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Salesforce Process Automation & AI Integration

Go beyond basic workflows. We build intelligent, automated processes that transform how you do business.

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Scalefree Data Consulting Solutions Salesforce Services Salesforce Process Automation & AI Integration

Unlocking Salesforce’s True Potential

Standard Salesforce automations are a great start, but they often fall short when faced with complex, multi-system business processes.

This is where our expertise truly shines. As a data and AI consultancy, we specialize in building sophisticated solutions that others can’t.

We connect Salesforce with your entire digital ecosystem, leveraging advanced automation and intelligent AI to create seamless, end-to-end workflows.

From Manual Work to Intelligent Automation

Many companies are stuck in a cycle of inefficient, manual workarounds. We help you overcome these common challenges and unlock new levels of efficiency.

Stuck with Disconnected Processes?

Your Salesforce org is a hub of critical data, but your other tools operate in silos. You spend valuable time manually moving data between systems, copying information, and trying to orchestrate multi-step processes across different platforms. Your current automation tools can’t handle external APIs, and you need a way to create a truly integrated tech stack.

Missing Out on AI’s Potential?

You’ve heard about the power of AI but don’t know how to apply it to your business. Your Salesforce data is a goldmine, but it’s not being used to power intelligent agents or automate complex decision-making. You’re losing out on opportunities for real-time insights and a competitive edge, leaving your teams to do tedious, manual tasks that could be automated by AI.

Process Automation & AI Integration

Personalized Emails at Scale with AI

Generic emails don’t win deals—personalized ones do. But scaling personalization has always been a costly, time-consuming challenge. This Whitepaper reveals how you can harness AI, Zapier, and Salesforce to generate hyper-personalized sales emails in seconds—freeing your team to focus on relationships and closing deals. Discover the step-by-step automation process, real cost breakdowns, and strategies to transform your outreach at scale.

Read it now

How to Ingest Salesforce in 7 Steps

Your CRM holds some of your company’s most valuable data—but unlocking its full potential requires more than dashboards. This Whitepaper shows you exactly how to move Salesforce data into a Data Vault 2.0 architecture for sustainable analytics, governance, and reporting.

Read it now

Our Solutions: Building the Future of Your Business

We combine our deep Salesforce knowledge with cutting-edge data and AI expertise to build solutions that streamline your operations and drive significant growth.

Simple, High-Impact Automation

Even small automations can have a big impact. We specialize in using standard Salesforce tools to deliver immediate efficiency gains and solve your most common manual headaches. This is your first step to a smarter workflow.

  • User-Friendly Screen Flows: We build intuitive guided processes that help your team navigate complex tasks with ease.
  • Process Optimization: We identify and automate repetitive tasks like data entry, follow-up notifications, and record updates.
  • Error Reduction: Our automations are designed to enforce data integrity and reduce manual mistakes, ensuring higher data quality from the start.

Advanced Process & API Automation

When you hit a wall with standard automation tools, we take over. We build sophisticated, multi-step flows that seamlessly connect Salesforce with your external tools, databases, and third-party systems. Our solutions handle the processes others can’t.

  • External API Orchestration: Automating processes that involve communicating with third-party systems to create a truly integrated tech stack.
  • Custom Flows & Apex: We build complex workflows with custom code when declarative tools are no longer enough.
  • Automated Data Sync: Ensuring real-time data consistency across your entire tech stack.

AI-Powered Workflows

We help you use your Salesforce data to power intelligent workflows, making your business more efficient and responsive. Our expertise covers both Salesforce’s native AI services and custom integrations.

  • Salesforce AI Services: We implement and optimize Salesforce’s native AI, such as Einstein, to enhance predictions, recommendations, and analytics within your org.
  • External AI Integration: We connect your Salesforce data to powerful external AI models and agents, enabling automated decision-making and real-time actions. For example, an agent could leverage real-time Salesforce data and company information to automatically generate personalized emails for clients.
Markus Lewandowski Senior Consultant

Markus Lewandowski
Senior Consultant

Phone: +49 511 87989342
Mobile: +49 171 8435221

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