Your AI-First Salesforce
Partner in San Diego

Not your typical Salesforce consultant. We bridge Salesforce and AWS AI
to unlock capabilities traditional CRM consultants can't deliver.

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AWS Partner
Salesforce + AWS
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Trusted by Leading Companies Worldwide

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Where Salesforce Meets AI

We connect your Salesforce data to AWS AI services — turning your CRM from a record system into an intelligence engine.

Salesforce Data

Leads, contacts, opportunities, cases, documents, and custom objects from your existing CRM.

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AWS AI Processing

Amazon Bedrock, Textract, Comprehend, and SageMaker analyze, extract, and enrich your data.

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Enriched CRM

Auto-populated records, scored leads, extracted documents, and predictive insights — all back in Salesforce.

What We Build

Code-first Salesforce solutions powered by AWS AI — beyond clicks-not-code configuration.

Salesforce + AWS Data Integration

Build bidirectional data pipelines between Salesforce and AWS using AppFlow, EventBridge, and custom APIs. Real-time sync of CRM data with AI processing workflows and data lakes.

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AI Document Processing for CRM

Extract data from invoices, contracts, loan applications, and purchase orders using Amazon Textract — then auto-populate Salesforce records. Eliminate manual data entry with 99% accuracy.

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Predictive Analytics & Lead Intelligence

Deploy machine learning models via Amazon SageMaker and Bedrock to score leads, predict churn, and surface insights from your Salesforce data that Einstein alone can't deliver.

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Salesforce Implementation & Customization

Full Salesforce implementation, configuration, and custom development. We build your CRM with AI integration points designed in from day one — not bolted on as an afterthought.

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Real-World Use Cases

How we've integrated AI into CRM workflows for enterprise clients.

Financial Services

Loan Document Auto-Population

Built an AI pipeline that extracts data from loan applications using Amazon Textract, validates with Comprehend, and auto-populates Salesforce records — replacing 4 hours of manual data entry per application.

65% faster loan processing
Automotive / Finance

AI Lead Scoring via Bedrock

Deployed Amazon Bedrock to analyze customer interaction data in Salesforce, scoring leads based on behavioral patterns, document submissions, and engagement history. Results feed directly back into Salesforce for sales team prioritization.

Smarter lead prioritization at scale
Manufacturing

PO Data Extraction to Salesforce

Automated purchase order processing: documents arrive via email, Textract extracts line items and totals, data is validated and pushed into Salesforce opportunity records with zero manual intervention.

99% extraction accuracy

Why AI-First

Beyond Configuration

Traditional Salesforce consultants configure workflows with clicks. We write code that connects your CRM to AI services, builds custom data pipelines, and deploys machine learning models. The difference is capability — not just convenience.

AWS AI Expertise

26 AWS certifications and a team of former AWS engineers. We know Bedrock, Textract, Comprehend, and SageMaker inside and out — because our team helped build them.

11 Associate 10 Professional 3 Specialty

Enterprise Results

BMO, Ford Credit, Experian, Samtec — all Salesforce shops where we've integrated AI into existing CRM workflows. Not theory, not demos, real production systems handling real data.

15+

Enterprise clients served

Frequently Asked Questions

Yes. Salesforce integrates with AWS through several methods including Amazon AppFlow for bidirectional data sync, custom API integrations, AWS EventBridge for event-driven workflows, and direct service calls to AWS AI services like Bedrock and Textract. We specialize in building these integrations, connecting your CRM data to powerful AWS AI capabilities for document processing, lead scoring, and predictive analytics.

Salesforce + AI integration means connecting your CRM to artificial intelligence services to automate data entry, score leads with predictive models, extract data from documents directly into Salesforce records, and generate insights from your customer data. While Salesforce has its own Einstein AI, connecting to AWS AI services like Bedrock, Textract, and Comprehend unlocks more powerful, customizable AI capabilities that go far beyond built-in features.

Salesforce consulting costs vary by project scope. Implementation projects, AI integrations, and custom development each have different pricing structures. We offer a free initial integration assessment to evaluate your Salesforce environment and identify AI automation opportunities. Our focus on the AWS-Salesforce bridge means we deliver capabilities that traditional Salesforce consultants can't — connecting your CRM to enterprise-grade AI services.

No. Our AI integrations work alongside your existing Salesforce configuration. We connect AWS AI services to your current workflows — adding intelligent document processing, automated data enrichment, and predictive analytics without disrupting what's already working. For new implementations, we build Salesforce from scratch with AI capabilities baked in from day one.

Traditional Salesforce consultants configure workflows and customize the platform using clicks-not-code tools. An AI-first partner goes deeper — we build code-first solutions that connect Salesforce to AWS AI services, create custom data pipelines with AppFlow, implement intelligent document processing that auto-populates CRM records, and deploy machine learning models for lead scoring and predictive analytics. Our team includes former AWS engineers, not just Salesforce admins.

Financial services (automated loan document processing into Salesforce), manufacturing (purchase order extraction and supplier management), education (enrollment document automation), and any industry with high-volume document workflows. Our enterprise clients including BMO, Ford Credit, and Experian have seen significant efficiency gains from connecting their CRM data to AI-powered automation.

See what AI can do with your Salesforce data

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