Salesforce + Pragma

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Involve Salesforce solutions for every step of the project development lifecycle. Optimize and fully drive the business value of your Salesforce investment. With our expertise, we take your results to the next level.
Sell more and sell better with high-impact strategies!

Our capabilities

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Implementation
We quickly and efficiently launch your Salesforce solution. From initial setup to workflow customization, we guide you every step of the 
way to ensure a seamless Salesforce adoption.
Implementation
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Support and Evolution
We provide ongoing technical support 
to ensure your platform operates at its best. Additionally, we help you evolve your solution as your business grows, adapting Salesforce to your new needs.
Support and Evolution
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Consulting
We optimize your business processes. 
We conduct thorough analyses and propose best practices to maximize the return on your Salesforce investment.
Consulting
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Training
We empower your team with the training needed to get the most out of Salesforce. We offer customized courses and interactive learning materials to ensure all users master the platform.
Training
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Integrations
We connect Salesforce with your existing systems (ERP, marketing automation, etc.) to create a unified view of your customer. This enables you to make more informed decisions and improve operational efficiency.
Integrations
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360° Customer View
We gain a comprehensive view 
of your customers through a single platform, consolidating all data in 
one place with Salesforce. This enables personalized experiences and enhances customer satisfaction.
360° Customer View

We are experts in

Agentforce

Automate tasks and optimize workflows with AI agents that serve customers, support sales and handle repetitive tasks.

Agentforce

Data Cloud

Connect and analyze large volumes of data for agile decision-making and real-time personalized experiences.

Data Cloud

Financial Services Cloud

Connect with your financial clients through a Salesforce platform built for banking, insurance, and wealth management.

Financial Services Cloud

MuleSoft

We build connected application networks by integrating your apps, data, and devices—both on-premises and in the cloud.

MuleSoft

Sales-Service Cloud

Boost sales and customer service with a unified solution that accelerates deal closures and resolves cases more efficiently.

Sales-Service Cloud

Marketing Cloud

Connect with your financial clients through a Salesforce platform built for banking, insurance, and wealth management.

Marketing Cloud

Accelerate the impact of Salesforce with certified teams in:

Our insights

Four reasons to understand why the mortgage process in the U.S. stopped being a growth engine
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Process Automation

Four reasons to understand why the mortgage process in the U.S. stopped being a growth engine

Beyond automation: How to orchestrate the credit process to accelerate closing
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Process Automation

Beyond automation: How to orchestrate the credit process to accelerate closing

What is financial hyper-personalization?
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Artificial Intelligence

What is financial hyper-personalization?

Keep moving. Let's talk.