helping.
At SOLVD, we get it. The future is moving fast, and AI is part of that future. But without a clear plan, it’s easy to waste time and money on tools that don’t move the needle.
As Evan Connell, Consulting Manager at SOLVD, says:
“The main thing driving all of this is business is in the process of getting automated.”
Let’s break it down into a simple roadmap so your team can get real results—not just another shiny tool.
Before you dive into tools, take a step back. What are you trying to achieve? Faster customer service? More efficient sales? Less manual data entry?
“You need to know what outcomes you’re going for… There are a lot of companies that say, ‘We’ve done some implementation,’ but they have no idea if they’re more successful because of it.” – Evan Connell, Consulting Manager at SOLVD
Start by choosing goals you can measure—then build your AI plan around those.
Let’s say a customer reports a problem, gets it fixed, but later has the same issue again.
Here, AgentForce can help. Its AI tools can look at past cases and recognize repeat problems. This helps teams respond faster and avoid doing the same work twice.
What if two different companies report the same issue? One customer reaches out, and later, another business has the exact same problem.
AgentForce can assist by using AI-powered case sorting. It looks at past cases, suggests previous solutions, and helps agents fix problems faster.
While AgentForce can help, some businesses may need a custom solution for more complex problems.
Dallin Smith, , Senior Consultant at SOLVD adds:
“If your company struggles with duplicate cases, let’s talk. We can help find the best solution, whether it’s AgentForce or something custom.”
If duplicate cases slow down your team, contact SOLVD today. We’ll help you find the best way to speed up support and make your team more efficient.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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