Trusted by leading enterprises to operationalize AI
Proof, not promises.
The numbers behind our Salesforce expertise.
The numbers behind our Salesforce expertise.
We reinforce the value proposition with operational proof points across both domains
60%
Average Cost Reduction per automated revenue and service interaction
80%+
Touchless progression of deals through quote-to-cash
90%+
Autonomous Resolution across complex multi-agent case workflows
15–25%+
Revenue-leakage recovery across managed engagements
4.9
CSAT maintained across managed engagements
Zero-disruption
integration connecting Salesforce, ITSM, platforms, CPQ/ERP, and enterprise data lakes
60%
Average Cost Reduction per automated revenue interaction
80%+
Touchless progression of deals through quote-to-cash
15–25%+
Revenue-leakage recovery across managed engagements
Zero-disruption
integration connecting Salesforce, CPQ/ERP and enterprise data lakes
60%
Average Cost Reduction per automated service interaction
90%+
Autonomous Resolution across complex multi-agent case workflows
4.9
CSAT maintained across managed engagements
Zero-disruption
integration connecting Salesforce, ITSM platforms and enterprise data lakes
Across both - 75+ AI agents embedded in production, split evenly between ServiceOps and RevenueOps workflows.
WHY MEET iOPEX
Salesforce gave you the agents. iOPEX delivers you the outcomes.
We help you embed an agentic AI layer directly into your revenue and service operations — not as tools alongside, but within the workflow. Outcomes owned and your costs decline every quarter. By design.
Service Agents
Customer Support Agent: autonomous case resolution across chat, email, and portal with full Data Cloud context.
Voice AI Agent: natural-language voice resolution and call deflection wired into Service Cloud.
Tier 1 Deflection Agent: triage, answer, and route, escalating to humans only with full context attached.
Knowledge Agent: surfaces and drafts knowledge articles from resolved cases.
Sales Agents
SDR Agent: engages, nurtures, and qualifies inbound and outbound at scale without adding headcount.
AI Sales Coach: role-play, objection handling, and real-time coaching feedback for reps.
Deal Desk Agent: quoting, approvals, and CPQ guidance inside the opportunity.
Account Research Agent: account briefs and next-best-action drawn from Data Cloud.
Marketing and Commerce Agents
Automated Case & Contact Management Campaign Agent: segment, draft, and orchestrate journeys grounded in unified customer data.
Content and Personalization Agent: on-brand asset and landing-page generation at scale.
Commerce Concierge Agent: guided buying, product discovery, and cart recovery.
Employee and Operations Agents
Employee Help Agent: HR, IT, and policy self-service across the workforce.
Document Reader Agent: extracts, summarizes, and routes documents into Salesforce records.
Operations Orchestration Agent: multi-step process automation across connected systems.
Meet the Team
Connect with our leaders who are driving enterprise Salesforce transformation and AI-led growth.
Shiva Ramani
Founder and Chief Executive Officer
Vikas Kumar
Chief Growth Officer
Dharmesh Mistry
Chief Revenue Officer
Deepish Adwani
SVP, Salesforce Practice
Arvind Murali
Chief Data Officer
Santhosh Narayanan
Senior Vice President
Rutesh Adwani
Vice President, Salesforce
Ram Kangyampeta
Vice President, Sales
Malika Ghosh Garrett
Vice President, Customer Success
Ashish Sopori
Director, Marketing
Stuti Gupta
Salesforce Project Manager
Prashant Salian
Senior Salesforce Technical Lead
Sahil Sachdeva
Solutions Architect (Salesforce)
Ready to explore?
Skip the booth queue.
Pre-book your iOPEX conversation.
