Retail and corporate banking · Digital onboarding
Major Caribbean Bank
- 80% Faster Onboarding
- Simplified Registration
- Higher Staff Productivity
- Lower Acquisition Cost
Salesforce Partner for 10 Years
Salesforce Consulting, Implementation and AI
Implement, extend and run Salesforce with one partner: Sales, Service and Experience Cloud, Agentforce and Claude, CPQ and RevOps, connected to the systems you already use.
- AppExchange rating
- 5.0
- AppExchange rating
- Salesforce certifications
- 100+
- Salesforce certifications
- as a Salesforce Partner
- 10 Years
- as a Salesforce Partner
Why Teams Choose Brazen Group for Salesforce
A partner for the long run
A Salesforce Partner for the last 10 years, with 100+ Salesforce certifications.
Rated 5.0 on AppExchange
The satisfaction score clients give Brazen Group on Salesforce AppExchange.
Trusted with complex work
Four New York State agencies, banks, lenders and energy organizations run on Salesforce with us.
AI with guardrails
Agentforce and Claude on your Salesforce data, with a person reviewing what AI drafts.
Implementation and consulting
Stand up or rebuild Salesforce around how your teams really work, from the first workshop to go-live, with your data migrated and your systems connected.
See Salesforce implementationCapabilities
- Sales Cloud, Service Cloud and Experience Cloud portals
- Data migration, deduplication and data quality rules
- Integration with ERP, finance and other systems through APIs or Jitterbit
- Configuration first, custom development only where it pays off
Controls
- Sandboxes and testing before anything reaches production
- Admin training and documentation at hand-over
Agentforce AI agents
Put AI agents to work on routine sales and service questions, inside Salesforce and within the rules you set.
See Salesforce Agentforce AICapabilities
- Agents that answer common questions and route the rest to your team
- Actions grounded in your Salesforce records
- Hand-off to a person whenever a request needs one
- Rollout in stages, starting with one use case
Controls
- Built on your existing Salesforce permissions
- Every agent scoped and tested before it goes live
RevOps, CPQ and quote-to-cash
Quote accurately, forecast with confidence and keep sales, finance and delivery on the same numbers, with CPQ from our partners Kugamon and DealHub.
See Salesforce RevOps automationCapabilities
- CPQ in Salesforce with Kugamon or DealHub
- Pipeline, forecasting and renewals
- Approval rules for discounts beyond policy
- Quote-to-cash synchronization with billing systems
Controls
- Pricing rules set in one place
- Field history on amounts and close dates
AI consulting and Claude
Decide where AI helps first, then build it: Agentforce inside Salesforce, and Claude over your Salesforce data.
See Salesforce AI consultingCapabilities
- A fixed-price Claudeforce Assessment of where Claude creates value
- AI use cases ranked by value and effort
- Claude summaries and drafts for your team to review
- Guardrails, permissions and adoption planned with you
Controls
- A person reviews anything AI drafts before it goes out
- No AI goes live without an agreed scope
Long-term support
Keep Salesforce improving after go-live. Sologistics moved from the build to Brazen Group as its long-term support partner.
See how we workCapabilities
- Admin and developer support
- Release reviews and new features in small, tested steps
- User training and adoption help
- Health checks and clean-up of older customizations
Controls
- Changes tested in a sandbox first
- A record of every change delivered
The Salesforce Products We Implement
One customer record, shared by your teams and the portals your customers use.
- Sales Cloud
- Service Cloud
- Experience Cloud
- Agentforce
- Flow
- Shield
- Kugamon CPQ
- DealHub
Connected with
Odoo
Connect Salesforce to Odoo when the ERP runs there, so teams see orders, stock and invoices.
Claude
Ask your Salesforce data questions in plain language, with Claude connected to your org.
Kugamon and DealHub
CPQ and quote-to-cash inside Salesforce, from our CPQ partners.
Salesforce Projects We’ve Delivered
Real client work, with the results each case study reports.
Energy storage consortium · Salesforce + ArcGIS
Energy Storage Consortium: Global Ecosystem Map
- $20,000-$30,000 annual savings
- Scalable global visualization
- Secure member portal
- Real-time ecosystem updates
Solar project management · Salesforce
“Brazen Group initially built a system that solved our project management challenges. However, the deep trust and understanding they developed with our team led to a much longer partnership.”
Clients we work with
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
See Salesforce Working for Your Team
Tell us what you run on Salesforce today, or what you want it to do. We’ll show you how it would work, and what it takes to get there.
- A walkthrough built around your teams and processes
- An honest view of scope, phases and timeline
- Answers from certified Salesforce consultants
Talk to a Brazen Group expert
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce Consulting FAQ
Is Brazen Group a Salesforce partner?
Yes. Brazen Group has been a Salesforce Partner for the last 10 years, with 100+ Salesforce certifications and a 5.0 satisfaction rating on AppExchange.
Which Salesforce products do you implement?
Sales Cloud, Service Cloud, Experience Cloud portals, Agentforce, Flow automation and Shield, plus CPQ with our partners Kugamon and DealHub and integrations with your other systems.
Can you connect Salesforce to Odoo?
Yes. Many clients run Salesforce for sales and service and Odoo as their ERP; we connect the two so each team sees the other’s data.
Where does Claude fit with Salesforce?
Claude can summarize records and draft replies over your Salesforce data, with a person reviewing before anything goes out. Our fixed-price Claudeforce Assessment shows where it would help first.
How long does a Salesforce implementation take?
It depends on how many teams, processes and integrations are in scope and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many clients start with one team and expand in phases.
