Generative AI for Salesforce
Make Your Business Smarter, Not Just Faster
Bring AI to Life in Your Business
Generative AI isn’t just a new feature release—it’s a transformational leap in capability. It redefines how your teams work and how your business interacts with customers. But, to achieve its full potential, AI needs to be implemented thoughtfully, with people and purpose at the centre. Cloudwerx embeds generative AI into your Salesforce environment, ensuring it aligns with your specific goals and delivers real, measurable outcomes.
AI That Works for You: Behaviour as a Service
The real strength of AI lies beyond simple automation. Think of AI agents as the embodiment of your best practices, capturing your values, behaviours, and the expertise of your top-performing team members. AI agents don’t just execute processes—they embody your highest standards and strategic vision, bringing the behaviours most aligned with your brand to every customer interaction, ensuring consistency and excellence across the board.
How We Do It: The Tesseract Methodology™
No two businesses are alike, and neither should their AI solutions be. At Cloudwerx, we apply Tesseract, our design methodology to tailor AI solutions specifically for your business. By deeply integrating AI into your Salesforce workflows, we streamline complexity and boost impact. But technology alone isn’t enough—successful change requires effective adoption. We guide you through every step, from gaining stakeholder buy-in to team training, ensuring AI becomes an empowering part of your operations.
Seamless Integration with Salesforce: We ensure that generative AI fits smoothly into your existing setup, enhancing functions across sales, marketing, service, and operations. Our AI agents provide intelligent support where it’s needed without disrupting your current systems.
Industry-Specific Solutions: Your business is unique, and your AI should be too. We offer AI solutions tailored to your industry, whether it’s personalising customer service agents for your call centre, customer journeys in Marketing Cloud or boosting sales through Commerce Cloud.
The Technology Powering AI Solutions
This streamlined tech stack integrates AI seamlessly, offering secure, adaptable, and business-specific solutions for leveraging generative AI in Salesforce.
AgentForce: Smart, autonomous agents handling tasks across sales, service, and marketing. These agents process text, images, and even voice, delivering multi-modal customer interaction.
Einstein Trust Layer: Data security is crucial. The Einstein Trust Layer protects your business data with real-time security checks and data masking, so you can confidently leverage AI.
Einstein Copilot: An intelligent, conversational agent embedded in your CRM. Customisable for your business needs, Copilot integrates seamlessly into workflows and is backed by the Einstein Trust Layer to ensure data safety.
Data Cloud: A real-time data platform unifying customer profiles from multiple sources, enabling AI-powered predictive analytics and insights.
Real Benefits, Tangible Outcomes
With Cloudwerx, AI doesn’t just speed up processes—it makes your business smarter and more resilient.
Productivity Uplift: By automating routine tasks, AI allows your team to focus on high-value initiatives that drive growth.
Enhance Customer Connections:
Use AI to deliver personalised, meaningful interactions that build trust and strengthen relationships. Whether it’s predictive analytics or tailored service responses with AI Customer Service Agents, our AI solutions make every customer touchpoint more relevant and engaging.
Redeploy your personnel to high-value activities: Automation frees up your human resources to redeploy them to true value-generating activities. For example, using AI Agents to manage routine enquiries frees up your Customer Service Officers to handle complex or escalated cases.
Adaptive and Future-Proof Solutions: As your business grows, your AI solutions must evolve too. Designed to learn and adapt, AI ensures your tech remains a valuable asset.
Process optimisation: Process optimisation seems unexciting until you realise that the use of AI Agents, both autonomous ones and assistants interacting with your users, presents the opportunity to completely revise and accelerate key value chain processes. High value, but slow staged processes may be sped up, meaning that your business can realise value sooner.
Discover how Salesforce’s latest AI platform is set to transform customer service by empowering your teams, enhancing efficiency, and delivering smarter, personalised experiences at scale.
Why Cloudwerx?
We’re not just implementing AI—we’re your partners in making it work for your business.
Combining deep Salesforce expertise with a strategic approach, Cloudwerx ensures that every generative AI solution is practical, impactful, and aligned with your business vision. Our commitment is to empower your teams, delight your customers, and help you achieve your goals through technology that truly serves your purpose.
Let’s Transform Your Business Together
Generative AI is reshaping how businesses operate. Ready to explore how AI can make a real difference in your Salesforce environment.
Contact Cloudwerx today to discover how our tailored AI solutions can empower your teams, enhance customer experiences, and help you achieve your business goals.
