These are directly consolidated from the eight service lines in the PPT.
Greenfield and re-implementation across Sales, Service, Experience and Revenue Cloud.
Continuous improvements, support, release management and platform health.
Apex, LWC, Flow and integration with ERP, productivity, data and legacy platforms.
Quote-to-cash, CPQ, billing, finance integration, collections and revenue visibility.
Data Cloud, migration and CRM Analytics.
Predictive, generative and agentic capabilities built around trusted Salesforce data.
Training, champions and adoption measurement.
Better AI outcomes begin with complete, trusted and well-governed CRM data.
Salesforce becomes more valuable when customer, pricing, orders, billing and revenue processes work together.
Move from AI that recommends to AI that can perform governed actions through Agentforce.
These themes are all present in the PPT’s Einstein, Agentforce and Finance & Revenue sections.
Salesforce integration with Oracle Fusion, EBS and SAP.
Data Cloud, Snowflake, lakehouse and CRM Analytics.
Billing, collections, revenue recognition and financial reporting.
Einstein and Agentforce enablement.
Purpose: This is where we build trust and differentiate Ladera. I would use four strong proof points:
Start with a Salesforce health and AI readiness assessment
The assessment can cover:
