Salesforce Implementation
We implement Sales, Service, Marketing and Commerce Cloud with a focus on real adoption. We don't just configure the platform — we transform your commercial processes with integrated change management and the assistance of ARIA, our operational AI.
Powered by ARIA — AI assistant for accelerated configuration and adoption
Problems we solve
These are the most common challenges companies face before implementing Salesforce correctly.
Failed CRM adoption
70% of CRM implementations fail due to lack of change management. Teams reject the tool because it doesn't reflect their actual processes, generating rework and investment loss.
Data fragmented in silos
Sales, service and marketing information in separate systems prevents a 360-degree customer view. Critical decisions are made with incomplete or outdated data.
Non-scalable manual processes
Spreadsheets and emails as management tools that collapse when operations grow. No pipeline visibility, no automation, no reliable metrics.
Lost sales opportunities
Without structured follow-up, 35% of leads are lost in the process. No inactivity alerts or automated scoring to prioritize commercial efforts.
Lack of data governance
Without validation rules, duplicates proliferate and data quality deteriorates month after month. Unreliable reports that erode trust in the system.
No back-office integration
Salesforce operates as an island, disconnected from ERP, billing and logistics. Salespeople enter orders twice and can't see real-time inventory.
Implementation capabilities
Complete Salesforce ecosystem coverage with focus on adoption and business value.
Sales Cloud with pipelines and forecasting
Complete sales cycle management with opportunity management, lead scoring, territory planning and forecast dashboards with Einstein AI.
Omnichannel Service Cloud
Cases, knowledge base, live chat, CTI and intelligent routing. Automated SLAs with escalation and real-time CSAT measurement.
Marketing Cloud with journeys
Automated customer journeys, advanced segmentation, email studio, social studio and multi-touch campaign attribution.
Commerce Cloud B2B and B2C
Product catalog, optimized checkout, order management and shopping experience personalization integrated with CRM.
Legacy data migration
Complete ETL from previous CRMs with field mapping, duplicate cleanup, integrity validation and reconciliation with source systems.
Change management and training
Structured change management program with internal champions, role-based training, reference materials and adoption measurement.
Einstein AI and automation
Predictive lead scoring, next best action, sentiment analysis and intelligent automation of repetitive tasks with Einstein GPT.
Flows and declarative automation
Complex business process automation with Flow Builder, approval processes, assignment rules and email alerts without code.
Security and data governance
Granular security model with profiles, permission sets, sharing rules, field-level security and complete audit trail.
Executive reports and dashboards
Dynamic dashboards with sales, service and marketing KPIs. Scheduled reports, conditional alerts and Tableau CRM integration.
ARIA accelerates your Salesforce implementation
ARIA, our operational AI, analyzes your current processes to recommend the optimal Salesforce configuration. It generates automated design documentation, identifies data model gaps and suggests automations based on industry usage patterns. The result: 30% faster implementations with greater precision.
Automated process analysis
ARIA maps your workflows and suggests configurations
Documentation generation
SDD and ERD generated with AI and validated by experts
Adoption prediction
Predictive adoption models by user profile
Implementation methodology
Six structured phases that guarantee real adoption, not just technical configuration.
Discovery
Discovery sessions with key stakeholders to map current processes, identify gaps, define success KPIs and design the solution architecture in Salesforce.
Solution design
Detailed documentation of data model, automations, integrations, security profiles and migration plan. Validation with the team before building.
Configuration
Setup of objects, fields, page layouts, record types, validation rules, flows and automations following Salesforce Well-Architected best practices.
Data migration
Historical data ETL with Data Loader, field-by-field integrity validation, reconciliation with source systems and duplicate cleanup with matching rules.
UAT and training
Testing with key users in sandbox, feedback correction, role-based training with customized materials and internal champion certification.
Go-Live and hypercare
Controlled launch with rollback plan, 30-day dedicated support, adoption KPI monitoring and weekly reinforcement sessions.
Technology ecosystem
Tools and platforms we use in every implementation.
| Category | Technologies |
|---|---|
| Clouds | Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Experience Cloud |
| Automation | Flow Builder, Process Builder, Approval Processes, Assignment Rules, Einstein Automate |
| AI / Analytics | Einstein AI, Einstein GPT, Tableau CRM, Einstein Activity Capture, Prediction Builder |
| Migration | Data Loader, Dataloader.io, Jitterbit, Informatica Cloud, DemandTools |
| Integration | MuleSoft, REST APIs, SOAP APIs, Platform Events, Heroku Connect |
| DevOps | Salesforce DX, GitHub Actions, Copado, Gearset, VS Code + SFDX CLI |
Success stories
Measurable results in real Salesforce implementations.
Global manufacturing — Sales + Service Cloud
Commercial operation across 3 countries without unified pipeline visibility. Service teams with 72+ hour resolution times without SLAs.
National retail — Marketing + Commerce Cloud
Email campaigns without segmentation, open rate below 8%. E-commerce disconnected from CRM without experience personalization.
Financial services — Sales Cloud + Einstein
Sales advisors without lead scoring, spending equal time on high and low value prospects. No reliable forecast for executives.
Why iTechDev
What sets us apart from other implementation partners.
| Aspect | iTechDev | Other partners |
|---|---|---|
| Implementation approach | Processes first, technology second | Technical configuration without context |
| Change management | Integrated in every project phase | Optional or non-existent |
| Training | Role-based with customized materials | Generic for all users |
| Post go-live support | 30-day dedicated hypercare | No support or limited support |
| Adoption measurement | Adoption KPIs with real-time dashboards | No structured measurement |
| Data governance | Validation rules, duplicates and audit | Basic configuration without governance |
Included deliverables
Everything you receive as part of an iTechDev implementation.
Industries we serve
Vertical experience across multiple sectors with industry best practices.
Frequently asked questions
Answers to the most common questions about Salesforce implementation.
How long does a Salesforce implementation take?
It depends on complexity. A basic Sales Cloud implementation takes 6-8 weeks. Multi-cloud implementations with integrations can take 4-6 months with incremental phases. We always deliver value from the first sprint.
Do we need licenses before hiring implementation?
Not necessarily. As a Salesforce Partner, we advise on the right license selection for your use case and can manage the acquisition with preferential conditions.
What if our team doesn't adopt the tool?
Our change management program mitigates this risk. We include internal champions, role-based training, executive communication and weekly adoption measurement with corrective action plans.
Can you implement Salesforce in multiple countries simultaneously?
Yes. We have experience in multi-country rollouts with multi-currency, multi-language, territory and region-specific business rule configuration. The team operates in Spanish and English.
How is implementation success measured?
We define KPIs during discovery: adoption rate, captured data, registered pipeline, case response time and report usage. We measure weekly during hypercare.
Do you offer ongoing support after go-live?
Yes. In addition to the included 30-day hypercare, we offer continuous support and evolution plans with monthly hour packages for improvements, new automations and technical support.
Transform your commercial operation with Salesforce
Schedule a free consultation with our certified team. We evaluate your case, identify quick wins and design an implementation roadmap tailored to you.