SP Tech is a Salesforce and AI consulting firm offering implementation, consultation, managed services, and roadmapping.  They specialize in various Salesforce clouds (Sales, Service, Marketing, Health, Financial, Experience, Data) and AI services,  providing solutions for financial services, insurance, mortgage, real estate, wealth management, healthcare (including MedTech and Pharma), and legal industries.

SP Tech

SP Tech | 2,585 followers on LinkedIn. Create growth-driven digital environments powered by Salesforce | SP Tech is a Salesforce success partner that has been helping businesses develop and sustainable digital ecosystems ranging from managing their customers to understanding and leveraging their data for disruptive and exponential growth.

Established in 2015, SP Tech has its presence in The US and India. We are 24 strong in the workforce and strive round the clock to ensure your customers are always satisfied with your services.

Salesforce QA Analyst at SP Tech Inc

Arti Parnerkar

Managing Director at SP TECH SOLUTIONS

Sourabh Gupta

Salesforce Administrator at The Kilpatric Group

Lubna Tabbassum

Salesforce Developer and Powerapps, SharePoint, Powerautomate expert

ROSHAN GUPTA

The latter half of the year is always exciting for Salesforce users, and this year is no different, with the Winter ’25 release just around the corner! Following Dreamforce, the Winter release brings a range of new features and updates to enhance your Salesforce experience. Here’s everything you need to know to prepare: Key Dates to Remember: Release Weekends: September 6, 2024 October 5, 2024 October 12, 2024 To find out when your Salesforce instance will upgrade, simply head to Salesforce Trust, search by your instance name, and check the “Maintenance” tab for exact upgrade details. 👉 Ready to prep your instance for Winter ’25? Make sure to run system checks, test your sandbox, and stay tuned for any updates from Salesforce! #SalesforceWinter25 #SalesforceUpdates #SalesforceRelease #TechUpdates #CloudComputing #Winter25

AI is transforming industries, with the financial sector poised for a significant OPERATIONAL REVOLUTION! 💼 According to McKinsey, AI technologies could boost global banking profits by up to $1 trillion annually. 💰 One tool leading this transformation? Salesforce’s Agentforce—a game-changer for automating processes and enhancing customer experiences in real-time. But how can AI agents in finance turn the tables for your business? 🌟 Tracing the AI Journey The AI revolution in finance isn’t new—it’s been evolving since the 1950s. Today, we’re in the “third wave of AI,” where autonomous agents like Agentforce take center stage. Salesforce has already paved the way with its Financial Services Cloud, and now, Agentforce is here to elevate it further. 🔎 Why Does Finance Need AI Agents? Financial institutions deal with huge amounts of unstructured data. Managing and processing this data is tedious, leading to delays in customer service and operational inefficiencies. Agentforce automates these tasks, resulting in faster response times, improved revenue streams, and enhanced customer engagement. ⚙️ How Do AI Agents Work? • Fraud Detection: AI agents process data in real-time, making fraud detection and risk management easier. • Personalized Experiences: From onboarding to wealth management, AI agents provide tailored solutions, improving satisfaction. • Operational Efficiency: By automating mundane tasks, AI agents free up human teams to focus on strategic, high-impact work. 👉 Ready to integrate AI into your financial processes? Contact our team at SP Tech to learn how we can help you implement Agentforce and drive your business to the next level. Schedule a consultation today! #FinanceTransformation #AIinFinance #Salesforce #Agentforce #AIRevolution #BankingAI #CustomerExperience #FinancialServices #Automation

Healthcare is evolving fast, and Salesforce Agentforce is stepping up to meet the industry's most pressing challenges—burnout, operational inefficiencies, and the increasing demand for personalized patient care. At Dreamforce ‘24, Marc Benioff introduced Agentforce—an AI-powered solution to revolutionize healthcare. So, how does it work? 1. Smarter Data Management. Healthcare generates 30% of the world’s data, but shockingly, 97% goes unused! Agentforce changes that by using AI and natural language processing (NLP) to sift through patient records, clinical notes, and research, delivering meaningful insights that help healthcare professionals make better decisions. 2. Boosting Operational Efficiency. Did you know that 48% of healthcare workers report feeling burned out? That’s mainly due to administrative tasks like scheduling and billing. Agentforce tackles this by automating those processes, reducing errors, and giving doctors and nurses more time to focus on patient care. 3. Personalized Patient Care. Patients want care tailored to their needs, but that’s easier said than done. Agentforce uses generative AI to create personalized treatment plans, leading to better health outcomes and happier patients. What’s next? Agentforce isn’t just about smoothing day-to-day operations—it also speeds up R&D, supports clinical decision-making, and even helps train healthcare professionals with simulations. With Salesforce Agentforce, healthcare providers can do more with less while delivering better care. It’s a game-changer in an industry that’s all about improving lives. #HealthcareInnovation #AIinHealthcare #Salesforce #Agentforce #GenerativeAI #PatientCare #HealthcareTransformation

The self-service industry is about to change forever with Salesforce AgentForce for Service. This powerful platform leverages autonomous AI agents, advanced machine learning, and natural language processing to elevate customer interactions. It’s more than just automation—it's the future of intelligent, personalized support. What does AgentForce for Service offer? ✅ 24/7 Autonomous Customer Support AgentForce’s AI-driven Service Agents engage customers across multiple channels around the clock, resolving inquiries swiftly and accurately using trusted data. ✅ Natural, Conversational Responses Unlike traditional chatbots, AgentForce uses generative AI to understand context and provide conversational replies that align with your brand's tone of voice. No more canned responses! ✅ Effortless Setup Set up Service Agents in minutes with prebuilt templates or customize workflows using low-code tools. Forget about manually creating conversation trees or training language models. ✅ Seamless Handoffs to Human Agents When needed, AgentForce will automatically escalate complex cases to live agents, ensuring smooth transitions and timely resolutions. Why it matters? By implementing AgentForce for Service, your business can: ▸Enhance customer satisfaction ▸Increase operational efficiency ▸Boost competitiveness with AI technology With AgentForce for Service, you're not just improving customer service—you’re setting your business up for long-term success in the AI-driven world. #AI #CustomerService #Automation #Salesforce #Agentforce #CustomerSupport #SelfService #AIRevolution

In today’s fast-paced sales environment, having the right tools can make all the difference. That’s where Salesforce Agentforce comes in. It’s more than just a solution—it’s a game-changing platform designed to help sales teams work smarter, not harder. Swipe through the post to learn how! #Salesforce #SalesSuccess #Agentforce #AI #Automation #SalesEnablement #CustomerEngagement #SalesGrowth #SalesTechnology #SalesForceIntegration

In today’s data-driven world, customer experience is everything. And to deliver the best, you need access to unified, actionable insights. That’s where Salesforce Data Cloud comes in! Data Cloud is more than just a data platform—it’s a game-changer that gives your team a 360-degree view of your customers by unifying all your company’s data, no matter the source. 💡 What makes Salesforce Data Cloud unique? 1️⃣ Unified Data Across Platforms: Bring together data from internal apps, systems, external lakes, emails, and even PDFs to create a single, trusted customer profile. 2️⃣ Native Salesforce Integration: With seamless integration into Salesforce’s metadata framework, teams can easily turn data into actionable insights without the complexity of building new pipelines. 3️⃣ Low-code/No-code Tools: Use tools like Flow, Einstein Copilot, and Prompt Builder to leverage data effortlessly, even without technical expertise. 4️⃣ Open and Extensible Architecture: Already invested in platforms like Snowflake or Databricks? Data Cloud works with your existing infrastructure, maximizing ROI without costly data duplication. 🔐 Privacy and Security Built-In: Salesforce Data Cloud prioritizes privacy and data ethics. With best-in-class consent management and policy automation, you can trust that your data is secure and compliant with global regulations. 🎯 Why choose Salesforce Data Cloud? ✓ Gain 360-degree customer insights for better business decisions ✓ Boost personalization and increase customer loyalty ✓ Scale with agility, handling massive data volumes seamlessly ✓ Use predictive analytics to spot opportunities and optimize operations Transform your data into actionable insights and drive next-level customer experiences with Salesforce Data Cloud! #Salesforce #DataCloud #AI #Personalization #Automation #CustomerExperience #DataAnalytics #DigitalTransformation

At this year’s Dreamforce, Salesforce unveiled Agentforce, and it’s already making waves! Customers built over 10,000 autonomous agents, each designed to tackle specific business challenges. All it took was a simple description of the use case through an AI-powered Slack app powered by a Large Language Model (LLM), and in just minutes, an AI agent prototype was up and running. Why Agentforce is a Big Deal: AI-Enhanced Workforce: Agentforce allows companies to deploy AI agents to augment their teams, letting human employees focus on high-impact tasks. Quick Setup, Fast Results: No need to build, train, or maintain complex AI models. With low-code tools and a familiar Salesforce platform, businesses can easily create customized AI solutions. Scalability on Demand: Effortlessly scale your workforce with AI agents that can analyze data, make decisions, and take action independently or seamlessly hand off to humans for complex tasks. Cost-Efficient Innovation: No more hidden costs or data silos. Agentforce is designed for fast time to value and low operational costs, bringing AI to everyone. In today’s rapidly evolving business landscape, Agentforce offers a fast, efficient, and scalable way to integrate AI into your organization without the DIY struggles. Dreamforce 2024 may be over, but the future of work is just getting started with Agentforce! 🌐 #Agentforce #Dreamforce2024 #Salesforce #AI #DigitalTransformation #Innovation #AutonomousAgents #LowCode #WorkforceTransformation #SPTech #FutureOfWork

What an incredible experience at Dreamforce 2024! 🌟 Attending this year's event in San Francisco was nothing short of inspiring. From insightful sessions to the latest innovations in AI and Salesforce, Dreamforce truly showcased the future of business transformation. A personal highlight? Meeting the one and only Marc Benioff! 🙌 It was an honor to connect with the visionary behind Salesforce. The energy, the ideas, and the conversations will stick with me for a long time. Whether connecting with industry leaders, exchanging ideas with fellow Trailblazers, or exploring new ways to leverage AI, Dreamforce reminded me why this ecosystem is the best in the world. Now, it’s time to reflect on all the valuable lessons and prepare to implement the exciting new strategies we discussed. Dreamforce is the beginning of the journey toward smarter, more innovative solutions! #Dreamforce2024 #PostDreamforce #Salesforce #Innovation #AIEnterprise #MarcBenioff #Trailblazers #SPTech #BusinessTransformation

Experience Dreamforce in San Francisco! 🌟 Join us in the heart of San Francisco to uncover a world of inspiration, learning, and innovation at every turn. At Dreamforce 2024, you'll dive deep into the future of business and discover how to transform your company into a true AI Enterprise. From game-changing innovations to hands-on learning, this is where vision meets action. You really need to see it to believe it! Let’s connect and explore how you can revolutionize your business with cutting-edge AI and Salesforce solutions. 📅 Book your meeting with SP Tech today and be part of this incredible journey! https://shorturl.at/W02MH #Dreamforce2024 #SanFrancisco #AIEnterprise #Innovation #Learning #BusinessTransformation #SPTech #DF24

Excitement is building for Dreamforce 2024, and SP Tech is ready to dive in! We’re pumped to connect with visionary leaders, uncover the latest innovations, and share our Salesforce expertise. 🤝 Join us to explore how CRM, AI, and data are reshaping business landscapes. Let’s #Elevate , #Engage , and #Excel together! Whether you’re curious about our customized solutions or eager to brainstorm new ideas, we’re excited to meet YOU. Catch us at Dreamforce 2024, and let’s unlock new possibilities for your business! 🔗 Book a meeting with us: https://shorturl.at/W02MH #Dreamforce2024 #DF24 #Innovation #Networking #Salesforce #TechLeaders #BusinessGrowth #SeeYouThere

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