AI Readiness

Find out if your Salesforce is actually ready for AI.

Agentforce and AI are only as good as the org underneath them. We assess your data, security, and processes, then give you a straight answer and a prioritized roadmap to get your org ready for AI.

Speak to an expert

Not ready? Grade your org free in 3 minutes

Who this is for

Three situations where knowing your readiness pays for itself.

Leadership wants AI now.

There is pressure from the top to "add AI," but nobody can say whether the org can actually support it yet.

Your data is a question mark.

You suspect duplicates, gaps, and permission problems would poison anything AI touches, but you have no proof either way.

You are about to buy Agentforce.

Before you pay for seats and licenses, you want to know what it will really take to make them work.

What you get

Four deliverables, scored against what AI actually needs.

Data readiness review

We check whether your data is complete, clean, and structured enough for AI to trust its own answers.

Security & access audit

Where AI could surface or act on data it should never see, flagged before it happens, not after.

Process fit assessment

Which of your workflows are ready to automate with AI, and which need fixing first.

Readiness roadmap

A prioritized, fix-first plan to close the gaps between where your org is today and AI-ready, so you know exactly what to handle before you deploy anything.

How it works

Three steps from access to a clear answer.

01

Grant read-only access.

We review your data model, security, and automations. We never touch production. Read-only means read-only.

02

We assess readiness.

Across data, security, and process, scored against what AI and Agentforce actually require to work.

03

You get the roadmap.

A clear go / fix-first / not-yet verdict, with the exact steps to get ready.

What it costs

Fixed scope, agreed up front. Pricing scales with the size and complexity of your org.

You get the number before we start, and it does not move.

The honest FAQ

Do we have to buy AI from you afterward?

No. The assessment is the product. Some clients deploy AI with us, some do it themselves, some decide they are not ready yet. The roadmap is written so any competent team can execute it.

Is this safe?

Access is read-only and scoped. We review configuration, security, and metadata, not your customer records. Access is revoked when we are done.

Is our org too small or too messy for AI?

That is exactly what this tells you. "Not yet" is a valid answer, and it comes with the shortest path to "ready" instead of an expensive surprise later.

How is the price set?

By org size and complexity: users, data volume, automations, integrations. You get the number before we start, and it does not move.

Stop guessing whether you are ready.

Speak to an expert

If AI is not the right move for you yet, we will say so, and tell you what to fix first.