Rosetree Solutions

What Rosetree Solutions does

Rosetree Solutions is a Dallas-based enterprise technology consulting and implementation firm founded in 2013, operating with 11-50 employees under the leadership of Managing Partner Craig Rosenbaum. The company is a Salesforce Summit Partner and an inaugural Anthropic LAUNCH Partner, delivering consulting, implementation, and managed services across the Salesforce Customer 360 platform (Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, CPQ, Experience Cloud) and the Anthropic Claude AI platform. Its core focus is the design, build, and operation of AI agents using Salesforce's Agentforce — a digital labor platform — and custom Claude implementations for enterprise clients.

The firm's service portfolio is organized around Enterprise Technology (Sales Excellence, Service Excellence, B2B GTM Excellence, Store 360), Enterprise AI (Agentforce deployments, AI Momentum program, industry-specific AI agent libraries, AI readiness assessments and governance design), and verticalized solutions for Retail, Consumer Goods, Manufacturing, Hospitality, and High Tech. The AI Momentum program, launched in June 2025, bundles rapid deployment (sub-90 days) with continuous optimization, accuracy monitoring, and ongoing innovation access under a managed services model. The firm has a stated emphasis on senior-led delivery, with consultants averaging 11x Salesforce certifications and 50% holding Architect credentials, and the same team typically running discovery through delivery.

Rosetree generates revenue primarily through professional services engagements and managed services contracts priced on a custom quote basis; specific pricing is not publicly disclosed. The go-to-market is enterprise field sales targeting large organizations (named customers include OpenTable, Dave & Buster's, a Texas NBA team, a QSR franchise with 2,000+ locations, an EV manufacturer and distributor, a national beverage bottler, and others), supplemented by partnership-sourced demand through Salesforce and Anthropic channels. The firm is privately held with no disclosed institutional investors, funding rounds, or M&A activity.

Name

Rosetree Solutions

Legal name

Rosetree Solutions

Website

https://rosetreesolutions.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Enterprise Technology Consulting

NAICS

Computer Systems Design and Related Services (54151), Management Consulting Services (54161), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming Services (7371)

akta.pro primary industry

AI/ML Engineering & Model Development Services (BPAEAHAF)

akta.pro secondary industries

Data, Analytics & AI Consulting (BPAHAEAF), Integration, API & Middleware Consulting (BPAHAEAJ), Customer, Marketing & Sales Consulting (BPAHACAG)

Keywords

• Salesforce implementation services
• Enterprise AI consulting
• Agentforce deployment services
• Salesforce Summit partner
• Anthropic Claude consulting

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Salesforce Implementation & Consulting: Professional services for consulting, implementation, and development of Salesforce products including Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, CPQ, and Experience Cloud. Delivers measurable business outcomes through Sales Excellence, Service Excellence, B2B GTM Excellence, and Store 360 solutions.
2. Agentforce AI Implementation: AI Momentum program combining rapid deployment frameworks with ongoing continuous innovation, optimization, and managed services for digital labor workforce management.
3. AI Strategy & Advisory: Strategic consulting including AI readiness assessments, use case discovery and prioritization, and governance and roadmap design services.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Rosetree Solutions provides enterprise technology consulting and implementation services focused on the Salesforce Customer 360 platform (Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, CPQ, Experience Cloud) and AI agent platforms (Salesforce Agentforce and Anthropic Claude). The firm delivers strategic consulting, custom Salesforce development, AI agent implementation, and ongoing managed services including its signature AI Momentum program for rapid Agentforce deployment.

Product overview

Rosetree Solutions is a Salesforce Summit Partner offering enterprise technology consulting and implementation services with a portfolio of solutions organized around three core areas: Enterprise Technology (Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, CPQ, Experience Cloud), Enterprise AI (Agentforce and Anthropic Claude implementations), and industry-specific solutions across Retail, Consumer Goods, Manufacturing, High Tech, and Hospitality. The product portfolio includes AI Momentum (structured Agentforce deployment program), industry-specific AI Agent Libraries, Sales Excellence, Service Excellence, B2B GTM Excellence, and Store 360 solutions. Services span Strategy (AI readiness assessment, use case discovery, governance design), Build (Agentforce implementation, custom Claude development), Enable (Claude Code rollouts, AI literacy training), and Operations (performance monitoring, optimization, next use case identification). Key platform partnerships include Salesforce (Agentforce) and Anthropic (Claude) for AI agent and custom AI implementations.

Differentiator

Problem solved

Functional benefit

Products and services

• Enterprise Technology Consulting Strategic consulting and implementation services for enterprise technology transformation across the Salesforce Customer 360 ecosystem including Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, CPQ, and Experience Cloud. Targeted at enterprise organizations seeking unified customer views, franchise management, and integrated sales/service operations.
• Enterprise AI Implementation Enterprise AI implementation services using Salesforce Agentforce and Anthropic Claude platforms. Includes AI agent development, AI readiness assessment, use case discovery, governance and roadmap design, and ongoing managed services for digital labor workforce. Targeted at enterprises seeking to deploy AI agents across sales, service, and operations.
• AI Momentum for Agentforce Structured program combining rapid Agentforce deployment (under 90 days) with continuous optimization, accuracy monitoring, and ongoing innovation access. Includes modular agent library and proven governance frameworks for digital labor workforce management. Designed for enterprises deploying AI agents across service, operations, and field execution workflows.
• Industry-Specific AI Agent Libraries Pre-built AI agent use cases and templates tailored by industry vertical (Retail, Consumer Goods, Manufacturing, Hospitality, High Tech). Each library contains purpose-built agents for industry-specific workflows including Customer 360, franchise management, distributor portals, CPQ for configured products, and concierge agents.
• Sales Excellence Implementation Sales Cloud, CPQ, and visual configurator implementation services for enterprise sales automation, forecasting, territory management, and deal configuration. Targeted at organizations requiring complex pricing structures and quote-to-cash workflows.
• Service Excellence Implementation Service Cloud implementation services with intelligent ticket routing, knowledge base, real-time case tracking, and field service optimization. Targeted at enterprises with large support operations including franchise networks with 2,000+ locations.
• B2B GTM Excellence B2B portals, partner-facing AI agents, and distributor/broker portal implementations for go-to-market operations across complex distribution networks. Targeted at consumer goods companies and businesses managing high-volume B2B partner relationships.
• Store 360 Retail operations solution for franchise management, inventory optimization, and unified customer view across stores and e-commerce channels. Targeted at multi-location retail and franchise organizations.

Quantifiable outcome

• 16x faster AI agent development compared to DIY approaches with Agentforce
• +7 more outcomes

Named customers16 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability10 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• Salesforce AgentExchangecoreTechnology or Integration · 25 June 2025AI Momentum program enabling access to hundreds of ready-to-use actions, topics, and templates built by partners on AgentExchange, the leading AI agent ecosystem for enterprises. Provides pre-validated MCP servers that have passed rigorous security reviews.
• SalesforcecoreTechnology or IntegrationSalesforce Summit Partner status, the highest tier in Salesforce's partner program. Enables Rosetree to deliver Agentforce implementations, Salesforce ecosystem deployments, and access to joint enterprise customers. Partnered with Salesforce on AI Momentum program for Agentforce deployment and optimization.
• AnthropiccoreTechnology or IntegrationAnthropic LAUNCH Partner designation, one of the inaugural partners in Anthropic's enterprise partner program. Provides Rosetree with capability access, technical depth, and visibility into Claude development that most teams don't have. Enables custom AI development for documents, knowledge work, and complex judgment use cases.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• NeuraFlash: Salesforce Summit Partner with a deep Agentforce and AI agent implementation practice, closely overlapping Rosetree's core service offering around AI Momentum–style deployments. Targets similar enterprise customers across commerce, service, and field operations.
• Simplus (Infosys): Salesforce Summit Partner specializing in implementation, integration, and quote-to-cash consulting on the Salesforce platform; absorbed by Infosys for scale. Directly comparable on delivery model and platform alignment with Rosetree.
• Sercante: Salesforce Summit Partner with a Marketing Cloud and Pardot specialty that has expanded into broader Salesforce and AI agent work. Closely aligned with Rosetree on mid-market-to-enterprise Salesforce delivery.
• Coastal Cloud: Salesforce Summit Partner focused on multi-cloud implementations and enterprise AI/Agentforce adoption, with overlapping customer segments in QSR, manufacturing, and hospitality where Rosetree is active.
• Silverline (Infosys): Salesforce Summit Partner specializing in financial services and healthcare implementations, now part of Infosys. Comparable delivery model, similar vertical sales motion, and overlapping enterprise-customer base.

Broad incumbents

• Persistent Systems: Large global systems integrator with a longstanding Salesforce Summit partnership and growing AI/Agentforce practice. Comparable to Rosetree on Salesforce and Agentforce delivery, but with materially larger scale and broader vertical coverage.
• Slalom: Large consulting firm with a prominent Salesforce and modern AI practice, focused on enterprise transformation outcomes. Competes with Rosetree for Agentforce and Salesforce AI engagements at enterprise scale.
• Deloitte Digital: Global Big 4 consultancy with a sizable Salesforce practice and aggressive AI agent offerings for enterprise clients. Overlaps Rosetree's enterprise-customer profile and Agentforce delivery, but at much larger deal scale.
• IBM Consulting: Global consulting arm with a strong Salesforce practice (Bluewolf heritage) and a Watson/AI stack that competes directly with Anthropic-powered implementations like Rosetree's. Overlaps on enterprise Agentforce and AI transformation deals.
• Accenture: Largest global Salesforce partner and a major enterprise-AI consultancy; competes for the same large multi-workstream Salesforce and AI engagements as Rosetree, especially at the high end of the enterprise market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/RosetreeTeam
• YouTubeyoutube.com/@rosetreesolutions
• Facebookfacebook.com/RosetreeSolutions
• LinkedInlinkedin.com/company/rosetree-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rosetree Solutions