CRM and ERP · Salesforce

Implementation of Salesforce

The leading CRM for companies that need scale and total customisation. We configure Salesforce to your processes, automate with Flow and integrate it with the rest of your stack.

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  • Sales Cloud
  • Service Cloud
  • At scale

What it includes

Everything included in your salesforce

Sales and Service Cloud

Sales and customer service on the most powerful CRM platform on the market.

Automation (Flow)

We automate complex sales and support processes without code.

Custom integrations

We connect Salesforce with your ERP, your website and your internal tools.

Migration and adoption

We migrate data and support the team so they really use it.

How we do it

How we do it

  1. Org design

    We define objects, fields and permissions in your Salesforce org based on your real sales process.

  2. Sales and Service

    We build Sales and Service Cloud with your sales stages and your support queues.

  3. Flows

    We automate the tasks, validations and alerts you do by hand today with Flow.

  4. Adoption

    We migrate data, train the team and measure adoption so it really gets used.

No-code automation

The Flow canvas

With Flow we build your sales and support processes as a connected diagram: a trigger, a decision and the actions that resolve it on their own. We design it around the way you work for companies in Barcelona and across Spain, without writing a single line of code.

  1. Trigger Opportunity → "Closed won"
  2. Decision Amount > €50,000?
  3. Action Notify the team and create a task
  4. Outcome Onboarding case opened

Sales Cloud, Service Cloud and your integrations, orchestrated in a single flow.

FAQ

Preguntas frecuentes

Isn’t it too much for my company?

Salesforce shines in companies with complex processes or high volume. If you are smaller, Zoho, HubSpot or Pipedrive might suit you better; we tell you honestly.

Do you customise it to our processes?

Yes. Salesforce is highly customisable: we adapt it to the way you work, not the other way around.

More CRM & ERP

Other services

Zoho Odoo Holded Dynamics 365 HubSpot Sage Pipedrive

Shall we start?

Get your salesforce up and running

Tell us about your case and we’ll give you a clear plan and quote, free and with no commitment.

Request a quote See CRM & ERP