Independent advisor since 2015

Salesforce, AI automation, compliance and buy-and-build for European SMEs.

I'm Heinz Wagner. Since 2015 I've helped small and mid-sized companies get more out of Salesforce, automate routine work, and meet EU requirements such as CE, RED and GDPR.

Schedule an introductionhw@sonaria.ltd
Portrait of Heinz Wagner
Heinz WagnerDirector, Sonaria Ltd.Sofia · EU
What I do

Four disciplines, one advisor who sees how they connect

01Salesforce and AgentforceSetting up or cleaning up your Salesforce org, and building Agentforce agents that answer customer questions from your own knowledge base.Learn more →02AI automationAutomating intake, triage and reporting, with logging and a person who can step in when needed.Learn more →03ComplianceCE marking and Radio Equipment Directive files for products, and GDPR documentation for the way you handle personal data.Learn more →04Buy-and-buildGrowth through acquisition: defining the platform company, finding and assessing targets, and structuring the deals.Learn more →
Recent projects

Results, not reports.

All cases →
Fitness chain · Salesforce Agentforce

An Agentforce agent that answers member questions around the clock.

Result: routine member questions are handled by the agent; staff only take the cases it hands over.
Financial services franchise · Insurance scan application

An insurance scan in which advisers build client profiles and monitor risks over time.

Result: every franchisee works from the same client picture, and risks show up before they become a problem.
GPS-tracking software company · Compliance

Security and privacy documentation, retention periods and CE/RED instructions for a fleet-tracking SaaS company.

Result: one documented compliance basis for customers, dealers and tenders.
Process

How a project runs

  1. Step 01A 30-minute callYou explain the problem; I tell you whether I can help.
  2. Step 02A written proposalScope, deliverables, timeline and a fixed price.
  3. Step 03The work itselfShort weekly updates, and something working early on.
  4. Step 04HandoverDocumentation and training, so your team can carry on without me.

Not sure whether your question fits? Send me a short message and I'll let you know.

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