AI-Powered Salesforce Services

Salesforce AI, powered by Einstein, elevates your CRM by learning from your customer data to deliver tailored recommendations and insights. With over 50+ AI-driven features integrated into the unified Einstein 1 Platform, it offers powerful predictive analytics and generative AI tools for content creation and task automation.

Still unsure if AI integration is right for you?

See what you gain by trusting Routine Automation for your Salesforce AI integration:

  • Tackle data overload and quality issues with real-time updates driven by generative AI.
  • Enhance competitiveness by automating routine tasks and boosting team productivity.
  • Partner with experts to implement tailored solutions that fit your business.

Routine Automation is your trusted AI guide, ensuring secure, accurate integration. Unlock growth, stay competitive, and drive efficiency with our cutting-edge solutions.

Why Is RA Your Trusted Partner for Salesforce AI Implementation?

We pride ourselves on being a certified Salesforce partner with a team of 27 professionals. Our expertise in Salesforce AI ensures your transition to AI-driven solutions is smooth and effective.

Here’s why you should trust us with your Salesforce AI implementation:

  • Our team of certified Salesforce experts is well-versed in the latest Salesforce AI technologies and best practices.
  • We customize Salesforce AI solutions to meet your business needs.
  • We have a history of successful implementations, demonstrating our ability to deliver results and improve your business outcomes.
  • We provide continuous support and training to ensure you fully leverage Salesforce AI capabilities.
AI-Powered Salesforce Services

We Solve Your Problems

At Routine Automation, we bring over 5 years of proven expertise and a team of certified Salesforce specialists. We excel in creating tailored solutions using Salesforce Einstein. Our focus is on clear goal alignment, thorough documentation, and proactive collaboration to ensure seamless integration and optimal results.

Salesforce AI Capabilities Tailored to Your Business Needs

Sales Teams

AI Benefits for Sales Teams:

  • Automatically generate data-enriched emails for quick follow-ups and introductions via Outlook, Gmail, or LinkedIn.
  • Receive concise, actionable summaries of sales calls, focusing on key takeaways and customer sentiment to accelerate deal progression.
  • Create customized action plans with step-by-step CRM-based guidance.
  • Automate prospect research, CRM updates, and data entry, minimizing manual tasks.
  • Enhance forecast accuracy with AI-driven insights into trends and pipeline gaps.
  • Analyze customer feedback and sales call trends to refine strategies and resolve deal-stalling issues.
  • Accelerate onboarding by sharing successful sales techniques and implementing milestone-based programs.
  • Transform lead conversion and meeting scheduling by replacing web forms with live conversations.

Salesforce AI Products

Revolutionizing Business with Intelligent Solutions. Launched in 2016, the Einstein technology propelled Salesforce to become the world’s leading CRM. Today, Salesforce AI boasts over 50 features and tools across various products, driving innovation and efficiency.

Agentforce

Create and deploy AI-driven agents tailored to your business needs. The technology utilizes Salesforce Data Cloud to unify data from multiple sources for enhanced performance and insights.

Einstein Copilot

Enhance your team’s productivity with Einstein Copilot, an AI assistant that integrates seamlessly with popular messaging apps. It simplifies tasks, delivers accurate responses, and supports CRM activities, improving overall efficiency and user experience.

Einstein GPT

Utilize Einstein GPT’s generative AI to automatically create high-quality content, from personalized emails to branded product descriptions. This tool enhances marketing strategies and engages customers more effectively.

Einstein Analytics

Turn data into actionable insights with Einstein Analytics. This AI-powered platform provides advanced analytics and predictive insights, enabling informed decision-making and uncovering critical trends in your data.

Einstein Discovery

Explore and understand your data with Einstein Discovery. It delivers automated insights and predictive analytics, revealing key drivers of business outcomes to support data-driven decisions.

Einstein Vision

Leverage Einstein Vision for advanced image recognition. This tool analyzes images for improved understanding and categorization, facilitating precise product management and enhanced customer interactions.

Einstein Language

Improve communication with Einstein Language’s natural language processing capabilities. It enables sentiment analysis, intent recognition, and automated responses, enhancing customer service and interaction efficiency.

Einstein Trust Layer

Protect your data with the Einstein Trust Layer. This suite of features ensures privacy and security by incorporating dynamic grounding, zero data retention, and toxicity detection, allowing you to harness AI’s power while upholding safety and security standards.

What Technology Do We Choose and Trust?

Sales AI

Prioritize leads and close deals faster with Einstein Lead Scoring. Use Agentforce low-code customizations to streamline tasks, while keeping data secure with the Einstein Trust Layer.

Customer Service AI

Automate case management, deliver personalized responses with Einstein bots and provide proactive support through any channel suitable for each customer – your website, messengers, mobile app, SMS, and more.

Marketing AI

Let Einstein analyze your marketing data with AI scoring to identify top prospects. Use real-time personalized recommendations to convert more leads, optimize journeys, and boost loyalty.

Commerce AI

Assign campaign rules and copy pages with the same settings with B2C Commerce Page Designer. Enhance the shopping experience as Einstein provides data-driven recommendations based on trends and purchase history.

Tableau Pulse

Visualize data and simplify decisions with AI-driven insights from Einstein Discovery. Get natural language summaries via Today’s Pulse and personalized insights from any channel.

Einstein 1 Platform

Create accurate, relevant prompts from omnichannel data to streamline workflows. Build ML models on Data Cloud with clicks to generate predictions without writing code.

Awards & Recognitions

We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms

Salesforce Partner

Salesforce Partner

Top Salesforce company

Top Salesforce company

Top CRM consulting company

Top CRM consulting company

Top IT services company

Top IT services company

Top email marketing company

Top email marketing company

Top IT services company

Top IT services company

Top digital marketing company

Top digital marketing company

Top Marketing Automation Consultants

Top Marketing Automation Consultants

How Einstein 1 Transforms Your Business

With Salesforce AI, you can achieve:

  • 29% increase in business user productivity
  • 30% increase in customer retention
  • 27% increase in win rate

Unlock the full potential of your data with Salesforce Einstein 1. This integrated platform connects over 60 Salesforce features and bridges gaps left by disconnected apps – 70% of which are often isolated.

See how Einstein 1 enhances productivity, integrates data seamlessly, and maintains data privacy. Watch the video to learn more about transforming your business with AI-driven insights.

How AI integration boosts

productivity & transforms operations?

Data-Driven Decision-Making

Forecast trends, customer behaviors, and sales outcomes with precision to boost win rates by 14%. Categorize and analyze data for strategic, data-driven business strategies.

Personalized Customer Experiences

Leverage Einstein Copilot for 24/7 personalized support, crafting tailored content and recommendations that enhance engagement and customer satisfaction.

Targeted Sales and Marketing

Pinpoint high-value prospects and opportunities to boost conversion rates and maximize ROI. Einstein helps identify key accounts when implementing an ABM.

Scalable Growth and Continuous Improvement

Adapt to growing data and evolving needs with AI-driven analytics. Use Agentforce to configure custom agents tailored to your business goals, optimizing teamwork for superior results.

Salesforce AI Implementation Process

  1. Design & Define

    Collaborate with stakeholders to develop a comprehensive configuration workbook that outlines requirements and aligns goals, tailoring the AI solution to meet your business needs.

  2. Implement

    Configure and integrate Salesforce AI features to meet your specific requirements. Maintain transparent communication with stakeholders and provide regular progress updates to ensure alignment.

  3. Test & UAT

    Perform rigorous QA and UAT to verify that AI functionalities meet performance and scalability standards, targeting 95% defect-free results before deployment.

  4. Deploy

    Launch AI features for all users, delivering training sessions and practical examples. This phase includes onboarding and initial support.

  5. Evolve

    Continuously monitor AI performance with monthly evaluations, implementing updates based on user feedback.

  6. Support

    Provide 24/7 support to address issues and optimize AI functionality, ensuring sustained performance and user satisfaction.

Hear from Companies Like Yours

Maarten Westdorp

Maarten Westdorp

VP Marketing & Communications, E.ON One

Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.

Stephanie Hellersberg

Stephanie Hellersberg

Digitalization Mgr CS, Energieversorgung Oberhausen AG

We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.

Kelsey Aldrich

Kelsey Aldrich

Sr Project Manager, Penn Engineering & Manufacturing Corp.

They have excellent communication skills and are always well-organized.

 Sascha Weidinger

Sascha Weidinger

Head of Customer Service, Profil Verbindungstechnik

Routine Automation’s work exceeded the client’s expectations, and the solutions they delivered were truly useful for the client. The team’s great skills and expertise were remarkable, and they managed the engagement effectively. Moreover, they were responsive and completed every task on time.

Satu Portimojärvi

Satu Portimojärvi

Service Area Manager, Sales, CX and Marketing , Neova Group

Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud.

Maarten Westdorp

Maarten Westdorp

VP Marketing & Communications, E.ON One

Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.

Routine Automation's work provided the client with better insights into product usage and revenue generation. The team was flexible and responsive, communicating via Jira, Microsoft Teams, and online meetings. Their Salesforce expertise and quick ticket response were key elements of their work.

Stephanie Hellersberg

Stephanie Hellersberg

Digitalization Mgr CS, Energieversorgung Oberhausen AG

We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.

Communication was seamless and highly professional at all times. We particularly appreciated the regular and timely updates, which ensured full transparency on progress and next steps. The development was implemented exactly as agreed, with a clear focus on quality and reliability.

Kelsey Aldrich

Kelsey Aldrich

Sr Project Manager, Penn Engineering & Manufacturing Corp.

They have excellent communication skills and are always well-organized.

Routine Automation provided e-commerce web development & design services for a fastening solutions company. The team was also responsible for implementing Agentforce Commerce for the client. Routine Automation's efforts resulted in a secure, scalable, & efficient online store for the client. The team provided timely items, adjusted to changing requirements, & understood the technical aspects of the project.

 Sascha Weidinger

Sascha Weidinger

Head of Customer Service, Profil Verbindungstechnik

Their development solutions were fantastic.

The result of Routine Automation's work exceeded our expectations in every way. The 3 developers assigned to this project, as well as their team lead, showed great skills and expertise. All requirements were discussed constructively so that the best possible solution could always be found for each issue. This naturally contributed massively to the success of the project. The solutions provided by the development team for our tasks were immediately ready for use and immediately made the daily work of our own team easier. All this without any major training effort. The project manager responsible for the project did an outstanding job. The guidance through the sessions, the summaries of the sessions, the entire documentation and the controlling of the budget were always carried out correctly and completely. Overall, we were very satisfied with the result of the work and would not hesitate to recommend the team and to carry out further projects together with Routine Automation.

Satu Portimojärvi

Satu Portimojärvi

Service Area Manager, Sales, CX and Marketing , Neova Group

Fast and flexible with good quality

Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud. We are not an easy customer, our business sometimes presents their development needs at the last minute, but Routine Automation can easily adjust when priorities change and they are flexible enough to quickly add more resources when needed.

Carla Martinho

Carla Martinho

Tribal Group

Driven by what was best for us, not what would bring them the most revenue

Really responsive. They were able to resolve an issue for us which had been looked at by more than one partner supplier and multiple people at Salesforce and Marketing Cloud which was ongoing for over 1 year. They really listened to what we needed and why our use case/business was different, to work out the best solution for us.

Ash Makwana

Ash Makwana

CEO & Founder, Trigerz.io

They're true consultants that listen to requirements and provide productive feedback.

While it's too early to report on results, Routine Automation was efficient in documenting their information. They communicated well, providing additional support throughout the project.

Gary Freeman

Gary Freeman

Project Delivery & Operations Director, Coacto

Great Partner - helped deliver a complex project

Straight forward and easy to work with, they have a team of highly skilled and competent professionals. Worked on a complex ERP and distribution project for us and delivered great results in a demanding time frame. Will definitely work with them again.

Ivan Gammel

Ivan Gammel

CTO | DR Smile

They should keep doing what they’re doing.

Thanks to Routine Automation's work, the client's ROI is great — they've saved the team more than $112,000 this year. Their excellent communication and adaptability to the client's processes have been key to the project's success. The client also praises their knowledgeable and skilled salesforce engineers.

Pavlo Voznenko

Pavlo Voznenko

CTO, InstaMotion Retail GmbH

The developer is the best we’ve had.

Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style. Their flexibility is also noteworthy. Customers can expect a new extension of their team when working with Routine Automation.

Daniel Hynes

Daniel Hynes

Daniel Hynes, Sr. Managing Director, DTH Consulting Services

The project management was professional and followed the Agile methodology.

Thanks to Routine Automation, the client had a streamlined process for lead generation, client onboarding, project creation, and system integrations. The team followed the Agile methodology, delivered the project on time and within budget, and provided ongoing support and customization services.

Gary Freeman

Gary Freeman

Project Delivery Manager, Coacto

They were super helpful and responsive to requests and always keen to help and assist.

Routine Automation has adequately delivered the project to the client's expectations. The vendor ensures effective communication, daily calling and updating the client. The service provider's helpful attitude, responsiveness, and enthusiasm are hallmarks of their work.

FAQ

No pitch. Strategy only.

By submitting this form, you agree to Routine Automation processing your personal information in accordance with the Privacy Policy.