About Forgemoor
Salesforce consultants who stay close to the work.
Forgemoor is a Salesforce consultancy helping businesses implement CRM, improve existing systems and connect the work around them. We bring senior consulting experience and hands-on delivery, supported by AI where it is useful.
Approach
From the first question to a working system.
We start by understanding how work moves through your business: who owns it, which information is needed and where it gets stuck.
We use that understanding to agree priorities, build early prototypes and review them with your team before taking the work further.
OUR OWN AI JOURNEY
Building AI into our own working day.
Alongside our client work, we have been developing AI-assisted workflows inside Forgemoor. The focus is familiar: preparing for conversations, keeping project information useful and turning requirements into something we can test.
It is an ongoing part of how we improve the business. We try a workflow, check what it produces and refine the process around it.
People and agents, working hand in hand.
Our agents work alongside our internal team, helping gather context, prepare drafts and work through defined tasks. The team sets priorities, adds business judgement and reviews the outputs. It is a two-way process: people guide and challenge the agents, then use their work to decide the next step.
Preparing the work
We are developing ways to bring meeting notes, project context and open actions together, helping prepare briefings and draft updates for review.
Supporting delivery
Our AI-assisted delivery playbooks support requirements, prototypes, build tasks, testing and documentation. Consultants set the scope and check the work before it moves forward.
Connecting the steps
We are testing how assistants can work with Salesforce, documents and Slack, including MCP connections where appropriate. Each workflow needs defined access, a clear owner and a way to verify the outcome.
Our internal experiments are not a promise that every workflow is ready for every business. They help us ask better questions about what should be automated—and what should not.
Explore our AI and MCP approach →WHAT WE HAVE LEARNED
The process matters as much as the model.
Useful AI depends on clear instructions, reliable source information and a way to check the output. A generated draft is not the same as a completed task. We keep human approval around customer communications and consequential changes, and test the whole workflow—not just the answer on screen.
Next step
Bring us the process you want to improve.
We will help you decide whether the next step is a Salesforce improvement, a straightforward automation or a focused AI workflow.