CrossPeak.
CrossPeak AI & Automation

Agentic Salesforce solutions, live in days — with the hard numbers to prove it.

A standardized entry point that goes live in 24-48 hours, and custom AI agents built on top of it once you're in production. Not a lab experiment — the same pattern already running our own operations, every day.

24-48hQuickStart go-live time
800+Salesforce projects delivered
30+Certified Salesforce experts
9.83/10Customer satisfaction score
Results

A standardized base, plus custom agents built on top of it.

Every engagement follows the same two-tiered shape: a fast, repeatable entry point first, then tailored AI agents layered on once you're live and adopted. Both tiers below are running in production today — this is the actual pattern, not a projection.

Base layer — repeatable

QuickStart: Salesforce, live in 24-48 hours

The problem

Traditional Salesforce implementations take months of consulting, scope creep, and email back-and-forth before a team ever sees a working org.

The solution — build time: 2 business days

A guided, step-by-step wizard captures every decision up front (lead sources, sales stages, roles, dashboards, branding); an automated data-quality gate scores your uploaded data before it ever reaches an implementation engineer.

Hard metrics
24-48hSubmission to go-live
$1,500Flat, transparent price
12Steps, zero email chains
90%+Automated data quality gate
Business expansion

This is the entry point, not the ceiling — the base every custom agent below gets layered onto, backed by ongoing managed-services support as usage grows.

Top layer — special sauce

PTO Manager: a custom agent, built on the same base

The problem

Time-off requests were a manual, Slack-thread mess — approvals got buried, multi-country holidays and timezones were tracked by hand, and nobody trusted the balances.

The solution — live in production today

An AI-native Slack bot: an employee types "I need Tuesday through Thursday off," the request is parsed, dated correctly, and routed to the right manager with one-click approve/deny — team calendar, Google Calendar, balances, and analytics all update themselves.

Hard metrics
0Manual approval steps for managers
0Spreadsheets or honor-system tracking
Real-timeCalendar + balance sync
Business expansion

Built on top of a standard Salesforce/Slack base, exactly like QuickStart's own tier — the same tailored-agent pattern applies directly to a client's own approval workflow, whatever it is.

Why teams trust the delivery

Predictable delivery, then real adoption support.

Fixed timeline, fixed price

The base layer is quoted and scheduled up front — no scope creep, no surprise invoices, no moving go-live date.

Adoption, not just go-live

Managed Services keeps the org supported after launch — flexible contract durations, tiered support, and preventative maintenance, not a one-and-done handoff.

Certified Salesforce expertise

30+ certified experts and 800+ Salesforce projects delivered — the AI layer sits on top of real Salesforce implementation discipline, not instead of it.

See it live

One agent among many — this one just happens to talk back.

This is one example of the agent pattern above, embedded live below: a real production conversational agent, not a screenshot. It's one tool in the portfolio, not the whole pitch.

crosspeak.ai/connect — live

Full screen, sound on:

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AI Agents

Autonomous AI Agents, built natively inside Salesforce.

Salesforce Agentforce is more than an evolution of AI — it's a fundamental shift in how businesses operate. Unlike a chatbot that offers suggestions, Agentforce introduces autonomous agents capable of reasoning, planning, and taking action directly inside your Salesforce ecosystem.

Reasoning Over Rules

Powered by the Atlas Reasoning Engine, agents understand intent and context, making independent decisions within the guardrails you define — not just following a decision tree.

Scalability Without Headcount

Rapidly scale your service and sales capacity without the overhead of traditional hiring, providing instant support during peak demand.

Seamless Handoffs

When a situation genuinely needs a human touch, agents provide a high-fidelity handoff to your team — no context lost in the transition.

Data-Driven Accuracy

Built natively on the Einstein Trust Layer and grounded in your real-time CRM data via Data Cloud, Agentforce eliminates hallucinations and delivers precise, auditable outcomes — qualifying leads, resolving cases, and optimizing workflows 24/7.

Certified Agentforce implementations

Deliver faster, more accurate, personalized service across every cloud

Integrated into Sales Cloud, Service Cloud, and Marketing Cloud alike — intelligent insights, personalized experiences, natural language processing, and continuous machine learning that gets sharper the longer it runs.

Field Service — resource deployment
Sales Cloud — development agent
Service — quoting agent
Manufacturing — service agent
Healthcare — dual-agent strategy
+ your stack next
The Playbook

Customer-facing tools, not lab experiments.

Every tool below solves a real productivity or ROI problem, and is either running for a client or running CrossPeak's own operations today. This is the repeatable base plus the special-sauce layer, in more detail.

quickstart.crosspeaksolutions.com — base layer

QuickStart

A guided implementation wizard that turns your answers and data into a fully configured Salesforce org in 24-48 hours, for one flat $1,500 price — with an automated data-quality gate before build. The standardized entry point for every engagement.

pto.crosspeaksolutions.com — special sauce

PTO Manager

An AI-native, Slack-first time-off bot — "I need Tuesday through Thursday off" becomes a routed, one-click manager approval. Multi-country holidays and timezones handled automatically. A tailored agent built on top of the base.

chrome.crosspeaksolutions.com — special sauce

CPS Salesforce Tools

A security-audited Chrome extension replacing a drawer of untrusted third-party plugins — 13 admin tools in one panel, zero-click cookie-session auth, enterprise-managed rollout with a remote kill switch.

transcribe.crosspeaksolutions.com — special sauce

Transcribe

Any audio or video file into an accurate, timestamped transcript via Whisper — a fast cloud engine, or a 100%-local private mode where audio never leaves the browser.

The pattern repeats. Start on the standardized base, then layer in a tailored agent scoped to your actual workflow — on the same timeline, because the playbook, the AI patterns, and the Salesforce expertise are already proven, in production, today.

Pricing

AI-native pricing — while there's still room in our pipeline.

Because we build with AI ourselves, our delivery cost is genuinely lower than a traditional Salesforce shop's — and we're passing that through now, while we're still growing our client roster. These rates move up as our pipeline fills. Early is cheaper.

Pilot

Prove it on one workflow

Scoped, fixed-fee — no long contract

  • One real workflow, one real win
  • Live in weeks, not quarters
  • A working pilot, not a slide deck
Partner

Ongoing AI + Salesforce partner

Retainer, scoped to your roadmap

  • Continuous delivery, not one-and-done
  • First call on new CrossPeak AI capabilities
  • Rate held for the life of the engagement

Real numbers depend on scope — this page intentionally doesn't publish a rate card, because our actual pricing is moving as our pipeline fills. Talk to us below and we'll quote against today's rate, not a stale one.

Let's talk

Tell us what you run on. We'll tell you what's possible.

No discovery deck, no multi-week sales process. A real person replies, usually the same day.