AI in Salesforce — Einstein & Generative AI

AI that runs on your data, with governance.

Activation designed to generate auditable value: a clear use case, reliable data, and native Salesforce security.

Native AI from the CRM itself, without tacking on an external standalone tool
4 business hours written initial response from a senior specialist
Trust Layer Salesforce-native data security and privacy
See how it works

The paradox of AI in CRM

Everyone is talking about AI. Few put it to work in their CRM.

Real statements from directors who wanted AI in Salesforce and did not know where to start.

"Leadership is asking for AI, but nobody knows which use case to start with."

"Einstein is included in my license, and I am barely using it."

"My salesperson wastes time writing emails and manually summarising meetings."

"I am afraid to put my customer data into an external generic AI."

"I tried a standalone AI tool, but it does not know my pipeline."

"I want a reliable sales forecast, not end-of-month guesswork."

What Salesforce AI does

Native CRM AI, on the data you already have.

Four areas where Einstein and Salesforce generative AI deliver tangible gains — not just a polished stage demo.

Einstein scores leads and opportunities and projects forecasts based on your history. Less guesswork, more predictability in the pipeline.

Generative AI drafts customer service responses and sales emails in the customer context. The team reviews and sends—without starting from scratch.

An instant case, account, and conversation summary. The next agent gets the context without reading the entire thread.

AI runs within Salesforce, with the trust layer that protects your data. No exposing customer records in standalone tools.

Who activates AI in your CRM

AI delivers results when the data and process are ready.

Activating AI is not flipping a switch—it means preparing data, choosing the right use case, and governing it. Team, presence, and track record matter.

300k+

hours of Salesforce consulting

delivered over the past 8 years

250+

certified specialists

Salesforce — senior and mid-level professionals

20+

states served in Brazil

+ Argentina, Chile and the US

Social proof

AI in Salesforce with real-world use cases.

Clients anonymized under NDA — upon request, we connect you with 2–3 references from your industry after the assessment.

Multinational CPG company (food)

"AI-powered digital engagement project. From meeting to proposal on the same day — the team already knew the case."

→ Marketing Cloud + Agentforce · AI applied to engagement · multinational fast track

Multinational automotive finance company

"Customer service automation with summaries and assisted responses. The team saved time day to day."

→ Service Cloud + generative AI · Brazil operation · ongoing support

State lottery

"Unified data first, AI after. Without clean data, no forecast holds up."

→ Sales + Service Cloud · data foundation for AI · São Paulo expansion underway

Initial assessment

Within 4 business hours, a specialist identifies where AI delivers value.

It is not a cold call. It is not a sales presentation. It is a WeeNow specialist looking at your org, your data and your processes, then identifying the most promising AI use case — with or without a proposal.

Response within 4 business hours
No cold calls
Prioritized AI use case
Scope, timeline, and pricing in Brazilian reais

Name * Last name *

Business email * Phone / WhatsApp *

Company * Country *

Does your company already use Salesforce? * How would you like to hear from us? *

How can we help? * Yes, I would like to receive marketing communications about Salesforce products, services and events. I can unsubscribe at any time.

By submitting this form, you agree to have your contact information, including your email address, shared with Salesforce to follow up on your interests.

How it works

From the use case to AI in production.

Four steps, no mystery. No abstract "AI project": use case, data, activation, and measured gains.

Map the use case

Discovery to choose where AI delivers value first and verify whether the data supports it.

5 days

Prepare the data

Data adjustment and database configuration — good AI depends on reliable records.

Sprints

Activate Einstein / generative AI

Configuration of native AI capabilities, with the Trust Layer and access governance.

Sprints

Measure and scale

Gains measured on the dashboard, fine-tuning and expansion to new use cases.

Continuous

Frequently asked questions

What executives ask us before activating AI.

What are Einstein and generative AI in Salesforce?

Einstein is Salesforce's AI layer: forecasts, scoring, and recommendations based on your CRM data. The Generative AI adds text generation to that — replies, emails and summaries — in the customer context. Both run natively within the CRM.

Do I already need Salesforce to use AI?

Yes—the best scenario is having Salesforce: Salesforce AI shines when working with data from the CRM itself. If you do not have it yet, we implement the CRM and lay the foundation for AI from the start. In the assessment, we identify the best path.

Is my customer data secure with AI?

Yes. Salesforce AI operates with the Einstein Trust Layer, which protects privacy and prevents your data from being used to train external models. It is precisely the opposite of feeding records into a generic external AI.

I already pay for a license that includes AI and do not use it. Is that common?

Very common. Several customers have AI features available in their orgs but underuse them. This is one of the fastest ROI scenarios: the capability is already paid for — it just needs to be activated with a use case and ready data.

Where should I start with AI in CRM?

Start with the use case that offers the highest return and lowest friction—usually opportunity scoring, assisted customer service responses, or automated summaries. In the assessment, we prioritize it together with you.

Is the price in Brazilian reais?

Always. Payment in BRL, a Brazilian service invoice and no exchange-rate fluctuation. We accept monthly, quarterly or semi-annual billing — you choose.

Are you official Salesforce partners?

Yes. We are Official Salesforce Partner, with a badge on the Salesforce website, 250+ certified specialists and 800+ projects delivered. Official recognition of technical expertise and scale.

Can I speak with reference clients?

Yes. After the assessment, we connect you with 2–3 WeeNow clients in your industry or of a similar size — they will tell you what it was like. No script, no presentation. Just conversation.

Salesforce AI, working within your CRM.

Free assessment in 5 days. Prioritised use case. Fixed proposal in Brazilian reais.

Talk to an expert

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Put Salesforce AI to work inside your CRM.