Salesforce training and adoption so your team actually uses it
The biggest cause of Salesforce "failure" isn't technical: it's that the team doesn't adopt it. We design role-based training, change management and an adoption plan with real usage metrics — so your investment stops competing against Excel.
Salesforce training and adoption is the work of getting people to use the platform day to day, not just having it installed.
Implementing Salesforce is the easy part; the hard part is getting the rep to log their opportunities, the agent to close cases in Service Cloud, and the manager to trust the reports instead of their spreadsheet. That's why we split training by role —end users, managers and internal administrators— with material tailored to YOUR org and YOUR real processes, not generic demos.
The code and configuration are 100% yours from day one.
Six operational reasons, zero adjectives
The code is yours from day one
Repos in your name, documented CI/CD and zero vendor lock-in. If you leave tomorrow, you take it all, running.
WhatsApp API with an official provider
We are a Meta Tech Provider: your WhatsApp Business API line with no middlemen, and chatbots wired to your ERP.
Sprint delivery, CMMI 2 processes
A working demo every two weeks and measurable progress. No "it’s 80% done" without something you can click.
AI applied to your operation
LLM agents, RAG over your data and process automation — the same practice we use to run iTech itself.
Real nearshore: Texas + Monterrey
Legal entity in the U.S. (iTech Corp, Texas), contracts under U.S. law, same CST time zone and USMCA.
ERP with CFDI 4.0 invoicing
We implement Odoo with integrated SAT stamping (PAC), client portal and reconciliation — a full operation, not just software.
When you need it
What it includes
Role-based training
Separate sessions for end users, managers and administrators. Each role learns what it needs in its real context —not one generic course for everyone.
Tailored material & manuals
Quick-reference guides, manuals and short videos built on YOUR org, with your screens, your processes and your vocabulary — not demo screenshots.
Adoption plan & change management
A plan with owners, milestones and internal communication to accompany the change: why the process changes, what each person gains and how it's measured.
Internal admin enablement
Hands-on training so your administrator can configure fields, reports, dashboards and basic flows on their own and stop depending on the vendor.
Usage & adoption metrics
We define what to measure (logins, data capture, report usage) and build adoption dashboards to see whether the platform is actually being used.
Go-live support
Support during the first weeks after launch: office hours, answering questions and adjusting the material based on what people actually ask.
How we work
1Diagnosis
We assess each role's current level, identify usage gaps and define measurable adoption goals for your org.
2Program design
We build the content by role and the tailored material on your real processes, plus the adoption and internal communication plan.
3ExecutionDeliverablea team trained by role plus manuals and videos tailored to your org
Hands-on sessions —in-person or remote, in Spanish— with sandbox exercises and cases based on your day-to-day, not demo data.
4Follow-up & measurementDeliverableadoption dashboards and a usage report against the defined goals
Go-live support, office hours and adoption dashboards to see what's used, what isn't, and adjust before the old habit returns.
5Admin enablement & autonomyDeliverablean enabled admin and an internal administration runbook
We coach your internal administrator until they can configure fields, reports and basic flows on their own, and leave an operations guide so you depend less and less on the vendor.
Tech stack
The tools and platforms we build it with — chosen for your problem, not for hype.
Frequently asked questions
Can't find your question? Talk to an engineer — no sales script.
Contact us →Is training in-person or remote?
Both. We run in-person sessions in Monterrey and remote ones over video call, and we mix formats based on your team's location and shifts. The tailored material stays available so they can review whenever they need to.
Are the sessions in Spanish?
Yes, we deliver natively in Spanish, and we can also do it in English if your team is bilingual or international. We hand over written material in whichever language your team needs.
Do you certify my team in Salesforce?
To be clear: official certification is granted and examined by Salesforce, not by us. What we do is train and enable your team —including preparation for those exams with topic review and practice— but the exam and credential depend on Salesforce. We don't promise a pass: we prepare you to arrive ready.
Is the material tailored or a generic course?
Tailored. We build the guides, manuals and exercises on YOUR real org: your screens, your fields, your processes and your vocabulary. A generic course teaches Salesforce; ours teaches how your team works in Salesforce, which is what drives adoption.
How do we know if the training actually worked?
With adoption metrics, not gut feeling. We define what to measure (logins, data capture, report usage) and build dashboards to see it. Every org starts from a different point, so we don't invent a "typical" percentage: we measure your baseline at the start and compare it against your goals.
More from Salesforce
Get your AI assessment in 3 minutes
No sales meetings. Answer a few questions and get an actionable plan — with the option to book directly with an expert.
Free · 3 minutes · no commitment