Salesforce Consulting & AI Agents

Salesforce that runs itself. Built for sales leaders who can't wait.

We build AI agents that audit your pipeline, flag what's broken, and run the recurring ops your team hates — every hour, on your existing org. No new licenses, no Agentforce tax.

Explore AI Agents Salesforce Consulting
Salesforce Certified
12+ Clients Served
Agents live in ~2 weeks
Scans every hour
No AI at runtime
HubSpot & Salesforce

Trusted by growth-focused companies

Two ways to work with us

What brings you here today?

AI Agents

I want my CRM to run itself

Pipeline Pulse audits your CRM every hour using rules you write in plain English. No Agentforce license. No consultant required between runs.

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Salesforce Consulting

I need my Salesforce built right

Implementation, optimization, integrations to HubSpot, NetSuite, Salesloft, and more. No junior handoffs — Max works directly with you, start to finish.

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Now in Early Access

Pipeline Pulse

A RevOps agent whose rule list is written in your own words. It scans your CRM every hour, flags what's broken, and tells you exactly what it will write before it touches anything.

Write rules in plain English
"Flag open deals whose close date has passed." One idea per line. No SQL, no config screens.
AI compiles once, runs deterministically forever
Claude builds a typed, inspectable rule you can dry-run on live data before publishing. Scans never call AI — cheap and fully explainable.
Works with HubSpot and Salesforce
One agent, both CRMs. OAuth once, magic-link sign-in, no passwords stored. Every write is logged before it hits your CRM.
Pipeline Pulse — Live scan results
Overdue close dates
8 flagged
Missing loss reasons
5 flagged
Unowned new leads
3 flagged
Stage rules passing
47 clean
Last scan: 4 minutes ago Health score: 74/100

Simulated data — actual results from your CRM

Why Soleil CG

You get a senior expert, not a staffing firm

01
Built by actual business users
Experience from working inside the business, not just on it. We understand your stakeholders' problems because we've been them.
02
Boutique means you get the expert
No project managers, no junior consultants. You work directly with the person who has 10+ years of hands-on Salesforce experience.
03
Tailored, not templated
We learn how your business actually operates and configure Salesforce around that — not the other way around.
04
Agent shop + consulting shop
The same team that builds your Salesforce also builds the agents that run it. No context switching, no vendor coordination.
Max, Founder of Soleil Consulting Group

Max

Founder, Soleil Consulting Group

I started Soleil CG because I kept seeing companies pay for Salesforce they couldn't actually use. There's no team here — it's just me, and that's intentional. I handle everything personally: discovery, build, training, and support.

Salesforce Certified Administrator
10+ Years Salesforce Expertise
Pipeline Pulse — live RevOps agent
Get Started

Free audit, no strings attached

Tell us where you're at and we'll start with the free read-only Pipeline Hygiene Audit — findings within days, no install, no obligation. Max replies within one business day.

  • Free 30-minute strategy call — no commitment
  • Get honest advice, even if we're not the right fit
  • Scoped proposal within 48 hours
  • Direct line to Max, not a coordinator

Replies within one business day, from Max directly.

Ready to start? Book a Free Call