AI-First Salesforce Consulting Firm

Smarter implementations. Faster outcomes. Powered by AI.

Kasa Intelligence is a new-age Salesforce consulting firm that embeds AI at every stage of your implementation β€” reducing costs, compressing timelines, and delivering outcomes that last.

50+Successful implementations
8+Years of expertise
100%Client satisfaction
The Kasa Difference

AI built into how we work β€” not bolted on

We don't just talk about AI. We use it in every phase of your project β€” from discovery to delivery β€” so you get more for less, faster than ever.

🧠

AI-assisted discovery

We use AI to analyse your existing processes, data models, and org configurations β€” cutting discovery time significantly and surfacing insights that would take weeks manually.

⚑

Faster build cycles

AI-augmented development means our team ships higher-quality code and configuration in less time β€” reducing project timelines without compromising on standards.

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Lower cost to deliver

By automating repetitive build and testing tasks, we pass the efficiency gains directly to you β€” the same quality of delivery at a fraction of the traditional cost.

βœ…

On-time, every time

AI-driven project tracking, risk detection, and scope management keep every engagement on track β€” no surprises, no overruns, no excuses.

The result? More value, delivered sooner. Clients get production-ready Salesforce implementations that are cleaner, better documented, and easier to maintain.

40%Faster delivery
30%Cost reduction
98%On-time delivery
Next-Gen Salesforce

Agentforce & Data Cloud

The future of Salesforce is autonomous and data-driven. We help you get there.

πŸ€– Agentforce

Deploy AI agents that work for your business

Agentforce puts autonomous AI to work inside Salesforce β€” handling customer queries, qualifying leads, resolving cases, and executing workflows without human intervention.

  • AI-powered service and sales agents that act, not just respond
  • Custom agent personas built around your brand and processes
  • Integrated with your CRM data for context-aware responses
  • Escalation paths and human handoff built in by design
  • Measurable reduction in manual workload from day one
☁️ Data Cloud

Unify your data. Unlock real intelligence.

Salesforce Data Cloud connects your customer data from every source into a single, real-time profile β€” powering smarter segmentation, personalisation, and AI.

  • Unified customer profiles across CRM, web, mobile, and third-party sources
  • Real-time data activation in Marketing Cloud journeys
  • AI-ready data models for Einstein and Agentforce
  • Identity resolution and deduplication at scale
  • Compliance-ready data governance built into the architecture
What We Do

End-to-end Salesforce expertise

From initial strategy to live deployment and beyond β€” we cover the full Salesforce stack so you don't have to.

⚑

Salesforce CRM implementation

Sales Cloud, Service Cloud, and platform configuration tailored to your business β€” built for adoption, not just go-live.

Sales Cloud Β· Service Cloud
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Marketing Cloud (SFMC)

Journey Builder, Email Studio, MobileConnect, and AMPscript β€” intelligent, automated marketing that actually converts.

SFMC Β· Journey Builder
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B2B Commerce

End-to-end B2B Commerce implementations with custom LWC components built for scale and seamless buyer experiences.

Commerce Β· LWC
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Integrations & automation

Connect Salesforce to the rest of your stack. APIs, flows, and middleware β€” data in sync, processes on autopilot.

API Β· Flow Β· Middleware
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Architecture & advisory

Struggling with an existing org? We assess, advise, and rebuild β€” technical debt cleared, roadmap defined.

Org Health Β· Roadmap
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Managed support

Ongoing platform support, feature development, and release management β€” your Salesforce team, extended.

Support Β· Enhancements
Marketing Cloud

Marketing that thinks for itself

We specialise in Salesforce Marketing Cloud β€” from foundational setup to advanced multi-channel journey architecture that drives real engagement.

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Journey Builder architecture

Complex, multi-touch journeys built around your customer lifecycle with decision splits and AI-powered personalisation.

πŸ“±

MobileConnect & SMS

Consent-compliant SMS programs β€” opt-in/opt-out flows, keyword management, and Journey Builder integration.

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Data extensions & SQL

Clean data architecture, Automation Studio SQL queries, and well-structured Data Extensions.

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Deliverability & IP warming

IP warming strategy, send classification design, and deliverability best practices.

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Email Studio

Dynamic content, AMPscript personalisation, and responsive templates that convert.

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Automation Studio

Scheduled and triggered automations that keep data fresh and journeys running.

🎯

Audience Builder

Precise segmentation using CRM and behavioural data to reach the right person at the right time.

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Einstein AI

Send-time optimisation, content recommendations, and engagement scoring.

Industries

Built for your sector

Deep domain expertise means we speak your language from day one β€” no learning curve on your dime.

🏦

Financial services

CRM and marketing automation for banks, wealth managers, insurance providers, and fintech firms.

Wealth ManagementInsuranceBanking
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Real estate & property

End-to-end Salesforce implementations for residential and commercial real estate β€” lead management, tenant journeys, and renewal automation.

ResidentialCommercialProperty Mgmt
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Life sciences

Salesforce solutions for pharma, biotech, and medical device companies β€” HCP engagement and compliant marketing programs.

PharmaBiotechHCP
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Retail & e-commerce

Connected commerce experiences with Salesforce B2B Commerce and personalised marketing journeys.

B2B CommerceLoyalty
🏭

Manufacturing

Dealer and distributor management, field service, CPQ, and supply chain visibility on a unified CRM platform.

Dealer MgmtField ServiceCPQ
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Technology & SaaS

Revenue operations, product-led growth, and customer success automation for tech companies.

RevOpsCustomer Success
Platforms We Work With
Sales CloudMarketing CloudService CloudB2B Commerce AgentforceData CloudExperience CloudMobileConnect Apex & LWCFlow BuilderPardot / MCAE
98%on-time delivery rate
Why Kasa

Consultants who speak your language

We don't just implement β€” we embed. You get senior practitioners who understand your business, not just the platform.

🎯

Business-first, platform-second

We design around your outcomes first, then find the right Salesforce solution β€” not the other way around.

πŸ”

Hands-on senior delivery

No juniors handed off post-sale. The people you meet are the people who build.

πŸ“ˆ

Built to scale with you

Every solution is architected for growth β€” clean, documented, and easy for your team to own long-term.

How We Work

A process built for clarity

No surprises. No scope creep. Just structured delivery at every stage.

01 β€” Discovery

Understand your world

We map your business processes, data flows, and goals before writing a single line of configuration.

02 β€” Design

Blueprint the solution

Detailed solution design documents, reviewed and signed off before build begins.

03 β€” Build & Test

Deliver with confidence

Iterative builds with UAT cycles built in. Bugs caught early, scope managed proactively.

04 β€” Launch & Beyond

Go live, stay supported

Hypercare post-launch, training for your team, and ongoing support.

Get Started

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