From legacy CRM to AI-powered, agentic CRM
Organizations are under pressure to:
- Modernize legacy Salesforce environments with high technical debt
- Reduce operational costs while improving service performance
- Deliver proactive, personalized omnichannel engagement
- Unify fragmented data to enable AI-driven insight
- Safely adopt agentic AI and digital labor at scale
Yet most legacy CRM environments remain systems of record, not systems of intelligence.
We help unify data, modernize CRM foundations and activate trusted agentic AI, transforming Salesforce into a platform for digital labor, intelligent orchestration and measurable outcomes.
Industry-first Salesforce AI: Built for the agentic enterprise.
We combine Salesforce platform innovation with industry-specific data, architecture and governance.
- Industry Cloud solutions grounded in compliance and operational rigor
- Enterprise transformation model to modernize, unify, govern and scale
- Unified operating model combining human expertise, AI agents and automation
- Agentic SDLC to design, deploy and govern AI agents and workflows aligned to real-world operations, regulatory requirements and enterprise data models
- Vertical agents designed for regulatory, operational and domain-specific processes (e.g., insurance compliance, utilities outage response)
Together, this creates a scalable foundation for trusted, industry-aligned AI adoption across the enterprise.
Unified data and Data Cloud for trusted Salesforce AI
We unify enterprise data to create a real-time, governed view of the business. Using Salesforce Data Cloud and integration platforms like MuleSoft and Informatica, we connect systems, data, and policies across the enterprise. This reduces risk and supports real-time personalization and AI-driven decisioning.
What we do
CRM modernization, AI and data at scale
- Modernize Salesforce for performance and scalability
- Govern AI with security, compliance and oversight
- Deploy Agentforce and digital labor to automate workflows
- Unify data with Data Cloud and enterprise integrations
- Accelerate delivery with industry and IP solutions
- Provide managed services and BPO for AI-driven customer operations with human and digital labor
Organizations that modernize Salesforce with CGI achieve measurable improvements in cost, performance and customer engagement.
- Lower cost through automation
- Faster, personalized omnichannel engagement
- Increased ROI from Salesforce investments
- Reduced technical debt and accelerated delivery
Executive impact:
- EBITDA protection
- Revenue growth
These outcomes reflect a shift from reactive CRM operations to proactive, AI-driven decisioning at scale.
Saleforce results: AI, Data Cloud and CRM transformation in action
CGI and Salesforce deliver measurable outcomes across industries and at scale.
- Global CRM: Scaled operations across 110+ countries and 20+ Salesforce teams
- Public sector: Improved citizen experience with AAA-accessible engagement platform
- Utilities: Automated service interactions with production AI chatbot
- Data Cloud: Unified 6M+ records; accelerated segmentation 5x
- Governance: Reduced technical debt and increased delivery speed
Why CGI + Salesforce
We go beyond configuration to deliver operational accountability, ensuring Salesforce AI and platform capabilities are designed and governed to deliver real-world results.
- Proprietary accelerators that shorten time to value
- Built-in governance and org health capabilities
- Human + agent operating model design
- 3,000+ certifications and global delivery scale
- 95% on-time delivery and 9.5/10 client satisfaction
We enable responsible, ROI-driven adoption of AI-powered CRM across the enterprise. Explore how CGI and Salesforce can help you operationalize intelligent, agentic CRM at scale.