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AurumGene

Salesforce business consulting

AurumGene is an independent consulting firm. We help leadership teams decide where Salesforce and autonomous AI agents will create value, build the case, and govern the journey to get there.

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  • Strategy first

    The business case comes before the platform.

  • Agent-ready by design

    Data, process and oversight planned together.

  • Value you can measure

    Every recommendation carries a measure and an owner.

Our position

Technology rarely fails on its own. Programmes fail when nobody agreed what they were for. We give leadership teams three things before money is committed.

  • 01

    Clarity

    Where the value sits, what to do first, and what to leave alone. A short list of outcomes, not a long list of features.

  • 02

    Confidence

    A defensible business case and a sequenced roadmap. Assumptions stated plainly, so the board can test them.

  • 03

    Control

    Governance and measures that keep the programme honest, from the first workshop to the benefits review.

Agentforce

An agent that resolves a case or qualifies a lead is taking on work a person used to own. Which work, under whose authority, and measured how: these are leadership questions. We help you answer them first.

  • Use cases chosen for the number they move
  • Clear rules for when a person approves or takes over
  • Readiness judged across data, process, people and governance
Our Agentforce advisory

Service agent

Customer support · Web chat

Illustrative
Customer

My replacement part still has not arrived. Can you tell me where it is?

Service agent

I can see the order. The part left the warehouse on Monday and the carrier reports a delay. I can send a replacement by express today at no cost. Shall I go ahead?

Customer

Yes please.

Guardrail. Replacement value is above the agent limit. Sent to a team lead for approval.
Team lead

Approved. Customer has waited long enough.

Service agent

Done. Your replacement ships today and I have emailed the tracking link.

  • Verified customer
  • Checked order and carrier status
  • Applied goodwill policy
  • Requested approval
Illustrative conversation. Not a real customer or a live product.

Advisory services

Six capabilities. Engage one, or combine them into a single mandate.

All services

How we work

One method, four stages. Each ends with a decision your leadership team can make.

  1. 01

    Discover

    Understand the business before the platform.

    We interview leaders, study how work really moves, and review the current estate. We leave with the handful of outcomes that matter and the constraints that are real.

    Outputs

    • Outcome hypotheses
    • Current-state findings

  2. 02

    Define

    Decide what is worth doing, and what is not.

    We turn findings into choices: which use cases, which order, what it costs, what it returns. Every choice carries a measure and an owner.

    Outputs

    • Business case
    • Prioritised portfolio

  3. 03

    Design

    Shape the target state and the rules around it.

    We design the roadmap, the operating model, the guardrails and the role of people alongside agents, in enough detail for your teams and partners to act on.

    Outputs

    • Roadmap
    • Operating model and guardrails

  4. 04

    Direct

    Govern the journey and keep it honest.

    We stay alongside leadership as an independent voice: assuring the programme, tracking benefits against the case, and saying early when something needs to change.

    Outputs

    • Programme assurance
    • Benefits tracking

Industry expertise

The platform is the same everywhere. The economics, the constraints and the customers are not.

All industries

  • Financial Services

    Banks, lenders and wealth firms carry rising service costs and fragmented client data, while every change must pass risk and compliance review.

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  • Healthcare & Life Sciences

    Providers and life sciences organisations face administrative load, disconnected patient and customer data, and strict limits on how sensitive information may be used.

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  • Retail & Consumer Goods

    Retailers and consumer brands work on thin margins with customer, order and stock data scattered across channels, and service peaks that strain every team.

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  • Manufacturing

    Manufacturers sell through complex channels with forecasts held in spreadsheets, service run as a cost, and commercial data split from operations.

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  • Technology & SaaS

    Technology and software companies must grow efficiently, with pipeline, product usage and support data split across teams and renewals at risk.

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  • Insurance

    Insurers manage slow claims journeys, ageing policy systems and intermediaries who expect quick answers, all under close conduct and privacy scrutiny.

    View industry

  • Independent

    We do not resell licences. Our recommendation is not shaped by what we would earn from it.

  • Platform-fluent

    We know what Salesforce and Agentforce can do today, and where the limits are.

  • Outcome-accountable

    We define the measures at the start and stay to see whether they move.

Agents at work

A well-governed agent is one step in a designed flow. Data informs it, guardrails bound it, a person approves what matters, and the result is measured.

  1. 01

    Customer request

    A question arrives on any channel.

  2. 02

    Data 360

    Unified customer context, with consent respected.

  3. 03

    Agentforce agent

    Reasons, plans and proposes an action.

  4. 04

    Human approval

    A person signs off anything above the limit.

  5. 05

    Business outcome

    Resolved, recorded and measured.

Insights

All insights

Tell us where you want the business to be. We will tell you, plainly, whether and how we can help.

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