Build Once.
Deploy Everywhere.
AI-powered CRM across Salesforce and HubSpot - Agentforce agents that work 24/7 across every channel, and Breeze AI wired into your full HubSpot stack.
40%
Lower Support Costs
3×
Faster Lead Response
24/7
Always-On Agents
Explore Our Practice
Backed by the Platforms We Build On
Authorized partner programs across the technology stack we deliver - so engagements come with vendor escalation paths, early access, and certified architects.
Maya P. · Case #C-4821
My package was marked delivered on Nov 10 but I never received it. Can you help?
Agentforce · Service Cloud
Sorry about that, Maya. Order #4821 shows delivered with no signature. Based on similar resolved cases:
- Reship to your address - 2-day FedEx
- Refund $89 to your original card
- Escalate to live agent with full context
Drafted from KB-3041 · 247 similar cases · audit logged
Agentforce on Service Cloud
Tier-1 case resolution running 24/7. The agent reads the question, queries your CRM, pulls from Knowledge, and drafts a response - every action audited, every escalation full-context.
Auto-classifies cases via Einstein
Drafts responses from Knowledge Base
Escalates with full conversation context
What We Ship Per Sector
Six sectors we work in regularly. Each card names the specific problem we solve and the exact stack we ship to fix it.
Financial Services
The Problem
“Underwriting touches every deal four times - and servicing routes every routine question to a human.”
What We Ship
- Financial Services Cloud with custom underwriting flows + approval matrix
- Agentforce service agents handling balance, statement, and status inquiries 24/7
- Audit-ready data model with full trails for SOC 2 and regulatory exams
Stack
Healthcare & Life Sciences
The Problem
“Patient intake, scheduling, and trial recruitment running on five disconnected systems.”
What We Ship
- HIPAA-aligned Health Cloud with unified patient 360 across visits and providers
- Clinical trial recruitment + screening agents on Life Sciences Cloud
- Provider and patient portals with role-gated PHI access and consent workflows
Stack
B2B SaaS
The Problem
“Enterprise sales runs on Salesforce, PLG runs on HubSpot - and support is drowning in ticket volume.”
What We Ship
- Dual-stack CRM (Salesforce for enterprise, HubSpot for PLG) kept in sync
- Bedrock RAG over product docs powering customer-facing support agents
- PQL scoring + customer-health automation tied to renewal forecasting
Stack
Retail & E-commerce
The Problem
“Order ops on point tools - inventory, fulfillment, and post-purchase support never agree on truth.”
What We Ship
- Commerce Cloud or HubSpot Commerce wired to Shopify + Stripe + 3PL
- AWS auto-scaling architecture sized for Black Friday and launch peaks
- AI agents for order status, returns, and shipping inquiries with CRM context
Stack
Manufacturing & Industrial
The Problem
“Field service, shop floor, and order management on separate systems - visibility ends at the warehouse door.”
What We Ship
- Sales Cloud + Field Service for distributor and field-tech operations
- Dynamics 365 Supply Chain + Finance for production planning and ERP
- AWS IIoT pipelines for equipment telemetry and predictive maintenance models
Stack
Professional Services
The Problem
“Project margin invisible until 30 days after delivery - sales, ops, and billing live in different worlds.”
What We Ship
- Salesforce + HubSpot for opportunity-to-project handoff with no rekeying
- Business Central or D365 Project Operations for PSA, time, and project billing
- Custom AI agents for proposal generation, RFP responses, and time-entry parsing
Stack
By the Numbers
Receipts, not marketing.
500+
Projects Delivered
Salesforce · HubSpot · AWS · Custom AI
99%
Client Satisfaction
Repeat engagement rate
60+
Platform Certifications
Across all four practices
50K+
Engineering Hours
Combined senior team
4
Global Offices
Dallas · Delhi · London · New York
5
Platform Pillars
SF · HubSpot · AWS · Dynamics · AI
Sources: Salesforce AppExchange listing · client references on request · internal certification tracker
From Discovery to Production
A four-phase delivery model that fits every platform we ship on - from a single Agentforce skill to a multi-account AWS migration to a custom AI agent replacing a legacy CRM.
Discovery & Audit
Whichever platform fits - Salesforce, HubSpot, AWS, Dynamics, or custom AI - we map your processes, current systems, and the highest-impact opportunities.
Architect & Design
Target architecture, data model, integration plan, and a sequenced rollout signed off by your stakeholders. Honest trade-offs surfaced up front.
Build & Eval
Production-grade implementation: IaC for cloud, customized config for CRM/ERP, eval suites for AI agents. Validated before any production traffic.
Deploy & Operate
Phased go-live with monitoring. Optional managed services for ongoing operations, optimization, and capability expansion.
What Businesses Like Yours Actually Achieved
Anonymized results from recent engagements - one Salesforce + Agentforce, one AWS migration, one custom AI agent. Same team, different platforms.
200+ Service Cloud users
Challenge
Tier-1 support cases were consuming 60% of agent capacity. Average response time was 4+ hours. CSAT was declining quarter over quarter.
Result
Deployed an Agentforce Service Agent in 5 weeks. 42% of cases now resolved without human involvement. First response time dropped to under 10 seconds. CSAT improved from 3.6 to 4.3.
120-server estate, multi-region
Challenge
AWS bill grew 60% in 12 months while revenue grew 20%. Aging data center end-of-life in 18 months. CTO under board pressure to cut spend and modernize.
Result
Migrated to AWS in 4 months across 8 waves (EKS, RDS, S3+Glacier). Cost Explorer audit identified $480k/year in waste. Right-sizing + Savings Plans + dev/test scheduler delivered 38% reduction within 90 days.
15-year-old custom CRM, no docs
Challenge
In-house CRM built 15 years ago. Original developers long gone. Adding any new field took 3 weeks of dev work. Vendor support nonexistent. Users hated the UI.
Result
Built a custom AI agent on top of the existing database (read mode first), surfaced data through chat + a lightweight modern UI. Six months later the legacy UI was decommissioned. Full audit trail, eval suite, multi-LLM ready.
Where We Beat the Generalist SI
Four things mid-market teams say tipped the decision toward Cloudsheer - mapped to the phase of your engagement where each shows up.
Discovery
Platform-Agnostic Recommendation
We pick the platform that fits your business - not the one that fits our certifications. The discovery call ends with an honest call either way.
Build
Senior Engineers Only
Architects who have shipped this work in production. No juniors learning on your org, your AWS account, or your Dynamics tenant.
Launch
Boutique Speed
Direct access to leadership. Fast decisions. No account-manager layers between you and the engineers building your system.
Operate
We Don't Disappear After Launch
30 days of post-launch support on every project. Optional managed services for ongoing operations, optimization, and capability expansion.
Client references available on request - across Salesforce, HubSpot, AWS, and custom AI engagements.
Questions We Hear Before Every Call
That's exactly what the discovery call is for. We will assess your Salesforce org, data quality, and processes to determine if you are ready - or what needs to happen first. Many clients start with a standard Salesforce implementation and add Agentforce later.
We are a specialist CRM firm, not a generalist. Every consultant on our team works with Salesforce, Agentforce, or HubSpot daily. You get senior architects on your project - not junior consultants learning on your dime. Our size means faster decisions, lower overhead, and direct access to leadership.
We offer fixed-price packages starting at $2,999 for standard Salesforce implementations. Agentforce deployments are scoped based on complexity and typically range from $9,999 to $50,000+. Every engagement starts with a free discovery call where we provide a detailed estimate - no surprises.
Every project includes 30 days of post-launch support. After that, we offer ongoing managed services - agent monitoring, performance optimization, and new agent deployments as your needs grow. We don't disappear after launch.
We set measurable KPIs before every engagement - case deflection rate, response time, cost per interaction. If we are not tracking toward those targets within 90 days, we work with you to diagnose and fix the issue at no additional cost.
It's a 30-minute video call with a Salesforce architect (not a sales rep). We will ask about your current setup, biggest pain points, and goals. You will leave with a clear picture of what's possible, a rough timeline, and an honest assessment of whether we are the right fit.
Yes. Our 40+ person team spans 4 global offices and covers every major Salesforce cloud plus the full HubSpot stack - Smart CRM, Breeze AI, Marketing, Sales, Service, Content, Data, Commerce, and the Small Business Bundle. For larger engagements, we scale by bringing in certified specialists from our extended network. We regularly run dual-stack engagements where Salesforce and HubSpot both live in production.
Both. We deliver HubSpot implementations across every Hub, run Salesforce↔HubSpot migrations in either direction, and integrate the two when clients keep both. The Hub pages under Solutions cover the specifics.
All work follows enterprise security standards - Salesforce's SOC 2 Type II / HIPAA-eligible / GDPR framework on the Salesforce side, and HubSpot's SOC 2 Type II / GDPR-compliant tooling on the HubSpot side. We design data access, sharing rules, and encryption accordingly. For regulated industries we have delivered HIPAA-aligned Health Cloud implementations.
Find Out What the Right Stack
Can Do for Your Business
In 30 minutes, we will map your highest-impact use case across CRM, cloud, and AI agents - with a clear plan and a realistic estimate to get there.
No commitment. No sales pitch. Just clarity on how the right platforms fit your business.