Our Capabilities

The Customer Experience team delivers innovative solutions across the entire customer journey through building Salesforce-based digital experiences, developing custom portals, analyzing data, and automating.

Success Stories

Improving Customer Data Accuracy and Digital Engagement for an Automotive Leader

Diskover Data, a fast-growing tech startup, partnered with Gruve to modernize its CRM and revenue operations. By migrating from HubSpot to Salesforce Sales Cloud, they streamlined lead-to-revenue workflows, enhanced partner management, and integrated productivity tools.

Rolling Out a Retail Experience Platform for a Global Automotive Firm 

Diskover Data, a fast-growing tech startup, partnered with Gruve to modernize its CRM and revenue operations. By migrating from HubSpot to Salesforce Sales Cloud, they streamlined lead-to-revenue workflows, enhanced partner management, and integrated productivity tools.

Modernizing Global Sales and Marketing for an Automotive Subsidiary

Diskover Data, a fast-growing tech startup, partnered with Gruve to modernize its CRM and revenue operations. By migrating from HubSpot to Salesforce Sales Cloud, they streamlined lead-to-revenue workflows, enhanced partner management, and integrated productivity tools.

Transforming Customer Experience with Salesforce for a Global Automotive Firm

Diskover Data, a fast-growing tech startup, partnered with Gruve to modernize its CRM and revenue operations. By migrating from HubSpot to Salesforce Sales Cloud, they streamlined lead-to-revenue workflows, enhanced partner management, and integrated productivity tools.

Modern CRM & Revenue Operations

Diskover Data, a fast-growing tech startup, partnered with Gruve to modernize its CRM and revenue operations. By migrating from HubSpot to Salesforce Sales Cloud, they streamlined lead-to-revenue workflows, enhanced partner management, and integrated productivity tools.

Salesforce Technologies

Sales Cloud

AI-Driven Sales Acceleration 

  • Lead, Opportunity, Account, Contact and Partner Management
  • AI-powered lead and opportunity scoring, forecasting, and pipeline management.
  • Automating sales processes using flows, next best steps.
  • Enhancing mobile sales productivity.
  • SDR agent
  • Quotas and commission tracking
  • Leasing productivity integrations such LinkedIn Navigator, Outreach, Apollo, DocuSign and many others.
Marketing Cloud

Hyper-Personalized Engagement 

  • Journey orchestration for real-time personalization
  • Predictive analytics & customer segmentation using Data Cloud
  • Cross-channel automation for email, SMS, social, and advertising
  • Integrating Data Cloud for 360-degree customer insights
Service Cloud

Enhanced Customer Experience

  • Support Agents
  • Support Entitlements and Service Milestones
  • Omnichannel Agents and Routing
  • Knowledge Articles
Experience Cloud

Connected Digital Experiences 

  • Building self-service portals for customers and partners
  • Integrating personalized content and automation for engagement
  • Enhancing B2B and B2C commerce with seamless digital experiences
  • Lightning Bolt templates
Automotive Cloud

Next-Generation Auto Industry Solutions 

  • AI-powered vehicle lifecycle management for dealerships & OEMs
  • Predictive maintenance & smart service scheduling
  • Connected customer experiences across sales, service, and marketing
  • Service process automation
  • Connected vehicle experience
  • Agentic test drive management
Commerce Cloud

Sell More, Faster and Better 

  • E-Commerce & Digital Transactions
  • B2B & B2C
  • AI Driven Recommendations
  • Conversion Rate & Performance Optimization
  • Localized Store Front
  • Order Lifecycle Automation
  • Storefront Setup & Administration
  • Customer Segmentation & Targeted Offers
Revenue Cloud

Streamlined Quote to Cash That Works 

Our Revenue Cloud solutions empower businesses to streamline revenue operations, optimize pricing strategies, and accelerate growth with AI, automation, and data-driven insights.

  • CPQ (Configure, Price, Quote) Automation
  • Billing & Subscription Management
  • Revenue Recognition & Compliance
  • Partner & Channel Sales Optimization
  • Seamless Integration with Salesforce Ecosystem
Data Cloud

Unified Data for Intelligent Decision-Making 

  • Zero Copy RAG & real-time data processing for hyper-personalization
  • Model design and mapping for profile unification
  • Segmentation & activations for marketing use cases
  • Customer 360 integration for personalized experiences
  • AI-driven analytics & insights to optimize business performance
  • Data governance, compliance, and security best practices

Agentforce & Einstein

AI is in our DNA here at Gruve, driving out focus on helping our customers thrive within the fast changing landscape of enterprise AI. We believe that Agentforce + Data Cloud, combined with the relevant product and industry cloud solutions, can unlock truly impactful outcomes for your business.

Agentforce & Data Cloud Pilots

Agentforce & Data Cloud Pilots

Gruve offers starter packages that quickly take agents from concept to production. We help identify high-value use cases, build a pilot, and launch a closed beta. Once proven, we support full rollout with stakeholder buy-in.

Our methodology maps business processes to agent structure and instructions, improving accuracy and reliability. We follow Salesforce recommended best practices when designing and troubleshooting agents, helping rectify errant behavior.

Agentic Security 

Agentic Security 

Gruve has an entire practice dedicated to cybersecurity, so we take risk vectors which AI introduces for the enterprise very seriously. Salesforce provides substantial layers of trust and control, removing a big hurdle to agentic adoption. However, certain aspects of security are still the responsibility of the operations team. Gruve provides standardized processes and tooling to embed security standards in the implementation, then validate them for any vulnerabilities.

Einstein Platform 

Einstein Platform 

Our team of experts can help advise and implement the following capabilities.

 

  • Zero Copy Data Warehouse Integrations
  • Custom Prompts
  • Custom LLM Integration

Agentic Operations

Agentic Operations

Gruve brings deep RevOps and DevOps expertise to Agentforce, taking your team from strategy based on best practices all the way to implementation. We plug agents into release management, including version control and CI/CD pipelines through systems such as GitHub, Bitbucket, Gearset and Salesforce DevOps Center.

 

Post-deployment, we help establish monitoring, auditing, and governance systems to ensure performance, security, and compliance.

RAG 2.0 

RAG 2.0 

Agents are only useful if they understand your business. That’s why augmenting LLMs with domain knowledge is essential. Salesforce is expanding Agentforce with advanced RAG capabilities through Data Cloud and Gruve helps businesses stay ahead by enabling real-world, effective solutions.

 

We connect agents to key data—manuals, purchase history, ERP data—for smarter performance, and we’re ready to support upcoming Salesforce RAG features like Advanced Retrieval Models, Ensemble Retrievers, and Dynamic Pre-filtering.

Development & Packaging 

Development & Packaging 

Gruve takes your agent from idea to the AgentExchange. Our experts have been involved in publishing of some of the leading managed packages on the AppExchange. They will be there with you every step of the way.

 

  • Managed Agent Implementation
  • ISV Packaging
  • Security Review Process
  • Listing Creation & Publishing
  • Agent Templates
Data Integrations & Pipelines

The Gruve technical delivery team is comprised of data engineers with decades of experience implementing large scale data integration and pipeline projects at enterprise scale.

We specialize in designing optimal system architectures that deliver versatility and performance, without compromising on security or cost efficiency.

01

ETL/ELT

We have integrated millions of data points across Salesforce to data warehouses, using leading ETL solutions such as MuleSoft. 

02

Data Management

Our experts leverage leading MDM providers such as Informatica to unify, normalize and manage your disparate data, unlocking insights that power revenue-generating initiatives. 

03

Compliance

Meeting the stringent domestic data residency requirements requires know-how and experience. Gruve has experience handling personal data and can design systems to comply with privacy regulations.

Data Warehouse & ETL Technologies 

Informatica Cloud
  • Seamlessly connect, transform, and manage data across cloud and on-premises systems
  • Deliver scalable, secure, and high-performance integration solutions
  • Automate workflows and ensure real-time data synchronization with IICS
  • Enhance data governance for faster, data-driven decisions
  • Provide end-to-end support for modernization, cloud migration, and pipeline optimization
Snowflake
  • Enable enterprise-scale data integration, warehousing, and analytics in the cloud
  • Leverage Snowflake’s multi-cluster architecture for fast, scalable data processing
  • Design modern data pipelines and optimize system performance
  • Migrate seamlessly from legacy systems to Snowflake
  • Gain real-time insights and cost-effective data management
  • Support cloud-first strategies and accelerate business growth
  • Zero Copy integration with Salesforce Data Cloud

Learn more about our Salesforce Services

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