Salesforce and AI consulting for better marketing, sales and service. Kasa Intelligence helps you move from business requirements to working solutions across Marketing Cloud, Data 360 and Agentforce.
Start with a focused business need. We help define the architecture, implementation scope and measures of success.
Build and improve customer journeys with the data, content and operational processes they need.
Connect relevant customer data and make it useful for segmentation, activation and AI.
Identify practical AI opportunities and develop agents with defined responsibilities and boundaries.
Connect your sales process from initial enquiry through opportunity management and forecasting.
Give service teams the customer context and workflows they need to manage enquiries and resolve cases.
Capabilities, refresh timing and licensing are assessed against your Salesforce products, edition and solution design.
Choose a focused assessment or pilot before committing to a larger implementation. Scope, fees and timing are agreed after an introductory discussion.
For teams looking to improve an existing setup, identify friction and prioritize their next changes.
Proposed deliverableA prioritized findings report and improvement roadmap for the agreed scope.
Discuss a Marketing Cloud review →For businesses that need to connect customer data to a specific marketing, sales or service use case.
Proposed deliverableA use-case blueprint, source map and phased implementation plan.
Discuss Data 360 discovery →For teams ready to test one practical AI workflow before deciding how to scale it.
Proposed deliverableA scoped pilot and evaluation findings to inform your next decision.
Discuss an AI pilot →We also support end-to-end delivery, defined technical workstreams and ongoing platform improvement for businesses and consulting partners.
Illustrative use cases: examples of workflows we can explore together during discovery.
Connect enquiry sources, capture property preferences, route leads and coordinate follow-up around viewing requests.
Plan healthcare professional communications around verified profile attributes, preferences and approved content.
Explore an agent that answers approved questions, gathers information or supports a service workflow.
Each engagement is shaped around your current platform, business requirements and agreed responsibilities.
Discovery and journey mapping, data design, configuration, content development, integrations, testing and handover. For existing implementations, we can scope a review of journeys, automations, SQL, personalization and operational processes. The proposal identifies the products and channels included.
Define the use case, assess source data, map the model, design identity resolution and plan segmentation and activation. We identify data quality, access and refresh requirements before estimating implementation. Outputs can include a solution blueprint, configured components, validation results and handover documentation.
Assess the opportunity, choose an initial workflow and define the agent’s responsibilities, approved data sources, actions and escalation paths. Build and evaluate against agreed examples and acceptance criteria. Expansion follows review of the pilot’s behavior and business usefulness.
Scope Salesforce sales and service workflows, API integrations, MuleSoft connections and Slack collaboration around the systems you already use. Agree data ownership, error handling, access, deployment and support responsibilities as part of the solution design.
We agree milestones, responsibilities and acceptance criteria, and manage changes openly throughout delivery.
Review processes, data, constraints and business goals. Prioritize a use case and agree what success means.
Document architecture, integrations, access requirements, dependencies and delivery scope.
Configure and develop, test integrations, and validate the solution with business users against agreed criteria.
Plan deployment, handover, training and post-launch support. Use feedback to prioritize improvements.
We help you decide where AI belongs in your workflows, what data it needs, and how to evaluate its usefulness.
Where appropriate and agreed, AI can assist with analysis, development and documentation. Outputs still require practitioner review and project testing.
We agree approved tools, data handling and access requirements before using client information in AI-assisted workflows.
End-to-end implementation, improvements to an existing Salesforce platform, or an assessment to define your next step.
Subcontracted project delivery and defined workstreams, aligned to your architecture, governance and client communication arrangements.
Sales Cloud, Service Cloud, APIs, MuleSoft, Slack and platform automation to connect your wider business workflows.
Open to engagements across the UAE, UK, US and other markets. Working hours, delivery location and scope are agreed for each engagement.
Yes. Kasa Intelligence can support discovery, architecture, configuration and development, integration, testing, deployment and handover. We define the delivery scope and responsibilities in the proposal.
Yes. We can take on defined workstreams or support wider project delivery. Working arrangements, client communication, confidentiality and ownership of deliverables are agreed before work starts.
We welcome enquiries from these markets and elsewhere. We agree working-hour overlap, meeting cadence and delivery arrangements for each engagement. Any onsite needs are discussed during scoping.
Both depend on scope, integrations, data readiness and delivery dependencies. After reviewing your requirements, we propose deliverables, assumptions, milestones and fees. Fixed-scope or ongoing support arrangements can be discussed.
Yes. A focused assessment can identify issues in selected processes, data, integrations or marketing operations. We agree the review scope and use the findings to prioritize changes.
Handover, training, hypercare and ongoing enhancements can be included in the engagement. Support hours, response expectations and ownership are agreed in the scope.
Where appropriate and agreed, AI can assist with analysis, development and documentation. Practitioners review outputs and test the solution. We agree approved tools and data handling before using client information in AI-assisted workflows.
We review your requirements and arrange an introductory discussion. We then clarify the problem, relevant systems, constraints and next steps before proposing a scope. You do not need a complete specification to start the conversation.
Tell us about your Salesforce or AI requirements, current challenges and timeline. We’ll use that to start a focused conversation.
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Your enquiry has been submitted. We look forward to discussing your project.