AI that works – and thinks ahead
Intelligent agents, real impact: we bring artificial intelligence to your organization – measurable, secure, and sustainable.
AI does not start in the system, but in the minds
Artificial intelligence has long been more than just a buzzword: it determines who optimizes processes, who responds faster to customers, and who remains competitive in the future. But the true ideal solution is not achieved through technology alone, but through understanding, trust, and continuous adaptation.
In the following sections, we take you on a journey: from the first questions about AI to the selection of suitable use cases to concrete implementation with agents and automation. You will learn how AI solutions work and become effective in your organization – through clear governance, human comprehensibility, and measurable success.
Let’s discover together:
- How you can gain real decision-making intelligence from data
- Why small pilot projects are often the smarter way to get started
- What role people play in the AI cycle – from training to feedback
- How to manage risks, ensure transparency, and build trust
- How to scale AI sustainably without overwhelming your organization
Florian Gehring
“We don’t just make AI usable. We make it effective. At Salesfive, AI is never an end in itself, but a tool for tangible progress.”
Pain Points
Why AI projects often fail
Many AI initiatives remain pilot projects because they start out too technology-focused. We know the stumbling blocks and design your path holistically.
Lack of data quality and integration
Low user acceptance
Unclear governance and responsibility
Lack of business value
Methodology
Building blocks of our AI transformation method
Our method combines technology, organization, and culture for a holistic introduction of AI.
Strategy and readiness analysis
Strategy and readiness analysis
We evaluate maturity, use case potential, and data landscape.
Architecture and integration
Architecture and integration
We build AI-enabled systems – seamlessly integrated into CRM, service, and the cloud.
Agent design and automation
Agent design and automation
We develop and train AI agents in Salesforce Agentforce.
Governance and security
Governance and security
We implement guidelines, quality controls, and compliance.
Adoption and enablement
Adoption and enablement
We provide support through training, communication, and empowering teams.
Monitoring and optimization
Monitoring and optimization
We make continuous improvements based on data feedback and KPI tracking.
Salesforce solutions
Using Salesforce to measure AI success
Only those who measure impact can manage transformation. With Salesforce Data Cloud, Einstein, and Agentforce, we create transparency regarding usage, time savings, and performance – in real time.
Salesforce Data Cloud
Salesforce Data Cloud is a native, hyperscalable data platform that brings together data from any source in real time, harmonizes it, and makes it usable for automation, AI, and analytics within the Salesforce environment.
Salesforce Einstein
Salesforce Einstein is the integrated AI platform in Salesforce that provides predictive, analytical, and generative AI capabilities across CRM modules, such as predictions, recommendations, and automations.
Salesforce Agentforce
Agentforce is the AI platform for autonomous agents that allows you to automate tasks in sales, service, and marketing. It uses data, logical thinking, and actions to create AI agents, control them, and seamlessly integrate them into existing processes.
Use Cases
Use cases for the successful introduction of artificial intelligence
Be inspired: How AI is having a practical impact on sales, service, marketing, and back-office operations.
Automated customer communication
Automated customer communication
AI agents respond to routine inquiries, prioritize tickets, and forward complex cases to the appropriate department.
Intelligent sales support
Intelligent sales support
Agents identify sales opportunities, prepare quotations, and schedule appointments.
Efficient marketing and lead nurturing
Efficient marketing and lead nurturing
Predictive models help to better understand target groups and optimize campaigns.
Back office automatisierung
Back office automatisierung
From auditing to reporting: AI makes everyday work easier for employees.
AI-supported analysis and control
AI-supported analysis and control
Real-time insights into customer data, processes, and performance support informed decisions.
Proactive service intelligence
Proactive service intelligence
AI detects potential service issues, anomalies, or churn risks at an early stage and suggests preventive measures.
Customer Stories
Success stories from practice
Our customers rely on AI to automate processes, reduce costs, and improve customer experiences.
ALDI SÜD provides its customer service teams with a service agent.
Truma automates scheduling for service partners with Agentforce.
Sartorius enables its customers to use self-service with the Agentforce Service Agent.
Technologies
Tech and tool support for your AI project
We bring together all the building blocks for successful AI implementation with the right solutions – strategy, data, technology, and people.
Salesforce Einstein
Leverage AI-powered analytics, personalized predictions, and intelligent automation to unlock the full potential of your data with Salesfive Einstein.
MuleSoft
Seamlessly connect systems and data: With MuleSoft, you can centrally integrate applications, APIs, and workflows for greater efficiency, automation, and growth.
Tableau
Use Tableau to visualize and analyze your company data centrally for greater transparency, faster insights, and data-driven growth potential.
Trust Layer and Governance Frameworks
Create secure and reliable foundations for the use of AI and centrally control data access, policies, and risks.
FAQ
You have the questions – we have the answers
We know that AI projects are complex. That’s why we’ve compiled and answered the most frequently asked questions for you.
An AI project with Salesfive ideally begins with a readiness check: together, we analyze your data situation, your system landscape, and your organizational maturity.
Based on this, we identify suitable use cases, set up a pilot, and define clear KPIs. This allows us to start with a small, risk-minimized step and scale up gradually.
Salesfive combines in-depth Salesforce and Agentforce expertise with change management skills. While many AI consultancies primarily provide technology, we design the implementation in such a way that the solutions are accepted, adapted, and further developed within your organization – with governance, training, and sustainable use.
Almost all industries with intensive customer contact, data flows, or service processes benefit particularly strongly. But internal processes in HR, logistics, or purchasing can also be made more efficient via AI agents. We will work with you to identify where the greatest leverage lies.
Quality and ethics are central pillars: we define governance guidelines (what the agent is and is not allowed to do), implement testing and monitoring mechanisms, and use human-in-the-loop principles for control. This allows us to minimize hallucinations, distortions, and undesirable decisions and ensure transparent AI.
More Services
Marketing
Experience how Salesforce, AI, and integrated data solutions connect, automate, and elevate your marketing – for personalized customer experiences and sustainable growth.
Service
Your service – connected, automated, customer-centric: Discover how Salesforce, AI, and unified data help you streamline service processes, resolve requests faster, and drive lasting customer satisfaction.
Sales
Your sales – data-driven, automated, successful: Discover how you can modernize your sales processes with Salesforce, AI and a consistent data base, improve forecasts and achieve growth.