Sales Cloud
Organize your sales pipeline, automate follow-ups, and give your sales team complete visibility.
Salesforce · Costa Rica
Salesforce consulting and implementation for companies in Costa Rica
We design Salesforce solutions for corporate organizations, free trade zone companies, and shared services centers that require unified sales and support processes.
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.
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.
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.