How we work
Novera builds and runs your AI-first revenue engine, from lead to cash, in 4 phases. Senior consultants lead, our AI agents do the heavy lifting.
Four phases. Join at the one you need.
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Assess
Start from why. Agree the revenue KPIs, set the strategy and build the roadmap to get there.
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Build
Set up and connect your CRM, data and AI agents, from lead to renewal, then prove it on a pilot team.
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Scale
Once the new way of working measures better, move the whole organisation to it.
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Improve
Curative and evolutive maintenance run by AI agents and signed off by our team, so the engine keeps moving the KPIs.
Safe, secure AI delivery
Whether you run a sales team or a security review, you will want to know how we use AI on your data. These rules apply on every mission.
- Agents work only in a development environment, with metadata or masked data. Never in your production org.
- Our team signs off every AI output and stays responsible for it.
- You choose the model and where data is processed: Claude under our Team plan (never used for training), an EU-hosted model, or your own AI tools.
- For regulated sectors, each use case is checked against the EU AI Act before it goes live.
- Anthropic’s ISO 27001, ISO/IEC 42001 and SOC 2 Type II certifications are public.
- Our team completed Salesforce’s Security Enablement Program and is certified on Salesforce Trusted Services solutions.
Questions we get on calls
Do we have to go through all four phases?
No. Some clients come for an audit or a scan, some with a live org that needs fixing, others with a new project. You join at the phase that fits.
Is it safe to let AI agents work on our CRM?
Yes, within strict rules. Our agents work in a development environment with metadata only or masked data, never in production. Our team reviews every AI output and stays responsible for it, and data from our Claude Team plan is never used to train models. The full rules are in Safe, secure AI delivery, above.
Can you take over a Salesforce another partner built?
Yes, with AI-led managed services. We do not roll out another partner’s project, but we can run, fix and evolve the org it left you, month after month.
What do you need from us to get started?
A first call with the person who owns the KPI you want to move. If we start with an audit, we then ask for access to a sandbox, never to production. We take it from there.
Where would you start?
Tell us where your revenue team loses time. We will tell you which phase we would start with, and why.
