Einstein Scoring & Forecasting
Lead, opportunity, and case scoring calibrated to your pipeline — plus forecasts your leaders can actually plan against, with the drivers explained, not hidden.
You already pay for the intelligence. We implement and govern Einstein scoring, forecasting, and Agentforce agents inside your org — on a clean data model — so the AI you’re licensed for finally produces numbers your team trusts and acts on.
Salesforce is the world’s most-deployed CRM — the system of record your revenue already runs on.
IDC, worldwide CRM market shareof a rep’s week goes to non-selling work — exactly the load Einstein and Agentforce are built to lift.
Salesforce, State of SalesMost orgs leave Einstein scoring and forecasting switched off or untuned — capability already inside their license.
Common implementation gapAgentforce agents resolve, route, and act across sales and service around the clock — when configured and governed right.
Salesforce, AgentforceMost teams light up Einstein, glance at a confidence score nobody calibrated, and quietly go back to the spreadsheet. The problem isn’t the platform — it’s that scoring, forecasting, and agents need a clean data model, the right configuration, and tuning to your business before anyone will trust them.
We close that gap. We make Einstein and Agentforce produce results your reps, managers, and service teams actually act on — governed, explainable, and tied to the pipeline and SLAs you already report on.
A Salesforce org where the AI earns its keep: calibrated Einstein scoring and forecasting, governed Agentforce agents handling real work, and a data model clean enough that every number lines up.
Lead, opportunity, and case scoring calibrated to your pipeline — plus forecasts your leaders can actually plan against, with the drivers explained, not hidden.
Autonomous agents that resolve, route, and act across sales and service — deployed with guardrails, escalation paths, and audit trails.
Deduped records, a sane object model, and a security model the AI can trust.
Untangle fields, flows, and tech debt that quietly break automation.
Unify Salesforce with your ERP, marketing, and product data so agents and Einstein act on the full picture — not a silo.
We review your data model, configuration, and current Einstein/Agentforce setup, then map where AI pays off first — with a candid read on what’s blocking adoption.
We clean the data model, configure and calibrate Einstein, and deploy Agentforce agents with guardrails, escalation, and audit logging built in from day one.
We drive adoption with your team and tune scores, forecasts, and agents against real outcomes — so trust and usage compound instead of fading.
Plenty of partners will configure an org and leave. We measure success by whether your team actually trusts and uses the intelligence months later — and we build for that from the first commit.
We work alongside your admins, not over them. Internal teams keep the lights on; we bring the AI and data-model depth to get Einstein and Agentforce into production and adopted. Many clients use us to lift their own team’s capability in the process.
The org health check answers exactly that. Einstein’s predictions are only as good as the data model and history behind them, so we assess readiness first and fix the foundation before switching anything critical on.
Agentforce is Salesforce’s platform for autonomous AI agents that can resolve cases, answer questions, and take actions across your org. Safe deployment is a configuration discipline — scoped permissions, clear escalation to humans, and audit logging — all of which we build in from day one.
Primarily Sales Cloud, Service Cloud, and Data Cloud, plus the integrations that connect them to your ERP, marketing, and product systems. If your revenue or service runs on Salesforce, we can help it run smarter.
Yes — that’s the point. We calibrate scoring and forecasting to your real outcomes and make the drivers explainable, then work with managers on the adoption habits that make the number stick in pipeline reviews.
Engagements are scoped to outcomes and begin with a fixed-scope org review. Book a session and we’ll give you a clear range for your org’s size and goals.
Bring your org. In 45 minutes we’ll show you where Einstein and Agentforce will pay off first — and what’s standing between you and adoption today.
Salesforce Partner · Einstein & Agentforce · Adoption-first