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Pluriza x Apex Financial Advisors
Salesforce AI Bridge
Native Salesforce integration bringing AI-agent capabilities into existing CRM flows — without forcing reps to leave their workflow.
Apex Financial Advisors
Industry
Integrations
Services
CRM IntegrationAI Agent DevelopmentUX Design
Year
2025
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Overview
Apex Financial Advisors wanted AI-powered lead scoring, meeting prep, and follow-up automation — but their 200-person sales team lived entirely inside Salesforce. We built a native Salesforce integration that embeds Pluriza agents directly into the CRM, so reps get AI assistance without switching tabs.
The Challenge
1
Adoption Risk
Previous tool rollouts had failed because reps refused to leave Salesforce. Any solution had to live natively inside the CRM.
2
Data Security
Financial client data required SOC 2 compliance, field-level encryption, and strict data residency controls.
3
Complex Sales Process
Apex had a 14-stage sales pipeline with custom objects, approval chains, and regulatory checkpoints that the AI needed to understand.
Our Approach
We embedded AI capabilities directly into the Salesforce UI using Lightning Web Components, keeping the rep experience seamless and familiar.
1
Salesforce Org Audit
Mapped all custom objects, flows, validation rules, and permission sets to understand the full CRM landscape.
2
Managed Package Design
Architected a Salesforce managed package with custom metadata types for agent configuration and secure callouts.
3
Lightning Components
Built inline AI panels for lead scoring, meeting prep briefs, and one-click follow-up email generation.
4
Security Review
Passed Salesforce Security Review and SOC 2 audit, implementing field-level encryption and audit logging.
5
Pilot & Iteration
Ran a 4-week pilot with 20 top-performing reps, collected feedback, and iterated on UX before full rollout.
6
Full Deployment
Rolled out to all 200 reps with role-based configurations, training sessions, and a dedicated Slack support channel.
Key Screens
AI lead scoring embedded directly in the Salesforce opportunity view
Auto-generated meeting prep with key talking points and risk factors
One-click AI-generated follow-up emails matching the rep's tone
Admin portal for configuring agent behavior per sales stage
Results
92%
Rep adoption rate
34%
Increase in meetings booked
2.4x
Faster deal progression
18%
Lift in win rate
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