Sales & Services Cloud

We implement and optimize Sales & Service Cloud under a unified approach, merging sales and support in a collaborative platform to automate the sales cycle and enhance the business strategy. We enhance omnichannel resolution and operational agility, transforming each interaction into a growth engine that accelerates closings and builds customer loyalty.

Our approach: From strategy to value delivery

1

Discovery and design of the customer journey

We conduct strategic sessions to map the lifecycle of your customers, from lead acquisition to case resolution. We design a data model and process flows oriented to eliminate bottlenecks, centralizing critical information for a smooth commercial and service management.
Discovery and design of the customer journey
2

Configuration and automation architecture

We build the operational infrastructure by configuring sales funnels, allocation rules and dynamic approval processes. For the service area, we enable advanced case management and omnichannel routing, ensuring that every interaction is handled under precise SLAs and with the right agent.

Configuration and automation architecture
3

Optimization of operational experience and efficiency

We customize consoles and applications to ensure that every role accesses relevant information in a single click. We implement intelligent automations that eliminate manual tasks and repetitive follow-ups, freeing your teams to focus on closing sales and service excellence.
Optimization of operational experience and efficiency
4

Strategic deployment, adoption and measurement

We ensure full adoption through training based on real use cases and daily flows. We enable real-time control panels and performance dashboards, allowing leaders to monitor conversion rates, resolution times and key metrics for immediate decision making.
Strategic deployment, adoption and measurement

Results that drive your business

Acceleration of the business cycle

We optimize closing time by automating lead capture, opportunity tracking and quote generation. We enable sales teams to minimize administrative burden to focus on strategic execution and goal achievement.

High efficiency case resolution

We increase customer satisfaction through unified consoles that integrate complete history and knowledge management tools. We empower agents to resolve incidents at the first contact, ensuring strict compliance with SLAs.

360° visibility and operational alignment

We eliminate information silos by integrating sales and support under a single source of truth. This visibility allows you to anticipate service crises before a sale and uncover upsellopportunities based on actual customer behavior.

Precision forecasts and projections

We transform uncertainty into strategic pipelinevisibility through real-time reporting. We facilitate revenue forecasting with reliable data, enabling leaders to identify at-risk businesses and adjust commercial direction immediately.

Components of our service

Business management engineering

We configure the end-to-end sales cycle, from leadacquisition to closing opportunities. We design customized funnels and sales forecasting systems that enable sales leaders to accurately project revenue and optimize the performance of their teams.

Business management engineering

Customer service architecture

We establish a robust service ecosystem through advanced case management and SLA compliance. We implement omnichannel routing and knowledge bases that centralize information, ensuring that every customer interaction is resolved with agility and consistency.

Customer service architecture

Automation and flow efficiency

We design intelligent workflows and automatic assignment rules that eliminate manual intervention in critical tasks. We set up automated approval processes to accelerate internal decision making, reducing response times and maximizing operational productivity.

Automation and flow efficiency

Analytics for decision making

We deploy high-impact dashboards that visualize business performance and service efficiency in real time. We train management levels in the creation of customized reports, transforming operational data into actionableinsights for business growth.

Analytics for decision making

The management time for each consultation was reduced from 20 to 4 minutes.

We developed the first intelligent Salesforce agent in LATAM for an AFP, transforming the customer experience with automatic, fast and accurate responses.

Learn more here!

Insights on this powerful work

¿Cómo puede Agentforce de Salesforce transformar el servicio al cliente y potenciar mis equipos?
agentforce-salesforce-mob
Automatización de procesos

¿Cómo puede Agentforce de Salesforce transformar el servicio al cliente y potenciar mis equipos?

¿Cómo lograr una vista 360 de tus clientes con Salesforce Data Cloud?
Salesforce-Data-Cloud-mob
Cloud

¿Cómo lograr una vista 360 de tus clientes con Salesforce Data Cloud?

¿Cómo puede Agentforce de Salesforce transformar el servicio al cliente y potenciar mis equipos?
agentforce-salesforce-mob
Automatización de procesos

¿Cómo puede Agentforce de Salesforce transformar el servicio al cliente y potenciar mis equipos?

¿Cómo lograr una vista 360 de tus clientes con Salesforce Data Cloud?
Salesforce-Data-Cloud-mob
Cloud

¿Cómo lograr una vista 360 de tus clientes con Salesforce Data Cloud?

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