Salesforce for Enterprises | Implementation and Optimization
Salesforce properly implemented
transforms your company's business management
Many companies have Salesforce, but they don't make the most of it. The platform is misconfigured, teams don't use it correctly, and customer information remains scattered across emails and spreadsheets.
Consúltame offers specialized services for Salesforce implementation, configuration, optimization, and integration so your company can centralize business information, automate processes, and obtain reliable reports to make better decisions. If your team isn't getting the maximum value from Salesforce, it's time to organize it with specialized support.
- Salesforce misconfigured or underutilized in your organization.
- Teams that don't properly record opportunities, contacts, or activities.
- Unreliable reports that hinder commercial decision-making.
- Manual processes that generate errors and time loss in sales.
- Difficulty integrating Salesforce with ERP or other critical systems.
- Low platform adoption by team members.
- Customer information scattered across emails, spreadsheets, and separate systems.
What's included
in the Salesforce service with Consúltame?
Implementation and configuration
We implement Salesforce from scratch or reorganize an existing instance: configuration of objects, fields, profiles, roles, processes, and flows adapted to your business model.
Integrations with external systems
We connect Salesforce with your ERP, email platforms, web forms, marketing tools, and data systems to centralize all business information.
Process automation
We design automatic workflows for business and operational tasks: lead assignment, opportunity tracking, alerts, approvals, and record updates.
Dashboards and business reports
We create custom dashboards and reports to measure sales, opportunities, team activities, and commercial productivity with real-time updated data.
Training and adoption
We train commercial, sales, marketing, and customer service team members so they adopt Salesforce correctly and use it with confidence in their daily operations.
Continuous technical support
We offer specialized support and continuous guidance to resolve incidents, adjust configurations, incorporate new features, and evolve the platform with your company.
Greater control over opportunities and customers
With Salesforce properly configured, your team has complete visibility over the sales pipeline, the history of each customer, and the status of every opportunity in real time.
More agile and error-free business processes
Automation eliminates repetitive manual tasks, reduces operational errors, and frees up team time to focus on higher-value business activities.
Decisions based on reliable data
Custom dashboards and reports enable commercial managers and sales leaders to make strategic decisions with updated, accurate, and centralized information.
Optimized Salesforce is a real competitive advantage for your business
Consúltame works alongside your team to transform Salesforce into a tool that truly drives business management. More sales, more organization, more visibility, and a team that works with clear processes, centralized information, and specialized support when you need it.
Optimize your Salesforce and improve
your company's business management today
Schedule a free diagnosis meeting with our specialized team. We evaluate the current state of your Salesforce or define together the best implementation strategy. We identify improvements, automations, and integrations so your commercial team works with greater efficiency, visibility, and results.
