AI Strategy for Real Impact

Let’s streamline business and create authentic connections at scale with the power of AI.

Partners in AI for meaningful interactions that boost performance

You know AI can drive efficiency and improve customer experiences—it just needs the right setup and integration. Partner with us to uncover high-impact AI solutions, seamlessly connect them to your systems, and make them easy to use. Tap our expertise to enable your team to harness AI effectively and foster genuine connections for outcomes that matter.

Reimagine experiences

with AI

AI is inviting you to use your imagination again. It’s challenging you to rethink daily tasks and ask, “How can AI make this more efficient? How can it create truly connected, 1:1 experiences for my audience?”

Let’s seek what’s possible with AI together and transform your business and your customer interactions for lasting impact.

Our approach to AI

Breathe easy knowing that you are being set up for success with a proven process for AI deployment. From vision to roadmap planning and execution, we guide you through every step to fast-track time-to-value and drive measurable results.

Discovery

Plan

Build

Launch

AI Use Cases

Identifying opportunities across sales, marketing, and service is key to maximizing AI’s impact. Here are some common use cases we’ve seen.

Connect with our experts to explore how AI can transform your processes, tailored to your team, industry, and customers.

From content creation to audience segmentation and reporting, our experts help you pinpoint high-impact marketing opportunities to streamline efforts and deliver exceptional customer experiences that build lasting relationships.

Simplify scheduling, draft sales pitches in seconds, identify top opportunities, and forecast with ease. Let us guide you to the right sales AI to win more ideal customers and hit your targets faster.

Provide instant answers to FAQs while your team handles complex cases, and analyze customer feedback in seconds. Partner with Sercante to implement the right service AI, boosting efficiency, loyalty, and lifetime value.

AI Readiness Assessment

Partner with your strategic guide to identify ways AI can streamline your unique processes across sales, marketing, and service to increase efficiency, create smooth experiences, and drive measurable impact.

  • Fast-track defining your AI use cases.
  • Receive a detailed plan for execution.
  • Improve automation and productivity.
  • Unlock incremental value quickly.

AI services

As your business and technology evolves, our Salesforce AI services adapt to meet your needs. From custom agents to Einstein, and Agentforce we integrate the power of AI to streamline your workflows, maximize efficiency and power personalized, meaningful connections.

Vision & Planning

Reach goals with an AI North Star vision & tactical roadmap.

Readiness Assessment

Identify your use cases and maximize value.

AI Implementation

Get set up & enabled with, Einstein, Agentforce, and customized agents for success.

AI for Marketing

Enhance campaigns & create scalable 1:1 real customer connections.

AI for Sales

Streamline sales processes, simplify forecasting & exceed targets.

AI for Service

Resolve cases faster and raise satisfaction to grow customer loyalty.

AI strategy for every industry

Partner with the experts who have completed over 1,500 projects with a 4.9/5 customer satisfaction rating across various industries with teams of all stages. Share your goals with us and we’ll come alongside you to identify and set up the best-fit AI solutions for impactful results.

Financial Services

Smarter solutions for wealth management, banking and insurance.

Healthcare & Life Sciences

Simplify provider network management and enhance patient care.

Manufacturing

Streamline your operations, maximize output and personalize interactions.

Software & High Tech

Optimize your processes, tech, and support to grow adoption & retention.

Retail & Consumer Goods

Boost account efficiency, drive profitability and increase customer satisfaction.

Nonprofits & Higher Education

Scale connections to amplify impact with donors and constituents.