Salesforce AI Consulting Services

Salesforce AI is not only about Agentforce.

Salesforce has a vast ecosystem of products, applications, and partners that can help leverage AI capabilities. With the right integrations, rules, and structures established, you can be sure that your data are secured and the system is at its full capacity.

Our consultants can answer all your questions, dispel doubts, and guide you step-by-step through decision-making, customization, and implementation. We focus on understanding your unique business objectives and gathering requirements to design customized AI solutions that deliver tangible value.

Our team specializes in not only Salesforce AI consulting but also Salesforce administration, customization, and development. Also, our services do not stop at go-live. We are available for ongoing support so you can continuously optimize and expand your AI initiatives. Let our team of consultants be your creative and technical problem-solvers.

Automate Data Entry With the Salesforce AI Solution by Ascendix

1. Forward an email with the attached file containing data you want to enter as records in your CRM system to our intelligent processing engine to be abstracted
2. Connect your note-taker to automatically generate new records or update CRM data based on call transcripts.
3. Ascendix’s Intelligent Document Abstraction tool processes the document and extracts key data (e.g., terms, dates, values).
4. Our team configures Salesforce by adding necessary fields to your CRM and mapping corresponding data to relevant fields to ensure it enters the system correctly.

Delegate Mundane Tasks to Salesforce AI Agents

• Secure infrastructure ensures your sensitive customer data remains safe and protected.
• Intelligent assistant pulls data from your CRM for tailored responses.
• Let the Salesforce AI agent handle composing emails and writing texts so you can save time and edit if necessary.
• Perform complex queries, searches, and research in seconds with the Salesforce AI agent baked up with external and your CRM data.
• Use voice input to set tasks faster.

Save Time on Lengthy Documents With AI Document Abstraction

• Our IDP framework can handle multiple languages, bulk actions, and documents of any layout (contracts, reports, bank statements, etc.)
• Capture handwriting and text in PDFs and images to digitalize it for editing and further usage.
• Extract crucial data like names, dates, contact information, payment amount, validity period, fines and additional fees, etc.
• Summarize long documents and call transcripts into concise abstracts or laconic tables with key points.