Kliente 360 serves a small number of strategic clients at a time. Each account is led by a partner, from diagnostic to sustainment. Here's the method, what we deliver per practice, and what we expect from your side.
Five verbs. A hybrid of strategic consulting, technology project, and rapid AI deployment. The same method across all three practices — change the scale, not the step.
Deep discovery. We look at business, data, process, and people. We map the real scenario, with testable hypotheses about what is worth addressing first. Workshops with the business owner, technical assessment, and review of current KPIs.
First functional cut of the most relevant problem. It's not the final product — it's the shortest path to validate the thesis before investing in the full project. Built with real data, or synthetic when necessary.
We submit the prototype to real cases with human supervision. We collect accuracy, error types, escalation cases. We compare against the operational baseline established in Map.
Robust engineering for production. Integrations with existing systems (Salesforce, ERP, warehouse), planned rollout, team adoption, observability. This is where the engineering effort is greatest.
Continuous operation: incremental evolution as the business changes, governance (especially for AI), incident response. Not a body shop — a partner that understands the whole.
Each practice has its dedicated page with offerings, applied method, and content library.
Sales, Service, Data Cloud, and Agentforce. From design to operation that scales.
Engineering, advanced analytics, and visualization. From raw data to decision.
Custom agents and vertical SaaS products. From problem to agent.
The three signals that separate projects that work from projects that become rework.
Not the "executive sponsor" — the senior operator who knows where it hurts and has time for weekly decisions.
The data the project depends on exists, is accessible, and has an identified owner. It doesn't need to be clean — it needs to be available.
Which number will change and by how much. Without a KPI, there's no approval criterion — and delivery becomes theater.
Because in real operations the three are a single engine. CRM without data is blind; data without activation is decoration; AI without operation is a demo. When the same team delivers all three pillars, there is no handoff between consultancies losing context — the thesis, the metric and the agent live in the same scenario. That's the Kliente 360 differential.
We deliver in production. Live agents, with governance and audit from day 1, integrated to client CRM and data. Before deploying, we validate five prerequisites (written process, accessible data, baseline KPI, operational owner, tolerable risk). If three fail, AI is not the next decision — and we say it explicitly. No hype, no lab.
It counts as Applied AI — it is where the three pillars cross. Agentforce consumes Data Cloud as context and acts over Sales/Service. We treat it as an agent in production, with the same rigor of evaluation, governance and KPI we apply in any other AI implementation, even when the stack is proprietary Salesforce.
Yes, active Salesforce Partner since 2019. Sales, Service, Data Cloud and Agentforce implementations use our own accelerators under the official methodology. On the Data and AI pillars, we are stack-agnostic — the choice is guided by the scenario, not by the partnership portfolio.
Mid-market and enterprise in Brazil. Typical client has between 200 and 5000 employees, with existing Salesforce operations, data volume that justifies mature analytics, or AI ambition that goes beyond chatbots.
Partner conversation before any proposal. We evaluate technical fit, realistic scope, and the client team's availability. We turn down projects where we can't deliver well — we'd rather lose an account than half-deliver.
Partners lead strategy, discovery, and the relationship with your team. Senior specialists handle execution. Whoever promises, delivers — no opaque delegation.
No. We work remotely with on-site sessions when the scenario calls for it (kickoff, validation, handover). Body shop or long-term dedicated allocation are not part of our model.
Send a message via the contact form, email, or WhatsApp. In short order, one of the partners replies directly — the first meeting is with a partner, no intermediate qualification.
Send a message about what is at stake. In short order, one of the partners replies directly.