Data Management Services
Data Management Assessment
Embarking on a data harmonization strategy can feel daunting. That’s why we offer a quick-start assessment to clarify your data landscape and set you on the path to success. This short-track exercise helps you identify key areas for improvement and lays the foundation for a robust data strategy, essential for leveraging powerful Salesforce tools like Agentforce.
Let’s uncover the questions that will drive your data transformation.
Your questions answered
Embarking on a data-driven journey can feel overwhelming. Many organizations find themselves grappling with fundamental questions about their data landscape before they can fully leverage the power of tools like Salesforce Data Cloud and unlock advanced functionalities like Agentforce. Are you ready to make the most of your data? Here are some key questions we often hear:
- Data Silos: How do we break down data silos and create a unified view of our customer?
- Data Quality: How do we ensure the accuracy and reliability of our data across all sources?
- Data Governance: What policies and processes do we need to manage our data effectively and securely?
- Data Integration: How do we connect all our disparate data sources into a single, actionable platform?
- Data Strategy: Do we have a clear roadmap for leveraging data to achieve our business goals, especially for initiatives like Agentforce?
- Data Readiness: Is our current data infrastructure ready to handle the demands of Data Cloud and advanced AI-powered applications?
- Compliance: How do we ensure our data practices comply with all relevant regulations (e.g., GDPR, CCPA)?
- Scalability: Can our data infrastructure scale to accommodate future growth and increasing data volumes?
What we provide
We help you lay the groundwork for Agentforce and other Data Cloud-powered solutions. Our services include:
- Goal Alignment: Define clear, measurable objectives for your data strategy
- Data Source Inventory: Identify and map all relevant data sources within your organization
- Harmonization Roadmap: Develop a practical plan to cleanse, standardize, and unify your data for optimal use within Salesforce Data Cloud
- Readiness Scorecard: Get a clear understanding of your current data maturity level
What you get
With our Data Cloud Readiness Assessment, you’ll gain:
- A Clear Data Vision: Understand how to leverage data to achieve your business goals.
- Reduced Implementation Risk: Identify potential data-related roadblocks before you invest in Agentforce or other advanced solutions.
- Faster Time-to-Value: Ensure your data is ready to deliver immediate insights and improved customer experiences.
- A Foundation for Future Success: Build a scalable data strategy that supports your ongoing Salesforce initiatives.
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Agentforce Services
Agentforce Assessment – Are you Agentforce ready?
Generative AI is transforming business, but implementing Agentforce can seem daunting. You might be wondering about the process, data, licenses, or the value it truly brings.
We understand! Let’s spend some time to clear out your questions!
Your questions answered
Are you considering Agentforce? You’re likely wondering about
- Cost vs. Benefits: How will the investment in Agentforce compare to the resulting advantages?
- Business Impact: What kind of organizational transformation can you expect from a Generative AI implementation?
- Strategic Implementation: Where would an Agentforce solution offer the most impact within your company?
- Getting Started: What’s the first step to integrate Agentforce into your operations?
- Data Readiness: What kind of data will be required to feed Agentforce?
- Licensing: Which licenses will you need to fully leverage Agentforce?
What we provide
We offer a comprehensive analysis to give you a clear picture of how Agentforce can benefit your business
- Customer Experience Enhancement: Insights on how Agentforce will improve interactions for your clients and internal teams
- Quantifiable Benefits: A clear understanding of the organizational advantages that Agentforce will bring
- Strategic Roadmap: A plan to guide you through the Agentforce implementation process
- Licensing Breakdown: A clear explanation of the necessary licensing requirements
- Data Strategies: A framework for how to explore and utilize your data within AI
- Data Activation: Guidance on how to properly activate your company data for optimal results
What you get
Instead of diving in headfirst, we recommend a preliminary analysis.
This approach allows you to build a solid business case, understand the costs and benefits, and evaluate the impact Agentforce can have on your customers and your employees.
We provide this valuable data within a limited timeframe, empowering you to make informed decisions.
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Agentforce Activate – You are ready for Agentforce!
Are you already leveraging Salesforce to optimize your marketing, sales, or service teams? Do you recognize the value of automation? If so, you’re likely ready to implement Salesforce Agentforce.
Is your organization committed to integrating Generative AI solutions but lacks the necessary guidance or expertise?
Your questions answered
- You want to automate processes using AI, but lack the expert resources to guide the implementation in your company.
- You are convinced of the long-term benefits of Agentforce but need quick wins to demonstrate its value
- You aim to raise efficiency in Marketing, Sales, and/or Service but lack the expertise to control the end-to-end project (from business case to operations procedures)
What we provide
- A standard project approach for implementing Salesforce Agentforce
- Expertise to create fast business value with implementation of Agentforce
- Overall Salesforce expertise and especially around data management and AI functionalities
What you get
While you know your internal business processes and have a clear view on how you want to get better experience for your customers, you may need dedicated assistance in implementing your vision.
We bring the experience that you need to make your AI project a success.
Where needed, from Business Case definition to implementation and setup of your internal operations processes – or anything in between.
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