sayhi@zarasa.io
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Salesforce · Uruguay

Salesforce consulting and implementation for companies in Uruguay

We adapt and integrate Salesforce to consolidate your operations, automate sales workflows, and centralize your business's customer service channels.

Business evolution in Uruguay

Uruguay stands out as a regional reference hub for technology, global services, and logistics. Uruguayan companies, operating from free trade zones or in the local market, compete under demanding international standards. Sustaining that level of operation requires eradicating manual processes and isolated systems.

Depending on scattered spreadsheets or your team's memory slows growth and puts corporate client relationships at risk. If your company wants to expand into new markets, unify branches, or professionalize sales management, you need a scalable, auditable technology infrastructure.

Critical business scenarios

01

No traceability

Sales teams operating blind, without a unified pipeline that lets management audit the status and interactions of every opportunity.

02

Decentralized information

Critical customer data and B2B negotiation history lost when a sales executive leaves the organization.

03

Cross-border management

Companies managing regional operations or global services from Montevideo that need real-time multi-country visibility over their accounts.

04

Support delays

Customer service channels receiving repetitive requests without automations to speed up case classification and resolution.

05

Operational disconnect

Lack of synchronization between sales and internal accounting systems, creating duplicate tasks and billing errors.

Salesforce products we implement

Zarasa team implementing Salesforce for companies in Uruguay

Industries we serve in Uruguay

01

Technology & Global Services

Specialized CRM for IT companies, software developers, and shared services centers (SSC) based in the country.

02

Logistics & Free Trade Zones

Commercial structuring for logistics operators, foreign trade, and transnational corporations.

03

Agribusiness

Account management, commercial traceability, and operating flows for agro-industrial exporters and producers.

04

Finance & Insurance

CRM configurations and implementations aligned with high data security standards (BCU) and complex credit approval flows.

We design and implement Salesforce architectures adapted to the business rules of these and other complex operating sectors in Uruguay.

Real cases

Salesforce projects we delivered in Uruguay

A sample of projects Zarasa implemented for companies in the country. For confidentiality, we do not publish our clients’ names.

Chambers & associationsSales Cloud

End-to-end member management for a business chamber

A regional business chamber managed member affiliation, agreements and payments with manual processes. We implemented Salesforce as the central platform: an integrated affiliation form that populates the lead, an auto-generated application PDF, agreements modeled with campaigns and custom objects for event participation and payments, with integrations to a billing API and WhatsApp.

How we solved it

Sales Cloud with flows for affiliation and agreements, Visualforce for the application PDF, campaigns and custom objects, and integrations via Zapier and other automation tools, a billing API and WhatsApp — managed with weekly meetings, minutes and a prioritized backlog.

Financial servicesAgentforce + Sales Cloud

A conversational agent that qualifies investors

A financial services and investment firm wanted to serve and qualify prospects without overloading its sales team. We implemented a conversational agent with Agentforce that answers questions, recommends investment products and routes conversations to the right people, creating leads with automatic conversation summaries, candidate scoring and message limits based on the amounts discussed.

How we solved it

An Agentforce agent with custom topics, knowledge files and Data Cloud, flows for lead creation with summaries, scoring and human escalation, tested in Test Center and a dedicated QA sandbox with weekly iterations.

TechnologySales Cloud + Platform

A REST API so external systems can operate the CRM

A data and marketing technology company needed its external systems to read and write sales data in Salesforce in a controlled way. We built a REST API on the platform for accounts, contacts, opportunities, products and billing schedules, with business validations, duplicate rules and systematic verification of every endpoint.

How we solved it

A REST API in Apex with GET, POST and PUT methods, validations, custom metadata types and test classes, verified endpoint by endpoint, complemented by migrating workflows to flows and orderly deployments to UAT and production.

NonprofitPlatform + Marketing Cloud

Data integration for a children\u2019s physical activity program

A social program promoting physical activity in children needed its platform and Salesforce to share affiliation, club and session data reliably. We integrated Salesforce with the program\u2019s APIs through Apex code and batches, fixing duplication issues and bringing the data into Marketing Cloud to enable the program\u2019s communications.

How we solved it

Apex integration with the client\u2019s APIs, batches to fetch and update data, data migration between environments and import into Marketing Cloud, with validated deployments, dailies and knowledge transfer sessions.

Why Salesforce in Uruguay?

Uruguay's corporate and technology ecosystem demands robust platforms oriented toward governance and commercial data optimization. Operating in international services markets and coordinating cross-border logistics from free trade zones, Uruguayan companies need Salesforce to unify their sales channels and eliminate the manual processes that erode competitiveness.

The platform centralizes the complete lifecycle of your accounts, letting you automate quoting flows, configure advanced forecasting processes, and coordinate sales force activities in a single controlled environment. This frees your staff from administrative burdens and ensures after-sales support meets agreed SLAs.

Salesforce's technical flexibility to connect securely through APIs (such as MuleSoft) also enables smooth data synchronization with your core ERPs and local invoicing systems, guaranteeing operational consistency and real financial management control.

Salesforce logo
Flag of Uruguay

Why Zarasa?

01

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.

02

Local presence & hybrid model

We have offices, a local entity, and established operations in Uruguay. Our remote technical model ensures daily fluidity, with in-person alignment meetings in Montevideo during the project's strategic phases.

03

Structured process

We divide every project into clearly defined stages: diagnosis, plan, development, and evolution. We never improvise along the way.

04

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 Uruguay?

Yes. Salesforce operates natively with full licensing availability for the entire Uruguayan market. 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 Uruguay, write to us explaining your current situation and we'll get in touch.