Our systems need people in between them
Someone re-keys the same record into two systems, and approvals move by email.
What is actually going on
Two systems both believe they own a record, so staff become the integration layer. Deciding which system is authoritative, then syncing one direction with reconciliation, removes the work. Integrating without settling ownership moves the problem rather than fixing it.
Who usually owns this
CIO, IT director, COO
How people describe it
- "stop entering the same data in multiple systems"
- "connect CRM ERP and billing systems"
- "automate repetitive back office tasks"
What resolves it
- AI Workflow Automation Consulting. Practical AI workflow automation for reporting, intake, routing, CRM updates, and approvals. Built on trusted business data and the systems you already use.
- AI Agent Consulting for Business Workflows. AI agents that classify, route, summarize, and update business systems. Built with governance, human approval gates, audit logs, and trusted data sources.
- AI Automation Services and Consulting. Production-grade AI automation for data workflows and reporting pipelines. Systems that run reliably and are maintained by your team after we leave.
- Vendor-Neutral System Integration. Systems integration and consolidation without a platform quota. We connect what you run, retire what you do not need, and stay indifferent about whose license you buy.
- MuleSoft Consulting. MuleSoft consulting: API design, Anypoint platform implementation, integration patterns, and reusable connector development. Senior-led from Austin, TX.
- Customer Support AI & Intake Automation. Automate customer intake, ticket routing, FAQ replies, escalation workflows, and internal knowledge support. Built on the help desk and CRM you already use.
- AI Sales & CRM Automation Consulting. Improve lead follow up, CRM hygiene, pipeline visibility, sales summaries, and renewal alerts with practical AI. Built on the CRM you already use.
- Salesforce Agentforce Implementation Partner. Salesforce Agentforce consulting: agent design, topic and action engineering, Data Cloud grounding, evaluation, and managed operations. Austin, TX SI.
- Salesforce Data 360 Consulting. Salesforce Data 360, formerly Data Cloud. Identity resolution, calculated insights, real-time activation, and the governance layer it depends on.
- Salesforce Sales Cloud Consulting Services. Salesforce Sales Cloud consulting. Pipeline data hygiene, forecasting accuracy, sales process design, and Sales Cloud governance for B2B revenue teams.
- Salesforce Service Cloud Consulting Services. Salesforce Service Cloud consulting: case data quality, omnichannel reporting, deflection analytics, and warehouse integration. Senior-led from Austin, TX.
- Salesforce Einstein Consulting. Salesforce Einstein consulting. Predictive scoring, Discovery, Bots, and AI features grounded in clean Sales Cloud and Service Cloud data your team trusts.
- Salesforce Heroku Consulting Services. Heroku consulting: Heroku Postgres, Heroku Connect, custom Salesforce integration apps, and runtime cost optimization. Senior-led from Austin, TX.
Read up on it first
- Why Duplicate CRM Records Keep Returning. Start here. A cleanup is a one-off fix to a stock, and duplicates are a flow. Five of the six causes are design choices you can close, and the sixth is measured at 2.1% of contact fields changing every week. Which is why the rate comes back unless something blocks it at the point of entry.
- Native CRM Dedupe vs Cross-System Matching. Choosing an approach. One count decides this, and it is not the duplicate rate. It is how many systems in your estate can create a customer record. If the answer is one, the native tooling is right and cheaper. If it is more than one, native dedupe will keep reporting a clean CRM while the duplicates live between systems.
- What to Ask Before a CRM Data Cleanup. Scoping the work. Eight questions, four of them about reversibility, because a merge is the hardest data operation to undo. Plus the eight acceptance criteria written as rates rather than counts, and the access question that should be in the contract rather than in an email.
Proof
Prior auth review from 4.2 days to 6 hours
We cut average review time from 4.2 days to 6 hours for cases handled by AI. Urgent requests were on time 97 of every 100 times. Without adding staff, the team processed 18,000 more cases monthly, saving $2.8 million annually in labor. The AI triage managed 3,400 out of 5,000 cases completely on its own.
- 4.2 days to 6 hrs, Average review time.
- $2.8M, Annual headcount cost avoided.
- 18,000, Additional cases per month.
- 97 of 100, Urgent request compliance.
Getting it approved
Other problems
What is actually going on
Who usually owns this
How people describe it
What resolves it
Read up on it first
Getting it approved
Three pieces, in the order the question usually arrives. Each one is evidence-led and names its sources.
Whoever signs this off is asking a different question from the one you are asking.
is the worksheet for that conversation. Yours whether or not you hire us.