Leaderspeak

Platinum Pathway
Embracing AI in 2025 to Scale to the Summit
Dear Infogleners,
The technology industry is on the cusp of extraordinary possibilities, and Artificial Intelligence (AI) is at the forefront of this transformation. AI is revolutionizing work, problem-solving, and value creation, and we are strategically shifting our focus towards AI-powered Salesforce solutions to solve our customer’s problems.
In 2025 we are going to focus on building solutions that leverage AI like Einstein GPT, Salesforce AI Cloud, Data Cloud and custom AI solutions and Loyalty Cloud solutions to deliver unprecedented value. This isn't just another technology trend – it's a fundamental reimagining of what's possible within the Salesforce platform and beyond.
Saba Ahmad
Co-Founder & COO
Traditional methods of incremental improvement are giving way to AI-powered solutions that can analyze vast datasets, identify patterns, and generate insights at unprecedented speeds. Companies are no longer limited by human cognitive capabilities alone; they are looking to be augmented by intelligent systems that can process information around the clock, learning and improving with each interaction.
But our ability to scale depends on delivering consistent value while expanding our reach. AI is key to achieving this balance.
Our Center of Excellence team is already focusing on developing pre-built AI components for common Salesforce use cases and customer challenges. These solutions will significantly reduce implementation time while delivering sophisticated capabilities that previously required months of custom development. The COE team is also working on AI based product ideas.
To support this vision, we're calling on each team member to:
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Expand Our Expertise: Continuously enhance our skills in AI and Salesforce innovative technologies through trailheads, certifications, and hands-on projects with the COE team.
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Strengthen Client Relationships: Act as trusted advisors who understand and anticipate our clients’ evolving needs, ensuring they see us as indispensable partners in their success.
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Foster Innovation: Encourage every team member to think creatively and propose new ideas. Innovation is not just about technology; it’s about finding better ways to solve problems and deliver value.
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Collaborate with Purpose: Work as one cohesive team, sharing knowledge and supporting each other to achieve collective success. Our shared vision is what will propel us forward.
The real power of our approach lies in how we combine AI technology with human expertise. For Example, when we implemented an AI-driven customer service solution for a financial services client, we shouldn’t just automate responses – we created an intelligent system that knows when to engage human agents for complex issues. The result? Customer satisfaction increased by 40%, while service costs decreased by 35%.
Goals for 2025: Reaching New Milestones
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Revenue Growth and Client Retention: We aim to exceed our revenue targets this year by exploring high-potential AI-driven markets, optimizing operations, and enhancing client satisfaction. Proactively addressing client needs and delivering consistent value will strengthen relationships and ensure long-term loyalty.
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Pathway to Platinum: Another new goal we are setting for ourselves is to achieve Salesforce Platinum Partnership status, showcasing our expertise and commitment. This milestone will unlock larger projects, closer collaboration with Salesforce, and elevate our position in the industry with a stronger presence within the ecosystem.
I firmly believe that the future of Salesforce consulting lies not in implementing more features, but in creating smarter, more intuitive systems that truly understand and adapt to business needs. Our commitment to AI isn't just about staying competitive – it's about redefining what's possible for our clients. We're not just keeping pace with change – we're driving it.
The road ahead is filled with opportunities for bold ideas and transformative solutions. Together, let’s embrace these challenges, elevate our capabilities, and make 2025 a year marked by seamless execution, meaningful impact, and industry leadership. Thank you for your creativity, dedication, and unwavering commitment to excellence.
Webinars

Soumya Kuthadi
Dietitian
Food & Moods - Optimizing Nutrition for Peak Performance
On 17th January, Infoglen organized a webinar on Food & Moods - Optimizing Nutrition for Peak Performance. The webinar was led by Soumya Kuthadi, a Dietitian. The session helped participants know:
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Boost your Focus & Mood - Learn how nutrition impacts your work performance.
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Optimize Your Energy - Discover effective caffeine and hydration strategies.
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Smart Food Choices - Get tips on balancing protein, carbs and healthy snacks for lasting energy.
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Practical Nutrition Tips - Walk away with easy meal planning and snacking ideas to enhance productivity.
Salesforce Webinars
1.
Topic
How Service Cloud + Agentforce
Help Service Teams Do More with Less in 2025
Date
12 Feb
11 Feb
Time
12:00 AM IST
10:30 PM PST
Registration Link
S. No.
2.
Salesforce on Salesforce: Refining Your Audience Strategy with Data Cloud and Marketing Cloud Intelligence
20 Feb
20 Feb
10:30 PM IST
09:00 AM PST
3.
Master the Top Knowledge Management Trends in the AI Agent Era
26 Feb
26 Feb
10:30 PM IST
09:00 AM PST
Latest Wins

The Delighted Clients
From Crest to the Core
Approach for Sustainable Growth

Aamena Ahmad
Senior Content Analyst
Infoglen is a Salesforce partner that helps organizations harness the power of innovation and drive sustainable growth. We believe that this creates a ripple effect of benefits for individuals and economies. We are committed to exploring new opportunities and building relationships that will stimulate further growth for all.
How do we do it? In this article, we will unpack Infoglen’s fourth core value -
Market Growth: Grow current & new markets to generate opportunities for people & economy.
This core value lays down our multifaceted approach to sustainable market growth: strengthening existing customer loyalty by exceeding expectations, expanding into new markets, and focusing on organizational and individual capabilities.
Customer Loyalty & Long-term Relationships
One key aspect of growing current markets is nurturing long-term relationships with clients, particularly small and medium-sized companies. We understand that as these businesses evolve and expand, their needs and requirements change. By working closely with them, we ensure ongoing support and innovative solutions to match their growing needs. As a result, our projects and business with small and medium-sized companies have grown over time. We take pride in the fact that 80% of our business is repeat business. These businesses consistently turn to us for new projects and requirements, relying on our expertise to drive their growth, enhance operational efficiency, and maximize their potential.
Expanding Horizons
Expanding into new markets requires adaptability, cultural understanding, and a keen sense of market dynamics. We showcased these as well as our commitment to growing new markets when we recently expanded our business operations to Dubai. Recognizing the region's vast potential for growth and the increasing demand for innovative Salesforce solutions, we not only tapped into a new market but also enabled organizations in Dubai to leverage the power of Salesforce technology to drive their success.
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Thriving Amidst Challenges
In times of economic downturn or uncertainty, businesses often face challenges that can impede their growth. However, our commitment to expanding current markets proved resilient even during such difficult periods. Despite a season of layoffs and a prevailing recession at the end of 2022, the company managed to grow its business.
Investing in the development of human capital and building organizational capabilities is crucial for a sustained growth trajectory. This approach includes attracting top talent, providing training and development opportunities, fostering a culture of innovation and collaboration, empowering employees, and aligning organizational structures and processes to support growth initiatives.
With Salesforce, we empower organizations to unlock their full potential, fuel economic growth, and create opportunities for people. This, along with our dedication to expanding markets, investing in individuals and systems in our organization, and building customer loyalty, helps us become catalysts of sustainable and meaningful growth. As we navigate an increasingly interconnected world, our commitment to growth remains integral to shaping a future that is both prosperous and inclusive.

Success Story
Streamlining Contract Lifecycle Management (CLM) for Google Cloud

About The Client
Google Cloud Platform (GCP) is a suite of cloud computing services offered by Google that provides a series of modular cloud services including computing, data storage, data analytics, and machine learning, alongside a set of management tools. The CLM (Contract Lifecycle Management) project was undertaken for GCP to optimize their Document Management process.
Problem





Google needed a more efficient and automated process for generating and managing various contract types in B2B sales.
Manual document review and approval processes were slow and resource-intensive, leading to delays in finalizing contracts.
The system had to accommodate complex contract types, such as Framework and Transactional contracts, which required customization based on customer profiles, regions, and product types.
Google also needed an efficient method for eSignature management and handling redlined documents.
Some deals couldn’t be signed electronically, so there was a need for an offline upload process.
The Solution






Solution Automated Document Generation: Conga templates were created to automate document generation for quotes, proposals, and contracts, ensuring faster and more accurate documents tailored to specific customer profiles. The system automatically selected the correct templates based on customer metadata, such as region, product set, and contract type.
Streamlined Internal Review Process: Documents were initially generated with draft watermarks and sent for internal reviews by teams like Finance, Legal, and Compliance, significantly reducing delays. Once the reviews were complete, documents were finalized and free from watermarks, ready for customer distribution.
Agreement Generation Wizard: Once a quote was approved, the seller could use an “Agreement Generation Wizard” to generate contracts with the correct templates based on customer demographics and products purchased. The wizard allowed sellers to update billing and shipping information directly within the quote.
eSignature Management with DocuSign: DocuSign was integrated for eSignatures, allowing real-time tracking of signing statuses. The solution provided flexibility for managing multiple signatories in any order, and sellers could even recall envelopes if changes needed to be made.
Redlining for Customization: For deals that required a tailored approach, sellers could edit drafts to meet customer-specific requirements. These redlined documents were then sent for internal review.
Offline Uploads for Non-electronic Signatures: When customers couldn’t sign electronically, the offline upload feature allowed documents to be manually signed and uploaded to Salesforce. Internal teams ensured compliance and that the necessary requirements were met.
What's Cooking?
Green Pea Soup
Enjoy this versatile green pea soup year-round. Chilled and refreshing in summer, warm and comforting in winter. Packed with plant-based protein, it's a delicious and nutritious meal.

Ingredients
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2 tsp (10 mL) vegetable oil
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2 garlic cloves, minced
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1 small onion, diced
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1 tsp (1 g) dried thyme
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2 cups (280 g) frozen green peas
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4 cups (960 mL) vegetable stock
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½ cup (65 g) raw cashews, preferably soaked for at least 2 hours, drained
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1 pinch salt, plus more to taste
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1 pinch ground black pepper, plus more to taste
Directions
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Heat the oil in a large pot on medium-high heat, then add the onions and garlic and sauté until lightly golden, about 5 minutes. Add splashes of water as needed to deglaze the pot.
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Add the remaining ingredients, bring to a boil, reduce to a simmer, and partially cover with a lid. Let simmer for 15 minutes.
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Remove the pot from the heat and use an immersion blender or standing blender to blend the soup until creamy.
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Serve while hot, and top with crunchy croutons - enjoy!
To share your favorite recipes with all Infogleners, send it to us at
Up Close & Personal with Kanika
Kanika Malkani, our Salesforce QA from Jaipur, shared insights from his personal life

Kanika
IB: What is the sweetest memory from your childhood days?
KM: Spending summer vacations with cousins and enjoying carefree fun without any worries.
IB: What is a hidden talent you have?
KM: I prefer to keep it a secret!
IB: What is your time management mantra?
KM: My time management mantra is to prioritize tasks by urgency and importance, stay organized with clear goals, and maintain focus by minimizing distractions.
IB: If you could get a new skill in 10 minutes, what would it be?
KM: I would love to learn how to dance gracefully and confidently instantly.
IB: What is your favorite pastime?
KM: Relaxing with good music and watching shows on OTT platforms.
IB: What if you had six months of paid vacation? Where would you travel?
KM: I would travel around the world.
IB: What are the kind of books you like to read or movies you like to watch?
KM: I enjoy watching suspenseful web series.
IB: What's the one thing you like about Infoglen?
KM: A culture that promotes equality and leadership that is always ready to support.

Celebrations
Birthdays

Saba Ahmad
1st January

Rohit Salaria
2nd January

Mubeen Qawi
3rd January

Shivam Meena
12th January

Deepa Mohite
20th January

Akash Oswal
20th January

Eric Levine
5th January

Madhusmita Das
24th January,
Work Anniversaries

Roshan Kandari
6 Years

Mohit Panwar
3 Years

Yasar Ali
4 Years

Shahid Shaikh
1 Year

Shivam Meena
3 Years

Manoj Singh
3 Years

Josh Mooney
1 Year
InfoQuiz January
Questions



What is the name of the nonprofit that has joined our client roster last month and what do they do?
How did Infoglen use the Agreement Generation Wizard for GCP’s CLM project?
What are Infoglen’s two goals for 2025?
Please email your answers to: aamena@infoglen.com & shivangi@infoglen.com to win a PRIZE
Hint: Most answers can be found on our website.
Answers for December InfoQuiz






What is the name of the advanced automation framework implemented for Awana’s testing efficiency?
Serenity BDD, Java, Cucumber, and JUnit for robust test automation across Salesforce and Events platforms.
What was the focus of Infoglen's Center of Excellence launched in 2024?
AI, CRM, & Loyalty Management Solution
Which team won the HackaGlen 2024 challenge and what was their innovative idea?
Team 404 Found: The Salesforce Archiving Mechanism Tool offers an efficient approach to managing large data volumes by utilizing Big Objects for scalable, cost-effective storage, ensuring seamless system performance.

Winner of
December
InfoQuiz
Areeb Hashmi
Editorial Board: Chief Editor - Fenil Shah; Editor - Anam Alam;
Designer - Tarun Gupta & Roshan Kandari
We welcome your suggestions/ideas - anam@infoglen.com
Infoglen LLC, 100 Century Center Court, Suite # 301, San Jose, CA, 95112
Email: contact@infoglen.com, Phone: +1 408 642 5329