Business Process Improvement - BPI Consulting

Salesforce AI Consulting

Salesforce AI Consulting for Einstein, Agentforce, strategy, security, data readiness and implementation. 

TALK TO AN EXPERT

AI is revolutionizing how businesses use CRM tools to transform customer experiences. Now is the time to get your company ready for the artificial intelligence capabilities within Salesforce.

Your Salesforce environment offers multiple AI opportunities: Einstein features that may already be available in your current license, plus new Agentforce capabilities that enable autonomous agent functionality. It might seem overwhelming if you haven’t unlocked the full power of Salesforce AI. But as a trusted Salesforce AI consulting partner, Centric Consulting is here to guide you through this journey.

Salesforce Agents hold immense potential to enhance productivity and drive innovation. However, with this power comes the responsibility to handle issues related to data privacy, compliance, and workforce adoption. That’s why our Salesforce AI consulting services have been designed to address these challenges proactively.

Our team of experts will assess your existing infrastructure and workflows to ensure you’re well positioned to utilize Salesforce’s artificial intelligence technology. We can work with you to create a vision for AI usage, build a clean and secure data foundation, craft a personalized implementation roadmap, and ensure that Salesforce Agents we create align with your business objectives and your organization before getting started.

With our guidance, you can embrace Salesforce’s transformative AI technologies with confidence, maximizing the benefits while minimizing risks.

Salesforce AI: How We Help With Adoption

As a certified Salesforce Partner, we understand the complexities involved in successfully adopting AI and are here to simplify the process for you.

Strategic Integration

Determine how Salesforce Einstein and Agentforce capabilities align with your business strategy.

We’ll help you identify specific areas where these AI technologies can revolutionize your operations.

Customized Solutions

Develop tailored governance, security and acceptable use policies for Salesforce Einstein and Agents.

We understand that every business is unique, and our experts will create policies that resonate with your organization’s ethos.

Data Readiness and Technical Expertise

Assess your data readiness, licensing requirements and technical needs.

We’ll make sure that your infrastructure is prepared to harness the full potential of Salesforce Agentforce and Einstein.

Seamless Implementation

Implement Salesforce Einstein and Agentforce seamlessly within your organization.

We’ll guide you through the process, ensuring that Salesforce Agents are accessible to the right users within your workforce.

Optimizing AI Functionalities

Identify diverse opportunities to leverage Salesforce’s AI functionalities across your organization.

Whether it’s sales forecasting, customer insights or process automating Agents, we’ll help you maximize the benefits.

Empowering Your Workforce

Prepare your workforce for the AI revolution. We provide training and support to both IT professionals and end-users.

Our goal is not just to minimize disruptions but to optimize your workflow, making your team more efficient and capable in this AI-driven landscape.

Our Salesforce AI Consulting Services

We’ll guide you in defining your company’s Salesforce AI strategy, providing a comprehensive plan that is scalable, secure and leverages Salesforce’s best in class AI features as well as other AI you may have in your organization.

Define, align and document a sound strategy for which Salesforce AI features, like Agentforce and Agent Builder, you can leverage today. We keep an eye to future releases, ensuring you are using the latest AI technology that’s relevant to your organization’s goals.

Whether you are new to Salesforce AI and AI Agents or you have been using Einstein for years, we are here to help develop a competitive AI strategy.

CONTACT US TO GET STARTED
nat-salesforce-ai-webinar-session-1-web-featurex2-2025-08-151

WEBINAR SERIES

Your Salesforce AI Trail Guide

Lost in the Salesforce AI wilderness? Don’t let confusion about Einstein, Agentforce, and data readiness keep you from competitive advantages. Join our three-part webinar trail series to get AI-ready and ROI-focused.

LEARN MORE

The Salesforce Economy: Fueled by AI-Powered Cloud Solutions

0 Million
potential global jobs created by 2028
0 Billion
dollars generated in economic benefits by 2028
0 Trillion
dollar net gain between 2022-2028

Functional AI Technology Roadmap

We knew we wanted to be at the forefront of exploration and implementation with ChatGPT and other AI technologies. The challenge was that there was so much new and changing information, we weren’t sure where to start. We now have a solid roadmap to execute right away and lay the groundwork for what our future could look like.

Chanel Smith, Chief Knowledge and Excellence Officer, What Chefs Want!

BLOG

Is Your Organization Ready for Salesforce’s AI Capabilities? 

Salesforce uses GPT technology across its Sales Cloud, Service Cloud and Marketing Cloud platforms. Learn how this contributes to your innovation, growth, and success. 

READ THE BLOG

 

partner_mulesoft_services

Our Salesforce Consulting Services

Realize the full value of your Salesforce Einstein investments by integrating with other Salesforce products. 

This will enable you to provide meaningful, connected customer experiences and to create a consolidated view of your customers by utilizing Salesforce data and other enterprise data from across your technology stack. 

Learn about our other Salesforce Consulting Services to unlock the full potential of your Salesforce AI implementation.

Learn More

Create a vision for your AI usage by embracing Salesforce’s transformative AI technologies that align with your business objectives.

TALK TO AN EXPERT