Your Agentic-Ready Salesforce Built 30% Faster
AI is accelerating how technology is built and how teams work, but most Salesforce orgs weren't designed to keep pace. Years of quick fixes, hidden automation, and inconsistent build patterns make simple changes unpredictable — just when you need adaptability the most. Perficient and Swantide remove that friction by combining architectural modernization with automated remediation.
The result is an agentic-ready Salesforce org that is clean, scalable, and predictable — keeping pace with your business and delivering value 30% faster than traditional consulting approaches.
Build
We build a stronger Salesforce foundation — eliminating technical debt, improving data quality, and tightening workflows so your teams have a trustworthy, AI-ready system.
Grow
We grow your operations by scaling pilots into production — connecting data and insights across sales, marketing, and service so AI can deliver measurable, repeatable value.
Run
We run your enterprise as an intelligent, adaptive system — automating routine work and delivering agentic capabilities so Salesforce continuously aligns to how your business evolves.
Miguel Milano, President & Chief Revenue Officer
Salesforce
Accelerate Salesforce Performance with Swantide AI-Powered Action Lab
Unlock the full potential of your Salesforce org with a no-cost, two-week AI Action Lab. We combine Swantide's AI-driven analysis with our expert review to surface technical debt, optimize your architecture, and turn your backlog into actionable plans. You receive tailored documentation, solution designs, and recommendations that strengthen stability, improve performance, and prepare your org for AI-ready transformation.
AI Promises vs Reality: Closing the Value Gap
AI is reshaping how you work — but most organizations still can't turn ambition into outcomes. Technical debt, poor data quality, and unclear KPIs undermine your progress and erode confidence.
This on-demand webinar features guests from Forrester and Salesforce, sharing what separates AI success from stalled pilots. Learn how to benchmark your readiness, modernize your CRM, and measure value so AI delivers reliable, scalable performance.
end-to-end salesforce consulting
We combine platform mastery with deep industry expertise to configure and deploy Salesforce that survives real workloads, real risk, and real scrutiny — because that's the only environment that delivers value you can count on.
Connect Product, Service, and Customer Data
You need to move past one-time product sales and grow recurring revenue through services. But fragmented field service, ERP, and aftermarket systems hold you back — slowing responses and limiting visibility across your asset lifecycle.
We help you modernize with Salesforce by connecting product, service, and customer data into a unified operating model built for growth and stronger relationships.
Solutions
- Partner Relationship Management Jumpstart: We build a unified PRM experience with real-time onboarding, program status, MDF, leads, and forecasts.
- Servitization Maturity Assessment: We assess your position on the maturity curve and deliver 2-3 actionable use cases with a value assessment and practical roadmap.
- Servitization MVP Development: We identify the right servitization MVP for your aftermarket strategy — including scope, readiness, expected value, an implementation plan, and a tailored proposal.
- Agentic B2B Aftermarket: We surface your highest-value opportunities and define 1-3 agents. You leave with a focused roadmap and proposal that cuts costs and accelerates service.
- Opportunity Identification & Acquisition: Modernize how you identify and acquire new opportunities.
Product Expertise: Agentforce, Commerce Cloud, CRMA, Data 360, Experience Cloud, Field Service, Manufacturing Cloud, Marketing Cloud, MuleSoft, Revenue Cloud, Sales Cloud, Service Cloud, and Tableau
Drive Lifetime Loyalty Across Banking, Wealth, and Insurance
You're under pressure to deliver personalized, compliant, and always-on experiences across every client, policyholder, or account you serve. Yet your teams operate in fragmented systems, manual workflows, and rising regulatory demands.
We help you modernize with confidence using Salesforce — connecting your client, account, and policy data so advisors, bankers, and service teams stay productive, clients get stronger outcomes, and your operations scale without added complexity.
Solutions
- Client Intelligence Agent: Unify insights with Einstein and Agentforce — surfacing opportunities, risks, and next steps in real time. Less searching. More advising. Stronger retention and revenue.
- Client Prospecting Agent: Analyze goals, assets, and past opportunities to recommend next-best actions — re-engaging dormant clients and generating new leads.
- Account Relationship Agent: Unify activity and opportunity data so teams can assess health, spot risks, and act early. No missed signals. Just clear visibility into what matters most.
- Document Scanning Agent: Analyze files, detect sensitive data, verify case alignment, and flag issues automatically — improving accuracy, strengthening compliance, and scaling case management.
- Self-Service Marketing Campaigns: Segment audiences, personalize content with connected data, access compliant assets, and prioritize leads — all in one workflow.
Product Expertise: Agentforce, CRMA, Data 360, Experience Cloud, Financial Services Cloud, Marketing Cloud, MuleSoft, Sales Cloud, and Service Cloud
Connect Payer and Provider Data
You face workforce shortages, rising costs, and growing demands for simpler, connected experiences — all while working across siloed data and strained processes. These pressures require a coordinated, insight-driven model that helps teams respond faster, reduce administrative burden, and build patient and member trust.
We help you get there with Salesforce — unifying clinical, operational, and engagement data into an actionable Patient 360. We connect care teams, streamline workflows, and surface insights when decisions matter most.
Solutions
- Star Rating: BrightStar deploys agentic automation and FHIR-native orchestration on Salesforce, transforming your fragmented data into measurable Star Ratings improvements.
- Shop, Quote, & Enroll: Streamline plan selection for individual, family, Medicare, and small-group coverage — centralizing data, meeting regulatory requirements, and delivering a fast, intuitive experience that keeps pace with expectations.
- Patient 360 for Marketers: Unify data, enable targeted outreach, and honor communication preferences across every channel — giving you real-time insight to drive stronger acquisition and retention.
- Physician Referral & Network Management: Streamline referrals, improve visibility into key metrics, and support smoother referral handoffs — strengthening coordination, reducing patient friction, and improving end-to-end care delivery.
Product Expertise: Agentforce, CRMA, Data 360, Experience Cloud, Field Service, Health Cloud, Marketing Cloud, MuleSoft, Sales Cloud, and Service Cloud
Accelerate Therapies and Devices from Lab to Life
You're asked to innovate faster, improve outcomes, and stay compliant — but your research, clinical, field, and patient-service teams are still working across fragmented data and inefficient workflows. That slows decisions, limits insights, and stalls progress.
We help you fix that with Salesforce. By unifying data, automation, and AI across patient services, field teams, and commercial operations, we create a connected ecosystem that adapts to regulation, accelerates time to value, and improves patient engagement at scale.
Solutions
- Salesforce Marketing for Medical Devices: Enable data-driven engagement with Salesforce Marketing Cloud — unifying user and device data to deliver targeted education, timely communications, and globally scalable campaigns.
- Intelligent Field Sales: Empower your field teams with a unified business view that connects sellers and support — streamlining clinical selling, improving account and activity visibility, and strengthening performance across your entire field engagement model.
Product Expertise: Agentforce, CRMA, Data 360, Experience Cloud, Marketing Cloud, MuleSoft, Sales Cloud, and Service Cloud
Transform Customer Experience in High Tech
You're expanding faster than your operating model can handle. Product growth, rising customer expectations, and scattered data slow decisions, inflate costs, and erode efficiency. And as AI governance, channel sales, and consumption models grow more complex, the pressure only intensifies.
We help you fix that with Salesforce. By connecting your data, automating workflows, and standardizing engagement across teams, we give you the speed, insight, and control to accelerate revenue, streamline operations, and scale with confidence in a market that's moving faster than ever.
Solutions
- CPQ to Revenue Cloud Workshop: Align stakeholders and define a migration plan for scalable, intelligent monetization across subscriptions and consumption models.
- Partner Relationship Management Jumpstart: Unify insights with a PRM portal for automated onboarding, MDF, lead management, and partner pipeline visibility.
- Deal Desk Agent: Automate complex SaaS pricing and approval workflows so your reps close deals faster.
- Revenue Quoting Agent: Accelerate renewal and expansion quoting with automated recommendations that protect ARR and unlock upsell potential.
- CPQ Quoting Agent: Guide reps through complex SaaS configurations so they build multi-tier deals in minutes, not hours.
- CMS Agent: Monitor product usage, flag at-risk accounts, and surface expansion plays so teams prevent churn before renewal cycles happen.
- Slack Account Summary Agent: Deliver account health, opportunity status, and usage insights directly in Slack.
Product Expertise: Agentforce, CPQ, CRMA, Data 360, Experience Cloud, Marketing Cloud, MuleSoft, Revenue Cloud, Sales Cloud, Service Cloud, Service Cloud Voice, Slack, Spiff, and Tableau
Salesforce's agentic innovations extend intelligence across your entire business — so sales, service, marketing, and operations can learn, act, and coordinate in real time. We help you unlock that value with connected architecture, integrated data, and a disciplined approach to value realization.
Convert Visitors, Fulfill Orders, and Build Digital Loyalty
You're expected to drive revenue and deliver seamless buying experiences with systems that make it harder than it should be — disconnected product data, rigid checkout flows, and manual workarounds that slow everything from promotions to fulfillment.
Our experts help you connect your product and customer data, elevate merchandising, and automate commerce workflows that move as fast as your shoppers do. Your storefront, service, and fulfillment operations work in sync — delivering personalized experiences, smoother checkouts, and more predictable conversion.
Solutions
- Guided Shopping Agent: Improve online conversions with product search and discovery.
- CPQ to Revenue Cloud Workshop: Align stakeholders and define a migration plan for scalable, intelligent monetization across the revenue lifecycle.
- Composable Commerce Readiness Assessment: Build a clear path to composable commerce with workshops that reveal your current state — supported by a readiness report, gap analysis, implementation plan, risk assessment, and a transition roadmap.
Product Expertise: Agentforce, Commerce Cloud, CRMA, Data 360, Experience Cloud, Marketing Cloud, MuleSoft, Revenue Cloud, Sales Cloud, Slack, and Tableau
Deliver Personalized Customer Journeys That Convert
You're expected to deliver growth with systems that can't keep up — siloed data, slow campaign builds, and insights that arrive long after customers have moved on. It blurs your view of the audience, delays execution, and forces your team into reactive work that never scales.
Our experts help you unlock unified customer insight, real-time personalization, automated lifecycle journeys, and content operations built for speed. Your campaigns, channels, and data finally move together, adapting to what customers do in the moment.
Solutions
- Lead Nurture Agent: Engage, qualify, and nurture leads at scale across the channels your customers use.
- Data 360 Workshop: During a free two-hour engagement, we assess your readiness for Data 360 with a custom report and next steps.
- Marketing Cloud Workshop: During a free two-hour engagement, we define your MVP, use cases, and path to get started.
- Marketing Cloud Engagement Accelerator: During a six-to eight-week engagement, we centralize data and launch core journeys, complete with templates, IP warming, preference center, and a growth plan.
- Marketing Cloud Personalization Accelerator: During a six-to eight-week engagement, we activate real-time personalization and a roadmap for scalable growth.
- Oracle Eloqua Migration: Streamline your move from Oracle Eloqua to Marketing Cloud Engagement.
Product Expertise: Agentforce, Data 360, Marketing Cloud, Marketing Cloud Account Engagement, Marketing Cloud Engagement, Marketing Cloud Intelligence, Marketing Cloud Personalization, MuleSoft, Next-Generation Marketing Cloud, and Sales Cloud
Improve Pipeline Visibility & Close Deals Faster
You're expected to drive predictable revenue with systems that slow you down — scattered data, disconnected workflows, and forecasts built on incomplete signals. It hides risk, delays deals, and forces you to work harder than you should.
Our experts help you get clean, connected data, automated activity capture, sharper deal insight, and forecasting you can trust. Your quoting, contracting, and renewals operate as one motion — simple, fast, and built for how you actually sell.
Solutions
- CPQ to Revenue Cloud Workshop: Align stakeholders and define a plan for scalable monetization across the revenue lifecycle.
- Partner Relationship Management Jumpstart: Unify insights with a PRM portal for automated onboarding, MDF, lead management, and partner pipeline visibility.
- CPQ Quoting Agent: Speed up configuration of complex deals in minutes instead of hours.
- Deal Desk Agent: Automate pricing, approvals, and deal routing.
- Opportunity Shaping Agent: Retrieve contextual deal guidance — surfacing plays, POVs, commercial cues, legal direction, and past deal insight.
- Pitch Coach Agent: Deliver personalized coaching that sharpens communication and strengthens customer engagement.
- Revenue Quoting Agent: Automate revenue quoting with smart upsell recommendations that protect ARR and accelerate expansion.
- Slack Agent: Receive opportunity updates and product-usage insights directly in Slack.
Product Expertise: Agentforce, CPQ, CRMA, Data 360, Experience Cloud, Industry Clouds, MuleSoft, Revenue Cloud, Sales Cloud, Slack, Spiff, and Tableau
Resolve Issues Faster & Reduce Cost-to-Serve
You're expected to deliver fast, consistent support with systems that weren't built for today's volume — scattered case data, manual triage, and channels that don't talk to each other. It slows resolution, frustrates customers, and keeps your employees buried in work that shouldn't be manual.
Our experts help you automate triage, deliver smarter self-service, and connected case management that cuts handle times and boosts deflection. Your team has a full view of the customer 360 — history, entitlements, and context all in one place — so they can resolve issues quickly and consistently across every channel. Field teams stay coordinated, scheduling gets smoother, and service handoffs feel seamless.
Solutions
- Customer Success Manager Agent: Monitor metrics and flag at-risk accounts before renewal conversations start.
- Slack Account Summary Agent: Deliver account health, opportunity status, and usage insights directly in Slack.
- Agentforce CSM Workshop: Define your use cases, aligned to your customer lifecycle, and identify the data needed.
- Agentforce Voice Workshop: Identify one high-impact use case and the data required to activate it.
- Customer Self-Service Portal: Enable customers to search for knowledge, submit and track cases, manage their account, and get instant AI-powered support.
Product Expertise: Agentforce, Agentforce Voice, CRMA, Data 360, Experience Cloud, Field Service, Industry Clouds, Marketing Cloud, MuleSoft, Service Cloud, Slack, and Tableau
insights
Awards & Recognition
We don't pursue awards. We pursue outcomes — solutions that hold up under operational pressure, scale with your business, and deliver results on Salesforce.
.png%3Fh%3D669%26iar%3D0%26w%3D446&w=384&q=75){kind=icon}
.png%3Fh%3D669%26iar%3D0%26w%3D446&w=384&q=75){kind=icon}
.png%3Fh%3D669%26iar%3D0%26w%3D446&w=384&q=75){kind=icon}
salesforce frequently asked questions
We're a leading Salesforce Consulting Partner with Navigator Expert certifications across Customer 360 Platform, Data 360, Einstein, Experience Cloud, Health Cloud, Managed Services, Sales Cloud, and Service Cloud. Our technical excellence is market-proven, earning us the 2025 Innovation Award for Financial Services and recognition for Highest Certification Growth.
Yes. We architect connected partner ecosystems that drive revenue, not just administrative portals. Our specialized PRM implementations streamline the entire partner lifecycle — from onboarding and deal registration to co-selling and enablement. By integrating deal management tools and co-marketing resources directly into the workflow, we create structured environments where manufacturers and distributors collaborate efficiently, ensuring clear governance and measurable growth.
We deliver end-to-end Commerce Cloud solutions that transform digital storefronts into revenue engines. Our expertise spans the entire commerce lifecycle, from designing headless architectures to implementing AI-powered personalization strategies. We don't just launch sites; we integrate commerce deeply into your Salesforce ecosystem to unify data and streamline order management, creating scalable, multi-site experiences that drive conversion and loyalty globally.
We are disrupting traditional delivery models by embedding AI into every phase of implementation. Through our strategic partnership with Swantide, we leverage an AI-powered platform to automate complex configuration and environment readiness tasks. This AI-first approach reduces manual effort, accelerates time-to-value, and frees our consultants to focus on what matters most: crafting high-value strategies and driving innovation for your business.
Leading Salesforce Solutions
Megan Glasow
Vice President, Salesforce Solutions
Megan brings over 15 years of experience leading Salesforce‑powered transformation across strategy, technology, and experience design. She helps embrace AI‑driven ways of working that elevate both customer and employee outcomes. Her background spans solution delivery, product strategy, and large‑scale Salesforce programs.