Salesforce Agentforce Experts

Supercharge your Sales Operations

“What I enjoy most about working with the team at CRM Forge is that they understand our business and feel like a part of the team. They discuss the scenario, best practices and various alternatives, all the while educating us on the platform.”

What we Offer

Our certified experts simplify AI adoption by providing strategies, implementation support, and ongoing consultation to maximize your AI solutions.

Prioritize High-Impact Opportunities

We configure Agentforce to analyze your Salesforce data and highlight high-priority leads, ensuring your sales team focuses on the most promising deals to enhance efficiency and boost close rates.

Streamline with Intelligent Summaries

We set up Agentforce to automatically summarize customer interactions and recommend next steps, reducing administrative tasks and allowing your sales team to engage more with clients.

Boost Engagement with Conversational AI

We implement Agentforce’s conversational AI to handle routine inquiries and provide personalized recommendations, improving customer satisfaction and freeing your sales team for high-value interactions.

Create Content with Generative AI

Our experts use Agentforce’s generative AI to produce personalized marketing and sales content, ensuring your communications are relevant and effective in engaging and nurturing leads.

How We Help

Your Agentforce Adoption Plan

Comprehensive Assessment

We analyze your tech stack and data to identify high-impact AI opportunities aligned with your business needs.

Customized Roadmap Development

We tailor a roadmap to integrate AI into your sales strategy, aligned with goals such as increasing sales velocity or enhancing customer retention.

Ongoing Support and Training

We provide training, continuous support, and resources to help your team confidently use Agentforce and AI without feeling overwhelmed.

CRM Forge Solutions is a one-stop shop for customer relationship management (CRM) needs, offering Salesforce Cloud support, training, and strategic support. We provide expert, certified CRM services, both executional and architectural design.

What Sets Us Apart

Flexible Billing

Choose between set scope, by-the-hour, or longer-term monthly retainer contracts—whichever suits you best!

Collaborative Approach

We’re here to support you in your goals, whatever they may be. From strategy to execution, we fit seamlessly into your flow.

No Middleman

Work directly with a dedicated team of certified experts. After all, your team knows you best.

End-to-End Support

Collaborate with our design team, web development team, or CRM team. We have you covered, whatever your needs are.

Deep Industry Expertise

Established in 2008, we have deep industry knowledge with clients across all verticals, from start-ups to enterprises, local and global.