Rosetree Solutions — Hero Section
AI Agents & Enterprise Technology Solutions That
Work Across Your Business
Think, Act & Adapt
Fit How Your Teams Work
Scale With Your Business
Make It to Production
We design, build, and run the enterprise software and AI agents your sales, service, and operations teams depend on — across Salesforce, Anthropic, and your connected systems.
Digital Agents & AI
- Customer Service
- Analytics
- Marketing
- Sales
- Automation
- Data
Retail
A unified customer view across stores, e-commerce, and supply chain — and the operations to act on it.
- Customer 360 across channels
- Franchise management
- Service and in-store AI agents
Consumer Goods
B2B portals, customer relationships, and partner workflows built for the volume CPG actually runs at.
- Customer-facing AI agents
- Distributor and broker portals
- Partner-facing AI agents
Manufacturing
Quote-to-cash, field service, and product configuration across complex portfolios.
- CPQ for configured products
- Field service and dispatch
- RFP and spec-sheet agents
High Tech
The B2B motion enterprise tech actually runs on — renewals, expansions, and multi-product deals.
- Forecasting and ABM
- Bundle and renewal CPQ
- Deal-prep and renewal agents
Hospitality
A single guest record across reservations, loyalty, and on-property service. Event and reservation management.
- Guest 360 and loyalty
- Event & catering optimization
- Concierge and follow-up agents
Enterprise Business Tools
No matter your industry, market, or niche, Rosetree can help unlock the power of your data, systems, and people.
- Sales and service operations
- Partner and customer portals
- AI deployment and adoption
Case Studies
Franchisee Support
QSR Franchise
Enabling 10+ support teams and 2000+ franchisees to move out of email and into a robust support platform.
Account Sales
Beverage Distributor
Unifying sales processes and customer data to drive efficiency across a large distribution network
Cross-Functional Collaboration
Heat Transfer Manufacturer
Integrating purchasing processes into Salesforce to enhance efficiency and collaboration
Sales / Self-Service
EV Manufacturer and Distributor
Accelerating Growth: How Rosetree Solutions Revolutionized Sales for a Leading EV Manufacturer & Distributor
Field Service, Scheduling
National Business Facilities Service
Real-Time Operational Insight, and Enhanced Crew Management and Scheduling with Intelligent Field Service Technology
Client Perspective
Sales Cloud · Service Cloud · Marketing Cloud · Data Cloud · CPQ
“Their team doesn’t just support our technology — they act as true advocates for our success, identifying opportunities for ROI-driven innovation across our entire Salesforce ecosystem.”
— Technology Leadership Team, Dave & Buster’s
From the engagement
Service
Cross-brand guest services, unified.
Service Cloud consolidation across Dave & Buster’s and Main Event into a single support experience.
CPQ
Group sales, faster and more accurate.
CPQ-driven group event booking — streamlined, repeatable, and reliable at scale.
Conversion
Less friction. Higher conversions.
Online self-booking redesigned to reduce clicks — measurable lift in online conversion.
Data
Behavioral insights, end-to-end.
Data Cloud and Marketing Cloud integration unlocking behavioral signals that inform strategic decisions.
Beyond delivery: commitment to governance best practices and ongoing enablement ensures the internal team grows stronger with every project.
Insights
Digital Labor
AI Agents: Intelligent Digital Labor
First AI Agent
The Importance of Selecting Your First Agentforce Implementation
Agentforce Flex Pricing
Understanding Agentforce Flex Pricing
Salesforce Acquires Informatica
Salesforce's Acquisition of Informatica
Agentforce AI Agents
Revolutionizing AI Agent Development with Unparalleled Speed and Accuracy
AI Agent Conversation Design
The Art of Digital Agent Design
Partner with Proven Experts
We bring more than just technical know-how to the table. Rosetree is a team of senior consultants who lead enterprise programs alongside our clients. We work in small teams, stay close to the business problem, and bring the same people from discovery through delivery.
Driving success. Making an impact.
At Rosetree Solutions, we've achieved impressive results for our clients while making an impact ourselves. We're committed to our craft and ensuring we stay at the leading edge for our customers.
- Summit: Top-tier Salesforce implementation partner
- 11x: Average # of certifications held by a Rosetree consultant
- 50%: Rosetree consultants with a Salesforce Architect certification.