Salesforce Expertise
AI-Powered Salesforce, Built for Your Revenue Model
Across the Salesforce Revenue Lifecycle
Challenges we solve
Synthesis Systems helps enterprises run quote-to-cash on Salesforce with AI built in from day one. From advisory and governance to implementation, migration and managed services, we deliver on Sales Cloud, Revenue Cloud and Agentforce, backed by IP from the 100+ customer transformations we have already delivered.
Free up selling time by handing routine quoting and approvals to AI agents
Easily view a customer across CRM, contracts, billing and usage
Plan your move from Salesforce CPQ to Revenue Cloud with confidence
Keep every AI action grounded, approved and auditable
Salesforce Offerings
From assessment to implementation to post-production, each stage of your Salesforce project has an AI-enabled offering. Behind each one sits our own IP, our certified Salesforce and AI specialists, and the lessons of the quote-to-cash programs we have already delivered.
Assessment
Our experts help you define your target revenue operating model on Salesforce.
Implementation
We implement Revenue Cloud products, pricing and rules, Sales Cloud processes, and integrations to billing and ERP.
Post-Production
We run your Salesforce quote-to-cash day to day: operations, change requests and release management across Salesforce updates, Agentforce agent operations, configuration drift checks, and revenue assurance across the live chain.
AI-Validated Migration
Move from Salesforce CPQ to Revenue Cloud, or from legacy systems to Salesforce, with our SMART migration.
AI Use Cases Across Quote-to-Cash
With CRM, billing and usage data now connected, AI agents can take on that routine work,. Salesforce is moving its revenue products toward AI-native Revenue Cloud and Agentforce. Synthesis helps you plan that move once and get it right, with controls your finance and security teams will approve.
Quote Drafting Agent: Builds a compliant quote from a rep's plain-language request using your product catalog and pricing rules.
Deal Desk Co-Pilot: Flags non-standard terms and discount risk, then prepares the approval summary for the deal desk.
Renewal and Upsell Signals: Spots usage, contract and engagement patterns that point to expansion opportunities or churn risk.
Order-to-Billing Checks: Validates orders, amendments and co-terms before they reach billing, cutting downstream errors.
Usage and Rating Assistant: Explains usage charges and rating outcomes in plain language for account teams.
Contract Change Agent: Handles upgrades, downgrades and cancellations end to end, routing to a person where your rules require approval.
Billing Inquiry Agent: Answers "Why is my invoice different?" using the customer's actual contract and invoice history.
Case Summarization: Summarizes long case histories and drafts responses so service teams resolve issues faster.
Portal Self-Service: Lets customers check entitlements, invoices and renewal dates without opening a case.
Collections Assistant: Prioritizes overdue accounts and drafts personalized dunning outreach.
Revenue Recognition Prep: Highlights contracts with unusual terms that need revenue recognition review before close.
Forecast Commentary: Explains pipeline and billing variances in plain language for leadership reviews.
Trust & Governance
Pricing, contracts and invoices leave no room for guesswork. Every agent we build is grounded in your data, respects your permissions and can be audited.
Grounded Answers
Agents work from your price books, contract terms and billing records, not guesses.
Human in the Loop
We define what agents may do on their own, and the thresholds at which discounts, credits and contract changes go to a person.
Einstein Trust Layer
Data masking, zero data retention and toxicity controls, configured to your policies.
Testing and Audit Trail
Every agent action is logged, giving finance, SOX and internal audit teams the evidence they need.