Rosetree Solutions
Verified51-200Dallas, United States
Remote US Salesforce consultancy, founded in 2013, now building Agentforce agents and running Claude adoption programs, mostly for retail and hospitality firms.
About
Rosetree Solutions is a fully remote Salesforce consultancy, founded in 2013 by brothers David and Craig Rosenbaum, with a mailing address in Dallas. Its AI work splits two ways: Agentforce service and sales agents built inside Salesforce, and Claude programs covering governance, Cowork skills and adoption. Its case-study library holds 40+ engagements, mostly anonymised by industry. AI examples include a luxury resale marketplace where the firm reports reps got about 20% of their day back, and a private club operator whose first response time fell under 30 minutes. Its one named Claude study, Renew Wellness Brands, describes the build but gives no figures. The team page lists about 95 people.
Focus
Approach
Industries
Services
Stack
Evidence on file
Case studies
3Worked on site with a 30-person supplement retail group to build Claude Skills in Cowork that read a weekly scorecard of nearly 1,000 metrics, check outliers against source systems and produce an exception report.
Agentforce employee agent for field and inside sales reps at a luxury resale marketplace: consignor history on mobile, answers from approved SOPs and drafted follow-up texts.
Agentforce membership assistant for a national private club operator that answers club-specific questions, shares a tour booking link and follows up on silence.
Certifications & partner status
3Directory cross-listings
1Who you’d work with
Craig Rosenbaum
Managing Partner, co-founder
David Rosenbaum
Managing Partner, co-founder
Jesse Wheeler
Applied AI Practice Lead