Services / Business Applications / Salesforce

Salesforce Implementation Partner: configured around how your team actually sells and supports.

Sales Cloud, Service Cloud, and platform development fitted to your sales motion and support workflows, so adoption doesn't require a mandate.

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Our Methodology

A Salesforce org your team actually uses.

Discover

Map your real sales stages and support workflows, not a generic template.

Design & Build

Pipeline, case management, and automation configured to match.

Pilot & Verify

A pilot team runs live deals and tickets through it before rollout.

Scale & Operate

Adoption and data quality tracked and tuned across every team.

Proof, Not Promises

Real engagements, the results attached to each one.

Forecast accuracy improved from ±35% to ±8% of actual close

B2B SaaS company, Denver

Routine tickets resolved without a human agent: 58%

Regional broadband ISP, Southeast England

Duplicate candidate records reduced by 41% during migration

Healthcare staffing agency, Florida

Annual territory redraw time down from 2 weeks to 2 days

Industrial parts distributor, Ohio

What's Included

4 capabilities, one delivery team.

Sales Cloud

Pipeline, forecasting, and quoting configured to your actual sales stages.

Service Cloud

Case management and support workflows that route to the right person, fast.

Platform & Apex Development

Custom objects, flows, and integrations for what Salesforce doesn't do out of the box.

Data Migration & Integrations

Clean, deduplicated transfer from legacy CRM, connected to your other systems.

The stack behind this service.

Real tools our team works in day to day, not a generic capability list.

Salesforce

TypeScript

GraphQL

Ten industries. One audited standard.

Different regulations, different systems of record — the same discipline every time: agents that run inside guardrails and leave a record you can read.

View all industries →

BFSI

Retail & CPG

Telecom

Technology

Healthcare

Public Sector

PropTech

Education

FinTech

AgriTech

Startups

Salesforce case studies

Challenge, solution, results. What we have shipped here.

Anonymised at the client's request. Each card states the pain point, what we built, and what changed. Plus the service type and country.

04 studies

Apps USA

Salesforce Sales Cloud rollout for a US mid-market SaaS

B2B SaaS company, Denver

Challenge: The sales team tracked pipeline across a shared spreadsheet and each rep's personal notes app, so forecast accuracy depended on whoever remembered to update the sheet before the Monday pipeline review. Deals regularly went stale with no follow-up trigger.
Solution: AGS implemented Salesforce Sales Cloud with stage-based automation and an agent that flags deals with no activity in 7 days, drafting a suggested follow-up for the rep to send or edit. Forecast categories now roll up automatically instead of being assembled by hand.
Results: Forecast accuracy improved from ±35% to ±8% of actual close
Stale-deal follow-up time down from weeks to same-day
Pipeline review prep time cut from 3 hours to 20 minutes

Apps UK

Service Cloud deflection for a UK telecom ISP

Regional broadband ISP, Southeast England

Challenge: Support tickets for router resets, outage checks and billing questions made up 60% of inbound volume but each one still required a human agent to look up account status and walk the customer through the same steps every time.
Solution: We implemented Salesforce Service Cloud with an agent that handles the recurring ticket types end to end, checking network status and account data before responding, and only escalates to a human when it cannot resolve the issue or confidence is low.
Results: Routine tickets resolved without a human agent: 58%
Average handle time on escalated tickets down 31%
Customer satisfaction score up 12 points on deflected tickets

Apps USA

Salesforce data migration for a US healthcare staffing firm

Healthcare staffing agency, Florida

Challenge: A decade of candidate and client data sat in a legacy ATS the vendor had stopped supporting. Recruiters kept two systems open at once during the transition period, and duplicate candidate records made it hard to tell who had already been placed where.
Solution: AGS migrated and deduplicated the legacy ATS data into Salesforce Health Cloud, building matching rules tuned to the agency's actual data quality issues rather than generic fuzzy matching, and validated the result against a manual audit sample before cutover.
Results: Duplicate candidate records reduced by 41% during migration
Legacy ATS fully decommissioned within 10 weeks
Recruiter time spent on data lookup down by a third

Apps USA

Territory and quota automation for a US industrial distributor

Industrial parts distributor, Ohio

Challenge: Sales territories were redrawn once a year in a spreadsheet exercise that took the ops team two weeks, and account ownership disputes between reps were common because territory boundaries were not enforced anywhere in the CRM.
Solution: We rebuilt territory management natively in Salesforce with rule-based assignment by zip code and account tier, automated quota rollups, and an approval workflow for territory change requests so disputes get resolved in the system rather than over email.
Results: Annual territory redraw time down from 2 weeks to 2 days
Account ownership disputes down 90%
Quota-to-actual reporting now updates daily instead of monthly

FAQ

Salesforce: questions, answered.

Which Salesforce clouds does AGS implement?

Sales Cloud and Service Cloud are the most common engagements. Pipeline, forecasting, and quoting configured to your actual sales stages on Sales Cloud; case management and support routing on Service Cloud. We also build custom Apex development and integrations where standard Salesforce features don't cover a workflow.

How do you get a sales team to actually adopt a new Salesforce org?

The same way we do with any CRM: configure it around your real sales stages and support workflows, not a generic template, then run a pilot team through live deals before company-wide rollout. Corstone Insurance hit 90% adoption within a quarter using this approach.

Can AGS build custom Apex or platform development on Salesforce?

Yes. Where Salesforce's standard objects and flows don't cover a process, we build custom objects, Apex, and flows on the platform itself, rather than bolting on a disconnected tool. Union City Services replaced two legacy case systems with one custom Apex portal this way.

How does AGS handle migration from a legacy CRM to Salesforce?

We migrate records with a clean, deduplicated transfer rather than a bulk dump of legacy data problems into a new system. Data quality is checked before go-live, and the org is configured to your sales stages and support workflows before any live deals move through it.

Can autonomous agents work inside our Salesforce org?

Yes. Once Sales Cloud or Service Cloud is configured and adopted, agents can act on that data directly: routing leads, drafting follow-ups, updating case records, and flagging exceptions. Kestrel Financial cut first response time from days to minutes with agent-assisted lead routing inside Salesforce.

Give your sales team a Salesforce org they'll adopt.

Tell us what you're building and we'll map the fastest path to it.

Let's talk