AI-Powered Salesforce Solutions That Drive Real ROI

We implement Agentforce to connect your data, workflows, and teams—using AI and automation to make Salesforce smarter, faster, and self-optimizing.

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Our Process

Making AI Work Inside Salesforce—Step by Step

We turn AI from a buzzword into real automation inside your Salesforce org—built on clean data, tailored models, and continuous optimization.

Data Assessment & Strategy

Audit and prepare your Salesforce data for AI readiness.

Model Selection & Customization

Deploy prebuilt or custom Einstein and Agentforce models tuned to your goals.

Salesforce
Integration

Embed models directly into your Salesforce workflows for real-time impact.

Continuous Optimization

Monitor, retrain, and improve performance over time.

Our Expertise

Specialized AI Expertise That Elevates Business Intelligence

We design Salesforce AI solutions around your organization’s unique goals—leveraging Agentforce, Data Cloud, Flow, and Prompt Builder to move seamlessly from model design to full-scale deployment.
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With our precision-built approach, your business stays ahead of trends, automates intelligently, and makes smarter, faster decisions at scale.

Industries We Serve

We help teams across industries turn Salesforce into a smarter, AI-powered system built for speed, scale, and measurable results.

Automotive

Unify customer data and personalize every experience with Salesforce AI. Use Data Cloud and predictive models to optimize sales, service, and support.

Construction & Real Estate

Automate lead routing, case triage, and field operations with Agentforce. Streamline deal cycles and boost responsiveness through tailored CRM workflows.

Financial Services

Leverage Salesforce AI for smarter lending, fraud detection, and client engagement. Gain insights faster with predictive analytics and Data Cloud.

Healthcare & Life Sciences

Automate intake, triage, and support with AI and NLP inside Salesforce. Analyze unstructured data while maintaining compliance and responsiveness.

Nonprofit

Forecast giving, reduce churn, and automate outreach with AI for nonprofits. Deepen donor engagement through custom Salesforce models.

Technology

Reveal trends, predict renewals, and enhance support with Salesforce AI. Use Data Cloud and automation to scale smarter GTM operations.

Production Readiness

Pilots Prove the Idea. Production Proves the Partner.

A demo that hits 75% on hand-picked records tells you the model works. It tells you nothing about what happens when the agent meets your real org.

Grounded in your data

Prompt templates built from your historical cases, not generic examples. Guardrails tied to object state and workflow logic, so the agent knows when not to answer.

Tested like code

A regression suite assembled from real misclassifications, run through the Einstein Connect API from Apex, scored automatically, and gated before deploy.

Measured after launch

Pass rates rolled up by prompt version, so you can prove v4 beat v3 — and see exactly which case types regressed on the way.

We built this for an online used-car marketplace. It’s holding above 95% in production.

We were able to publish an executive dashboard using Tableau in a very short time frame due to elevated priority. This team handled the last-minute request exceptionally well.

Healthcare & Life Sciences

The BigSolve team has been consistently helpful and responsive. They keep our tickets moving along efficiently and never let things stall out.

Automotive

BigSolve was instrumental with optimizing our Salesforce org structure. They were able to help with everything from territory management to email deliverability, and we are already seeing improvements in sales.

Healthcare & Life Sciences

Not only did he build a highly functional API, but he also ensured that the data flows smoothly and efficiently, improving accessibility and usability for our sales team. His work has streamlined our processes, eliminating manual inefficiencies and enabling real-time data access within Salesforce.

Financial Services

His expertise, creativity, and tenacity on this important project has now allowed us to gather and report on business-critical volunteer activities.

Nonprofit

BigSolve maintains every quality you could hope for in a contracted team and their completed work has been consistently excellent and on-time.

Automotive

They worked seamlessly with our internal stakeholders to harness Salesforce's Agentforce and LLM capabilities, successfully automating our cancellation workflows and achieving a significant reduction in manual agent volume.

Automotive

Our funding company saw our revenue nearly double by using the custom Salesforce that was built for us.

Financial Services

The process was flawless with no issues, resulting in a seamless merger that ensured business continuity for our collective team. A+++ all around.

Financial Services

Yes absolutely.

Financial Services

They are experts at blending technology with innovative solutions while ensuring key stakeholders remain informed through regular updates and transparent communication around emerging findings that may require additional decisions or alignment.

Automotive

BigSolve didn't just do what we told them to do. They asked questions and understood the ins and outs of our problem and workflow. They came up with the best solution and took the time to train us on how to use it.

Financial Services

Our Salesforce works perfectly, and we've seen improvements in our call metrics, talk time, and funding amounts.

Financial Services

BigSolve has created solutions for my businesses that other Salesforce designers could not do. George's grasp of current AI technology is unparalleled.

Financial Services

BigSolve performed great and met all expectations for our project. We highly recommend their services, and will be using them again in the future.

Healthcare & Life Sciences

Insights, Strategies, and Best Practices

Actionable Salesforce insights to help your business scale with clarity and confidence.

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