Analysis and design
We document your sales, service and marketing processes, identify critical data and design the object architecture and flows in Salesforce before starting to build.
Distributor of Salesforce
Salesforce
Salesforce is the world's leading cloud CRM platform for customer, sales, service and marketing management. At Summum Sistemas we distribute Salesforce and handle implementation, configuration, data migration and integration with your technology ecosystem, so the platform is ready to work with your organisation's real processes.
Salesforce is the most widely used cloud CRM platform worldwide for comprehensive customer management. It covers the full commercial cycle: lead capture, opportunity tracking, contract and renewal management, multichannel customer service and marketing campaign automation. Its modular architecture allows organisations to subscribe only to the clouds they actually need.
The power of Salesforce lies in its ability to adapt to complex processes: approval flows, business rules, integrations with ERPs and legacy systems, and an advanced analytics and reporting layer. It is the usual choice for organisations with long sales cycles, complex account management or distributed sales teams.
At Summum Sistemas, with over 11 years of experience in digital transformation projects, we accompany the Salesforce implementation from process analysis through to training and post-go-live support. We make sure the configuration reflects how your organisation actually works, not a standard setup the team ends up ignoring.
The Salesforce process.
The process · four stagesConfiguration and development
We configure standard and custom objects, validation rules, workflows, profiles and permissions. When custom business logic is needed, we develop it.
Migration and integration
We migrate data from your current CRM or system, validate quality before loading and connect Salesforce to your ERP, marketing tool and the rest of the ecosystem.
Training and support
We train end users and internal administrators, support the go-live and provide ongoing technical and functional support.
What is included
What Salesforce includes.
The operational detail: what we deliver as part of the work and what we keep alive afterwards.
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Salesforce architecture design
We define the object structure, relationships and flows before configuring, so the platform is maintainable and scalable from day one.
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Sales Cloud and opportunity management
We configure pipelines, sales forecasts, account and contact management, and automate the repetitive tasks of the sales team.
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Service Cloud and customer support
We implement case management, work queues, escalation rules and support channels so the support team works in an organised way.
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Verified data migration
We export, transform and load data from your previous system with quality validations before the final load into production.
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ERP and platform integrations
We connect Salesforce to your ERP, marketing tool and any other system that needs to share data with the CRM.
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Administration and ongoing support
We keep the platform up to date, resolve incidents and evolve the configuration when your processes change or your team grows.
Summum cluster
How it connects with its sisters.
Salesforce delivers its full potential when business strategy, data quality and automation are aligned. Grupo Summum integrates the capabilities of its divisions so the implementation is coherent with your digital architecture.
consultoría
Summum consultoría
We define the customer management strategy and data model before configuring Salesforce, so the platform serves real business objectives.
View service → iaSummum ia
We integrate AI capabilities and conversational agents with Salesforce to automate lead qualification and customer service.
View service → sistemasSummum sistemas
Overall CRM strategy advice: platform comparison, migration and team adoption.
View service →Frequently asked questions about Salesforce.
Does Summum Sistemas distribute Salesforce?
Yes. At Summum Sistemas we distribute Salesforce and handle implementation, configuration, data migration and integration. Our goal is for the platform to reflect your real processes and for the team to adopt it quickly.
What is the difference between Sales Cloud and Service Cloud?
Sales Cloud is focused on managing the sales process: opportunities, accounts, forecasts and commercial automation. Service Cloud focuses on customer support: case management, queues, support channels and knowledge base. Both clouds can be implemented separately or together depending on your organisation's needs.
Can you migrate our data from our current CRM?
Yes. We export data from your current system, apply a cleaning and transformation process, and load it into Salesforce with quality validations before the final load. The aim is to start with reliable data, not with an uncleaned history from the previous system.
Do you provide technical and functional support after go-live?
Yes. After go-live we provide ongoing technical and functional support: incident resolution, platform update management, development of new features and training for new users.