Scale Enterprise Operations with
Salesforce, ServiceNow, Data & AI
We help teams improve pipeline visibility, automate workflows, and scale operations — from strategy through execution.
Trusted by enterprise teams across industries
WHAT WE DO
Focused capabilities across CRM, Service Management, Data, and AI
Salesforce & Revenue
Drive revenue, improve pipeline visibility, and manage end-to-end quote-to-cash execution.
ServiceNow
Streamline operations, automate workflows, and improve IT service delivery.
Data & AI
Unify system data and embed AI directly into workflows to reduce manual effort and improve decision-making.
Industry Clouds & CX
Extend core platforms with tailored clouds (Financial Services, Manufacturing, Healthcare) for personalized customer engagement.
Selected Use Cases
Outcomes that make Salesforce more useful to the business
Improved Pipeline Visibility & Sales Adoption
Problem: Sales reps managed deals outside Salesforce due to complex quoting, leading to poor pipeline visibility and low adoption.
What We Did: Implemented Agentforce-driven intake with automated opportunity and quote creation, integrated with email
- Increased Salesforce adoption for deal tracking
- Improved pipeline visibility and accuracy
- Reduced manual data entry
- Standardized intake across sales process
30% Reduction in Software Spend
Problem: Limited visibility into software usage and entitlements led to unused licenses, audit exposure, and reactive compliance.
What We Did: Implemented software asset lifecycle management with license tracking, reconciliation, and compliance automation.
- 25% reduction in hardware spend
- Reduced Shadow IT
- Audit-Ready Compliance
- Real-time monitoring
40% Increase in Real-Time Data Availability
Problem: Data was siloed across ERP, CRM, and legacy systems with inconsistent reporting and low trust in metrics
What We Did: Migrated 10TB+ data into Databricks and implemented automated pipelines, governance, and centralized reporting.
- 40% increase in near real-time data availability
- 70% improvement in data trust
- 30% improvement in process efficiency
- $100K annual savings from ELT optimization
- Centralized data governance and security
How We Drive Enterprise Transformation
Focused on outcomes, not just platforms. A structured but flexible methodology designed to deliver value quickly.
01
Align
Understand priorities and identify quick wins. We focus on business metrics over platform features.
02
Execute
Deliver working solutions early. We build working prototypes and iterate in weeks, not months.
03
Scale
Expand based on results and adoption. We grow the footprint only when value is proven.
The Outcomes
Enable People
From disconnected tools → to data-driven teams with guided workflows and real-time customer data.
Drive Revenue
From limited visibility → to predictable pipelines and quote-to-cash automation.
Connect the Enterprise
From siloed systems → to a unified customer view with integrated analytics.
Why Palni
A different approach to enterprise transformation
Senior Expertise, Lean Teams
Senior-led delivery with hands-on execution. No bloated teams.
Outcome-Focused
Aligned to business results, not just implementation.
Accelerated Delivery
Pre-built frameworks and AI-driven workflows get you to value faster.
Embedded Partnership
We work as part of your team, not outside of it.
How We Drive Enterprise Transformation
Industries We Serve
We combine deep industry expertise, functional knowledge and cross-industry perspective to help businesses stay ahead of the technology curve.
Our industry and function specific ready to use accelerator kits and frameworks ensure success of digital transformation plans
Banking & Financial Services
Insurance
Telecom
Pharma & Life Sciences
Retail
Manufacturing
Media
Healthcare
Come Join us in creating extraordinary outcomes together.
At Palni, our ambition is matched only by our authenticity. We rely on teamwork to achieve our goals, with a laser focus on surpassing our customers’ expectations. Through collaborative efforts, we ignite innovation and drive growth, crafting solutions that elevate experiences and streamline efficiencies.