Sales Cloud
Organize your sales pipeline, automate follow-ups, and give your sales team complete visibility.
Salesforce · Costa Rica
Salesforce partner in Costa Rica: consulting and implementation
Zarasa is a Salesforce Consulting Partner with 78 certifications, more than 90 delivered projects and a 4.85 out of 5 rating on AppExchange across 19 reviews. We design Salesforce solutions for corporate organizations, free trade zone companies, and shared services centers that require unified sales and support processes. We work in your time zone, with a team that operates in Spanish and English.
Business evolution in Costa Rica
Costa Rica stands out as a reference hub for global services exports, technology development, and medical device manufacturing operating under Free Trade Zone regimes. Local and global corporations in this market compete internationally, demanding flawless sales processes.
Managing complex sales funnels through fragmented systems or manual reports creates information silos, increases response times, and limits management visibility. Centralizing customer operations is essential to sustain growth in an auditable way.
Critical business scenarios
01
Shared services silos
No visibility into the interactions and commercial status of corporate clients shared across multiple global operating units.
02
Fuzzy sales forecasting
Sales management without an automated system to calculate forecasts, depending on scattered spreadsheets.
03
Lost B2B traceability
Negotiation history and agreements with key international corporate accounts leaking away when sales executives rotate.
04
Operational disconnect
Critical delays in service provisioning because closed deals in the CRM don't trigger automated flows in internal systems.
05
Unmeasurable SLAs
Customer service channels handling support tickets in a disorganized way, making agreed service levels impossible to audit.
Salesforce products we implement
Service Cloud
Centralize customer support across every channel. Resolve cases faster with optimized support flows.
Marketing Cloud
Automate campaigns, segment audiences, and measure results across email, SMS, and digital channels.
Experience Cloud
Build secure web portals and communities natively integrated with your CRM for customers, partners, or distributors.
Consumer Goods Cloud
Optimize retail execution, sales route control, stock audits, and retail management.
Field Service
Manage and schedule your field technicians' work, optimizing routes and mobile service orders.
Financial Services Cloud
CRM architecture tailored to banking, insurance, and finance under strict audit and compliance standards.
MuleSoft
Securely connect Salesforce with your accounting systems, core ERPs (SAP, Oracle), and local databases.
Tableau & Einstein AI
Turn your sales data into predictive analytics, built-in AI, and interactive dashboards for decision-making.
Agentforce
Deploy autonomous AI agents that manage leads, resolve cases, and engage customers 24/7.
Industries we serve in Costa Rica
BPO & Global Services
Specialized CRM configuration to optimize complex institutional accounts, billing, and international service levels.
Technology & Advanced Manufacturing
Automated export pipeline management, manufacturing contract control, and data auditing.
Financial Services & Insurance
Service portals and secure, controlled corporate approval workflows.
Logistics & Distribution
Synchronization of the sales cycle with regional and local distribution flows.
We configure and integrate the Salesforce solutions your organization needs to standardize its global and local sales processes in Costa Rica.
Real cases
Salesforce projects we delivered in Costa Rica
A sample of projects Zarasa implemented for companies in the country. For confidentiality, we do not publish our clients’ names.
A Revenue Cloud catalog the sales team can actually use
A commercial equipment distributor needed its Revenue Cloud product catalog to be truly usable, with filtering capabilities the standard tool did not offer. We analyzed the catalog architecture and built custom product filters with Lightning Web Components, adding auto-numbering, PDF templates and discount pricing.
How we solved it
Revenue Cloud architecture analysis plus LWC filtering components backed by custom metadata and Apex, validated with test classes and deployed to production with weekly follow-up and knowledge transfer sessions.
Sales and service process redesign with SAP in sight
An electronic security and technical services company undertook a deep consulting project to redesign its processes on Salesforce. After thematic workshops — quoting, contracts, customer lifecycle, satisfaction surveys — we built the new configuration: a quoting flow with custom currency, contract renewals with price recalculation, approvals and order generation.
How we solved it
Discovery workshops and documented process design, followed by intensive declarative configuration: quoting, contract and order flows, approval processes, dynamic forms, Salesforce Surveys and a documented field mapping for the SAP integration.
An AI agent on WhatsApp that qualifies and feeds the sales process
A construction and prefabricated materials company wanted to serve prospects on WhatsApp with an AI agent able to qualify inquiries. We built the agent with Agentforce — context, knowledge base, topic segmentation and contact data collection — integrated with WhatsApp through Omni-Channel, and configured the full sales process: leads, deals, deliveries and quotes.
How we solved it
An Agentforce agent connected to WhatsApp via Omni-Channel, refined through test-and-feedback cycles on topics and instructions, complemented with sales process flows, data migration and user training.
From service bot to AI agent with authentication
An automotive-sector financial services company wanted to turn its service bot into an AI agent able to resolve real customer inquiries, including sensitive authenticated topics like balances and financing. We built the agent in Agentforce with custom topics and actions, authentication handling on the community site and a data library on Data Cloud.
How we solved it
Iterative agent development with testing cycles and client feedback, topic collision fixes and human escalation, production deployment with technical and user manuals, and training so the client can edit the agent\u2019s knowledge.
Why Salesforce in Costa Rica?
Costa Rica's corporate market requires software platforms capable of standardizing operations under the global quality standards demanded by transnational headquarters. Home to large-scale shared services centers (SSC) and medical device clusters, local organizations need Salesforce to unify their service channels and B2B sales in a controlled way.
The platform removes administrative bottlenecks by automating workflows and transparently structuring export sales pipelines. This raises staff productivity and lets service channels respond quickly to complex requests indexed under rigorous SLAs.
Salesforce's robustness and secure API integration also make it easy to connect with internal financial ERPs and local electronic invoicing systems, eliminating information gaps and enabling general management to make decisions based on reliable forecasting.
Agentforce in Costa Rica
Agentforce is Salesforce’s AI agent layer. These are autonomous agents that work on your CRM data: they resolve inquiries, qualify opportunities, take action and hand off to a person when the case calls for it. There is no separate Costa Rican edition — it is the same global platform, with the same consumption-based licensing through Flex Credits.
What is specific to the country is the starting point. According to the Global AI Diffusion Report from the Microsoft AI Economy Institute, published in March 2026, Costa Rica is the Latin American country with the highest AI adoption among its working-age population: 28.5% in the first quarter of 2026, and 32nd out of 80 countries worldwide. Microsoft attributes that lead to local talent.
Where Agentforce pays off in a Costa Rican operation
24/7 first-line support
The agent resolves high-volume inquiries and escalates only what requires human judgment, freeing the bilingual team for complex cases.
Authenticated inquiries
Balances, contracts, case or delivery status: sensitive topics resolved with real authentication against the system, not generic answers.
Continuous lead qualification
Ongoing prospecting on CRM signals and external sources, with prioritized lists that reach the rep instead of piling up unreviewed.
Shared services back office
Repetitive internal requests resolved by the agent inside the existing flow, with traceability and service level measurement.
The context supports it. Between 2022 and 2025 the corporate services sector grew from 293 to 369 firms and from 102,000 to 105,000 people employed, while contact centers shrank from 10,237 to 9,120 positions and shifted toward specialized, multilingual roles, according to CINDE and Procomer data published by El Financiero. Procomer also reports that 46% of companies already offer AI-linked processes. Repetitive work gets automated and talent is reassigned to what requires judgment — precisely where Agentforce operates.
Why Zarasa?
Exclusive focus
We work as a Salesforce partner with an exclusive focus on the platform. We don't mix tools or build generic solutions; we adapt the ecosystem to your real business model.
Project coverage
We customize and implement the platform through a structured remote engineering model, with the operational flexibility to schedule in-person alignment meetings in San José at critical milestones.
Structured process
We divide every project into clearly defined stages: diagnosis, plan, development, and evolution. We never improvise along the way.
Single point of contact
We eliminate commercial intermediaries: the same consulting team that runs the initial diagnosis implements the solution and supports you afterwards.
Frequently asked questions
Is Salesforce available in Costa Rica?
Yes. The Salesforce ecosystem and licensing operate natively throughout the country. Zarasa, as a certified partner, handles the entire technical cycle: from diagnosis and migration of your historical data to ongoing support.
How does a project with Zarasa get started?
We begin with a technical diagnostic session to audit your current workflows. From there, we design a systems architecture proposal recommending the right clouds and licenses for your operation.
Do you offer knowledge transfer and training?
Yes. We run technical training sessions — in English and Spanish — based on your system's real configuration to ensure your team's operational adoption from day one.
What is Agentforce and is it available in Costa Rica?
Agentforce is Salesforce’s AI agent layer and it is available in Costa Rica just as it is everywhere else: there is no local edition and no country restriction. It is licensed by consumption through Flex Credits, so cost tracks the actual volume of conversations resolved.
What languages does an Agentforce agent answer in?
Agentforce operates in several languages and Salesforce expands that coverage monthly, with different availability levels per language. On every project we define the languages in scope at the start and validate answer quality before going live.
How long does it take to put an agent into production?
It depends on how many topics it must cover, the integrations required and whether authentication is involved. We define this during the diagnostic and roll it out in stages, starting with a focused set of high-volume inquiries and widening scope through test-and-adjust cycles.
Let's evaluate your project
If you're considering a Salesforce implementation for your company in Costa Rica, write to us explaining your current situation and we'll get in touch.