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Salesforce Services

End-to-end transformation across customer engagement, industry workflows, platform and data.

Salesforce capabilities

Secure, scalable and industry-led.

Sales Cloud

Lead-to-cash

  • Pipeline management and forecasting
  • CPQ and quote automation

Service Cloud

Service transformation

  • Case, complaint and SLA management
  • Omnichannel and contact centre

Health Cloud

Patient 360 and care plans

  • Provider and patient engagement
  • Referrals and EHR/EMR integration

Experience Cloud

Customer and partner portals

  • Provider and patient communities
  • Employee experience platforms

OmniStudio

Guided digital journeys

  • FlexCards and OmniScripts
  • Low-code workflow orchestration

Platform engineering

Custom app development

  • Apex, LWC and Salesforce Flow
  • DevOps, CI/CD and release management

Integration & data

Customer 360 and master data

  • ERP, EHR and enterprise integration
  • Data migration and quality
15+

years of Salesforce, healthcare and data engineering expertise

Agentforce, AI and managed services

Salesforce is not a one-time project. We bring AI into the platform and keep it performing after go-live.

Agentforce & Data Cloud AI

AI-powered Salesforce engagement

  • Agentforce agents for sales and service
  • Einstein lead and opportunity scoring
  • Case classification and routing intelligence
  • Agent assist and guardrailed AI-generated responses
  • Next-best-action recommendations and AI dashboards for leaders

Optimisation & managed services

Run, support and enhance

  • Proactive monitoring and performance tuning
  • Enhancement backlog management
  • Release and feature enablement
  • User adoption and training support
  • Quarterly health checks and optimisation cycles

Why PSAI for Salesforce

  • Sales-first and service-first mindset
  • Industry depth in BFSI and healthcare
  • High adoption through role-based UX
  • Privacy-first, secure delivery with clear governance
  • Ownership beyond go-live

Salesforce Success Stories

Modernising core processes in BFSI and the enterprise.

Salesforce & Data

Salesforce Loan Origination

Challenge

Manual loan processing and limited workflow visibility.

Solution

Salesforce origination platform with automation and compliance controls.

Value

75% faster loan processing and stronger audit readiness

Salesforce & Data

Customer Service Transformation

Challenge

Fragmented support and slow response times.

Solution

Service Cloud with omni-channel routing and SLA management.

Value

40% faster responses and improved customer satisfaction

All Success Stories

If Salesforce isn’t driving results, it’s time to fix it

Book a free Sales Cloud and Service Cloud assessment and get a clear, actionable roadmap.