An independent, expert review of whether your Salesforce environment — and your data — is actually ready for AI, plus a 90-day roadmap to get there with real, justifiable ROI.
Illustrative example — your actual score is unique to your org.
Our complimentary AI Readiness Assessment provides an independent look at your data, platform, and governance model — so you know exactly what stands between you and AI that actually delivers ROI, not just a demo.
Pick a time that works for you and we'll take it from there.
An independent look at your data, platform, and governance model — not a sales pitch.
A scored view across data, platform, governance, and use case clarity.
Where your data — and your controls — aren't ready yet, and why it matters.
Prioritized AI use cases mapped to real, measurable payback.
A pathway from findings to a first live use case, aligned to your goals.
A clear picture of what's blocking AI adoption in your org today.
A prioritized plan for the data and process work needed before deployment.
Realistic recommendations for where AI agents deliver the most value first.
Confidence that your AI investment will actually pay off — not just hype.
Four steps, start to finish — independent, thorough, and fast.
We discuss where AI could realistically move the needle for you.
We assess your org's readiness against Agentforce requirements.
Findings are compiled into your AI Readiness Report.
We walk through results and a path to your first use case.
A comprehensive pass across your data, platform, and governance model — the real prerequisites for Agentforce and enterprise AI.
Covers Salesforce Agentforce readiness, and extends to enterprise AI more broadly (including tools like Claude) where relevant.
"Our business needs are unique, and our purchase processing system was never going to be simple to streamline into Salesforce. Bullit found the right solutions, synced our data seamlessly, and was endlessly patient teaching us the ins and outs. None of the progress we've made would have been possible without their work."
"The team at Bullit were much more than IT support — they were with us throughout training and beyond. As system administrator, I had a lot of questions moving from our old CRM to Salesforce, and they were responsive, detail-oriented, and easy to reach every step of the way. Highly recommend them for CRM conversion or Salesforce expertise."
"When I decided on Salesforce as my CRM, I called Brian Costello at Bullit to devise a build strategy — no better use of my money. My org is easily the most customized and advanced I've seen at any Financial Advisory firm I've worked with in 3+ years. Brian translates non-technical requests into real solutions, and I've referred him to several other firms."
"Bullit took the time to understand our business and goals before proposing a plan sized right for our budget. They're quick, nimble, creative, and smart — I never once heard 'we can't do that.' From lead gen through the entire sales cycle, quotes, invoicing, and reporting, Bullit is a 10/10."
"We spoke with a number of potential partners before choosing Bullit — their professionalism, experience, references, and price made it the right call. The team is knowledgeable, solution-oriented, fast, and remarkably patient. I'd happily recommend them to any organization considering their services."
No cost. No obligation. Just a clear, expert read on your data, platform, and path to ROI.