Do you implement Salesforce as a standalone CRM, or connect it to other systems too?

Both, depending on the environment. One Primero connects Salesforce to contact center platforms, credit and compliance systems, and other core business applications to provide a unified view of customer data and workflows.

Can Salesforce integrate with our existing contact center platform?

Yes. One Primero integrates Salesforce with contact center platforms such as Zoom Contact Center, NiCE CXone, Five9, Genesys, Amazon Connect, and RingCentral, helping agents access customer context without switching between systems.

What is Agentforce, and is it worth adopting now?

Agentforce is Salesforce's AI agent platform for automating tasks and workflows such as lead qualification and follow-up. One Primero evaluates suitable use cases based on business needs, workflow complexity, and expected value. For Global Commercial Bank, a custom Agentforce Sales Development Agent contributed to a 35% increase in relationship managers' client-facing time.

Do you provide managed services for Salesforce after launch?

Yes. One Primero provides ongoing Salesforce configuration, release management, platform health monitoring, and optimization to help keep the platform aligned with changing business needs.

Salesforce Implementation & Agentforce AI

Salesforce implementation

connected to the rest of your stack.

Sales Cloud, Service Cloud, and Agentforce, deployed as the CRM layer that actually talks to your contact center, credit systems, and compliance workflows.

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THE PLATFORM

The world's leading CRM, extended with Agentforce AI.

Salesforce manages the customer and account data that CXplatforms, core systems, and compliance workflows all needto reference. We implement it as connective tissue, not anisolated system, a CRM that doesn't talk to the rest of yourstack just becomes another silo.

WHAT'S POSSIBLE

What Salesforce makes
possible, and what we help you unlock.

Built Into the Platform

Sales & Service Cloud

Unified case, account, and opportunity management across sales and service teams, in one native data model.

Agentforce AI Agents

Native autonomous agents for sales development, service deflection, and workflow automation.

Flow & Process Automation

Native no-code workflow automation for approvals, assignments, and record updates.

Einstein Analytics

Native reporting and AI-driven insights built directly into the data model.

What We Help You Unlock

CRM & CCaaS Integration

Connecting Salesforce to your CCaaS platform, so agents work from one screen instead of switching between systems midcall.

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Data Migration & Org Consolidation

Moving data and process from legacy systems or multiple Salesforce orgs into one clean, maintainable environment.

Custom Development on Salesforce

Building the custom logic and components Salesforce doesn't support natively.

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Managed Services for Salesforce

Ongoing configuration, release management, and platform health after go-live.

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95%

Client retention rate

4.5M+

Development hours in production systems

20+

Years of CX platform delivery experience

$138M+

Client value delivered across engagements

FEATURED CASE STUDY

Salesforce work that demonstrates what we do.

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Salesforce Implementation

Global Commercial Bank

Salesforce Sales Cloud and a custom Agentforce Sales Development Agent deployed to give relationship managers their client-facing time back. Credit and compliance approvals moved through structured digital workflows instead of email chases.

35%

Increase in RM client-facing time

50%

Faster lead-to-opportunity conversion

€12M

Revenue acceleration in Year 1

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The Situation

Relationship managers spent 40% of their time on admin. Fragmented tools, manual approvals, and limited pipeline visibility slowed client engagement and deal progression.

What Followed

35% more client-facing time. 50% faster lead conversion. €12M in Year 1 revenue acceleration. Scalable AI-powered sales operations.

Ecosystem