Our Salesforce integration service streamlines processes and improves customer experience and increases team productivity.
Salesforce is the leading CRM, offering an end-to-end platform that automates business processes and facilitates communication between marketing, sales, service and IT teams.
Module for the creation of automated marketing campaigns, integrated with Sales Cloud. It allows you to offer multichannel experiences, connecting with leads at the right time and through the most appropriate channel, increasing conversion opportunities. Its goal is to optimize customer acquisition and maximize sales efficiently.
Este módulo proporciona un seguimiento detallado del proceso de ventas, facilitando la gestión de las relaciones con los clientes y la colaboración del equipo comercial. Permite establecer contacto con los clientes, automatizar las estrategias de marketing, gestionar las interacciones, crear y optimizar perfiles de los clientes y acceder a datos de ventas actualizados y precisos.
This module is a customer service automation tool that provides a complete and up-to-date view of users in real time, helps improve customer satisfaction by streamlining interactions or responses and ensures quick and easy access to the self-help service, which can provide instant and personalized support.
Special module to manage and optimize e-commerce for companies in both B2B and B2C models. It facilitates interaction with customers across all digital channels, order management and the creation of personalized and integrated shopping experiences. Commerce Cloud is key to strengthening online presence and driving sales growth.
Our Salesforce implementation flow is divided into several stages to optimize the process and ensure that it can meet all of your company's objectives.
We determine the company's objectives, ensuring that the solution fits specific requirements, how to identify stakeholder expectations and set clear goals for the implementation, then introduce the team involved, assign roles and define delivery times.
During this phase, the platform is configured, the necessary information is entered, users are registered, business rules are defined, workflows and approval processes are created, and the necessary integrations are made to ensure that Salesforce works according to the company's needs.
We perform extensive testing to simulate work processes and ensure that the platform is configured correctly. In this phase, we validate the functionality, data integration, workflows, performance and security of the system, ensuring that everything is ready for use.
We present the final implementation and user training to ensure effective use; the implemented system is reviewed with those involved, its alignment with objectives is validated, and both technical and company-specific process-oriented training is conducted.
With more than 150,000 companies using it, Salesforce provides software that drives growth by optimizing customer relationship management and multichannel interactions.
Automate your key processes, from sales management to customer service, to improve operational efficiency and reduce costs
Personalize the customer experience through a 360-degree view of customer interactions, ensuring responses that increase satisfaction and loyalty
Facilitates access to real-time data and effective collaboration tools, enabling your team to work smarter and more productively
We integrate Agentforce and any AI agent in the market, discover how it can complement your workforce!
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If you need to integrate HubSpot and Salesforce, use our service to get the best of both platforms for your company's strategy.
