From design to operation that scales.
Modern CRM is more than a record system. Sales, Service, Data Cloud and Agentforce — implementation with business sense; agent-driven evolution where data and process already hold up.
Back to practicesSalesforce is no longer about forcing process into the tool. It's about connecting data, decision, and action into a single layer.
The past decade of Salesforce was marked by implementations that became cost: many fields, few reports, human agents filling in what should have been automated. The next decade is the opposite — Data Cloud at the center, agents around it, short processes.
We deliver the Salesforce practice end to end. We map the business before configuring a screen. We connect the right data before proposing an agent. We validate KPIs before declaring the project delivered. And we sustain afterward — because consulting that ships and disappears is the largest source of rework in the market.
We believe that Salesforce well implemented is invisible to the end user and omnipresent in operations. When the system works, the team stops complaining about it and starts using it as common language between sales, service, and data.
Three fronts that cover from core to operation.
Sales & Service Cloud
Implementation and evolution. Configuration, integrations, automations, governance, and real adoption by the team.
- Process discovery before configuration
- Integrations with ERP and existing tools
- Automations that reduce average time
- Adoption and training planning
Data Cloud + activation
CDP connected to the analytical pipeline. Real-time segmentation, activation in channels that matter.
- Identity resolution as a separate project
- Harmonized models (Customer 360)
- Activation to Marketing, Sales, and Service
- Connection to your existing warehouse
Agentforce / AI agents
Agents for service, sales, and operations. Where there's clean data and clear process, there's a useful agent.
- Validation of 5 prerequisites before MVP
- MVP in 4 weeks with clear KPI
- Governance and audit from day 1
- Continuous sustainment and evolution
Method 360 applied to Salesforce.
Five verbs. The same method disciplines implementation, Data Cloud activation, and Agentforce deployment.
Our library on Salesforce.
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