Salesforce Customers
We work with sales, ops, and revenue teams to understand how their processes actually need to run — then build AI-accelerated software around that reality. Connected to your CRM data. Without the per-seat tax.
The Problem
Every new rep, every partner, every ops hire — another license. At $150-300/seat, the total cost of ownership balloons 2-3x from your original quote once you add storage, sandboxes, support tiers, and mandatory annual increases. The process your team needs shouldn't have a per-person price tag attached to it.
You've bolted on a dozen managed packages to fill gaps Salesforce doesn't cover. Each one adds cost, complexity, and another vendor relationship you can't control.
Flows and custom objects can only take you so far. When the process your team needs — a customer portal, a complex quoting engine, a workflow that spans five systems — doesn't fit inside Salesforce's architecture, the platform becomes the constraint. The underlying process should define the technology, not the other way around.
Your CRM stays the system of record. We wrap it with AI agents and owned applications — connected by real-time, bidirectional integration — so your revenue and ops teams get the portals, quoting, and workflows Salesforce can’t deliver, without another per-seat license or managed package.
Bidirectional sync via Apex · REST · Platform Events · Bulk API — real-time and scheduled.
As an owned app absorbs the work of a managed package or extra seats, you substitute it — then sunset the spend. Surround, substitute, sunset: modernize without ripping out your CRM.
What We Do
Everything we build wires back to Salesforce through real-time, bidirectional sync (Apex, REST, Platform Events, Bulk API) — so your CRM stays the source of truth while your revenue and ops teams get the portals, quoting, and workflows it can't deliver. Your CRM data stays connected. The per-seat tax goes away.
External experiences Salesforce charges per-seat to power — customer and partner portals that read and write live CRM data, with no extra licenses and no API-limit surprises.
Logic that outgrows Flows — complex approvals, CPQ and quoting engines, cross-system automations, plus AI agents for lead scoring, routing, and data hygiene — orchestrated across Salesforce and your other systems.
Two-way, limit-safe sync between Salesforce and your ERP, billing, support, and data warehouse — architected around API and governor limits, with no middleware tax or MuleSoft dependency.
Owned apps absorb the work of expensive managed packages and extra seats, one at a time. Surround Salesforce, substitute the redundant package, sunset the spend — same functionality, fully owned.
The Value
How It Works
AI parses your objects, flows, and managed-package spend to pinpoint where Salesforce constrains the operation — and which integration points (Apex, Platform Events, Bulk API) the surround layer will wire into.
We model the architecture — which AI agents and owned apps wrap Salesforce, the bidirectional sync contracts, and the API/governor-limit budget — surfacing edge cases before a line of code is written.
Our engineering pods ship owned apps and connectors in two-week cycles — wired bidirectionally to Salesforce, written, tested, and reviewed with AI, with a human in the loop on every step.
After launch, AI monitors sync health and usage. Your team stays on to iterate and to sequence the substitute-then-sunset of managed packages and seats as owned apps take over — based on real data, not guesswork.
Book a 15-minute strategy call. We'll map the processes being constrained by per-seat pricing and platform limitations — and show you where custom software can make the biggest impact.
Book a strategy call