ContactBook a diagnostic

Standard Salesforce, and what we built instead.

Each section puts a standard Salesforce page under the build that replaced it. Drag the divider to compare, recreated with invented companies and numbers. Every build runs in production except the deal prediction, which is validated in a full-copy sandbox.

Record pagesContract enablementDeal predictionReports and home pagesWeekly pipelineAudits by AI agents

Record pages built around the questions people ask

Standard record pages grow one field at a time until nobody can find anything. We rebuild the Account and Opportunity pages around the questions sales and account teams ask every day, and keep every field one search away.

In production

Unified record page

Both regions of an account on one screen.

Standard: nine tabs and hundreds of fields, four renewal dates, European fields split across two tabs, and the one real meeting buried under automated emails.

  • A command header with status by region, owners, health, lead score and the seven numbers people ask about.
  • A field finder that searches every field on the account and edits it in place.
  • Related lists filtered by region, with glance popups so nobody leaves the page.

The page XML is generated by a script from the live field list, so each field appears once per tab and regional fields never cross.

Lightning Web ComponentsDynamic FormsPython generatorApex
Salesforce Lightning, recreated
Example data
Search...
SalesHomeOpportunitiesAccountsContactsReportsDashboards
AC
AccountNorthgate Surfaces
+ FollowEditNew ContactNew CaseNew NoteNew OpportunitySyncClone▾
TypeCustomer
Account Record TypeBrand (Legacy)
Account OwnerIntegration User
Website 
Industry 
PLEASE READ: DO NOT EDIT SPEND FIELDS. CONTACT OPS. 5
Note: EU fields are on the "EU Info 2" tab. Renewal date: use the manual one unless blank.
RelatedDetailsNA InfoEU InfoEU Info 2 2ContractSpend (old)OpsMore ▾
Information
Account NameNorthgate Surfaces
Account OwnerIntegration User 4
TypeCustomer
Account Record TypeBrand (Legacy)
Parent Account 
Parent Account (Read Only) 
Parent Brand 
Parent Account Name (Text)Northgate Group
Website 
Website 2northgatesurfaces.example
Phone(416) 555-0148
Phone (Old)416-555-0100
Additional Information
Renewal Date 
Renewal Date (Manual) 101/31/2027
Renewal Date OLD06/30/2025
Renewal_Date_2__c03/14/2027
StatusActive
Status (EU) 
Platform StatusSold
Status OLD - do not useProspect
Spend Tier 
Spend Tier (NA) FormulaTier 2
Spend Tier EU (old)Tier 4
Segment 
Segment (NA)Enterprise
Sales Grouping 
Health 
Health Indicator v2Watch
Fields
Live SKUs 
Live SKUs (NA)1,284
SKU Count EU402
SKU Count (Total) - manual1,500
Leads / Month 
Leads Per Month NA312
Avg Spend 
Avg Yearly Spend (calc)184,213.40
Priority 
Priority Account?true
Must Have (old)false
Lead Score 
Custom Fields 2
EU Owner 
EU Account Owner (text)L. Brandt
EU Renewal 
EU Contract Term24
Notessee notes field
Notes 2 
Description 
Internal Commentsask ops
Do Not Use - Legacy
Field 1 
Old RegionNA
Legacy IDA-00417
Migration Flagtrue
↓ Keep scrolling: 3 more sections, 41 more fields
Activity
New TaskLog a CallNew EventEmail
Email: [Automated] Weekly usage digestNov 6 · System
Email: [Automated] Weekly usage digestOct 30 · System
Task: Auto follow-up (no subject)Oct 29 · Integration User
Email: Out of officeOct 28 · Contact
Email: [Automated] Weekly usage digestOct 23 · System
Email: Sequence step 4 of 9Oct 22 · Sequence
Event: QBR with buyer 3Oct 21 · Priya Raman
Email: [Automated] Weekly usage digestOct 16 · System
View More
Contacts (40+)
Showing 6 of 40+ · View All

Drag the divider, or focus it and use the arrow keys. Scroll inside the frame: the standard page keeps going, the build stays on one screen. Recreated with example data.

What’s wrong with the standard view
  1. Four renewal dates, one of them labelled with its API name. Which one is right?
  2. Nine tabs, with European fields split across two of them.
  3. The only real meeting is buried under automated emails in the activity feed.
  4. The owner shows the integration user, because the sync wrote last.
  5. Rules live in free-text banners instead of the page itself.

Guided deal page

A stage guide that tells reps what is missing.

Standard: nine legacy stages on the Path, banners standing in for a checklist, and three versions of the same contract fields.

  • Five real stages with exit criteria, each missing field fixable inline from the guide.
  • Guidance for every stage, with a target number of days and a flag when a deal stalls.
  • Header tiles that change with the deal’s phase.

One list of stage requirements drives the guide and the server-side gate, so what the page says is what Salesforce enforces.

Lightning Web ComponentsApex trigger gatesCustom Metadata
Salesforce Lightning, recreated
Example data
Search...
SalesHomeOpportunitiesAccountsContactsReportsDashboards
OP
OpportunityNorthgate Surfaces - Renewal 2027
+ FollowEditCloneChange OwnerNew NotePrintable View▾
Account NameNorthgate Surfaces
Close Date2/28/2027
Amount$186,000.00
Opportunity OwnerPriya Raman
ProspectingQualificationNeeds AnalysisValue PropositionId. Decision MakersPerception AnalysisProposal/Price QuoteNegotiation/ReviewClosed
1 Key Fields: Amount, Next Step · Guidance for Success: (none)Mark Stage as Complete
⚠ SIGNER EMAIL MISSING 2
⚠ CONTRACT TERM REQUIRED
⚠ BILLING ADDRESS INCOMPLETE
⚠ Renewals: check the Contract tab and the Ops notes before moving stage.
DetailsRelatedContractProductsActivityMore ▾
Opportunity Information
Opportunity NameNorthgate Surfaces - Renewal 2027
StageValue Proposition
Close Date2/28/2027
Amount186,000.00
TypeRenewal
Record TypeRenewal (NA) v2
Probability (%)50
Next Stepfollow up
Contract Fields (auto - do not edit) 3
Contract Term 
Contract Term (Auto)24
Contract Term Months (text)18
Initial Term 
Set Up Fee0.00
Set-Up Fee (Auto) 
Setup Fee OLD2,500.00
Fee Override 
Signer
Signer 
Signer NameDana Whitfield
Signer Email 
DocuSign Signer (old)d.whitfield@
Countersigner 
Countersigner 2 
Additional Information
Lead Source 
Primary Campaign 
Description 
Loss Reason 
Next Step (old)see notes
Next Steps 2 
Approval Status 
Approved By 
↓ Keep scrolling: 4 more sections, 37 more fields

Drag the divider, or focus it and use the arrow keys. Scroll inside the frame: the standard page keeps going, the build stays on one screen. Recreated with example data.

What’s wrong with the standard view
  1. Nine legacy stages, and the guidance panel is empty.
  2. Four banners say what is wrong. None of them say how to fix it.
  3. Three versions each of the term, fee and signer fields.

Contracts generated from the deal and approved by rule

The order form is built from the deal’s own data, approvals route by clause, and Send stays off until the contract has what it needs. Legal owns the clause library, so the rules change without a deploy.

In production

Contract send

Send stays off until the contract is complete.

Standard: four send buttons, one per template, errors that appeared in DocuSign after the click, and order forms edited in Word and uploaded again.

  • A readiness list on the deal shows every field and approval the contract needs, each fixable in place.
  • The order form is generated from deal data and previewed before sending. Word download is off, so changes go through a tracked contract change.
  • Signed terms are stamped back onto the account, so reporting shows who signed what.

One list of send requirements drives the readiness panel, the disabled button and the server-side check, so the page and the platform never disagree.

Lightning Web ComponentsDocuSign GenApexCustom Metadata
Salesforce Lightning, recreated
Example data
Search...
SalesHomeOpportunitiesAccountsContactsReportsDashboards
OP
OpportunityNorthgate Surfaces - Renewal 2027
EditSend with DocuSign 1Send (EU)Send (Flat Fee)Send (Renewal)Submit for Approval▾
We hit a snag.Envelope could not be created. Error: INVALID_EMAIL_ADDRESS_FOR_RECIPIENT. Contact your Salesforce administrator. 2
Files (9) 3
W
Northgate Order Form v3.docxOct 28 · Priya Raman · 64KB
W
Northgate Order Form v3 FINAL.docxOct 30 · Priya Raman · 66KB
W
Northgate Order Form v3 FINAL (2).docxOct 30 · Marcus Lee · 66KB
W
NG terms redline.docxNov 1 · Legal · 81KB
P
Order Form - signed copy?.pdfNov 2 · Priya Raman · 212KB
W
Order Form 2025 (old template).docxMar 4 · Former User · 58KB
View All
Approval History (3)
Special Terms Approval v3Status: PendingAssigned To: Approvers_NA_old (Queue) 4Submitted Oct 31
Special Terms Approval v3Status: RecalledSubmitted Oct 29
Fee Waiver ApprovalStatus: RejectedComments: wrong process

Drag the divider, or focus it and use the arrow keys. Scroll inside the frame: the standard page keeps going, the build stays on one screen. Recreated with example data.

What’s wrong with the standard view
  1. Four send buttons, one per template. The wrong one sends the wrong order form.
  2. Missing data shows up as a DocuSign error after the click.
  3. Order forms are downloaded, edited in Word and uploaded again. Nobody can tell which version was signed.
  4. The approval sits in a queue, and the rep cannot see who has it.

Contract approvals

Who approves what, visible to everyone.

Standard: approval processes live in Setup, visible only to admins. Reps learned the routing when a request bounced.

  • Every contract clause in one of three lanes: pre-approved, escalates on the number, or always needs sign-off.
  • The approval chain shown in order, with each hard limit spelled out.
  • Read live from the Legal-owned clause library, so it never drifts.

Clauses, thresholds and routing come from custom metadata that Legal owns. Adding a clause is a record, not a deploy.

VisualforceCustom MetadataApproval processesDocuSign
Salesforce Lightning, recreated
Example data
Search...
SalesHomeOpportunitiesAccountsContactsReportsDashboards
SETUP › PROCESS AUTOMATION › APPROVAL PROCESSES 1
Approval Processes
Manage Approval Processes For: Opportunity ▾
ActionProcess NameDescriptionActiveLast Modified
Edit | DelSpecial Terms Approval v3Use for special terms✓2/14/2025
Edit | DelSpecial Terms Approval v2 (old) 2DO NOT USE1/30/2023
Edit | DelFee Waiver Approval9/2/2023
Edit | DelEU Approval (temp)temp for Q2✓4/1/2024
Edit | DelDiscount > 10%✓11/11/2021
Entry criteria: Special_Terms__c != null AND (Region__c = 'NA' OR Region__c = 'EU') AND Fee_Override__c = true 3

Drag the divider, or focus it and use the arrow keys. Scroll inside the frame: the standard page keeps going, the build stays on one screen. Recreated with example data.

What’s wrong with the standard view
  1. Approval rules live in Setup. Only admins can see them.
  2. Old and temporary versions sit beside the live one.
  3. The routing is written as a formula, not in words anyone can read.

A revenue prediction on every new deal, with its range

Forecasts used to inherit whatever amount a rep typed. This prediction comes from the brand’s category and catalogue size, shows its range and its comparables, and re-forecasts from real leads after go-live.

Validated in a full-copy sandbox. Not yet in production.

Deal prediction

Predicted leads, revenue and segment, each with a range.

Standard: an amount the rep typed, a probability taken from the stage, and an old model’s figure that mixed full-term and annual values.

  • Leads, annual revenue and segment predicted from the brand’s category and catalogue size, each with a low and a high.
  • Similar brands appear beside the number and are never blended into it.
  • After go-live the forecast re-runs on the brand’s own leads, so every prediction can be checked against what happened.

Backtested against two years of real go-lives before release. The Apex engine is reconciled deal by deal against an independent reference model.

ApexLightning Web ComponentsPython backtestSnowflake

Standard Salesforce

Salesforce, Opportunity details
Example data
OP
OpportunityKestrel Textiles - New business
Forecast
Amount$120,000.00 1Entered by Priya Raman
Probability (%)50 2Set by stage: Value Proposition
Expected Revenue$60,000.00Amount × Probability
Forecast CategoryPipeline
Predicted Term Revenue412,500.00 3Last updated Jul 2025
Predicted Monthly Leads 
Predicted Segment 
Segment (manual)EnterpriseEdited by Marcus Lee
What’s wrong with the standard view
  1. The amount is whatever the rep typed.
  2. Probability comes from the stage, not from the deal.
  3. An old model’s figure sits beside hand-typed ones. Some are full-term, some annual, and nothing says which.

Feldt Group build

Salesforce, Revenue and segment prediction
Example data
Revenue and segment predictionAt signing, Nov 4Override with a reason
Leads a month118
Low 59 · High 236
Annual revenue$78.1K
Low $46.3K · High $141.8K
SegmentMid-Market
SMB
under $72KMid-Market
$72K to $180KEnterprise
$180K and up
Based onHardwood flooring, 41 brands640 live productsNorth AmericaStandard fees
Similar brands, shown beside the number and never in it
Oakline Floors104 leads a month
Marrow & Grain131 leads a month
Tidewater Plank92 leads a month
After go-liveRe-forecast from the brand’s own leads: 126 a month after three months live.
▸ How this was calculated

Reports and home pages people open every day

Thousands of reports became one hub for leadership, and an empty native home page became one that shows each rep their whole book.

In production

Reporting hub

One tab for every dashboard leadership uses.

Standard: a Reports tab with thousands of reports, copies of copies and folders from people who left, and no way to put custom pages beside them.

  • A single tab holding the live performance dashboard, the territory heatmap, the review pages and a curated report library.
  • Pacing against prorated targets, by month and by year, with drill links filtered to each rep.
  • Adding a page or a report folder is one configuration record.

Driven by custom metadata, with embedded pages sized to the viewport and the report library read live from its folders.

VisualforceCustom MetadataApexd3
Salesforce Lightning, recreated
Example data
Search...
SalesHomeOpportunitiesAccountsContactsReportsDashboards
ReportsRecentCreated by MePrivate ReportsPublic ReportsAll ReportsFoldersAll Folders 2Created by MeShared with MeFavoritesAll Favorites
Recent
New ReportNew Folder
Search recent reports...
Report Name 1FolderCreated ByLast Modified
Pipeline by Stage (Copy)Private ReportsFormer User3/2/2023
Pipeline by stage - v2 FINALSales ReportsFormer User8/14/2023
Pipeline by stage - v2 FINAL (2)Sales ReportsFormer User8/15/2023
Q3 Won Deals (Do not use)Unfiled Public ReportsAdmin10/1/2022
Quota attainment 2025 OLDLeadershipFormer User1/9/2025
Quota attainment 2025 NEWLeadershipFormer User1/10/2025
Opp Report 2019Unfiled Public ReportsFormer User6/20/2019
Accounts by statePrivate ReportsMarcus Lee4/4/2026
New Opps This Week - OpsOpsAdmin7/7/2024
New Opps This Week - Ops (Copy)OpsFormer User7/8/2024
Brands signed v3Sales ReportsFormer User2/2/2024
Renewals next 90 (EU)EU TeamFormer User5/5/2025
Renewals next 90 (EU) - fixed?EU TeamFormer User5/6/2025
testPrivate ReportsAdmin11/1/2026
4,814 reports · 162 dashboards · 61 folders 3
↓ Keep scrolling: 4,800 more reports

Drag the divider, or focus it and use the arrow keys. Scroll inside the frame: the standard page keeps going, the build stays on one screen. Recreated with example data.

What’s wrong with the standard view
  1. Copies of copies. Nobody knows which pipeline report is current.
  2. Folders owned by people who left years ago.
  3. Thousands of reports, and the custom pages live in separate tabs.

Optimised native view

A home page that shows a rep their whole book.

Standard: the default Lightning home page, with one mislabelled chart, empty task and event cards, a list of recent items and an admin upload tool.

  • Six cards with donut breakdowns, chosen, ordered and scoped by each rep.
  • Click any segment to see the records behind it.
  • Goals, events and tasks completed in place.

Each card loads independently, so one slow query never blanks the page. Preferences are stored per user.

Lightning Web ComponentsApexPer-user settings
Salesforce Lightning, recreated
Example data
Search...
Sales 5HomeOpportunities ▾Leads ▾Tasks ▾Files ▾Accounts ▾Contacts ▾Campaigns ▾Dashboards ▾Reports ▾ChatterGroups ▾Calendar ▾ForecastsMore ▾
Customers Live by Month 1
0100200300400500600700
N/A
Active
Customer Status
View ReportAs of Today at 12:44 PM ↻
Today’s Tasks 2▾

Nothing due today. Be a go-getter, and check back soon.

View All
Today’s Events

Looks like you’re free and clear the rest of the day.

View Calendar
⌄ Items
Recent Items (3)
AC
Kestrel Textiles
Type
Manufacturer
Phone
+44 20 7946 0123
Website
www.kestreltextiles.example
Account Owner
Lukas Brandt
Account Site
Industry
Manufacturing
AC
Bramblewood Lighting
Type
Phone
+39 02 555 0142
Website
www.bramblewood.example
Account Owner
Disqualified 3
Account Site
Industry
Furniture
AC
Coldwater Acoustics
Type
Phone
+34 93 555 0187
Website
www.coldwateracoustics.example
Account Owner
Tomas Ek
Account Site
Industry
Building Materials
› Records
› Chatter
UPUpload CSV for PriceBookEntry Update 4
Instructions:
  • Upload a CSV file with columns: SKU and Price
  • SKU must match the Product_SKU__c field
  • Price should be a valid numeric value (e.g., 99.99)
  • Maximum file size: 5MB
  • Only existing PricebookEntries will be updated (no new entries created)
Select CSV File
Upload Files Or drop files
PhoneHistoryNotesRecent Items

Drag the divider, or focus it and use the arrow keys. Scroll inside the frame: the standard page keeps going, the build stays on one screen. Recreated with example data.

What’s wrong with the standard view
  1. The only chart says “by Month” but is grouped by status, and a sixth of it is N/A.
  2. Tasks and events are empty illustrations. Nothing tells a rep what to do next.
  3. Recent items repeat record fields. One owner is a placeholder user called “Disqualified”.
  4. An admin price-book upload sits on every rep’s home page, with an API name in the instructions.
  5. Fifteen tabs in the Sales app, most of which reps never open.

The weekly pipeline call, and metrics emailed to leadership

Managers run the weekly call from one editable screen. Leadership gets the pipeline metrics by email each week, without opening a report.

In production

Weekly call driver

The weekly pipeline call, run from one editable screen.

Standard: a list view where Last Activity was blank on most deals, notes and next meetings sat a click away, and inline edits could not touch the account.

  • One rep at a time, with last touch, next scheduled and latest note computed from every activity source.
  • Inline edits write back to the deal and the account, with per-row validation messages.
  • Stage and close-month filters, stale and past-due flags, and a PDF for the call.

Visualforce with remote actions, sharing and field-level security respected per row, and partial saves that never lose what was typed.

Visualforce@RemoteActionApexPDF rendering
Salesforce Lightning, recreated
Example data
Search...
SalesHomeOpportunitiesAccountsContactsReportsDashboards
OP
OpportunitiesAll Open Opportunities (NEW) ▾
NewImportChange OwnerPrintable View
50+ items · Sorted by Created Date · Filtered by All opportunities, Stage not equal to Closed Won, Closed Lost 4
Opportunity NameAccount NameStageAmountClose DateLast Activity 1OwnerNext Step 2Account Segment 3Contract Ter...
Renewal 2027Alder Ridge Tile Co.Proposal/Price Quote186,0002/28/2027 P. Ramanfollow up  
New businessKestrel TextilesValue Proposition92,50012/15/2026 P. Raman  
EU expansionBramblewood LightingQualification48,00010/31/2026 P. Ramancall back  
New businessColdwater AcousticsNeeds Analysis61,2001/30/202710/28/2026P. Raman  
RenewalFenwick HardwoodsNegotiation/Review40,0009/30/2026 M. Leesee email  
New business (copy)Larkspur WallcoveringsProspecting012/31/2026 M. Lee  
ExpansionOstrander GlassId. Decision Makers27,0003/31/2027 S. Diaztbd  
Renewal 2026Harbor & PinePerception Analysis54,0006/30/2026 Former User  
TEST - do not useTest AccountProspecting11/1/2027 Admin  
New businessWexford StoneQualification33,00011/30/2026 S. Diazfollow up  
Renewal 2027Quill & ThreadValue Proposition71,5004/15/2027 O. Park  
↓ Keep scrolling: 39 more rows, 6 more owners

Drag the divider, or focus it and use the arrow keys. Scroll inside the frame: the standard page keeps going, the build stays on one screen. Recreated with example data.

What’s wrong with the standard view
  1. Last Activity is blank on nearly every deal.
  2. Next Step says “follow up”. The actual notes are a click away on each record.
  3. Account fields cannot be edited from here.
  4. Every owner in one list, test deals and former users included.

Metrics emailed to leadership

Pipeline metrics in leadership’s inbox, no report to open.

Standard: a report subscription showing seven of 147 rows, with test deals counted as real movement and a link to filter the rest yourself.

  • Stage buckets with bars, totals and the movement that matters this week.
  • A line per rep, each name a link to that rep’s deals in the report.
  • Test records and bulk cleanups excluded, so the email and the report agree.

Scheduled Apex that fails loudly: if the source report changes shape or returns nothing, the owner gets an alert and the job shows as failed.

Scheduled ApexAnalytics APIHTML email

Standard Salesforce

Email inbox
Example data
Report results (Weekly Pipeline Advancing - COPY)From: Salesforce Reports · to: Sales Leadership · Fri 5:30 PM

Here are your report results for Weekly Pipeline Advancing - COPY.

Filtered by: Stage Changed = THIS WEEK. Showing 7 of 147 rows. 2

Opportunity OwnerOpportunity NameFrom StageTo StageAmountLast Modified
Priya RamanRenewal 2027ProposalContract Sent1860002026-11-04T14:02:11Z
Marcus LeeNew businessDiscoverySolution Value612002026-11-03T09:41:52Z
Marcus LeeNew businessProposalDiscovery480002026-11-03T09:40:07Z
Sofia DiazExpansionContract SentClosed Won925002026-11-02T16:12:44Z
AdminTEST - do not use 1DiscoveryClosed Lost12026-11-02T08:00:00Z
AdminBulk cleanupProposalClosed Lost02026-11-02T08:00:01Z
Owen ParkRenewalProposalContract Sent400002026-11-01T11:27:09Z

3 Click here to view the full report.

You are receiving this because you are subscribed to this report. To unsubscribe, edit the subscription in Salesforce.

What’s wrong with the standard view
  1. Test deals and a bulk cleanup are counted as real movement.
  2. Seven of 147 rows. The rest is a click away.
  3. No totals, no stages grouped, no per-rep view.

Feldt Group build

Email inbox
Example data
Weekly opportunities, Nov 6: 11 new, 6 to Proposal, 4 to Contract Sent, 3 won, 1 lostFrom: Sales Ops · to: Sales Leadership · Fri 5:30 PM
Week ending November 6, 2026SOURCE · SALESFORCE
OPPORTUNITIES PER STAGE

New opportunities opened this week · Discovery stage

USD 412,00011

Advanced to Proposal · 50% likelihood to close

USD 288,4006

Advanced to Contract Sent · 90% likelihood to close

USD 318,0004

Closed Won · 100%

USD 153,7003

Closed Lost

USD 44,0001
Not counted above: 1 opportunity moved back to Discovery from a later stage.
BY REP
Priya RamanNew 2 · To Contract Sent 1 · Won 1 · Closing in 60 days 48
Marcus LeeNew 4 · To Proposal 2 · Lost 17
Sofia DiazNew 3 · To Proposal 3 · Won 28
OPEN THE REPORT

Audits run by AI agents, then checked against the records

When an audit is too big for a person to read, we split it across AI agents and build the checking in. A second agent tries to disprove each finding, and anything still uncertain goes to a person.

Step 1Batch the workContracts, users or records divided into batches small enough to check.
Step 2Read against rulesReviewer agents apply written rules to every item and cite the evidence.
Step 3Try to disprove itA second agent re-derives each finding with its own queries.
Step 4Resolve and verifyA third agent settles disagreements. Uncertain cases go to a person.
Audits run by AI agents
AuditAgent designScaleOutcome
Signed contract re-readReviewer agents in small batches, a challenger on every case and a third agent to settle disagreements. A written rule stopped template wording from being flagged as a modification.Every signed agreementTerms loaded with no mismatches on recheck. The re-sign list was limited to the accounts Legal’s rules require.
Regional workflow auditDomain auditors in parallel, each re-checked by a second pass told to disprove its findings with its own queries. Read-only.Every regional workstreamWrong figures corrected, false findings refuted and untracked defects found before anyone acted on them.
Duplicate account clusteringRule-based clusters first, then agents ruling on each, with an adversarial second audit. Uncertain cases went to a person under frozen merge rules.The full account baseDuplicates merged with no data lost.
Open-deal family clusteringGraph clustering, then agents on each family, with an adversarial check on every priority family.Every open dealCross-region collisions and data errors found before the cleanup started.
Price-increase historyAgents each given an evidence pack: both contracts, the billed spend and the billing exceptions.Every derived price-increase recordWrong records removed, others corrected and missing ones added before the final load.
Security profile consolidationAnalyst agents, refuters and a verifier on the rollback package, with every user’s access compared before and after.Every user and profileProfiles consolidated with no user gaining or losing access.

More pages in production

  • Renewal strategy reviewA quarterly review page grouped by account manager: notice deadlines, estimated current pricing, proposed increase and approval, saved straight to the contract.
  • Territory heatmapA state map of the prospect book against unassigned accounts, with layer toggles, top states and cities, matched to the exportable reports.
  • Rep list reviewA live version of a shared prospect workbook: AI fit grades beside each rep’s call, changes since the baseline highlighted, frozen columns and CSV export.
  • Risk case briefingA live briefing on every at-risk customer, a forking status path, and an executive recap email built from the logged save actions.
  • Prospects inside the CRMAI-qualified prospects listed in Salesforce with the reasons they qualified, created as the rep’s own account in one click, duplicates caught first.
  • Catalog forecast editorA quick-action editor for line-level forecasts that rolls totals up to the deal on save.

Talk to us about pages like these for your org.

Tell us which systems are involved and what is going wrong. We reply within one business day, and new engagements begin in January 2027.

Book a diagnosticEmail us

[email protected]