Salesforce and AI: built right, governed responsibly
AI is only as good as the systems and data underneath it. We clean up your Salesforce org, put AI to work, from Agentforce inside Salesforce to Claude and OpenAI across the rest of your business, and answer the question legal is going to ask.
Salesforce Consulting Services
All of your Salesforce services in one place
DuxburyTech helps organizations get more out of Salesforce, whether that means implementing it for the first time, cleaning up an org that has grown messy, or putting AI like Agentforce, Claude, and OpenAI to work safely. Every engagement starts with understanding how your business actually runs: your processes, your data, and where things break down. From there, we recommend and build what fits.
We have worked across healthcare, education, nonprofit, and the public sector, including regulated environments where data privacy matters. Training is built into every implementation and cleanup project, so your team can own what we build.
Services
CRM & Technology Advising
Get a clear assessment of where your business stands and how well your current software supports it. We use proven best practices to recommend a strategy that raises productivity and sales and cuts costs.
Salesforce Implementation Services
A Salesforce implementation sized to your business, planned in phases so your team sees value early and the system grows with you.
Salesforce Quickstart Packages
A fixed-price, fixed-scope setup that gets a small team or department running on Salesforce in a few weeks, with training included.
Salesforce Training & User Adoption
Role-based, hands-on training and an adoption plan that gets your team using Salesforce every day, not working around it.
Salesforce Optimization & Support
A review of how your org is actually used, followed by fixes that simplify the work and keep you current with new Salesforce features.
Business Intelligence
Reports and dashboards that turn your Salesforce data into numbers leadership can trust and act on.
Agentforce Governance & Privacy
Before your AI agents touch customer data, make sure they should. We review what your agents can see, say, and do, compare them to applicable privacy requirements and the NIST AI Risk Management Framework, and give you a prioritized fix list.
Clients
Contact Us
About Us
DuxburyTech is a boutique Salesforce and AI consultancy based in Sarasota, Florida, led by a consultant with more than 10 years of hands-on Salesforce experience, 12 Salesforce certifications including Agentforce and architecture, Anthropic’s Claude Certified Architect credential, a J.D., and the IAPP’s AIGP and CIPP/US credentials in AI governance and privacy. We’ve worked across healthcare, education, nonprofit, and the public sector. Contact us to talk about what you need.