Salesforce that servesyour customersand your teams
We plan, build, connect and run Salesforce across four clouds, and apply Agentforce where the use case, data and controls are ready.
Industry expertise
Salesforce solutions built around your industry.
Every industry has different challenges, workflows, and customer expectations. We help businesses apply Salesforce capabilities to their unique needs, creating connected experiences, streamlined operations, and measurable business value.
Explore Industries
Data speaks
The experience behind the practice
25+ Salesforce projects experience
Salesforce projects experience
14+ Average years of industry experience
Average years of industry experience
~15+ Salesforce Certifications & Accreditation
Salesforce Certifications & Accreditation
~20+ Trailhead badges
Trailhead badges
~10+ Team Size
Team Size
5 Locations
Locations
2 Continents
Continents
Experience figures reflect the combined experience of practice team members.
Agentforce across the practice
Governed Agentforce, applied across the practice
Salesforce now brings AI agents into everyday service, sales and marketing work. We focus on practical use cases with clear business value, and adopt Agentforce with governance: grounded in approved data, acting through defined actions, with people in control.
- 01
Use Case
Choose the job by value, effort, and risk before an agent is built.
- 02
Trusted Context
Ground every answer in approved knowledge and the customer record.
- 03
Governed Actions
Allow only the actions the design has named, with least privilege.
- 04
Human Oversight
Hand the conversation to a person with the context still attached.
- 05
Measured Value
Test, trace, and tune against a result agreed before the pilot.
One sequence, applied across Service, Health, Financial Services, and Marketing Cloud.
Our expertise
What we help clients improve
Five areas: the operating problem, the capabilities, and where an engagement starts. Service and financial services are where delivery experience is deepest.
Across the practice
Agentforce
Trusted context, governed actions and human oversight, applied where the use case, data and controls are ready.
- Use-case and readiness assessment
- Grounded agents with defined actions and safe handoff
Agentforce Service
Service Cloud
Cases routed, worked and resolved with full customer context.
- Case management, Omni-Channel and Knowledge
- OmniStudio guided journeys and self-service
Agentforce Financial Services
Financial Services Cloud
Client, advisor and banker 360 across connected financial data.
- Guided onboarding with KYC and AML steps
- Banking and wealth service operations
Customer engagement
Marketing Cloud
Journeys and communications driven by Salesforce data.
- CRM-triggered journeys and segmentation
- Communication governance and personalization
Agentforce Health
Health Cloud
Member, patient and provider service in one connected record.
- Inquiry and case workflows
- Guided service journeys and secure integration
Why IMR Soft
How we work, and what you can expect
- 01
Architecture-led, business-value focused
An architect owns design decisions end to end, and every recommendation ties to an agreed outcome.
- 02
Configuration-first, integration-aware
Configuration and Flow before custom code, with identity, middleware and backend systems designed in.
- 03
Governed AI, proof before scale
Approved data, defined actions and human handoff, proved in a focused proof before full rollout.
- 04
Production readiness
Testing, cutover and rollback planned from the start.
- 05
Cross-functional delivery
Roles sized to the scope of the work.
What we deliver
Four services across every cloud
The same four services apply to every cloud.
How we engage
One lifecycle. Four ways to start.
Every engagement follows the same seven steps, with four places to start.
Start 1Assessment
01 Discover
Why change now?
OutputOpportunity brief
02 Assess
What is the current-state gap?
OutputAssessment and target state
03 Prioritize
What should move first?
OutputRoadmap and business case
Start 2Focused proof
04 Prove
Can value be shown safely?
OutputValidated POC and decision evidence
Start 3Transformation
05 Transform
How does it reach production?
OutputProduction solution
06 Stabilize
How is go-live risk controlled?
OutputStable operations
Start 4Managed optimization
07 Optimize
How is value sustained?
OutputGoverned improvement backlog
What buyers ask first
Most start with a Salesforce assessment: current state, target state, and a prioritized roadmap. Where the path is already clear, we can start with a focused end-to-end proof or a scoped release.
Yes. Much of the work is modernizing, integrating, and supporting orgs that are already in production, as well as new implementations.
No. Agentforce is applied where the use case, data, and controls are ready. Many engagements are service, financial services, marketing, health, or modernization work without it.
Agentforce, Service Cloud, Financial Cloud (Financial Services Cloud), Marketing Cloud, and Health Cloud. Service and financial services are where the practice leads. The other clouds use the same delivery model and are scoped to a specific operating problem.
Project counts, certifications, and Trailhead badges describe the practice team. Patterns on this page are ways we design and deliver, not write-ups of a named client. Outcomes are agreed and measured with each customer.