Salesforce, made intelligent.
We implement Salesforce and layer AI on top: agents, predictions and automation that turn your CRM into a system that acts, not just records.
Platform & intelligence, one team
Salesforce
CRM, Service & Data Cloud, implemented, integrated and managed end to end.
AI Solutions
Agentforce, Einstein and custom AI: agents, predictions and automation.
Implement. Add AI. Optimize
of repetitive work, automated
That's what a typical Avanciers AI rollout hands back to your team: hours returned to real selling and real service, every single day.
Implement
Stand up Salesforce right the first time. Clean architecture, clean data, ready for intelligence.
Add AI
Agentforce agents, Einstein predictions and automation layered onto your trusted CRM data.
Optimize
Managed services that keep improving accuracy and adoption long after go-live.
Integrate
ERP, marketing and data systems connected into one source of truth.
Outcomes, not promises
Sales Cloud rebuild
30% shorter sales cycleAgentforce rollout
3× case resolutionEinstein forecasting
+22% accuracyA proven path from discovery to optimization
Discover
Assess systems, data and AI-readiness.
Plan
Roadmap scoped to outcomes.
Deploy
Agile builds, early wins.
Enable
Training that drives adoption.
Optimize
Continuous, managed improvement.
Four hubs. One team
Headquartered in Mississauga with delivery teams across North America and India, giving you boutique attentiveness with global delivery strength.
Let's put AI to work in your CRM.
Tell us where you're headed and we'll show you what your Salesforce can do.
Contact us →Power your business with Salesforce expertise that delivers.
The growth of a business is based on how well it can connect its data, systems, and people. Salesforce gives that foundation, and Avanciers builds solutions to make it work right for you.
Schedule a consultation →
End-to-end Salesforce expertise that drives results
Avanciers gives full Salesforce consulting and implementation services that help organizations work better, boost teamwork, and get clear business results. Our specialists offer custom Salesforce answers for each piece of your digital change, from the first setup to long-term optimization and managed support.
Built around your problems
Different organizations have different problems. Some struggle with their data, others with unconnected teams. Avanciers addresses each through precise Salesforce implementation, with clarity, usability and a measurable business result.
Proven professionals
A team of experienced Salesforce professionals brings proven expertise across businesses to ensure your CRM system operates smoothly.
Salesforce capabilities designed for measurable growth
Avanciers delivers end-to-end Salesforce services that cover the full spectrum of cloud solutions and ecosystem capabilities.
Sales Cloud
Sales Cloud drives sales performance to increase pipeline visibility. Avanciers implements solutions where leads are managed well, opportunities are tracked automatically, and teams can close deals fast.
Know more →Service Cloud
Service Cloud empowers organizations to provide excellent experiences: case management configured by Avanciers, automated workflows and omnichannel support, leading to faster response times and enhanced customer satisfaction.
Know more →Experience Cloud
Experience Cloud gives companies the capability to create engaging digital communities and customer portals. Avanciers strategizes and delivers collaborative environments that link employees, partners and customers, aligned with your digital experience framework.
Know more →Analytics Cloud / Agentforce AI
Analytics Cloud and Agentforce AI convert business data into intelligence that can be practically applied: dashboards, predictive models and reporting tools that surface trends and let executives go on the offensive in their market strategies.
Know more →Integrations
ERP, HR, marketing and finance platforms harmonized across Salesforce workflows. Avanciers creates connections that are secure and expandable, maintaining a single source of truth that drives process automation and reduces manual work.
Know more →Conga CPQ & Revenue Cloud
Conga CPQ and Revenue Cloud give users a painless experience with quoting, pricing and revenue management. With Avanciers, businesses streamline the deal flow and reduce mistakes.
Know more →AppExchange Apps
AppExchange Apps bridge the gap between Salesforce's core features and demanding business requirements. Avanciers identifies promising apps, then executes and adjusts them to match your workflow and user-experience needs.
Know more →Health Cloud
Health Cloud helps organizations deliver personalized patient and client experiences. Avanciers goes the extra mile in configuration, managing care plans, tracking interactions and easing healthcare operations through standardized workflows.
Know more →CRM Analytics
CRM Analytics brings elevated reporting and predictive insight across sales, service and marketing. Organizations gain clarity through Avanciers' work: key metrics, performance trends and areas needing attention, surfaced in tailored dashboards.
Know more →Data Cloud & Snowflake
Data Cloud and Snowflake transform business data from diverse streams into an absolute source of truth. Avanciers sets up the data integration and management processes that power individualized marketing and analytics.
Know more →Our approach to Salesforce success
Avanciers takes a structured, business-driven approach to implementing Salesforce solutions that result in tangible business outcomes.
Discovery & Assessment
Discuss workflows and systems to identify potential areas for improved performance.
Strategic Planning
Set objectives, KPIs, and create a roadmap for Salesforce adoption and optimization.
Agile Deployment
Roll out changes step-by-step for quick results and the least possible disruption.
User Enablement
Conduct training and support the teams using the platform to empower them effectively.
Continuous Optimization
Monitor outcomes, update processes, and adjust configurations to changing business needs.
We do not simply position Salesforce as a platform but as a tool that gives the business the power to expand and achieve its goals. This thorough, end-to-end approach improves the organization's efficiency, opens up better communication channels, and contributes to measurable growth across sales, service, and analytics functions.
Let's make Salesforce work the way you do.
Certified consultants, measurable outcomes, support beyond go-live.
Schedule a consultation →AI that works inside your CRM.
Autonomous agents, predictive intelligence and workflow automation, grounded in your Salesforce data, deployed responsibly.
Contact us →AI capabilities that drive impact
Agentforce
Autonomous AI agents for sales, service and operations, working 24/7.
Einstein AI
Predictions, scoring and generative replies, native to Salesforce.
Predictive Analytics
Data Cloud + models that surface churn, propensity and next best action.
AI Automation
Flow + AI to automate the repetitive work across your org.
AI use-cases we deliver
Service deflection agent
Resolve tier-1 cases automatically, around the clock.
Sales copilot
Draft emails, summarize accounts, prep every call.
Lead & deal scoring
Prioritize the pipeline that actually closes.
Churn prediction
Flag at-risk accounts before they leave.
Knowledge assistant
Answers grounded in your own documentation.
Smart document generation
Quotes and contracts, generated on demand.
Our 3-point AI strategy
Grounded
AI built on your trusted Salesforce data, not guesswork.
Actionable
Agents that do real work (resolve, update, escalate), not just chat.
Responsible
Guardrails, transparency and data trust, from day one.
Frequently asked questions
Agentforce
Autonomous AI agents that resolve cases, qualify leads and take action across your Salesforce org, around the clock.
Talk to an expert →What it does
Resolves cases
Tier-1 support handled autonomously, instantly.
Takes action
Updates records, triggers flows, sends follow-ups.
Hands off cleanly
Escalates to humans with full context when needed.
Key features
Answers come from your data, not the open internet.
You define what agents can say and do.
Seamless handoffs, so no customer repeats themselves.
Web, chat, email, WhatsApp and voice.
How we deliver it
Discover
Pick the highest-value agent use case.
Ground
Connect knowledge, data and guardrails.
Deploy
Pilot, measure, then scale channels.
Support
Tune accuracy and expand scope.
See an agent working on your cases.
A certified consultant will walk you through it.
Talk to an expert →We turn CRMs into workforces.
Avanciers AI is a Salesforce-first AI transformation practice. We believe the CRM era of "record what happened" is over. The next decade belongs to systems that qualify the lead, resolve the case and close the loop on their own. We build those systems, on Salesforce.
One platform, mastered
Every consultancy claims to do everything. We don't. We spent years going deep on one ecosystem, Salesforce, through hundreds of implementations, integrations and rescues of orgs that other partners left behind.
When Salesforce put AI at the center of the platform, that depth became our edge. Agentforce and Einstein only deliver when the org underneath is clean, connected and trusted, and building orgs like that is exactly what we've always done. We're not an AI startup learning CRM, or a CRM shop bolting on AI. We're the partner that grew up on Salesforce, ready for what it's becoming.
Certified architects, in the room with you
No layers of account managers between you and the people doing the build. You work directly with certified Salesforce architects and AI consultants in small, senior teams, and a human stays in the loop on every decision that matters, especially the ones an agent will make on your behalf.
Our own org is the first client
Every pattern we sell runs in our own business first. Our pipeline lives in Sales Cloud, our reporting in CRM Analytics, and our first-line support is handled by an Agentforce agent we built, grounded and tuned ourselves. If a capability doesn't earn its keep in our org, it never reaches yours.
Operators who have built this before
Vik Wahi
Co-founder of Avanciers. Leads the technology practice: the architectures, data foundations and AI systems that get proven internally before they ever ship to a client.
Adi Wahi
Co-founder of Avanciers. Leads partnerships, delivery operations and the go-to-market across North America.
A specialist's focus. An established firm's backbone
Avanciers AI is powered by Avanciers, a women-owned global technology firm founded in 2015, operating across Canada, the USA, Mexico and India and trusted by Big-4 and Tier-1 enterprises. Clients get the intensity of a focused practice with the delivery muscle, security posture and staying power of an established firm behind it.
Operating across Canada · USA · Mexico · India.
Let's build your intelligent CRM.
Tell us what you want your Salesforce to do next and we'll show you how to get there.
Request a consultation →Proven outcomes, not promises.
AI agent resolves 3× more cases, deflects 55%
A support team drowning in tier-1 tickets deployed an Agentforce service agent grounded in their knowledge base, resolving instantly, escalating cleanly, running 24/7.
3× resolution · 55% deflection · 24/7 coverage Read the full case study →One platform for sales, manufacturing, inventory & finance
A leading manufacturing unit replaced scattered manual processes with a centralized Salesforce platform: custom BOM modeling, LWC interfaces and an API integration syncing finances with Tally in real time.
Real-time dashboards · Zero manual accounting entry Read the full case study →Sales Cloud rebuild
30% shorter sales cycleEinstein forecasting
+22% forecast accuracyBack-office automation
60% tasks automatedService Cloud modernization
50% faster case handlingCustomer 360 unification
Unified 360 profileEinstein sales copilot
2 hrs saved per rep, dailySalesforce-based manufacturing operations platform.
A unified digital platform to manage sales, manufacturing, inventory, BOM and financial accounting, all in one place.
From scattered processes to one connected system
This project was built to help a leading manufacturing unit go digital by replacing scattered, manual processes with a single, centralized Salesforce platform.
The company makes a wide range of products: carry bags, accessories, coupon printing services and more. Before this project, managing sales orders, invoicing, inventory and accounts was time-consuming and error-prone. The goal was simple: one connected system where sales, production, inventory, invoicing and finance all work together in real time.
Improve operational efficiency
Digitizing manual tasks and streamlining operations across sales, targets, performance, inventory and production.
Real-time reporting
Instant visibility into sales targets, performance and inventory levels.
Connect manufacturing with finance
Bridging the factory floor (manufacturing workflows, BOM, invoicing) with accounting via the Tally integration.
Automate workflows & alerts
Real-time email notifications when an order lands, inventory runs low or a milestone is reached, with no manual follow-up.
Challenges & how we solved them
Navigating a brand-new CRM
The client was completely new to Salesforce, so user adoption was a major hurdle.
THE SOLUTION
Intensive weekly training sessions, patiently revisiting complex topics until the team felt confident in the new system.
Bill of Materials complexity
The client had very specific, complex requirements for tying raw materials to final products.
THE SOLUTION
Out-of-the-box wouldn't cut it, so we designed custom objects and relationships to perfectly model their manufacturing and stock movement.
Connecting sales to accounting
The client relied heavily on Tally for their finances.
THE SOLUTION
A custom API-based integration syncing sales transactions and invoices between Salesforce and Tally, with no manual data entry.
Project timeline & milestones
Architecture
Requirement gathering and system architecture design.
Core modules
Client, sales targets, sales order and invoicing management.
Manufacturing
Purchase orders, Bill of Materials (BOM) and inventory management.
Tally integration
Automatic financial data synchronization.
Dashboards
Reporting dashboards, mobile-ready delivery.
What changed for the business
Live dashboards replaced end-of-month reports.
Inventory tracking made procurement planning far more accurate.
Tally sync cut errors and saved hours of reconciliation work.
Sales, production and finance now coordinate from one platform.
Have complex operations to unify?
This project shows how Salesforce can be tailored to complex manufacturing needs. Yours could be next.
Contact us →AI agent resolves 3× more cases, deflects 55%.
A fast-growing SaaS company handed tier-1 support to an Agentforce agent grounded in its own knowledge, freeing its human team for the cases that truly need them.
Ticket volume was growing faster than the team
The client, a B2B SaaS provider, was scaling quickly, and so was its support queue. Ticket volume kept climbing while headcount stayed flat: response times slipped, backlogs grew, and skilled agents spent most of their day on repetitive tier-1 requests like password resets, billing questions and how-do-I queries.
The goal was clear: deflect the routine volume with an AI agent that could resolve cases instantly and around the clock, while making sure anything complex reached a human quickly, with full context.
Deflect routine tickets
Absorb the repetitive tier-1 volume before it ever reaches the human queue.
Resolve instantly, 24/7
Answer and act at any hour, across time zones, with no added headcount.
Escalate with context
Hand complex cases to humans with the full conversation attached, so no customer repeats themselves.
Protect answer quality
Ground every response in approved knowledge, with guardrails on what the agent can say and do.
Challenges & how we solved them
Scattered, outdated knowledge
Answers lived in wikis, PDFs and veteran agents' heads. An AI agent is only as smart as the data beneath it.
THE SOLUTION
We ran a knowledge audit, consolidated and rewrote the top articles into Salesforce Knowledge, and grounded the agent in that single source via Data Cloud.
Trust and guardrails
Leadership worried the agent would give wrong answers or take actions it shouldn't.
THE SOLUTION
Topic controls and action permissions defined exactly what the agent could discuss and do, with the Einstein Trust Layer and a human review loop during the pilot phase.
Clean human handoff
Deflection is worthless if escalated customers have to start over from scratch.
THE SOLUTION
Omni-Channel routing passes the full transcript, customer record and attempted steps to the right human queue, so agents pick up exactly where the AI left off.
Project timeline & milestones
Discovery
Ticket analysis to pick the highest-volume, lowest-risk use cases first.
Grounding
Knowledge consolidation, Data Cloud grounding and guardrail design.
Pilot
Web-chat launch to a subset of customers, with human review of every resolution.
Scale
Rollout to email and WhatsApp, plus real actions: refunds, plan changes, resets.
Tune & expand
Weekly accuracy tuning and a growing library of topics the agent owns.
What changed for the business
Instant resolutions on tier-1 topics multiplied the team's effective capacity.
More than half of tickets never reach the human queue at all.
Overnight and weekend queries get answered in seconds, not on Monday.
First-response times dropped to seconds, and human agents now work the interesting cases.
Drowning in tier-1 tickets?
This is what an Agentforce agent could take off your team's plate. Let's scope your first use case.
Contact us →Ready to put AI to work?
Share your details and we'll show you how we can enhance your journey.