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Crest Partner · 38 Certified · 40+ Shipped

Salesforce, shipped
by people who've
shipped Salesforce.

End-to-end Sales, Service & Marketing Cloud, Data Cloud, AgentForce builds, custom Lightning components, and managed support. A senior team across CDP, Industry Clouds and integration patterns — embedded inside your team, not over the wall.

/ 01 — Capability surface

The clouds
we ship weekly.

Every Salesforce engagement starts with a cloud you can name and ends with a workflow your team uses every day. Below, the clouds where our certified team has shipped at scale.

SC

Sales Cloud · CPQ · Revenue Cloud.

Pipeline architecture, territory + quota, CPQ rebuilds, billing & subscription, forecasting that your CRO will trust. Industries-aligned where the data model demands it.

CPQRevenueIndustriesForecastingTerritory
SVC

Service Cloud · Field · Voice.

Omnichannel routing, knowledge architecture, field-service scheduling, voice copilots, and Service-AI agents that resolve before they escalate. CSAT-led KPI design baked in.

OmnichannelFieldVoiceKnowledgeService AI
MC

Marketing Cloud · Personalization.

Cross-channel journeys, MC Personalization, einstein send-time, brand-voice content. Wired to Data Cloud and your owned channels.

JourneysPersonalizationEmail Studio
DC

Data Cloud · CDP.

Identity resolution, calculated insights, data shares to Snowflake/BigQuery, AI activation. Built once, reused everywhere.

IdentityCalc InsightsData Share
EC

Experience Cloud · Communities.

Customer, partner & employee portals — LWR-first, design-system driven, brand-faithful and accessible by default.

LWRPartnerCustomer
FS

Financial Services Cloud.

Wealth, banking, insurance verticals — household relationships, advisor desktops, complaint & claim flows out of the box.

FSCWealthInsurance
HC

Health Cloud.

Care plans, patient timelines, payor integrations. HIPAA-aligned, EHR-stitched (Epic, Cerner, Veeva CRM cross-walks).

Care PlanEpic / CernerHIPAA
DV

Custom Lightning & AppExchange.

LWC, Apex, Flows, async processing, AppExchange-grade packages and ISV/security-review releases. We've shipped 7 listed packages.

LWCApexAppExchange
/ 02 — AgentForce

AgentForce,
built to your policy.

We build Salesforce-native agents that take real action — open cases, push opportunities, summarise conversations — gated by your policies, evaluated against your scenarios, observable in your existing telemetry.

/ AF Build · 8 weeks · GA

Service-AI agent for
a Tier-1 bank.

Routes 84% of inbound service requests to first resolution — opens cases in Salesforce, looks up account state in Data Cloud, drafts the disposition note, and hands the rest to a senior agent with the full context.

Eval suite · 412 casesrecall@1 · 0.94
14:32:01policy  guardrail · pii redact · ✓ pass
14:32:02retrieve  case-history · 7 docs · 0.94
14:32:03tool  sf.account.lookup → acct_4f8a
14:32:04tool  sf.case.create → case_18a4
14:32:05eval  tone · brand · ✓ ok
14:32:06resolved  handle-time · 4.2s · csat → 5
/ 03 — Engagements

Three ways
to engage.

Whether you need a focused sprint, a quarter-long delivery, or a managed-team partnership — we have a shape that fits, with senior people on day one.

/ 01 — Sprint2-4w

Discovery & design.

An architect-led sprint: stakeholder workshops, system audit, target architecture, shipped backlog with risk and effort estimates.

  • Solution architect + 2 senior engineers
  • Working prototype within sprint
  • Backlog scoped to ±20%
  • Fixed-fee · invoice on outcomes
/ 02 — Build8-16w

End-to-end delivery.

Senior pod takes the build from green-field to production. Embedded in your team, daily standups, weekly shippable demos.

  • Solution architect + 4-6 engineers
  • QA & release engineer included
  • Weekly working demos
  • Production-grade observability from day 1
/ 03 — ManagedQuarterly

Managed AppDev & support.

A reserved senior pod on retainer — feature delivery, incident support, release management, AppExchange package upkeep.

  • Reserved pod · 3-5 engineers
  • L2/L3 support · 24×5
  • Release management · weekly
  • Quarterly architecture review
/ 04 — Extensions

The packages
we keep shipping.

Reusable accelerators built across 40+ engagements. Available as starting points to halve your time-to-value or as standalone AppExchange listings.

01

ZRC VoiceDesk.

Sub-second voice copilot for service desks — interruptible, multilingual, with full Salesforce action set. Average handle-time −38% in pilots.

AppExchangeProduction · 6 customers
02

ZRC Eval Harness.

Org-native eval suite for AgentForce: scenarios, regressions, red-team automation triggered on prompt and model change. Wired to GitHub Actions.

Open Source14 active orgs
03

ZRC Data Bridge.

Data Cloud accelerator: identity stitch, calculated insights library, data shares to Snowflake/BigQuery, prebuilt AI activation segments.

AppExchangeProduction · 11 customers
04

ZRC Doc IQ for SF.

Document extraction package — contracts, claims, applications. Schema-typed output written to standard or custom objects, fully audited.

AppExchangeBeta · 4 customers
38 certified consultants.Crest Partner status · across 12 product areas.
7App Builder 9Platform Developer I/II 5Sales Cloud 6Service Cloud 4Marketing Cloud 3Data Cloud 3Industries Cloud (FSC) 2Health Cloud 4CPQ Specialist 2OmniStudio Developer 3Architect (Application) 1Technical Architect (CTA)
/ Get started

Bring us a brief.
We'll bring an
architect.

A 30-minute working session with one of our solution architects. No pre-sales. We'll sketch the system on the call and you'll leave with a one-page architecture and a credible plan.

Book the architect →