Salesforce AI combines tools like Einstein GPT, Copilot and AI Cloud to bring automation, intelligence and personalization directly into your CRM. But it’s not just about features. It helps your teams work smarter, act faster and personalize at scale. The best part? It’s built into the tools they already use every day.
Transform Your Customer Journey Through Expert Salesforce AI Consulting
Our Salesforce AI consulting services help organizations optimize workflows, improve decision-making and harness predictive intelligence to achieve scalable, sustainable growth.
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400+
Hours of AI Expertise
20+
Implementations
20+
AI Experts
35+
Certifications
4.9/5
CSAT
Infoglen: Your Trusted Partner for Salesforce AI Implementation
Tap into the power of Salesforce AI to transform every customer interaction, automate complex processes and drive measurable business outcomes – without the guesswork.
Salesforce AI isn’t just about automation, it’s about creating smarter, more personalized experiences that help businesses scale faster. At Infoglen, we combine over a decade of deep Salesforce expertise with cutting-edge AI innovation to help organizations move from “what’s possible” to “what’s working” with clarity and confidence.
We bring together Salesforce-native AI capabilities and custom-built AI models to solve your most pressing challenges – whether it’s reducing churn, accelerating sales cycles, automating complex workflows, or empowering teams with real-time insights.
We Use the Complete Salesforce AI Toolkit
We bring together the full Salesforce AI ecosystem to design, deploy and scale Agentforce agents that work seamlessly across your business.
Salesforce Native AI
Predictive Intelligence Inside Salesforce
- Einstein Prediction Builder
- Einstein Discovery
- Einstein Copilot
- Prompt Builder
Agentforce & AI Agents
Autonomous AI Agents for Business Workflows
- Agentforce AI Agents
- AI Agent Configuration
- Agent Workflow Automation
- AI Agent Monitoring
Data Cloud & AI Data Foundation
Unified Customer Data for AI
- Salesforce Data Cloud
- Customer Data Unification
- Identity Resolution
- Real-Time Data Activation
AI Insights & Intelligent Automation
AI-Driven Decisions & Workflow Optimization
- Next Best Action
- AI Sales Guidance
- Service Case Automation
- CRM Analytics
Challenges We Solve with and
AI-Driven CRM Transformation
Your Challenge
Our Solution
Customer Churn Signals Go Unnoticed
Lack of visibility into early dissatisfaction signals that lead to customer churn and revenue loss.
Customer Attrition Prediction
Use Prediction Model to surface at-risk customers early and take proactive action before revenue walks out the door.
Fragmented Sales Processes
Sales teams lack real-time guidance to qualify and convert leads effectively.
BDR Script Automation & Next Best Action
Equip reps with dynamic, AI-powered scripts using Prompt Builder + Einstein, so they know what to say, when to say it and how to win.
Lack of Real-Time Sales Intelligence
Pre-sales teams struggle to get timely insights and contextual guidance to engage prospects effectively and move deals forward.
AI-Guided Prospecting & Next Best Action
Enable teams with AI-driven recommendations that suggest the best prospects to reach out to, what to communicate and how to optimize engagement for better conversions.
Service Delays & Inefficiencies
Agents spend hours drafting replies or summarizing cases, leading to poor customer experience and high operational costs.
AI-Powered Service Automation
Generate personalised responses instantly and summarize entire cases in seconds using Generative AI inside Service Cloud.
Scaling Is Slowed by Manual Automations
Manual, error-prone workflows restrict scalability
Simplified Intelligent Workflows
Use Einstein Copilot and Prompt Builder to build smart, scalable automation, faster, easier and future-proof.
Sales Onboarding Is Too Slow
Sales reps take too long to ramp up, adopt tools and master best practices.
Outcome-Based Enablement
Personalized sales coaching, onboarding and adoption programs for higher productivity
AI Agents Are Still Manual Add-ons
Organizations need intelligent agents that can handle complex business processes autonomously without constant manual oversight.
Agentforce Expertise
Build, configure and deploy autonomous AI agents that reason, act and adapt within your business workflows.
Discover how Agentforce empowers agents with instant answers, fraud detection, loyalty program support (points, tiers, redemptions) and gamified engagement.
Infoglen’s Salesforce AI Services
Whether you're just getting started or scaling AI across your enterprise, we meet you where you are, with solutions that drive real results.
No-Code AI
Predictions
Launch fast with Salesforce-native tools like Einstein Prediction Builder and Einstein Discovery, no coding required. Predict churn, prioritize leads and forecast sales with ease using data you already have.
Hybrid AI
Solutions
Get the best of both worlds. We blend Salesforce’s built-in AI with custom models, including large language models (LLMs), to build smarter, more personalized solutions that fit your business like a glove.
Custom AI
Models
Go beyond the basics with bespoke predictive and generative solutions built to solve your most complex challenges, from enhancing customer engagement to uncovering deeper insights in your data.
End-to-End
Support
From AI readiness assessments and data unification to POCs, user training and ongoing optimization, we deliver AI that actually works, scales and keeps delivering ROI.
Results You Can Expect
Because We've Done It Before
When AI is applied to the right Salesforce workflows, the impact becomes visible quickly — teams work faster, decisions become clearer, and customers receive better experiences. Results our clients achieve include:
2x
improvement in predictive model accuracy for churn and customer health signals
20%
improvement in customer satisfaction (CSAT) with faster response times
25–35%
increase in sales productivity through AI-guided selling and next best actions
20–30%
reduction in manual operational effort with intelligent automation
Our 7-Step Implementation Approach:
Salesforce AI
Our step-by-step approach helps turn AI ideas into practical solutions that teams can actually use in Salesforce.
AI Readiness Assessment
Evaluate your Salesforce environment, data quality, and AI opportunities.
Use Case Prioritization
Identify high-impact use cases across sales, service, and operations.
Data Preparation
Unify CRM and external data to create a reliable AI foundation.
Solution Design
Define the right architecture using Einstein, Agentforce, and Data Cloud.
AI Model Development
Configure predictive models, generative AI capabilities, and automation.
Deployment & Validation
Deploy AI inside Salesforce and validate outputs with real workflows.
Adoption & Optimization
Enable teams, monitor performance, and continuously refine models.
Infoglen Edge: The Difference Makers
What sets us apart? Our decade-plus of experience isn’t just a number – it’s a testament to our deep expertise in sales performance and outcome-based strategies. We follow a use-case-first approach, ensuring AI is shaped around your business, not the other way around.
With fast, proven POCs built on live data and close collaboration with Salesforce teams for co-selling and co-delivery, we deliver solutions that work, not slideware.
Innovation is part of our culture, from initiatives like HackaGlen 2024 to integrating AI deeply into our own day-to-day operations. With 200+ global projects delivered, we bring the scale, credibility and hands-on expertise to turn your AI vision into real business results.
Customer Success Stories
Smarter predictions. Fewer misses. More wins.
When AI is embedded in Salesforce, teams don’t just work harder. They work sharper.
Home Appliance Installation Leader
The Challenge: This Fortune 500 provider struggled to prioritize post-installation visits across 10,000+ households. Their manual planning and a low-accuracy predictive AI model in Salesforce led to wasted technician hours and missed critical issues.
Our Solution: Infoglen rebuilt their Salesforce predictive AI model using Einstein Prediction Builder and Salesforce Data Cloud, incorporating two years of historical CRM data. Supervisors were looped in to refine predictions with real-time feedback loops, ensuring the model stayed relevant to business needs.
The Outcome
• 2X improvement in model accuracy
•
300+ high-priority households flagged by Salesforce predictive analytics
• Fewer unnecessary field service visits
• Boosted technician efficiency and customer satisfaction
Tech Stack:
Salesforce Service Cloud
Einstein AI (Predictive Modeling)
Automation Processes
FinTech Leader in Fraud Prevention
The Challenge: This leading financial technology provider struggled with unstructured customer engagement, fragmented insights and missed opportunities for proactive support. Their account managers lacked a reliable way to predict account health, resulting in lower retention and inefficient use of resources.
Our Solution: Infoglen built a custom AI-powered Account Health App on Salesforce, leveraging Einstein and Lightning Web Components (LWC). The app delivered real-time account health recommendations, automated routine account management tasks and incorporated continuous feedback loops to keep insights aligned with business needs.
The Outcome
• Improved revenue retention through proactive account monitoring
•
Higher customer satisfaction scores across managed accounts
• Boosted account manager productivity with automation and guided insights
customer satisfaction
Tec Stack:
Salesforce Einstein Discovery
Lightning Web Components (LWC)
Sales Cloud
Agentforce
CRM Analytics
Salesforce AI Implementation | FAQs
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Q: What is Salesforce AI and why does it matter now?
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Q: How quickly can I see results from AI implementation?
Fast. Our AI Essentials package delivers early wins in 6–8 weeks. Broader impact typically follows within 3–4 months, especially when we start with use cases that are easy to adopt and impossible to ignore like auto-generated sales emails, smarter lead prioritization, or faster case handling.
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Q: We already use Salesforce, why do we need a partner for AI?
Because having the tech isn’t the same as getting results from it. We help you turn underused features into business outcomes, by mapping AI to your workflows, tailoring it to your data and driving adoption across your teams. You get more from what you already own.
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Q: Do we need new Salesforce licenses to use AI?
Sometimes, but not always. Some AI features work with some of the advanced tools you might have. Others require Einstein add-ons, Data Cloud or Agentforce. We’ll do a quick audit of your current setup and recommend the smartest path forward.
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Q: Is our data secure with Salesforce AI?
Yes. Everything runs on Salesforce’s Einstein Trust Layer, meaning your data stays in your organization, not in a third-party model. We implement encryption, access controls, and audit logs. AI doesn’t mean losing control. We make sure it never does.
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Q: What if my team lacks technical expertise?
No problem. Our solutions are designed for real users, not just for power users. We build no-code and low-code AI experiences that your sales, service and ops teams can actually use. And we train them to use it well, with clear guidance and hands-on support.
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Q: How do we know if AI is actually working?
We track what matters:
• Are predictions accurate?
• Are processes faster?
• Is adoption up?
• Is revenue impacted?
If the answer isn’t “yes,” we’re not done. AI should drive clear, measurable change and we make sure it does.
