Adaptability
usual → our approachUsualStatic rules that break the moment your process changes.
Our ApproachAgentforce agents that reason through each task within defined guardrails.
Agentforce · Lean Six Sigma · Revenue Engineering
Your Agentforce Transformation, Engineered with Lean Six Sigma.
Get more from the Salesforce and Lean Six Sigma investments you already have. We pair DMAIC with Agentforce and Data 360 to find where revenue leaks, fix the root cause, and hold the gain — every result measured against a verified baseline.
Claude Partner Network — Certified Services Partner· Salesforce Certified Consultants· Lean Six Sigma Black Belt–Led
2-Week Audit
From telemetry to a funded Agentforce roadmap
DMAIC
Define · Measure · Analyze · Improve · Control
Salesforce + Claude
Certified consultants, one accountable team
The core problem
AI on a broken process only breaks it faster.
Most CRM automation underdelivers for one reason: it is layered on workflows nobody has measured. Bottlenecks stay hidden, hand-offs stall, and new tools inherit old waste. Lasting transformation needs the rigor to remove waste and the AI to execute at scale — together. Built for COOs, CROs, and CIOs at $10M–$100M companies running on Salesforce with a Lean Six Sigma culture.
Visibility
usual → our approachUsualBottlenecks and revenue leakage go unmeasured for quarters.
Our ApproachA DMAIC baseline, root-cause analysis, and proof before anything is automated.
Execution
usual → our approachUsualManual hand-offs slow lead response and stall deals.
Our ApproachAgents work around the clock and escalate judgment calls to people.
Sustainability
usual → our approachUsualGains slip back within a quarter.
Our ApproachControl plans, live dashboards, and agent monitoring hold the gain.
How we work
DMAIC, powered by Agentforce.
Lean Six Sigma proves where value leaks and why. Agentforce removes the leak at scale. Each phase closes with a measurable gate — so you invest in the next phase only when the last one has paid its way.
D
01Define
Agree on the problem worth solving. Charter, SIPOC, CTQs.
M
02Measure
Establish the true baseline. Value stream map, sigma level.
A
03Analyze
Prove the root cause. Pareto, 8 wastes, hypothesis tests.
I
04Improve
Fix it fast and safely. Piloted Agentforce on the top waste.
C
05Control
Make the gain permanent. SPC, SOPs, human-in-the-loop.
5-Layer Architecture
ExperienceAgentReasoningDataTrust
Experience, Agent, Reasoning, Data, Trust — with least-privilege access, audit trails, and human escalation for high-impact decisions.
One diagnostic, one result
Leadership believed they had a lead-generation problem. In one diagnostic of a 50,000-contact Salesforce database, we found the real story.
Leads were never properly followed up, enterprise opportunities sat inactive for weeks, and a majority of lead records were incomplete. 56% of closed deals had no upsell or cross-sell attempt. Converting just 3% of stalled opportunities was worth an estimated $900,000 — before buying a single new lead.
50,000
Contacts analyzed
56%
Deals with no upsell attempt
3%
Stalled opportunities re-engaged
+$900,000
Revenue recovered
Who we are
Strategy and execution from one accountable team.
Paul D’Souza leads the strategy; a dedicated Agentic AI team designs and delivers the solution — so the transformation is built around your revenue, then engineered to last.
Paul D’Souza
Sales Strategist
Paul is a speaker and sales strategy consultant who serves as a fractional Chief Revenue Officer. He leads business discovery with your leadership team and designs the Agentic AI transformation from a sales strategy and process perspective — finding the closest path to revenue before any technology is touched.
Harjana Technologies
Agentic AI partner
Our delivery team designs and builds the solution — the Agentforce architecture, the agents, and the Lean Six Sigma rigor that makes the gains stick. Salesforce certified consultants and a Claude Partner Network Certified Services Partner, in one accountable team.
The offer
The 2-Week Process Audit
From data to a funded AI roadmap in 10 business days — with zero disruption to your operations. You walk away with a clear, board-ready picture of where your revenue leaks, and exactly how Agentforce closes it. It’s yours to keep.
- Process maps and a quantified baseline
- Root causes ranked by financial impact
- A working Agentforce prototype on your highest-value opportunity
- An AI readiness assessment covering data, security, and change
Request Your 2-Week Process Audit
10-business-day delivery · No obligation · You keep the findings
Request your audit
Let’s find your revenue leak.
Complete the form below to start your 2-week process audit. Have a question first? Chat with our AI advisor — bottom right.
Step 1 of 3Executive Contact Info
✓ 10-Business-Day Delivery✓ Zero Obligation✓ Strict NDA Guarantee