01
Salesforce,
working for you.
Set up, improve, or connect Salesforce around your sales and service processes.
- Implementation & configuration
- Flows, reporting & integrations
- Data cleanup & migration
CONNECTED SYSTEMS. HUMAN POSSIBILITIES.
Less busywork.
More business.
Salesforce consulting. Custom CRM. AI agents.
Built around the way you work.
We connect your tools and automate the repetitive stuff, so your team can focus on customers, decisions, and what's next.
For growing teams and small businesses across the US
NEW OPPORTUNITYA lead comes in
YOUR SOURCE OF TRUTHCRM, connected.
AI ASSISTANTContext → actionPrepare. Recommend. Route.
✓
Your team takes it from here.The right work. The right person.
EXAMPLE WORKFLOW · HUMAN REVIEW BUILT IN
YOUR BUSINESS,
BETTER CONNECTED.
BETTER CONNECTED.
Salesforce + Custom CRM + AI agents + Automation
01 / WHAT WE DO
Good systems make
great teams possible.
Salesforce consulting, custom CRM development,
and AI workflow automation for businesses
across the United States.
Salesforce,
02
A CRM that fits
your business.
Custom CRMs for small businesses that need a clear, practical way to manage customers.
- Contacts, leads & pipelines
- Roles, reminders & dashboards
- Built around your workflow
03
AI agents with
a job to do.
Useful assistants that bring context to repetitive work, with clear limits and human oversight.
- Lead follow-up assistance
- Support triage & knowledge
- Approval-based actions
04
Make your tools
work together.
Replace copy-paste handoffs with connected workflows across the tools your team already uses.
- App & API integrations
- Workflow orchestration
- Alerts, handoffs & monitoring
02 / SEE THE CONNECTIONS
From first hello
to the next right step.
Click through a sample lead journey.
See where a CRM, automation, and
an AI assistant can work together.
THE STARTING POINT
Every opportunity has a home.
A website inquiry becomes a structured lead in Salesforce or your custom CRM, with its source and request attached.
Required fields and duplicate checks keep the intake consistent.
EXAMPLE / NEW LEADCaptured
CompanyNorthstar Studio
Looking forA connected customer workflow
Next actionCheck fit and route
03 / BUILT FOR YOUR DAY-TO-DAY
Where work gets easier.
Start with the friction your team feels.
Build the system that helps them move.
SALESKeep the relationship.
Keep the relationship.
Lose the admin.
Give every lead a clear owner and every customer a next step. Bring conversations, pipeline activity, and follow-up into one view.
Let's connect your sales process- 01Capture without the copy-paste
Connect approved lead sources to your CRM.
- 02Follow up with context
Prepare AI-assisted drafts for your team's review.
- 03Know what needs attention
Track pipeline stages, ownership, and next actions.
SERVICEA better handoff.
A better handoff.
A clearer response.
Bring requests into one queue, make useful context easy to find, and help your team get to the right answer.
Let's simplify your support process- 01Route the request
Classify incoming issues and suggest the right queue.
- 02Put knowledge within reach
Assist with retrieval from approved knowledge sources.
- 03Keep a person in the loop
Escalate sensitive requests and review outgoing responses.
OPERATIONSLess chasing.
Less chasing.
More moving forward.
Connect the people, data, and decisions behind your daily operations. Start small, then build on what works.
Let's map your workflow- 01Make handoffs visible
Define owners, approvals, and clear next steps.
- 02Keep systems in sync
Move approved data between connected apps.
- 03Build for the exceptions
Add failure alerts and a way to retry or review.
A LITTLE LESS REPETITION ADDS UP
What could your team
do with that time back?
Explore the potential of automating one repetitive task. Adjust the assumptions to match your team's work.
Illustrative estimate, not a promise of savings. Actual results depend on the workflow, exceptions, adoption, and ongoing review.
10 tasks 500 tasks
1 minute 30 minutes
10% 90%
6.7hours / week
Potential time returned to your team
Tasks × minutes × reduction ÷ 60
04 / OUR APPROACH
Start with the work.
Build what matters.
Practical systems. Clear handoffs.
Room to grow.
Map the real process.
Talk through how work happens today, where it gets stuck, and what a better day looks like.
Make it useful.
Shape a focused solution, connect the right systems, and test it against real-world scenarios.
Make it yours.
Review with your team, document the workflow, and agree on the next steps for rollout and support.
r3nodes
We’re a Salesforce consulting, custom CRM, and automation company serving businesses across the United States, focused on a simple idea: your technology should help your people do their best work.
A FEW GOOD QUESTIONS
Let's clear
things up.
Do you work with businesses across the United States?
Yes. r3nodes serves businesses nationwide with Salesforce consulting, custom CRM development, and AI workflow automation. Tell us about your current tools and the process you want to improve so we can discuss a suitable scope.
Do we need Salesforce to work with you?
No. We can work with Salesforce, build a custom CRM for your small business, or connect the tools you already use. The right starting point depends on your process, team, and budget.
What can an AI agent actually help with?
Examples include organizing incoming leads, finding information in approved knowledge sources, drafting follow-ups, and routing requests. We define what the agent can access, where human approval is needed, and how exceptions are handled.
Can we start with one workflow?
Yes. A focused workflow is a practical way to test an approach before expanding. We can start by mapping a repetitive task and identifying the systems and people involved.
How do you approach data and AI oversight?
We start by defining the data needed, the permissions involved, and the review points. Any integration or AI service needs an agreed scope, appropriate access controls, and testing before it handles production work.
How much does a project cost?
Scope comes first. The number of systems, data quality, workflow complexity, and support needs all affect the work. We discuss those details before proposing a project.
YOUR NEXT CHAPTER
What could
work better?
Tell us what's slowing your team down.
Let's find a useful place to start.
GET IN TOUCHdavid@r3bydvffn.com
Start with one
good conversation.
A few details are enough to get started:
- What your business does
- The tools your team uses today
- The task or process you want to improve
Opens your email app. You review and send the message.