Consulting Services

Consulting Salesforce

We implement, optimize and transform your Salesforce

150+
Projects delivered
85%
Client retention
10+
Years of experience

Main Services

Quick Start

Fast implementation for those just getting started

Ideal for companies that need a functional Salesforce quickly, with essential configurations.

  • Complete initial setup
  • Standard objects and fields
  • Up to 5 users configured
  • Basic training (4h)
  • Documentation
4–6 weeks
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POPULAR

Full Implementation

Complete custom implementation project

For companies that need a customized solution, with automations, integrations and complex processes.

  • Process discovery and mapping
  • Custom data architecture
  • Automations (Flows, Apex)
  • Integrations with existing systems
  • Data migration
  • Full training
  • Assisted go-live
  • Post-implementation support (30 days)
3–6 months
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Managed Services

Ongoing support and evolution of your Salesforce

For companies that already have Salesforce implemented and need support, improvements and maintenance.

  • Dedicated technical support
  • Bug fixes
  • Minor improvements and adjustments
  • Reports and dashboards
  • New user training
  • Salesforce release updates
Monthly contract
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Specialized Services

Health Check

Complete diagnostic of your Salesforce with an improvement plan.

Integrations

Connect your Salesforce to ERPs, APIs, e-commerce, marketing.

Data Migration

Bring your data from other CRMs or spreadsheets securely.

Automations

Flows, Process Builder, Apex to optimize your processes.

Reports & Dashboards

Management reports and executive dashboards.

Corporate Training

Empower your team with customized training.

Clouds We Work With

Sales CloudService CloudMarketing CloudExperience CloudRevenue CloudData CloudTableauMuleSoftSlack

Our Methodology

1

Discovery

We understand your business and processes

2

Design

We design the ideal solution

3

Build

We build it in Salesforce

4

Test

We test with your team

5

Launch

Go-live and support

Clear Scope

You know exactly what will be delivered before we start.

Agile Methodology

2-week sprints with incremental deliveries and full visibility.

Transparent Communication

Weekly status and direct channel with the team throughout the project.

Real Results

Featured Case

Logistics Company

Full Implementation (Sales + Service Cloud) · 4 months

"We reduced order processing time from 4 hours to 15 minutes with Salesforce automations."
-94%
Processing time
+200%
Sales increase
100%
Digital processes
150+
Projects delivered
85%
Client retention
10+
Years of experience
50+
Certifications

Consulting or Squad?

Choose the model that makes the most sense for you.

Consulting — Ideal if you:

Want a project with a beginning, middle and end
Prefer well-defined scope and deliverables
Don't have an internal technical team
Want us to manage everything
View Consulting Services

Squad — Ideal if you:

Have ongoing development demands
Want flexibility to change scope
Have an internal PM to manage
Prefer to manage the team yourself
Meet the Ranger Squad

Still have questions? Talk to a consultant →

Frequently Asked Questions

Let's talk about your project?

Request a free diagnostic and discover how we can transform your Salesforce.