Salesforce Implementation
We implement Sales Cloud, Service Cloud and Experience Cloud aligned to your business processes. Expert configuration, data migration and guaranteed adoption.
The problem
Failed implementations
30-70% of CRM implementations fail due to poor planning, lack of alignment with real processes and resistance to change.
Fragmented data
Customer information scattered across Excel, emails and disconnected systems. Salespeople waste hours searching for data instead of selling.
Unstandardized processes
Each salesperson follows their own process. Without pipeline visibility, directors make decisions with incomplete information.
Our solution
- Sales Cloud — pipeline management, forecasting and sales automation
- Service Cloud — cases, knowledge base, omnichannel and SLA tracking
- Experience Cloud — customer portals, partners and communities
- Data migration from legacy CRMs, Excel and custom systems
- Report, dashboard and Flow automation configuration
- End-user training and adoption plan
Methodology
Discovery
We map current processes, define requirements and design the Salesforce solution.
Configuration
We configure objects, fields, automations, security profiles and approval flows.
Migration
Historical data cleaning, transformation and loading with integrity validation.
Go-Live
User training, assisted go-live and hypercare support during the first weeks.
Tech stack
Reference case
For Certior, we implemented Sales Cloud that reduced the sales cycle from 15 to 5 days and tripled their sales pipeline, with automatic lead integration from their website and WhatsApp.
Frequently asked questions
How long does a Salesforce implementation take?
Typically 8-16 weeks depending on complexity. Basic Sales Cloud can be ready in 6-8 weeks. Multi-cloud implementations take 12-16 weeks.
Do I need to migrate my historical data?
It's recommended for maintaining continuity. We perform data cleaning, deduplication and transformation to ensure quality in the new system.
What Salesforce edition do I need?
We evaluate based on your team size, required features and budget. We help you choose the optimal edition without over-licensing.
Do you offer post go-live support?
Yes. We include 4 weeks of post go-live hypercare and offer ongoing support plans for maintenance, optimization and new requirements.
Implement Salesforce with experts who deliver
Schedule a free 30-minute diagnostic and let's evaluate how Salesforce solves your commercial challenges.