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The Archer Method

Our proprietary implementation framework.

A precision-targeting framework that mirrors our name — Survey, Aim, Release, Recalibrate. We are architects, not just coders.

THE ARCHER METHOD 01 SURVEY Audit existing Salesforce workflows, data health, and operational bottlenecks Data health audit Gap identification 02 AIM Define the specific KPIs your autonomous workforce must move KPI targeting Scope lock 03 RELEASE Deploy Agentforce and Einstein Bots in a Human-in-the-Loop pilot phase Pilot deploy Human-in-loop 04 RECALIBRATE Use Einstein Analytics to refine agent performance and accuracy over time Survey → Aim → Release → Recalibrate  ·  A precision-targeting framework for Agentforce deployment
01

Survey

Auditing your existing Salesforce workflows, data health, and operational bottlenecks.

02

Aim

Defining the specific KPIs your autonomous workforce must move.

03

Release

Deploying Agentforce and Einstein Bots in a Human-in-the-Loop pilot phase.

04

Recalibrate

Using Einstein Analytics to refine agent performance and accuracy over time.

Each stage connects to a capability: Survey feeds the Readiness Audit, Release draws on Agentforce and Einstein Bots, and Recalibrate is powered by your grounded Data Cloud foundation.

Start with a Survey

See where your Salesforce org stands today.

Request Your Readiness Audit