Full-lifecycle CRM engineering across Dynamics 365, Salesforce and NetSuite — implementation, integration, migration and managed support, with Copilot and Agentforce agents embedded where the commercial work actually happens.
Sales, finance and service run on different systems that never agree on a single customer view.
Manual pipeline hygiene and disconnected quoting make forecasts a guess, not a commitment.
Copilots stay in demos while reps still copy-paste — AI never touches the commercial motion.
From process design to autonomous agents — one connected revenue system.
Process design, entity configuration, flows and plugins — Apex, LWC and PCF built to your commercial model.
Two-way APIs across Dataverse, MuleSoft and Celigo with robust error handling — ERP, CRM and billing in sync.
AI agents for autonomous case routing, knowledge retrieval and next-best-action — embedded in the rep's flow.
Complex B2B configuration, advanced pricing and bundles, billing audit and quote-to-cash automation.
Legacy-to-modern migration, org cleanup and governor-limit tuning — performance without the technical debt.
Fixed or T&M, ticket-based SLAs — a durable engineering partner, not a one-off implementation.
Unified Salesforce and NetSuite data into a single Customer 360 view with bidirectional sync and a Visualforce dashboard.
Read the case study →Salesforce CPQ for complex B2B product configuration — advanced pricing and bundles, NetSuite integration, faster quote-to-order.
Read the case study →Contract lifecycle management on Salesforce FSC — automated approvals and renewals, data security and compliance.
Read the case study →Optimized a quote-to-cash cycle with a billing audit, process automation and FP&A integration for real-time oversight.
Read the case study →An AI copilot automating variance analysis, reconciliation and scenario reporting across commercial and finance data.
Read the case study →Scheduling, AI calls, resume parsing and post-call evaluation — agentic automation wired into operational workflows.
Read the case study →Customer 360 view
ERP ↔ CRM sync
Quote-to-order
Case routing & retrieval
Microsoft Dynamics 365, Salesforce and NetSuite — covering implementation, integration, migration and managed support.
Yes — Copilot and Agentforce agents for autonomous case routing, knowledge retrieval and next-best-action, embedded directly in the rep's workflow.
Yes — two-way APIs across Dataverse, MuleSoft and Celigo, plus CPQ and quote-to-cash automation for a connected lead-to-cash system.
Yes — managed support on a fixed or time-and-materials basis with ticket-based SLAs.
Tell us your platform and the gap — we'll bring the engineers who've implemented, integrated and AI-enabled D365, Salesforce and NetSuite end to end.