Salesforce Implementations
We configure Salesforce to match how your company operates
- Clients and contacts
- Sales process
- Customer support
- Opportunity tracking
Salesforce Consulting Services in LATAM
Zarasa is a certified Salesforce Consulting Partner with its own teams in Miami, Mexico City, Mixco (Guatemala) and Montevideo. Since 2020 we have delivered more than 120 Salesforce projects for companies in the United States and twelve countries across Latin America, in English and Spanish, in your time zone.
Below: what we do, how we work, the industries we have delivered in, three real projects, and the answers to the questions we hear most often.
120+Salesforce projects delivered
78Salesforce certifications on the team
12countries served from 4 offices
4.85 / 519 public reviews on AppExchange
2020Salesforce Consulting Partner since
Process Optimization
We improve existing workflows for efficiency and visibility.
- We analyze current processes
- We remove unnecessary steps
- We design simpler and clearer flows
Sales and Service Automation
We automate sales, support and customer follow-up.
- Automated commercial follow-ups
- Internal notifications
- Task assignment
- Automated reporting
Custom Development
Tailored solutions when standard functionality is not enough.
- Salesforce-specific developments
- Integrations with external systems
- Business-specific adjustments
How we work
Every project runs through the same four stages. The team that runs the diagnosis is the team that builds and supports the solution: there are no commercial intermediaries in between.
Diagnosis
Working sessions with the people who actually run the process. We map how sales, service or operations work today, where the information gets lost and what the business needs to see.
Plan
A solution architecture with the clouds and licenses your operation needs, no more. Scope, phases, integrations and a delivery calendar you can hold us to.
Development
Configuration first, code where the standard does not reach: Flows, Apex, Lightning Web Components and integrations with ERP, e-commerce, payment and messaging platforms. Weekly demos on your data.
Adoption and evolution
Training in English or Spanish on the real configuration, documentation, go-live support and an evolution plan: the platform keeps changing, and so does your business.
Industries we have delivered in
Not a wish list: every industry below has at least one delivered project behind it. The country pages describe them one by one.
Financial servicesInsuranceHealthcarePharmaceuticalManufacturingRetailConsumer goodsDistributionConstructionReal estateTourism and hospitalityEducationTechnology and product softwareProfessional servicesNonprofitsChambers and business associations
Salesforce clouds we work with
Salesforce includes specialized clouds that help teams manage sales, support, marketing, operations and decision-making in one ecosystem.
Sales Cloud
Complete management of prospects, opportunities, sales pipeline and follow-up.
Service Cloud
Support and case management across multiple channels for faster responses.
Marketing Cloud
Campaign automation and personalized communications throughout the customer lifecycle.
Experience Cloud
Portals and communities for customers, partners and providers.
Consumer Goods Cloud
Field execution, commercial planning and operations optimization for CPG businesses.
Field Service
Planning, dispatch, routes and real-time tracking for service teams.
Financial Services Cloud
Customer, product and compliance management for financial institutions.
MuleSoft
Integration layer connecting Salesforce with ERP, e-commerce and internal systems.
Tableau & Einstein AI
Advanced analytics and AI insights for better decisions.
Agentforce
Agent-based experiences and automation to improve productivity and personalization. See how we run an Agentforce implementation.
Real cases
Three projects, three kinds of work
A managed platform for a global company, a full sales transformation with an SAP integration, and an AI agent in production. For confidentiality, we do not publish our clients’ names.
Long-term evolution of the Salesforce platform of a global cruise group
One of the world’s largest cruise groups needed a team that could keep its Salesforce platform evolving without disrupting a business that never stops. We work as an extension of their team, in US business hours.
How we solved it
Agile, ticket-based delivery with DevOps pipelines, code review and release management, plus integrations such as DocuSign. Continuous delivery instead of one-off projects.
Sales transformation for a lubricants and automotive products manufacturer
A large manufacturer needed to plan field visits, give third parties a portal and keep Salesforce and SAP telling the same story. The project touched the entire commercial operation.
How we solved it
Field visit planning with Salesforce Maps and the offline app, a partner portal on Experience Cloud, and a two-way SAP integration through web services.
An AI agent on WhatsApp that qualifies prospects and feeds the sales process
A construction company receives most of its inquiries on WhatsApp, at any hour. It needed to answer immediately, qualify each prospect and hand the good ones to a salesperson with the context already captured.
How we solved it
An Agentforce agent connected to WhatsApp that qualifies, creates the lead with a conversation summary and routes it into the full Sales Cloud process, with human handoff when the conversation calls for it.
Why Zarasa?
Salesforce only
We do not mix tools or build generic solutions. Seventy-eight certifications on one platform, and an Agentforce-certified team.
Your time zone, both languages
Four offices of our own between Miami and Montevideo. English and Spanish delivery, US business hours, and in-person sessions where we have an office. See our nearshore model.
Structured process
Diagnosis, plan, development, evolution. Every project follows the same stages, with weekly demos on your data. We never improvise along the way.
Single point of contact
The same consulting team that runs the diagnosis implements the solution and supports you afterwards. No handoffs between a sales team and a delivery team.
Frequently asked questions
How long does a Salesforce implementation take?
It depends on scope. A Sales Cloud or Service Cloud implementation for a single team, with standard configuration and data migration, is usually measured in weeks. Projects with integrations (ERP, e-commerce, payments) or several clouds are measured in months and are delivered in phases, so the business starts using the platform before the full scope is done. The plan we deliver after the diagnosis gives you the calendar for your case.
How do you charge: by project or by retainer?
Both. Implementations with a defined scope are quoted as a project. Continuous evolution, support and extended teams work as a monthly retainer with an agreed capacity. Many clients start with a project and continue with a retainer once the platform is live.
Do you work with companies in the United States?
Yes. Our headquarters is at 1000 Brickell Ave in Miami, and part of our delivered work is for US companies: a global cruise group, software product companies, a US Salesforce consultancy and an international nonprofit. The team works in US business hours, in English and Spanish.
Can you take over a Salesforce org that another partner implemented?
Yes. We start with a technical diagnosis of the org (an Org Check: configuration, code, permissions, data quality and technical debt), document what we find and propose a plan. Several of our current clients came to us this way.
Do you implement Agentforce?
Yes. We have AI agents in production for construction, financial services, real estate and technology companies: qualifying prospects on WhatsApp, answering authenticated customer questions, booking demos. We explain how we approach it on our Agentforce implementation page.
Do you provide training and documentation?
Always. Training sessions in English or Spanish on your real configuration, not on a demo org, plus technical and functional documentation so your team can operate and extend the platform.
Tell us what you need
Write to us with your current situation, whether you are starting with Salesforce, taking over an existing org or evaluating Agentforce, and we will get back to you with the next step.