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AI Caller for Salesforce (Agentforce-Ready)

A production voice agent that logs to Salesforce in real time—creating Leads, updating Contacts, booking Meetings, opening Cases, and triggering Flows and Omni-Channel routing.

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How Can CETDIGIT Help?

CETDIGIT is a trusted Salesforce partner that offers a diverse range of services to support your business needs. With our expertise and deep understanding of the Salesforce platform, we are committed to helping you harness the full potential of your CRM system, Salesforce to drive your business forward. 

Unlock Your Company’s Full Potential
Salesfrce Solutions

Outcomes, notes, recordings, and tasks land on the right records—no swivel-chair work.

Guardrails, tools, and hand-offs designed to complement your Agentforce/Eistein strategy.

Permission sets, consent prompts, transcript QA, sandbox→prod release.

What It Does in Salesforce

Leads & Contacts

Create/update with standardized outcomes, notes, and call recordings.

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Accounts & Opportunities

Attach activities, create follow-ups, and advance stages by disposition.

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Cases

Open/update Cases with required fields; apply priorities and SLAs.

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Queues & Omni-Channel

Warm transfers, queue placement, and routing based on skill or priority.

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Flows & Automations

Trigger Flows from caller results—emails, tasks, assignments, escalations.

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Analytics

Dashboards for response time, bookings, containment, and agent assist.

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 Where It Helps Most

Speed-to-Lead

Instant callback; qualify and schedule in one motion.

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Renewals & Collections

Reminders with compliant hand-offs to the right owner/queue.

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Service Intake & Triage

Capture required fields; route to the correct Case queue.

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Event/Tradeshow Follow-up

Rapid outreach; clean activity logs and next steps.

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Built for Agentforce

  • Guardrails & Tools: controlled intents, allowed actions, safe lookups.
  • Human-in-the-Loop: warm transfer, voicemail, or task/queue placement.
  • Structured Dispositions: every outcome maps to reportable fields.
  • Extensible Actions: invoke Flows or Apex services via secure endpoints.
  • Security: least-privilege via permission sets; audit trails preserved.
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Why Cetdigit?

Making It Easier To Get Things Done

We specialize in crafting custom Salesforce and HubSpot CRM solutions tailored to propel your organization towards its business objectives.

Our approach goes beyond mere coding or generic strategies. We focus on delivering solutions intricately aligned with your Key Performance Indicators (KPIs), revenue aspirations, and overarching business goals.

  • Identify and leverage marketing opportunities effectively
  • Significantly improve your lead-to-deal conversion rates
  • Achieve seamless operations through meticulous CRM implementation
  • Empower decision-making with robust, data-driven insights
  • Boost loyalty with personalized customer experiences
  • Break down data silos and enhance data accessibility with our CRM solutions.

Add AI Voice to Your Salesforce Stack

A natural-sounding caller that qualifies, schedules, and writes to Sales & Service Cloud—triggering Flows and routing to Queues when needed.
Stay ahead of the curve

Why CETDIGIT?

  • Salesforce Crest + Elite credentials
  • 1500+ CRM implementations
  • Faster time-to-value (playbooks, Flow templates)
  • Governance first (sandbox→prod, permission sets)
  • Outcome-driven dashboards (speed-to-lead, bookings)
  • End-to-end delivery: caller + Salesforce + ongoing tuning

What Our Clients Say About Us

Businesses of all sizes trust CETDIGIT

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You demonstrated tremendous patience as we learned the system and you really did an excellent job setting up the infrastructure which should allow us to grow. I do not know if Cetrix utilizes rating system, but in my book you deserve the highest level of recognition. (If it’s 1 -5, then you are clearly a 5+++!).

star star star star star
Charles D. Hammerman
President & CEO-Disability Opportunity Fund
Charlie Hammerman
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Cetrix was a pleasure to work with, always very communicative, thorough and on time with deadlines. ... I look forward to working with them again.

star star star star star
Robert Cardiff
Mark Pendolino
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We enjoyed working with Brian in particular. Would highly recommend them.

star star star star star
Donald D. Janacek
Chief Executive Officer - FreshOne Holdings, LLC
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Ready to Put Agentforce on the Phone?

Add an AI caller that works with Salesforce—creates leads, updates records, opens cases, and triggers Flows.

Book Your Fee Consultation Try the AI Caller (Live Demo)