256 Digital Solutions
Salesforce Consulting

Salesforce CRM that
works as intended.

Ten years across healthcare, energy, financial services, and manufacturing. Clients from federal agencies to multinationals. If it runs on Salesforce, we have broken it, fixed it, and made it work better than it did before.

We specialise in the part most consultants skip — making sure the thing actually gets used. And now we layer AI on top of it, so your Salesforce investment starts working harder without a platform migration.

Talk to us about Salesforce →
AI + Salesforce

Your Salesforce CRM
already has the data.
AI surfaces what you're missing.

Your Salesforce CRM already has the data. Add AI to surface unseen insights and stress test trends — without replacing the platform your team already knows.

We help you layer AI capability onto the Salesforce investment you already have. Practical, targeted, and explained in plain language from start to finish.

01
Smarter case routing
AI reads incoming cases and routes them to the right team before a human touches them. Faster resolution, fewer handoffs.
02
Auto-summarisation
Long case histories, meeting notes, and email threads summarised instantly. Your team picks up context in seconds, not minutes.
03
Pipeline intelligence
Surface stalled opportunities, flag at-risk deals, and predict close dates — using the data your team is already entering.
04
AI-assisted data hygiene
Identify duplicates, flag missing fields, and suggest enrichment — so your reports stop lying to you.
Capabilities

Salesforce multi-cloud stack.

SALES CLOUD
Pipeline · Forecasting

Opportunity management, accurate forecasting, and territory design. With AI: stall detection and next-best-action suggestions built in.

SERVICE CLOUD
Cases · Omni-Channel

End-to-end case management, routing, and resolution. With AI: auto-classification and response drafting that saves your agents real time.

MARKETING CLOUD
Journeys · Segmentation

Customer journeys that actually convert. With AI: predictive send times, dynamic content, and smarter audience segmentation.

EXPERIENCE CLOUD
Portals · Communities

Customer and partner portals built for real adoption. With AI: self-service resolution that deflects cases before they're created.

HEALTH CLOUD
Patient · Care Plans

Care coordination and patient engagement for healthcare organisations. With AI: documentation support and compliance flagging.

CUSTOM ISV
AppExchange Builds

Purpose-built managed packages for ISVs. When standard configuration isn't enough, we build what needs to be built.

Salesforce Outreach

We would like to hear
about your Salesforce journey.

Whether you're starting fresh, fixing a broken implementation, or ready to add AI on top of what you have — start here.

We'll come back with a plain-language assessment, not a sales pitch.

Or reach us directly
info@256digitalsolutions.com (240) 938-0429
or
Book a free session →
We respond within one business day.