At EruditeWorks, we guide you through the full AI and automation journey. We support you from planning to execution and ongoing optimization.We start by identifying the areas with the highest impact. These include predictive lead scoring, opportunity scoring, case deflection, churn alerts, and campaign personalization.For advanced automation, we design and build custom AI agents using Agentforce. Examples include Service Agents for faster resolutions, Sales Coach Agents for seller guidance, and Marketing Agents for campaign optimization. Our team ensures secure data access, defines agent behavior, and connects CRM, Data Cloud, and external systems. This allows your AI agents to act intelligently and autonomously.
Services in Focus Salesforce AI & Automation Consulting
Einstein AI Implementation Services
Salesforce Einstein AI adds intelligence across your CRM. It helps your team make better decisions, automate repetitive tasks, and discover insights hidden in data.
At EruditeWorks, we set up, customize, and scale Einstein AI across Sales, Service, and Marketing Clouds. Einstein is Salesforce’s native AI platform, built directly into the ecosystem. It uses machine learning, predictive modeling, and natural language processing to enhance user interactions. With Einstein, you get smarter forecasts, personalized recommendations, and process automation—driving faster and more accurate results.
Agentforce AI Automation & Enablement Services
The future of Salesforce is AI-powered, and Agentforce is at its core. At EruditeWorks, we help you activate and customize Agentforce tools to deliver smarter, faster, and more personalized experiences.
We turn Agentforce into a daily assistant for your team—from guided selling to automated service resolutions. Agentforce is Salesforce’s generative AI framework. It combines Einstein Copilot, Next Best Actions, and contextual automation. With it, your users get real-time guidance and support for every step of their workflows.
Automatically rank leads and deals based on likelihood to convert or close. Your sales reps focus on the highest-value prospects, improving win rates and reducing time spent on cold leads. Say goodbye to manual spreadsheets and guesswork. We implement AI-powered sales forecasting models that learn from historical patterns to provide more accurate, adaptive forecasts.
Use AI to auto-classify support cases and route them to the right agent or team—speeding up resolution times and reducing customer frustration. Surface intelligent, context-aware suggestions to sales and service reps at the moment of need—whether it’s recommending a product, a discount, or a follow-up action.
We assess whether your Salesforce data is structured and clean enough for Einstein to be effective.
We work with your business teams to identify the most impactful areas for AI—like lead prioritization, churn prediction, or service case triage.
From field mapping to model activation and training, we take care of every step of Einstein AI setup within Salesforce.
We enable Copilot to allow users to interact with Salesforce using natural language. Reps can ask for summaries, create tasks, update records, and receive instant guidance, all through a simple chat interface. Surface real-time, data-driven suggestions to users like product recommendations, follow-up steps, or escalation triggers, based on business logic, AI models, and real-time data context. Automate the generation of opportunity or case summaries, email follow-ups, and meeting notes, ensuring accurate documentation while saving time.
Deploy intelligent automation that reacts to a user’s actions and CRM context. For example, auto-drafting renewal proposals when a contract nears expiry, or suggesting upsell paths mid-deal.
We customize Copilot and Agentforce prompts, actions, and flows for specific personas like Sales Reps, Service Agents, and Customer Success Managers.
Ensuring only the right data is accessed and exposed based on user permissions and your security model.
Post-implementation, we monitor usage patterns and feedback to refine actions, improve recommendations, and scale to additional use cases.
Expertise in Salesforce AI & Automation
At EruditeWorks, we empower businesses to unlock the full potential of Salesforce’s AI capabilities. By leveraging tools like Einstein AI, Agentforce, and intelligent automation features, we help you automate tasks, gain predictive insights, and deliver highly personalized customer experiences.
Contact Info
Phone: +91 99092 40666
Email: marketing@eruditeworks.com
Address: 4542/U3 Dev Arcade Taluka Jalalpore, Navsari, Gujarat 396450.
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