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Smarter Data. Sharper Decisions. Real Results.

CriticalRiver helps you make better business decisions by activating AI on Salesforce. With Agentforce AI, we combine real-time data, predictive models, and Salesforce-native tools to uncover what matters and help you act faster.

Trusted by Clients

The brands you trust, trust us for results.

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Service Overview

Turn Salesforce into an AI-Powered Growth Engine

Salesforce holds more data than most teams can use. We change that. With Agentforce AI, CriticalRiver helps you turn Salesforce into a true decision engine driven by real-time signals, intelligent automation, and predictive analytics. We focus on what moves the needle: sales planning, service performance, marketing actions, and customer behavior. Our approach connects data, builds models, and delivers outcomes without adding complexity.

AI-Driven Business Intelligence

Salesforce is configured to surface trends, anomalies, and high-impact signals through structured models and live data feeds. Teams gain real-time insights without relying on manual reporting, enabling faster, more informed decisions.

Agentforce AI Use Case Mapping

Each Salesforce instance is evaluated to identify where AI adds the most value, such as lead scoring, churn prediction, or case prioritization. The focus is on driving measurable impact across sales, service, and marketing workflows.

Salesforce Data Cloud Integration

Customer data from CRM, service, commerce, and marketing platforms is unified within Salesforce Data Cloud. This enables a single, continuously updated view of every customer, ready for analysis, activation, or personalization.

Predictive and Prescriptive Models

AI models are trained on your business data to forecast trends, highlight risks, and recommend actions. These models are embedded directly into Salesforce, offering forward-looking insights without additional tools or interfaces.

Interactive Dashboards and Visualizations

Role-based dashboards are built to update automatically, highlight deviations, and support drill-down analysis. Teams can filter by region, segment, or channel, making it easier to act on patterns as they emerge.

Einstein GPT and Copilot Integration

Generative AI is embedded into Salesforce workflows to reduce manual tasks and enhance productivity. Use cases include email generation, smart summaries, field suggestions, and contextual recommendations across departments.

Built-in Governance and Control

Access rules, audit logs, and model transparency are established during initial setup. This ensures data stays protected, AI remains explainable, and governance aligns with industry compliance requirements.

Our Methodology

From Use Case to Insights, Delivered with Clarity

Step 01

Strategy

We assess your Salesforce setup, data quality, and goals before recommending a high-impact AI roadmap.

  • Business use case mapping
  • Data audit and availability check
  • Prioritization framework
  • Model design and feasibility

Step 02

Implementation

We deploy models, dashboards, and automation triggers in your Salesforce environment.

  • Data cloud setup
  • Agentforce AI use case deployment
  • Workflow configuration
  • Model validation and testing

Step 03

Evolve

We tune models, expand coverage, and review impact regularly.

  • Forecast accuracy reviews
  • Use case additions
  • Data expansion and cleanup
  • Dashboard enhancements
Industries We Serve

Domain Expertise

Cutting through complexity to deliver clarity, strategy, and impact at every turn across industries.

Learn More

Hi-Tech

Empowering innovation with scalable cloud, data, and automation solutions.

Manufacturing 

Optimizing production and supply chains with real-time visibility and automation.

Banking/Finance

Modernizing financial operations with secure, intelligent, and customer-centric systems.

Energy & Utilities

Driving sustainability and efficiency through smart digital transformation.

Healthcare

Enabling connected, compliant, and patient-focused digital ecosystems.

Non-Profit

Accelerating impact through data-driven engagement and transparent operations.

FAQ’s

Frequently Asked Questions

How do you identify which processes should be AI-powered?

We review Salesforce workflows and business KPIs, then map use cases based on value, effort, and impact.

Do I need Salesforce Data Cloud to get started?

No. Data cloud helps unify records, but Agentforce AI works with your current data structure and grows with your needs.

What is Agentforce AI?

It is our framework for applying AI across Salesforce, built on real use cases, with pre-configured models and workflows.

Can you build custom models?

Yes. We train custom models when out-of-the-box tools aren’t enough. These are tested for accuracy and integrated securely.

How fast can we launch a use case?

Most teams go live in 4 to 6 weeks. Complex models or integrations may take longer, but we deliver value early.

Can AI be used in service and support?

Yes. We use AI for case routing, sentiment tagging, escalation prediction, and resolution recommendations.

What security measures are in place?

Access controls, model transparency, and audit logs are built into every solution. We also follow enterprise data privacy standards.

Can AI improve campaign performance?

Yes. We enable AI-based audience segmentation, content recommendations, and performance forecasting in Marketing Cloud.

Will my team need to code or retrain models?

No. Models run in the background. We manage updates and provide interfaces that are easy to use.

Do you offer ongoing support and evolution?

Yes.We support roadmap reviews, model tuning, and expansion into new clouds or business areas.

Tell Us How We Can Help You

Have questions or ready to start your digital transformation journey? Our experts are here to help you every step of the way. Get in touch with us today and let’s build the future together!

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