You will get an AI strategy to enhance your CRM with Claude, GPT, or Einstein
Rising Talent
Project details
Most organizations bought AI tools but aren't getting real value from them. Meanwhile, their CRM data sits underutilized. I bridge that gap.
With 25+ years of Salesforce experience (8 certifications including Agentforce and Data Cloud), 7 years working AT Salesforce as a Director managing a $50MM portfolio, and deep expertise in AI strategy and implementation — I help you figure out exactly WHERE AI adds value in your CRM workflows, WHICH tools to use (Einstein, Claude, GPT, or automation platforms), and HOW to roll it out so your team actually adopts it.
This isn't theoretical advice. I design practical AI-enhanced workflows using tools your team already has or can easily adopt. Whether it's Einstein lead scoring, Claude-powered email drafting, or automated pipeline intelligence — you'll get a clear strategy with real implementation steps.
What makes this different: I'm one of the few consultants who understands both enterprise Salesforce architecture AND modern AI implementation. Most SF consultants don't understand AI. Most AI people have never touched a CRM. I've spent 25 years doing both.
Tri-lingual delivery available (English, Spanish, Portuguese) for global teams.
With 25+ years of Salesforce experience (8 certifications including Agentforce and Data Cloud), 7 years working AT Salesforce as a Director managing a $50MM portfolio, and deep expertise in AI strategy and implementation — I help you figure out exactly WHERE AI adds value in your CRM workflows, WHICH tools to use (Einstein, Claude, GPT, or automation platforms), and HOW to roll it out so your team actually adopts it.
This isn't theoretical advice. I design practical AI-enhanced workflows using tools your team already has or can easily adopt. Whether it's Einstein lead scoring, Claude-powered email drafting, or automated pipeline intelligence — you'll get a clear strategy with real implementation steps.
What makes this different: I'm one of the few consultants who understands both enterprise Salesforce architecture AND modern AI implementation. Most SF consultants don't understand AI. Most AI people have never touched a CRM. I've spent 25 years doing both.
Tri-lingual delivery available (English, Spanish, Portuguese) for global teams.
AI Algorithms
Large Language Model, Multimodal Large Language Model, Transformer ModelAI Applications
AI Chatbot, AI Content Creation, Conversational AI, Natural Language Generation, Sentiment AnalysisAI Models
ChatGPT, GPT-4What's included
| Service Tiers |
Starter
$2,000
|
Standard
$4,500
|
Advanced
$8,000
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 14 days |
Number of Revisions | 1 | 1 | 2 |
AI Model Integration | |||
Batch Normalization | - | - | - |
Database Integration | - | ||
Detailed Code Comments | - | - | - |
Image Upscaling | - | - | - |
MLOps | - | - | - |
Model Deployment | - | - | - |
Model Documentation | |||
Model Monitoring | - | - | - |
Model Testing & Optimization | - | - | - |
Model Tuning | - | - | - |
Natural Language Processing | - | - | - |
NLP Tokenization | - | - | - |
Pre-Training | - | - | - |
Prompt Engineering | - | ||
Setup File | - | - | - |
Source Code | - | - | - |
About Ernie
Salesforce Architect & AI Strategist | 8 Certs | Former SF Director
Pembroke Pines, United States - 11:08 pm local time
What I bring that most Salesforce consultants don't:
→ 7 years working AT Salesforce (2016-2023) — not just a partner, an insider who knows how the platform is designed to work
→ Enterprise scale — implementations up to 7,000 users, budgets exceeding $1MM, onshore/offshore teams of 10+
→ AI integration expertise — I design how organizations use Claude, GPT, and Agentforce alongside their Salesforce stack (strategy + implementation, not just config)
→ Tri-lingual — English, Spanish, Portuguese (fluent in all three)
Industries: Financial services (MetLife, AIG, BCBS), higher education (20+ universities), insurance, healthcare, retail, tech, consumer products.
Certifications: Sales Cloud, Service Cloud, Data Cloud, Advanced Admin, Administrator, Agentforce Specialist, Marketing Cloud Email, Education Cloud.
I don't write code — I design the strategy, architect the solution, implement it, and train your team. If your Salesforce needs an architect who understands both the platform AND AI, let's talk.
Steps for completing your project
After purchasing the project, send requirements so Ernie can start the project.
Delivery time starts when Ernie receives requirements from you.
Ernie works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & AI Opportunity Assessment
Review your CRM workflows, current AI tools, and team pain points. Identify the top use cases where AI (Einstein, Claude, GPT) can drive real value.
Strategy & Tool Selection
Prioritize use cases by impact and effort. Select tools (Einstein, Claude, GPT, automation platforms). Design integration architecture and build an implementation roadmap with ROI projections.