Salesforce Consulting: Service Cloud, Agentforce and CRM
Strategy, solution design and implementation, all from one senior expert.
Focus on customer service with Service Cloud and Agentforce, plus sales, automation and data quality.
Who is it for?
Upper mid-market and enterprise: service and sales organisations that use Salesforce and want more out of it. Professional services, mechanical engineering, industry, SaaS. As your own project or as reinforcement for your internal team.
Service Cloud & Agentforce
My focus: customer service in Salesforce that answers fast, rarely hands cases around and keeps SLAs visible. From the assessment to the first AI agent.
- Omni-Channel and routing by capacity and skills
- Email-to-Case, Enhanced Chat and messaging
- Knowledge, entitlements and SLAs in the system
- Migration from Workflow Rules and Process Builder to Flow
- Agentforce for Service, from pilot to operation
CRM Optimisation
7 out of 10 CRM projects fail. Not because of the technology, but because of a lack of acceptance, poor processes or the wrong requirements. If your CRM has turned into a data dump, I can help.
I analyse, clean up and optimise your existing system so that your team actually uses it and you see results.
- CRM health check: where do you stand? What works, what doesn't?
- Process redesign: workflows that fit your team's day-to-day work
- Data cleansing: duplicates, outdated data, missing fields
- User adoption: change management and training
- Salesforce, Airtable or other CRM systems
Intelligent Automation
Most companies use their tools in isolation: Salesforce here, email there, data transferred by hand. That costs hours every week. And it produces errors.
I connect your tools into one intelligent system: Salesforce Flows, Zapier, Make and AI tools, orchestrated as a single workflow. So your team can focus on selling instead of maintaining data.
- Salesforce Flows: automations built directly in Salesforce
- Workflow automation: n8n, custom code or suitable low-code tools
- AI integration: building ChatGPT, Claude & co. into your workflow
- Airtable automations: flexible data management for teams
- Monitoring: dashboards that show what works
AI-Ready Sales
Most AI projects fail because of three things: poor data, unclear processes and no strategy. That is exactly where I start.
I make your sales organisation AI-ready: clean data, clear processes, the right choice of tools. So that AI actually works instead of being just another unused feature.
- CRM data quality: audit, cleansing, a sustainable data strategy
- Process analysis: where can AI genuinely add value?
- Tool selection: which AI solutions fit your stack?
- Implementation: step-by-step rollout with quick wins
- Team enablement: training so your team can use AI independently
Optional: Agentforce implementation directly in Salesforce. Most consultants know it from demos. I have already used it in production environments.
Book an initial call
Frequently asked questions
The initial call is free of charge. After that, I work with transparent fixed prices or day rates, depending on what makes more sense for your project. CRM checks start as a clearly defined package. For larger projects I put together an individual quote. You always know in advance what to expect.
I work with the upper mid-market and enterprise. Companies where customer service, sales processes and CRM usage have a real impact on revenue, and where an external specialist delivers faster than an internal project.
Quick wins and CRM checks: 1–2 weeks. Automation projects: 4–8 weeks. AI readiness programmes: 2–3 months. In the initial call I estimate the effort for your specific case.
Salesforce is my focus (16 certifications across Salesforce, Airtable and Scrum), but I work just as much with Airtable, Zapier, Make and other tools. My aim is the best solution for your situation. Not selling a particular platform.
Both. I am based in Berlin and work across Germany. Most projects run in a hybrid format: workshops on site, implementation remotely. We will work out what suits you best in the initial call.