Services / Salesforce & revenue technology

Salesforce & revenue technology

Salesforce, architected for the whole revenue engine.

Salesforce is no longer just a CRM. It's customer data, AI agents, pricing and billing, contact center and analytics, all of which must fit with the rest of your enterprise. We architect how those pieces work together, securely and at scale.

Across the Salesforce platform

Sales & service

Data model, processes and automation designed around how your teams sell and serve, built to scale.

Customer data

Unified customer profiles, identity resolution and activation, aligned with your enterprise data platform rather than competing with it.

AI agents

Agents for sellers, service reps and customers, grounded in trusted data and governed from day one.

Revenue management

Quote-to-cash architecture: product catalog, pricing, quoting, contracts, orders and billing.

Voice & contact center

Contact center architecture that connects telephony, service workflows and customer data.

Security, identity & integration

SAML, OAuth and JWT flows, connected apps, MFA and RBAC, plus API and integration patterns with ERP, data and other enterprise platforms.

Architecture first

Most Salesforce problems come from decisions made early: org strategy, data model, integration patterns, identity and where automation lives. We set those foundations deliberately, document them, and make sure Salesforce plays its proper role in the wider enterprise instead of becoming another silo.

RJ holds multiple Salesforce certifications and has worked across Salesforce administration, development, architecture, security, integration, data and AI. He has supported enterprise initiatives including revenue management, contact center architecture and reporting modernization.

Whatever your size

For a smaller team, that might be a clean, well-governed setup you can run yourself. For an enterprise, it might be a multi-cloud roadmap, a quote-to-cash program or an AI agent rollout. The thinking scales; the solution fits.