Sales Cloud
Organize your sales pipeline, automate follow-ups, and give your sales team complete visibility.
Salesforce · Puerto Rico
Salesforce consulting and implementation for companies in Puerto Rico
We configure Salesforce for corporations, pharmaceutical manufacturers, and firms under incentive programs (Act 60) that require sales optimization and strict federal compliance.
Business evolution in Puerto Rico
Puerto Rico operates under a sophisticated economic framework, with a strong presence of pharmaceutical and high-tech medical device manufacturing, alongside a growing ecosystem of professional services firms incentivized by Act 60. This regulatory and institutional environment demands systems that rigorously ensure data integrity.
The disconnect between local operating processes on the island and corporate reporting requirements (HQ) creates control inefficiencies. Automating the pipeline through integrated workflows is critical to keep teams agile with headquarters and institutional clients.
Critical business scenarios
01
Compliance gaps
Risk in handling customer data and business interactions without a CRM that natively complies with federal standards.
02
Corporate disconnect
Lack of smooth synchronization between the island's sales operations and the corporation's centralized forecasting systems.
03
Slow B2B follow-up
Slow manual processes to qualify leads and manage complex mid- and long-term institutional negotiations.
04
SLA blind spots
Service and incident channels operating in silos, making it impossible to accurately measure service level agreements with key clients.
05
Duplicate data entry
Lost productivity from re-keying contract data and price lists across multiple internal applications.
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 Puerto Rico
Manufacturing & Pharma
Corporate pipeline management, distribution contract control, and secure interaction auditing.
Professional Services (Act 60)
B2B sales cycle optimization, international account tracking, and advanced consulting project management.
Insurance & Healthcare
Service portals and automated case routing under strict data security levels (HIPAA compliance).
Distribution & Logistics
Sales force synchronization with warehouse inventories to speed up order fulfillment.
We design Salesforce architectures aligned with the corporate requirements and regulatory standards applicable in Puerto Rico.
Real cases
Salesforce projects we delivered in Puerto Rico
A sample of projects Zarasa implemented for companies in the country. For confidentiality, we do not publish our clients’ names.
E-signatures, integrations and AI on a single platform
A professional services firm needed to boost its Salesforce org with e-signatures, better integrations and AI capabilities. We configured and integrated DocuSign with document-sending flows, fixed a Zapier integration to eliminate duplicates, and set up Data Cloud and Agentforce with actions and topics for the agent.
How we solved it
DocuSign integration with sending flows and templates, a corrected Zapier flow to prevent duplicates, and Data Cloud and Agentforce configuration tested across scenarios, plus activity dashboards and reports.
Full history migration to operate from day one
An educational institution needed to move its historical information into Salesforce to start operating with complete data from day one. We executed a two-stage migration: first contacts, accounts and opportunities, then associated documents, tasks and events, preserving the relationship history.
How we solved it
An orderly two-stage data migration preserving the activity history, delivering a clean database ready for the team\u2019s daily work.
Why Salesforce in Puerto Rico?
Puerto Rico's business environment demands technology solutions with a high level of institutional maturity and corporate compliance. Closely tied to the operating standards of US firms and home to global advanced manufacturing operations, companies on the island need Salesforce to efficiently consolidate and audit their sales flows.
The platform unifies sales force operations and technical service areas under a secure cloud architecture. This automates forecasting processes, streamlines multi-level price list management, and centralizes customer service, letting executives focus on strategic business development.
Salesforce's advanced infrastructure and robust API connectivity also enable real-time data synchronization with headquarters ERPs in the mainland United States, eliminating data entry errors and guaranteeing total operational visibility.
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.
Operating model
We build your solutions under a structured remote technical scheme, complemented by the flexibility to coordinate technical committees and in-person alignment sessions on the island at strategic project 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 Puerto Rico?
Yes. Salesforce operates with full availability and support on the island. Zarasa, as a certified partner, handles the entire technical cycle: from diagnosis and migration of your historical data to ongoing CRM 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 Puerto Rico, write to us explaining your current situation and we'll get in touch.