We help teams improve pipeline visibility, simplify quoting and bring AI into sales and service workflows. Our Salesforce work connects platform configuration, business process and integrations around the way your teams sell and support customers.
We focus on the parts of sales and service where a better connected Salesforce experience makes day to day work easier and gives leaders clearer information.
Simplify complex quoting, pricing and approvals. Connect the steps that move a deal from quote to cash.
Bring AI supported tasks and guided workflows into sales and service processes where they help teams act with better context.
Improve opportunity tracking, forecasting and deal health with clearer information across the sales process.
A well designed Salesforce environment helps teams spend less time managing systems and more time moving customer and revenue activity forward.
Reduce avoidable delays in quote preparation, reviews and approvals.
Support routine sales and service tasks with guided automation and relevant information.
Improve visibility across opportunities, stages, forecasts and deal health.
Build repeatable processes that can support more products, teams and transaction complexity.
Palni brings the relevant Salesforce products together around the workflows your business needs to improve.
Manage leads and opportunities, support pipeline discipline and give teams a clearer view of sales activity.
Organise cases, service processes and customer support work so teams can respond with better context.
Support product configuration, pricing, quote creation, approvals and contracting.
Connect customer and campaign activity to support more relevant communications and engagement.
Explore where AI agents and guided workflows can support customer and employee tasks within Salesforce.
Use industry specific Salesforce capabilities where they fit the business model, requirements and customer journey.
We bring these in where they make the Salesforce solution stronger.
Connect Salesforce with ERP, finance and other enterprise systems. Plan APIs and integrations around reliable information flow.
Support connected customer journeys, campaign activity and partner interactions.
Improve reporting and customer insight by connecting relevant data and making key information easier to use.
These examples show how workflow design, automation and integration address practical challenges in sales operations and customer data.
Short answers to what people ask us most. Still unsure? Ask us directly
Palni helps teams improve pipeline visibility, simplify quoting and bring AI into sales and service workflows.
Salesforce CPQ supports quote to cash, including product configuration, pricing, approvals and contracting for complex products.
Sales Cloud, Service Cloud, Revenue Cloud and CPQ, Marketing Cloud, Agentforce and Industry Clouds, with integration, engagement and analytics as supporting capabilities.
Yes. Palni brings AI supported tasks and guided workflows into sales and service processes with Agentforce, where they help teams act with better context.
Yes. Palni connects Salesforce with ERP, finance and other enterprise systems. One example created a unified customer data model across Salesforce, ERP and external systems.
By keeping intake, quoting and deal tracking inside Salesforce. In one case, guided intake with automated opportunity and quote creation brought deal tracking back into Salesforce.
With a discovery. Palni reviews your current setup and identifies where Salesforce can make sales, service or revenue work clearer, faster or more consistent.
Tell us about the sales, service or revenue process you want to improve. We will review your current setup and identify where Salesforce can make work clearer, faster or more consistent.