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Transform Your Business with Salesforce AI Solutions

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SALESFORCE AI CONSULTING SERVICES

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Infoglen: Your Partner in Salesforce & AI Excellence

Transforming Data into Decisions, Workflows into Excellence!

Artificial intelligence is reshaping CRM, offering unprecedented opportunities for innovation. As organizations look to integrate Salesforce's AI capabilities, Infoglen is your dedicated partner on this transformative journey.

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Infoglen's AI Vision Statement

At Infoglen, our vision is to redefine innovation through AI-powered Salesforce solutions, creating seamless, end-to-end integrations that drive efficiency, accuracy, and transformation. With AI services powered by data-driven model training, we enable efficient decision-making, delivering real, impactful business outcomes that inspire a new era of intelligent solutions.

Key Technologies Powering Infoglen’s AI Solutions:

Agentforce 2.0: An advanced platform that simplifies complex workflows, minimizes manual tasks, and ensures consistent operational efficiency. It accelerates process automation, empowering teams to focus on high-value activities and achieve measurable outcomes.

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Einstein Analytics: An intelligent analytics solution that transforms data into actionable insights. It uncovers trends, predicts outcomes, and supports smarter decision-making, enabling teams to act decisively and strategically.

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Salesforce Data Cloud: A dynamic platform that consolidates customer data from multiple sources in real time, delivering actionable insights, enhancing personalized interactions, and improving decision-making for critical business functions.

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Igniting Field Service with Our AI Prediction Model.

A manufacturing organization partnered with Infoglen to optimize its field visits for home appliance installation.

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Through their field visits, our client recognized the potential of data. They built an in-house Einstein Prediction Builder model to identify households likely to face appliance issues. However, the model was not accurate enough, making it difficult to prioritize support where it was most needed.

Impact

Our AI consulting team stepped in to address the challenge.

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  • We rebuilt the prediction model using cleaner, better-labeled data and more relevant features, resulting in a 2X increase in its accuracy

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  • This enhanced model enabled the organization to strategically prioritize households for follow-up visits, leading to a reduction in unnecessary field deployments and an increase in technician productivity.

Technology Stack

  • Salesforce Einstein Prediction Builder
     

  • Salesforce DLRS (Declarative Lookup Rollup Summaries)
     

  • Salesforce Flow Automation
     

  • Custom Data Modeling & Reporting Enhancements

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Driving Revenue Growth with Our AI Powered Account Health App

A financial technology organization specializing in fraud prevention and compliance partnered with Infoglen to enhance customer account monitoring.

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Facing challenges such as unstructured engagement, inconsistent customer insights, and missed opportunities for proactive support, the organization sought a smarter, scalable solution.

Impact

To solve the company’s challenge, Infoglen developed the Account Health App, an AI-driven platform:

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  • Leveraging Salesforce Einstein and Lightning Web Components (LWC), Infoglen’s solution delivered accurate account recommendations, automated routine account management tasks, and continuously improved through user feedback.

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  • The organization reported significant improvements in revenue retention, higher customer satisfaction scores, and substantial productivity boosts within their Account Management teams.

Technology Stack

  • Salesforce Einstein

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  • Lightning Web Components (LWC)

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  • Force.com Platform

Infoglen’s AI Solutions in Action

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LLM (Large Language Models)

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NLP Interfaces: Transform complex service processes with AI-powered co-pilots, offering dynamic, conversational interfaces for more intuitive and efficient interactions.

 

Sales Script Automation: Generate personalized sales scripts for BDRs using Salesforce Einstein GPT, boosting efficiency and engagement.

 

Profile Summarization: AI-powered solutions generate detailed profile summaries to help internal sales and support teams deliver personalized and efficient service.

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Why Choose Infoglen for AI?

Infoglen combines cutting-edge AI expertise with Salesforce to deliver tailored solutions with measurable business impact. With a focus on customer success, Infoglen ensures high CSAT scores and repeat business through proven value.

Core Advantages:

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Data-Driven 

Insights

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Cost-Effective 

AI Solutions

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300+

Certifications

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10+

Salesforce Agents

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180+

Professionals

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4.9

CSAT

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90% Repeat

Business

Our AI Assets

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Quick Start Guide

Essential resources for implementing AI solutions in Salesforce:

  • Overview of AI capabilities.

  • Practical implementation checklist.

  • Simplified setup instructions.

  • Best practices for maximizing business impact.

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Execution Guide

Seamlessly integrate AI into workflows:

  • Project planning frameworks.

  • Data integration techniques.

  • User training resources.

  • Performance metrics for success measurement.

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Component Library

Accelerate development with pre-built AI components:

  • Ready-to-deploy AI models.

  • Customizable templates for specific needs.

  • APIs for seamless Salesforce integration.

  • Documentation and expert support.

Contact Us Today!

Ready to Transform Your Business with AI?

Explore how Infoglen’s AI solutions can revolutionize your operations and enhance customer experiences.

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Digitalization, Delivered.

+1 (408) 642 5329

contact@infoglen.com

100 Century Center Ct., #301, 

San Jose, CA 95112, USA.

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