• AI and agents Agentforce agents for intake, recruiting and field teams. Claude work too: choosing between Agentforce and Claude for each use case, setting up Salesforce in Claude, and tools we build with Claude, such as our free org health check.
• Salesforce implementation Sales, Service, Health, Experience and Marketing Cloud, delivered against clear goals, defined milestones and firm timelines.
• Digital transformation We map how the business runs today, design the target operating model and run the rollout until the last workflow is live.
• Beyond managed services A long-term partnership that keeps your org aligned as the business changes: platform health, admin and training, release management and roadmap ownership.
• Data and integration Migration, cleansing, integration architecture and reporting, so leaders see numbers they can act on.
• Talent services Certified admins, developers, architects and project managers, embedded with your team.

We also implement the Pulse Platform. Our own team takes every Pulse customer live. See the Pulse Platform

• Precision Every field, flow and permission set is intentional. The build you inherit is the build that was designed.
• Senior craftsmanship The team that wins the work is the team that does the work.
• Candor We raise scope creep, technical debt and timeline risk early, while they are still cheap to fix.
• Outcomes over hours We measure an engagement by what changed for the business: admissions, pipeline, hours saved.

A free, read-only Salesforce org health check is the easiest way to start. We use Claude to produce it, and it shows where an AI agent would help and where your data needs work first. See how the health check works

"The team was incredible! They accomplished a project which took 3 months at my previous company in 1 month at Dandy." Raymond Miao, Director of Strategy, Dandy.

Pulse deployments and Services engagements, side by side. See every customer story

Prefer to start in writing? Send the Professional Services team a note