Solution · By software

Salesforce stores every contact, every opportunity and every note. What it doesn’t do is tell you who to call today.

Salesforce gives you a CRM, a pipeline, reports and even Einstein —but accounts come in half-filled, the score depends on fields nobody completes, and which deal is at risk gets decided by gut on Monday morning. On top of Salesforce’s API we build the AI that reads your CRM and turns it into the sales decision: who to call, why, and with what context.

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The problem

Salesforce stores the selling. What it doesn’t do is decide it for you.

Accounts and contacts come in half-filled —no industry, no size, none of the data that separates a good lead from one that just pads the list—, so the score you see means nothing.
Each opportunity’s close probability gets set by the rep by hand, optimistically, on the day they update the pipeline; the forecast that goes up to leadership is that dressed-up number.
Nobody watches the 200 open opportunities at once: the one going cold gets spotted once it’s already lost, not while it could still be saved.
The rep opens Salesforce in the morning and sees a flat list of tasks; who to call first and with what pitch gets decided by intuition, not by what the data says.

Cost of staying the same

You pay for one of the priciest CRM licenses on the market to keep the whole sales history in one place… and then you let the decision of who to chase get made by gut. It shows up in no invoice: it shows up as opportunities going cold with nobody seeing it coming, a forecast built on made-up probabilities, and expensive reps prioritizing by intuition instead of by what Salesforce already knows.

The solution

An AI layer on top of Salesforce’s API that turns your CRM into the next best action

1We map with you which sales decisions get made by gut: which account to enrich, which lead to prioritize, which opportunity is at risk, and what the rep should do next.
2We connect through Salesforce’s official API (connected app with OAuth 2.0, REST and Bulk API) on your org: the AI reads what already lives in Salesforce —activity, emails, notes, fields— and enriches each account and contact with the data that was missing, without anyone typing.
3On top of that clean data, the AI scores the real conversion probability, prioritizes the day’s opportunity queue and flags the ones going cold before they’re lost —and leaves the next suggested action on each one, with its context.
4We leave it measured and with a safety net: how accurate the scoring is versus real closes, which at-risk opportunities got recovered, and how much the contact rate rises when the rep calls by priority instead of by gut.

What changes

What you stop losing

The rep stops prioritizing by gut: they open Salesforce and see who to call first, why, and with the context already built —not a flat list of tasks with no order.
Mechanism
The forecast stops being built on dressed-up probabilities: the score comes from the real activity already living in Salesforce, not the optimism of the rep updating the pipeline.
Mechanism
The at-risk opportunity stops being spotted once it’s already lost: the AI watches all 200 open ones at once and warns while it can still be saved, on your own CRM’s signals.
Mechanism
What we measure: scoring accuracy versus real closes, at-risk opportunities caught in time and recovered, contact rate by priority versus by gut, and % of accounts that come in enriched without intervention.
What we measure

Spec sheet

Work it removes: having the rep decide by gut who to call and which deal is at risk
Typical setup: 2–4 weeks
Input: what already lives in your Salesforce: activity, emails, notes and the fields on each account and opportunity
Output: each account enriched and each opportunity scored, prioritized and with its next action suggested in Salesforce
Works with: Salesforce (connected app OAuth 2.0, REST y Bulk API, Sales Cloud)
Can connect to: Your Salesforce activity (emails, calls, notes)Your data-enrichment sourceYour pipeline’s scoring, prioritization and risk rules
What we measure: scoring accuracy versus real closesat-risk opportunities caught and recoveredcontact rate by priority versus by gut% of accounts that come in enriched without intervention
Good fit for: teams already using Salesforce that want the CRM to decide who to chase, not just store it
Not a fit for: processes outside Salesforce or decisions that need case-by-case sales judgment

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Frequently asked questions

Einstein gives you scoring and predictions inside the product, and it’s fine if you already pay for the edition that includes it and your data is clean. Those two are usually exactly the problem: the plans with Einstein cost money, and the scoring predicts badly if accounts come in half-filled. We build the layer that’s needed before and around it: we enrich the data so any scoring —Einstein’s or ours— actually means something, we connect signals Einstein doesn’t look at (the text of an email, a call note), and we leave the next suggested action in the flow where the rep already works. We don’t compete with Einstein; we give it the clean data it needs, or we replace it if you don’t have it.

No. We work on your org as is, connecting through the official API (a connected app with OAuth and its permissions). We don’t sell you another CRM or ask you to migrate anything: your accounts, opportunities and pipelines stay where they are; the AI reads what’s already there, enriches it, and leaves the score, the priority and the next action inside Salesforce. You keep opening the same Salesforce as always, only now it tells you who to call.

That’s why it starts with a safety net. The scoring and prioritization begin in propose mode: the AI orders the queue and suggests the next action, the rep still decides, and we compare its calls against real closes before giving it more weight. Everything is measured and traced: if it prioritizes a type of account wrong, you see it, the rule gets fixed, and it doesn’t repeat. We don’t replace your sales team’s judgment; we take the guessing about where to start off it.

Want it running in your business?

You’ve pinned the problem. We ship the fix and leave it measured.

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