OpenCY

Salesforce Excellence + AI Transformation

From Salesforce foundations to AI-enabled organizations.
Step by step — with measurable business value.

OpenCY is a Salesforce and AI consultancy for mid-sized companies.
We build the CRM foundation for Sales, Service and Marketing
— and the AI transformation that runs on it.

The Shift

Companies are undergoing
fundamental change.

Not because of a single system. But because of the interplay between digitalization, processes, automation, and artificial intelligence.

Salesforce is becoming the operational hub for many organizations. Data is coming together. Processes become visible. Decisions move closer to the moment they are needed.

At the same time, AI accelerates exactly what already exists.
Clear processes become stronger. Unclear ones become problematic.

This development is not a topic for the future. It is already happening.

Some are just getting started. Others have built structures and are beginning to automate. Still others are already experimenting with AI. All of this is part of the same journey.

Today, transformation does not mean reinventing everything. It means making the right connections: between vision and implementation, between systems and people, between technology and responsibility.

This momentum is an opportunity.

Breakthroughs

Your Journey of Breakthroughs.
Four levels. Each one compounds.

AI only works on a clean Salesforce, data and process foundation. That’s why every level delivers its own measurable business value — and multiplies all the ones before it. You start where you stand today: Not everything has to be finished. But everything has to be deliberate.

Level 01

Salesforce Core

Sales Cloud · Service Cloud · Leads & Marketing

  • Active selling time ↑
  • Sales cycle ↓
  • Win rate ↑
  • Revenue per existing customer ↑

Your revenue engine. New implementation or realignment of an existing Salesforce instance — built clean, so everything that follows can hold.

See Breakthroughs
Today

Sales reps spend over half their day on admin: CRM upkeep, pulling quotes together, Excel lists.

After

Quoting and approval processes run automatically, activities log themselves — the day belongs to selling again.

Selling time ↑
Today

Leads from the website and trade shows land in a shared inbox; first contact comes days later — the competition was faster.

After

Automatic routing with a deadline and first response in minutes — speed-to-lead is the cheapest conversion lever there is.

Win rate ↑
Today

Forecasting means gut feel plus scraping together Excel files; quarter-end is a regular surprise.

After

A pipeline with clear stage criteria, the forecast live on the dashboard — course correction this quarter instead of analysis in the next.

Sales cycle ↓ · Steerability ↑
Today

Revenue growth means expensive new-customer acquisition — no one sees what’s dormant in the existing base.

After

The 360° customer view across Sales, Service and Marketing makes cross- and upsell potential visible — the cheapest growth of all.

Revenue per customer ↑
Today

Service requests live in Outlook inboxes; customers wait, escalations come from the customers themselves.

After

Case management with queues and SLAs: the right request to the right team — escalation before the customer calls.

Retention ↑
Level 02

AI-Ready Foundation

Processes · Data · Know-how · Governance

  • Cost per case ↓
  • Automation rate ↑
  • Time-to-Value ↓
  • Key-person independence ↑

The multiplier. This is where processes become process capital — every euro spent on this level compounds in all that follow.

See Breakthroughs
Today

Everyone runs the process “a little differently”; quality depends on people, not on the system.

After

One defined path, cast in Flows, measurable and repeatable — and that means: automatable.

Automation rate ↑
Today

Duplicates, empty required fields — no one needs to question the reports; everyone already does.

After

A data-quality program plus unified customer profiles (Data 360) — decisions at the push of a button instead of on request.

Cost per case ↓
Today

Pricing logic, exceptions, goodwill rules sit in people’s heads and old emails.

After

Know-how and decision rules are structured in the system (Knowledge) — exactly the foundation on which AI agents will later answer correctly.

AI lever for Level 03
Today

Every new tool, every new hire takes months to become productive.

After

Self-explanatory processes and reusable Flow building blocks — integration and onboarding in weeks.

Time-to-Value ↓
Today

“And what if the AI does something stupid?” — the worry blocks everything.

After

Permissions, guardrails and action boundaries are defined before the first agent runs — AI becomes something you can switch on, not a risk.

Safety ↑
Level 03

AI Enablement

Agentforce · External AI · Automation

  • Capacity ↑ without headcount
  • Cost-to-Serve ↓
  • Response time → 24/7
  • Customer experience ↑

Your digital workforce. The old “better service or lower costs” trade-off collapses.

See Breakthroughs
Today

60–80% of service requests are routine — and they tie up your best people.

After

An Agentforce Service Agent resolves routine cases in seconds, 24/7, in any language — the team takes over only what needs a human.

Cost-to-Serve ↓ · Capacity ↑
Today

Sales reps research for hours or walk into meetings unprepared.

After

Before every meeting, the AI briefing is ready: history, open items, opportunities — compiled automatically.

Selling time ↑ · Win rate ↑
Today

After every call, 20 minutes of typing — or nothing gets documented at all.

After

Summary, CRM update and follow-up draft in your own voice are generated automatically; the human just signs off.

Selling time ↑ · Data quality ↑
Today

Leads that arrive in the evening or over the weekend sit until Monday.

After

An SDR agent qualifies, responds and books meetings — your sales team picks it up warm.

Conversion ↑ · 24/7
Today

Data privacy concerns block every AI initiative outright.

After

Technology-open: Agentforce in Salesforce, Claude, OpenAI or Copilot where appropriate, local models where data privacy demands it.

AI despite compliance
Level 04

AI at Scale

Adoption · Expansion · Business Value

  • Value ↑ with every increment
  • Adoption ↑ instead of erosion
  • Edge grows ↑

Economies of scale. Nothing you start now starts from zero — every further initiative lands as an increment on the foundation, cheaper and faster than the one before.

See Breakthroughs
Today

After go-live, the system decays; twelve months later, the shadow spreadsheets are back.

After

Adoption is measured and actively fostered; improvement happens in live operation — usage rises instead of eroding.

Adoption ↑
Today

“What’s this actually getting us?” — the value contribution remains a claim.

After

A value dashboard with revenue per rep, cycle times, deflection rate and cost-to-serve — the business case proves itself live.

Steerability ↑
Today

Every extension becomes a new, expensive project.

After

New teams, processes and agents come as increments on the existing foundation — scaling without a leap in complexity.

Ramp-up cost ↓ per initiative

How It Happens

No Big Bang.
Delivering Breakthroughs.

A conversation, two focused upfront phases — then we deliver on a steady cadence and stay until the value shows up. You always know what’s being built, what it gets you — and what’s already running.

00The Conversation No strings attached

It starts with a conversation, not a sales pitch. Where do you stand, which value levers matter to you — and is a Discovery even worth it? Let’s talk →

01Discovery Days, not months

Where is value created, where does it leak away — and where is it still untapped? We capture what counts: goals, opportunities, value levers, pain points, processes, data, dependencies.

Result: your prioritized Breakthrough list — with a business case per lever. No mountains of slides. One list and one decision on what comes first.

02Solution Design Weeks, not quarters

The top Breakthroughs become a target state that holds: solution approaches, to-be processes, architecture guardrails — and the levels in which it takes shape.

Result: the to-be scenario and a level-by-level plan — not a concept gathering dust in a drawer.

03Sprints Where the value is created

Now the cadence takes over: we build in the system, not in slides. Every sprint brings visible progress; every two weeks you see status and numbers. A Breakthrough goes live as soon as it holds — the first after weeks, not quarters. Live means: real users, real data, real operations.

Result: Breakthrough after Breakthrough in production — and a team that grows along the way instead of becoming dependent.

04Value Realization Where the value lands

After go-live, we make good on what each Breakthrough promises — proven against the baseline from Discovery. Adoption is measured and actively fostered.

Whatever slows users down gets sharpened in live operation, not in the next project. And your team takes over more and more — enablement, not dependency.

Result: business value proven, not claimed — and usage that grows instead of eroding.

The Journey sets the direction — the Sprints put in the miles.

About OpenCY

Transformation needs someone who connects vision, decisions and execution.

OpenCY has worked for years, depending on project requirements, with a trusted network of strategists, business analysts, architects, consultants and developers — quietly, precisely, when it adds value.

Some challenges call for dedicated specialists. And someone who knows when to bring them in.

That’s my role. And I love it.

Andreas Schmidt

Salesforce & AI Transformation Consultant
Founder • Managing Director

20+ years of Salesforce experience — Marketing, Sales, Service
100+ Salesforce projects
Focus: mid-sized companies

Portrait of Andreas Schmidt, OpenCY
Connect on LinkedIn

Salesforce

  • Salesforce Certified Agentforce Sales Consultant
  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Administrator

Executive Education

  • Stanford Digital Transformation Program
  • Stanford Innovation & Entrepreneurship Program
  • MIT Mastering Design Thinking Program

Agile

  • Certified Scrum Product Owner
  • Certified Scrum Master

Mindset

Open

Open is not a feature. It’s a decision.

To question structures. To rethink processes. To invite new technologies — without being ruled by them.

Open means no tool dogma. No closed systems. No hidden agendas.

Just clarity. And the willingness to change.

CY

CY is not a service. It’s a responsibility.

Consultancy, not as advice — but as commitment.

Capability, not as dependency — but as enablement.

Change, not as disruption — but as progress.

Continuous improvement, not as a program — but as a mindset.

OpenCY connects

Vision and execution. Ideas and outcomes. Technology and business reality.

We don’t own solutions. We connect them.

We don’t push tools. We build capability.

We don’t disappear after strategy. We stay until value shows up.

Contact

Let’s talk.

Tell me briefly where you stand and what’s on your mind — I’ll get back to you personally. No mailing list, no call center.

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