Your Service Team is not ready for AI yet.
Let’s fix that.
Agentforce is powerful… but it only works when your routing, knowledge, and case management are set up right. I build the foundation that makes AI actually deliver.
☑️ Midwest Dreamin’ Speaker
☑️ Agentforce Specialist certified
☑️ 30-Day Quick Start guarantee
Do these sound familiar?
We enabled Agentforce but the responses aren’t trustworthy
Salesforce is set up, but it’s not working the way we hoped
Our knowledge base exists but nobody actually uses it
Cases get stuck in the queue or routed to the wrong agent
We’re missing SLAs and can’t figure out why
…it could be your system foundations.
WHAT I DO
Service Cloud expertise. Built for Agentforce.
Every engagement drives the same outcome: a Salesforce org that runs cleanly, routes correctly, and is ready to get more out of Agentforce. Whether you need a full Service Cloud implementation, an Agentforce readiness audit, or simply need help untangling Omni-Channel and Knowledge — it all starts with a conversation.
THE HONEST TRUTH
AI doesn’t fix a broken foundation.
Most Agentforce pilots underperform because the routing, knowledge, and case data underneath them are a mess. I fix the foundation so your AI has something to work with.
01
Fix case routing
Omni-Channel configured so work reaches the agent, every time. No cherry-picking, no queue abandonment.
02
Set up Knowledge base
Structured, searchable articles with consistent taxonomy, creating the content Agentforce needs to give accurate answers.
03
Then layer in AI
With the foundation in place, Agentforce works. Responses are trustworthy. Deflection actually deflects.
Consultants say it. Clients prove it.
WHAT CLIENTS SAY
Lucas expertly tailored our Salesforce org to fit our business needs, with clear plans, seamless process integration, and scalable solutions that set us up for long-term success. His proactive approach and attention to detail made the entire process smooth. More than a consultant, he's a true business partner.
Jill Aerni
Director of Sales and Marketing - Lester Electrical
Lucas has a unique ability to translate complex Salesforce functionality into practical solutions that enhance workflows and reduce manual effort. His work streamlining our research survey process was instrumental in saving our team significant time while improving data accuracy.
Stephanie Schmid
CEO - CaringBridge
Working with Northstar CRM Consulting was a transformative experience for The HUB. Lucas built a comprehensive program management system tailored to our reporting requirements and day-to-day needs, and provided excellent staff training. Since launching, we're already seeing meaningful improvements in both service delivery to our young adults and our ability to report our impact.
Rose Hood-Buss
Executive Director - The HUB
