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HPI Pro — Salesforce consulting and implementation
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Salesforce, Agentforce & AI for Enterprises

Salesforce built around the organization.
Not the other way around.

HPI Pro designs and implements intelligent Salesforce systems that connect people, processes and data in your organization — and integrates Agentforce and AI capabilities tailored to the organization's needs, data and systems.

Book a strategic consultationCheck Agentforce & AI fit

A focused call to understand the need, the current system and the business goals.

  • Salesforce Architecture
  • Agentforce & AI
  • Data & Integrations
Architecture diagram: data sources and processes connect to the Salesforce layer, the data and integrations layer, and the Agentforce and AI layer, forming a governed, secure and measurable system.SalesServiceERPOperationsLegacyDataSalesforce CoreProcesses · Data model · PermissionsData & IntegrationsERP · Legacy · Source of truth · Data qualityAgentforce & AIAgents · Actions · Recommendations · OversightGoverned · Secure · MeasurableOne system that manages the work — and performs part of it too

40+

professionals across a multidisciplinary Delivery team

15

Salesforce certifications held by the lead architect

30+

years of high-tech experience of the lead architect

Enterprise Experience

professional experience on projects at organizations with thousands of employees

Experience and certification figures refer to the lead architect of HPI Pro. Project experience described on the site includes his prior professional experience.

Who we are

Not just a Salesforce implementer.
Rethinking the way your organization works.

HPI Pro is a Salesforce consulting and implementation firm that specializes in organizations where processes, information and systems are no longer simple. We start by understanding the work as it actually happens — who the users are, what slows them down, where the information lives, and which business decision depends on it.

From there we design the architecture, implement, connect systems, and integrate Agentforce and AI capabilities inside controlled processes. The goal isn't a feature-rich system — it's a system people actually work with, and one that can expand as the organization grows.

Three layers, one on top of the other

One system that manages the work - and performs some of it too.

01

Salesforce Architecture

Designing processes, data model, permissions, Clouds, user experience and the ability to grow over time.

Learn more about Salesforce Architecture ←02

Agentforce & AI

Agents and AI capabilities connected to the organization's data, policy and business actions.

Learn more about Agentforce & AI ←03

Data & Integrations

Connecting Salesforce to ERP, legacy systems and additional data sources, while preserving reliability and security.

Learn more about Data & Integrations ←

Agentforce & AI

AI that does the work. Not AI that talks about it.

Agentforce creates value when it's connected to the right data, operates inside a defined process, and is subject to permissions and oversight. We first assess the readiness of the data, the processes and security — and only then build agents and actions.

Sales

Preparing sales reps for calls, summarizing interactions, surfacing opportunities and recommending the next best action.

Service

Assisting agents, summarizing cases, retrieving information and delivering consistent, faster responses.

Operations

Creating tasks, triggering Flows and automating repetitive processes.

Organizational knowledge

Searching and answering questions from approved organizational information, in line with permissions and policy.

The scope of capabilities and availability depend on the organization's Salesforce licensing, edition and configuration.

Go to the Agentforce & AI page

What actually changes

From everyone getting by somehow - to a system that manages the work.

Before

  • Information scattered across several places
  • Manual processes
  • Leads with no follow-up
  • Reports that don't agree
  • Employees working around the system
  • Decisions made too late

After

  • A single source of information
  • Automated processes
  • Full visibility over customers and opportunities
  • Dashboards and a management view
  • A user experience built around the work
  • AI that performs actions inside a controlled process

Delivery model

Full-scope coverage - from the first consultation to continuous improvement.

  1. 01

    Discovery & Consulting

    Understanding the goals, problems, users, systems and constraints.

  2. 02

    Design & Architecture

    Planning processes, data model, permissions, integrations and the roadmap.

  3. 03

    Implementation & Development

    Configuring Salesforce, building capabilities, Flows, dashboards and the user experience.

  4. 04

    Data & Integrations

    Migration, data cleansing and connecting to ERP and organizational systems.

  5. 05

    Testing, Training & Implementation

    Testing, preparing users, training and go-live support.

  6. 06

    Improvement & Support

    Managed Services, measurement, optimization and expanding the system.

  7. 07

    Agentforce & AI

    Integrating agents and AI capabilities inside controlled, measurable processes.

Capabilities

From strategy to the deep technical layer.

  • •Salesforce Advisory
  • •Discovery
  • •Business process mapping
  • •CRM architecture
  • •Roadmap
  • •Information Security
Full details of Strategy & Architecture

Why HPI Pro

The ability to lead a large organization through systemic change.

01

Senior architectural leadership

Critical decisions are made alongside professionals with deep, hands-on experience.

02

A multidisciplinary team

System analysts, implementers, developers and Solution Architects work as one Delivery unit.

03

Business and technology in the same room

We translate a business goal into a process, an architecture and a system that can actually be built.

04

Data, Integrations & AI

We handle the complex layers between systems as well — not just configuration.

05

Support through adoption

The project doesn't end when the system goes live. Success requires usage, measurement and improvement.

The team

40+ professionals in a single Delivery unit.

The team composition on each project is set according to the scope, complexity and stage the organization is at.

System analysts

Translate business needs into processes, requirements and deliverables.

Salesforce implementers

Configure the system, automations, reports and working experience.

Salesforce developers

Build custom capabilities and handle complex requirements.

Solution Architects

Design the connections between Clouds, Data, Security and organizational systems.

The lead architect

Drives the critical decisions and keeps sight of the full picture.

Methodology

Eight stages, without skipping the stage where you understand what's really needed.

  1. 01

    Discovery & process understanding

    Understand what has to change in daily work, and who is affected.

  2. 02

    Architecture & data model

    Lock down the layers that are expensive to change later.

  3. 03

    Solution design & scope

    Translate discovery into an agreed backlog with acceptance criteria.

  4. 04

    Build in cycles

    Build and show working software, not slides.

  5. 05

    Data & migration

    Move data people can rely on.

  6. 06

    Acceptance testing

    Verify the process works in the hands of the people who will run it.

  7. 07

    Training & readiness

    Bring the organization to a state where it can work on day one.

  8. 08

    Go-live & hypercare

    Stabilize and hand over to ongoing operations.

See the full methodology

Where you are today

Four entry tracks. The same professional standard.

Starting out with Salesforce

Planning and implementing a new system built around the organization's processes and goals.

Plan a new implementation

You have a system — but it isn't delivering results

Assessing the current state, identifying gaps, improving architecture and optimizing.

Check an existing system

The project is stuck

Stepping into an existing project, stabilizing it, prioritizing, and building a practical path forward.

Book a project rescue call

You want to bring in Agentforce and AI

Assessing the readiness of processes, data, permissions and infrastructure.

Check AI readiness

Industries

Same method. Different business context.

The solution is built around the processes, regulation and information specific to each sector.

  • Financial services
  • Healthcare
  • Retail
  • Manufacturing
  • High-tech
  • Public sector & nonprofits
Go to the industries page

Frequently asked questions

What executives ask before starting a Salesforce project.

How long does a Salesforce project take?
Duration depends on the scope of the processes, the number of systems to connect, the state of the data and the number of users. At the start of the engagement we define scope, dependencies, phases and a roadmap, and only then can we commit to a realistic timeline.
What affects the cost of the project?
Cost is driven by the scope of discovery, the number of Clouds, development complexity, integrations, data migration, security requirements and the training and adoption process. The goal is to define a solution that fits the organization's value and needs — not to add complexity that isn't required.
How do you reduce budget and timeline overruns?
We define scope, dependencies and success criteria before development, work in stages, and hold checkpoints throughout. Transparency in decisions and changes lets the organization understand the impact of every requirement on time, cost and risk.
How do you make sure employees actually adopt the system?
Adoption starts at the discovery stage. We examine how users actually work, remove unnecessary steps, involve people from the field, and run testing, training and support after go-live.
Can an existing system be improved without rebuilding everything?
In many cases, yes. We first review the architecture, processes, automations, data, permissions and technical debt. Only then can we decide which components to keep, which to improve, and what truly needs to be rebuilt.
Can you join a project that has already started or has stalled?
Yes. HPI Pro can step into an existing project, map the current state, identify blockers, stabilize the work and build a practical roadmap forward. Our final recommendation is set after a professional review of the system and the project.
Can Salesforce be connected to ERP and legacy systems?
Yes, subject to each system's interfaces and capabilities. Proper planning examines the source of truth for each piece of data, sync frequency, error handling, security, permissions and long-term monitoring.
How does Agentforce fit into existing processes?
Agentforce needs to be embedded inside a defined business process. We first define the task, the data sources, the permissions, the allowed actions, the exception paths and the metrics. Only then do we build and connect the agent to the system.
Is every organization ready for AI?
Not necessarily. Reliable AI requires suitable data, clear processes, permissions, oversight and business ownership. A readiness check helps identify the scenarios where value can be created and the gaps that need to be closed before implementation.
What is the level of involvement of the lead architect?
The lead architect is personally involved in every large project, especially during Discovery, architecture, data, security, integrations and critical decisions.
What happens after go-live?
Depending on the need, we can continue with training, support, Managed Services, optimization and additional capability development. The goal is for the system to keep pace with the organization's activity and growth.

Next step

Before deciding what to build - it's worth understanding what needs to change.

In the consultation call we'll map the current state, the goals and the blockers, and define the right next step: Discovery, a review of an existing system, an implementation project, integrations, or an Agentforce and AI readiness check.

  • A professional conversation, not a sales pitch
  • An initial mapping of the need and the gaps
  • A recommendation on the right starting point

Step 1 of 2

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