Salesforce Summit Partner

Trusted partner for Salesforce Implementation and Customisation

End-to-End Salesforce Implementation
Custom Apex & Lightning Development
Enterprise Integrations
Security, Shield & Compliance
Agentforce & AI Agent Deployment
ClaudeForce Enablement & Implementation
Data Cloud & Data 360 Unification
Standalone Slack with Claude Tag
Industry-Specific Solutions & Accelerators
24x7x365 Managed Services

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Salesforce Summit Partner

Trusted by startups and Fortune 500

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Unmatched Slaesforce Services

Strategic Salesforce Consulting & Development Services for Scalable Solutions

From Strategy to Support — We Empower Every Step of Your Salesforce Journey

End-to-End Salesforce Implementation

Deploy Sales, Service, Marketing, Experience, Revenue Cloud, and Industry Clouds as one connected platform, delivered by a Salesforce Summit Partner.

Custom Apex & Lightning Development

Extend Salesforce with Apex, Lightning Web Components and Flows built precisely around how your teams already work.

Enterprise Integrations

Connect Salesforce to SAP, NetSuite, Shopify, HubSpot, Zendesk, Stripe and EDI for a single, automated flow of business data.

Security, Shield & Compliance

Protect every record with Salesforce Shield, role-based access and encryption, aligned to GDPR, HIPAA, SOC 2 and ISO 27001.

Agentforce & AI Agent Deployment

Put autonomous AI agents to work across sales, service and operations, grounded in your own CRM data and governed by the Trust Layer.

Claude Enablement & Implementation

Bring Claude into your Salesforce org through a secure MCP server, so teams can query records, draft updates and run workflows in plain language.

Data Cloud & Data 360 Unification

Unify fragmented customer data into one trusted profile that powers analytics, personalisation and every AI agent you deploy.

Slack with Claude Tag

Tag @Claude in any Slack channel to delegate research, summaries and follow-ups without your team ever leaving the conversation.

Industry-Specific Solutions & Accelerators

Launch faster with prebuilt solutions for real estate, staffing, healthcare, manufacturing and nonprofit, built on Salesforce CRM.

24x7x365 Managed Services

Hand over admin, support and enhancements to a global team working across US, UK, UAE, Australia and India time zones.

Revolutionize Your Customer Experience with Salesforce

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Salesforce dashboard

GTM Solutions

Industry-Specific Solutions to Automate your Business

Automate any aspect of your business with our GTM solutions created by Dotsquares

Real Estate

Every Property, Every Lead, Every Closing - On One CRM

EstateBuilder manages the property journey on Salesforce, from enquiries to closing. Agentforce qualifies leads, handles calls, and books visits. WhatsApp engages buyers, while Slack alerts your sales team. Everyone has a self-service portal on Experience Cloud.

Sales CloudService CloudAgentforceWhatsAppSlackExperience CloudAgentforce Voice
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Real Estate Salesforce solution

Agentforce Capabilities

Agentforce AI Accelerators to automate your business

Automate any aspect of your business with our expertise in Agentforce AI Accelerators

Agentforce Recommended NBA
Agentforce Recommended NBA (Next Best Action)

AI-Powered Decision Intelligence Engine

Agentforce Recommended NBA is a smart engine that helps employees, managers, and teams with relevant actions. It uses a scoring framework linking questions to answer options with scores. Agentforce analyzes responses and generates personalized recommendations for business goals.

AI-driven recommendation engineDynamic weighted scoring modelKPI & KRA achievement guidanceAutomated coaching & decision supportPerformance improvement recommendationsIndustry-specific and cross-functional adaptability
Talk to a Agentforce Expert

Agentic WhatsApp

Your Autonomous AI Workforce
Inside WhatsApp

Agentic WhatsApp combines the power of WhatsApp Business API, Salesforce Agentforce, OpenAI, and MCP
architecture to create a truly autonomous customer and employee engagement platform.

Use Case 1

Autonomous AI Assistant

Autonomous AI Assistant WhatsApp workflow

Use WhatsApp to generate customer summaries, send emails, track updates, and manage contacts. Create service requests and schedule appointments.

Use Case 2

Business Card to Lead Automation

Business card to lead automation

Upload a visiting card image via WhatsApp to extract contact details using AI OCR. The system creates or updates Salesforce leads, eliminating manual data entry.

Use Case 3

Receipt to Invoice Automation

Receipt to invoice automation

Upload expense receipts to extract data. The system calculates totals and taxes to generate invoices and sync with Salesforce.

Industry Experts

Transform Your Business with
Salesforce CRM

Automate every stage of your customer lifecycle with Dotsquares, your proven industry experts in Salesforce implementation.

Sales Cloud

Sales Cloud

Automates sales workflows, tracks leads, and manages pipelines. Helps reps close deals faster and forecast revenue accurately.

Service Cloud

Service Cloud

Provides multi-channel ticketing, case management, and AI chatbots. Enables support agents to resolve customer issues efficiently.

Marketing Cloud

Marketing Cloud

Delivers personalized, cross-channel campaigns across email, mobile, and social. Automates user journeys and tracks real-time engagement.

Experience Cloud

Experience Cloud

Builds custom branded portals, forums, and mobile apps. Connects customers, partners, and internal teams into interactive communities.

Revenue Cloud

Revenue Cloud

Unifies CPQ, billing, and subscription management on one platform. Simplifies complex pricing and speeds up revenue recognition.

Data Cloud

Data Cloud

Unifies customer data from disparate systems into a real-time profile. Powers instant personalization across all Salesforce applications.

Nonprofit Cloud

Nonprofit Cloud

Tailored for managing fundraising, donor relations, & grants. Helps non-profit organizations optimize programs & maximize impact.

Health Cloud

Health Cloud

Integrates clinical and non-clinical data for a 360-degree patient view. Improves care coordination, provider workflows, and patient engagement.

Education Cloud

Education Cloud

Manages the student lifecycle from recruitment through alumni relations. Helps institutions deliver personalized experiences and drive retention.

Media Cloud

Media Cloud

Offers tools for ad sales, subscriber management, & content distribution. Optimizes digital monetization for media & entertainment companies.

Communications Cloud

Communications Cloud

Manages complex telco product catalogs, customer orders, and service contracts.

Commerce Cloud

Commerce Cloud

Automates sales workflows, tracks leads, and manages pipelines. Helps reps close deals faster and forecast revenue accurately.

Salesforce Integration

Empowering Businesses Through Salesforce Integrations

We seamlessly integrate Salesforce with third-party software, bridging gaps to enhance operational efficiency and streamline workflows.

Tailored Salesforce Integration

Our certified architects design event-driven integrations using native capabilities like Platform Events, Change Data Capture (CDC), and Apex Callouts to establish real-time data synchronization across your tech stack.

Harnessing Integration Tools

We deploy native middleware like MuleSoft and Salesforce Connect. Using out-of-the-box API connectors and pre-built templates, we unify third-party applications with your CRM, eliminating heavy custom code and accelerating time-to-value.

API Architecture & Development

We build secure custom endpoints via Apex REST and SOAP services. To protect governor limits, we optimize data exchange using Bulk API 2.0 for heavy payloads, the Pub/Sub API for real-time events, and Composite APIs to minimize server round-trips.

Integration App Development

For ISVs embedding external products natively into Salesforce, we offer end-to-end AppExchange Managed Package development. We ensure strict compliance with the rigorous Salesforce Security Review and robust OAuth 2.0 authentication standards.

Salesforce Integration

Experience Excellence with Salesforce CRM

Leverage the advanced technical proficiency of Dotsquares, backed by over 100+ Salesforce certifications across diverse skill sets. Our dedicated team of industry experts tailors your CRM to your unique business needs, delivering seamless integration and extraordinary results.

Salesforce integration experts
Salesforce Certified Agentforce Service Consultant
Salesforce Certified Platform Developer II
Salesforce Certified Agentforce Specialist
Salesforce Certified Platform Developer II
Salesforce Certified Application Architect
Salesforce Certified Agentforce Sales Consultant
Salesforce Certified Agentforce Service Consultant

Case Study

Read Our Client Success Stories

Grow your business with a team that wants to see you win

From Manual Sales Processes to Salesforce Sales Cloud: A Smarter CRM Transformation

Dotsquares implemented Salesforce Sales Cloud for a growing B2B technology company, centralising customer data, automating sales workflows, and improving pipeline visibility across the organisation.

Industry:B2B
Country:United Kingdom
Technology:Sales Cloud
From Manual Sales Processes to Salesforce Sales Cloud: A Smarter CRM Transformation

Featured Apps

Our Featured Apps on AgentExchange

Creating Apps that Connect Businesses with their Customers!

DS Contact/Product Image Uploader
Available onAgentExchange
Dotsquares Product Inquiry cartridge
Available onAgentExchange
Blog Application
Available onAgentExchange
Licence Tracker
Available onAgentExchange
Sales Leaderboard
Available onAgentExchange
DS FileShare Tool
Available onAgentExchange

Why Choose us

Six Reasons Global Industries Choose a 4x Salesforce Summit Partner

Delivering Decades of Ecosystem Expertise Across CRM, AI, and Autonomous Workflows

Top-Tier Ecosystem Authority

As a Salesforce Summit Partner for four consecutive years, we operate at the highest possible tier of the partner ecosystem. This proven track record guarantees you are collaborating with recognized leaders capable of executing complex, industry-specific transformations.

Decades of Global Experience

With decades of dedicated experience natively within the Salesforce ecosystem, we have successfully delivered customized, high-impact implementations for diverse industries across the globe. Our deep historical knowledge ensures reliable, future-proof architecture.

Beyond Traditional CRM

Our technical proficiency extends far beyond standard Salesforce Clouds. We architect cutting-edge, autonomous digital environments utilizing Agentforce, Data 360, Slack, and Cloudflare to unify your data and AI capabilities seamlessly into your daily operations.

True Industry Specialists

We bypass generic setups. Our in-house certified architects design system specifically around the unique regulatory, operational, and revenue-driving requirements of your specific sector, ensuring rapid time-to-value and measurable growth.

Scalable, In-House Excellence

Every implementation is driven by our extensive, globally distributed permanent workforce of certified developers, architects, and project managers. We deploy strict agile methodologies to ensure high-quality, flexible delivery tailored to your exact project scope.

Uncompromising Security & Trust

In an era of predictive AI and vast data integration, data security is paramount. We build robust, compliant architectures that safeguard your intellectual property and customer data, ensuring absolute confidentiality across all your global operations.

About us

Built Relationships with 15,000+ Happy Clients!

Global organizations partner with Dotsquares because of our proven track record in delivering high-impact Salesforce CRM and autonomous AI implementations on time.

4 Consecutive years of Salesforce Summit Partner

Operating at the highest tier of the Salesforce partner ecosystem with unmatched architectural standards.

100+ Certified Salesforce Specialists

In-house team of certified Architects, Developers, Consultants, Agentforce, Slack, Data 360, and Revenue Cloud practitioners.

20+ Years Delivery Track Record

Decades of established engineering excellence with over 27,000 completed engagements worldwide.

Dedicated Industry Expertise

Tailored domain expertise across Real Estate, Healthcare, HR Staffing & Recruiting, Manufacturing, and Nonprofit.

Global Footprint Across 7 Countries

Seamless collaboration across the UK, USA, Canada, France, UAE, Australia, and India time zones.

Next-Gen AI & Autonomous Workflows

Advanced implementation capabilities across Agentforce 360, Data 360, Slack, and Cloudforce.

Rigorous Security & Compliance

Certified in ISO 27001 Information Security, ISO 9001:2015, and Cyber Essentials Plus.

Outcome-Focused Agile Delivery

Transparent sprints with regular demos, milestone reviews, and rapid time-to-value.

End-to-End Lifecycle Engagement

Complete project ownership spanning custom development, integration, user training, and 24/7 post-launch support.

Top-Rated Client Satisfaction

Recognized across global review platforms with a 5.0 on Salesforce AppExchange, Gartner, 4.7 on Trustpilot, and 4.6 on Clutch.

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Achievements

Leading Technology Partners and Achievements

With a history of excellence and innovation, we've been honored with several significant awards and partnered with leading technologies.

Salesforce Summit Partner
Salesforce Agentforce Consulting Partner
Claude Partner Network
Google Partner
Microsoft Partner
ServiceNow Partner
AWS Partner Network
FAQs

Frequently Asked Questions

Find answers to common questions about our services, process, and expertise.

Yes, Dotsquares specializes in seamlessly integrating Salesforce CRM with your existing business systems, including ERPs, marketing tools, accounting software, and more. Our integration services ensure a smooth data flow, providing a unified view of your business operations and enhancing overall efficiency.

Absolutely! We develop custom mobile solutions that allow you to access Salesforce CRM on the go. Our team creates mobile apps tailored for both iOS and Android platforms, ensuring that you can manage your CRM seamlessly from any device.

We offer flexible hiring models to meet your specific needs, including: Dedicated Developers: Full-time engagement with our skilled developers. Hourly/Bucket Hours: Flexible hours based on your project requirements.

Dotsquares stands out for its expertise in Salesforce development. Our seasoned developers deliver tailored solutions, including CRM customization, data migration, mobile app development, and API integration. Partner with us for top-tier Salesforce services that drive your business forward.

Our approach to Salesforce implementation is comprehensive and strategic. We begin with a thorough needs assessment, followed by detailed planning and custom development. Our process includes rigorous testing and ongoing support to ensure the solution is perfectly aligned with your business objectives.

Yes, we offer extensive customization and automation services for Salesforce CRM. Our team can adapt Salesforce to fit your unique business processes, implement automation to streamline workflows, and integrate advanced features to maximize efficiency and productivity.
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