Salesforce

Salesforce Consulting and Implementation

Leverage the best CRM platform with Salesforce implementation and customization projects tailored to complex business scenarios.

We work with pragmatic agility and extensive experience in critical projects and complex environments, applying a strategic approach to deliver value through implementation, system integration, and process automation.

Our team is Salesforce-certified, highly skilled, and specialized in multiple industries, with a strong focus on telecommunications, consumer goods, healthcare, and financial services.

Projects for Different Industries
Telecommunications with an Omnichannel Journey
An omnichannel strategy requires a CRM solution that is agile, scalable, and flexible. With the right Salesforce implementation, it is possible to integrate information across multiple channels, automate processes and communications, and increase service efficiency while reducing costs. With extensive experience serving major telecom clients, we have a deep understanding of the market to design the right project for your company.
Connectivity in the New Era of Consumer Goods Production
The right project may involve integrating legacy systems to simplify customer management and boost sales, as well as improving the customer’s purchasing experience, service, and support. With proven experience in the digital transformation of large companies, we understand the complexity of this sector and can design a project based on best practices and continuous improvements.
Healthcare with Humanization and Patient-Centered Focus
Automating and streamlining communication between patients, payers, and providers is essential to allow care teams to focus on delivering patient-centric experiences. Salesforce for healthcare enables tracking of care status and progress while empowering patients with access to personalized information. With an experienced team in healthcare CRM implementations, we can optimize communication across the entire care and service delivery chain.
Optimized Service Management in Financial Services
Connecting with customers in micromoments strengthens relationships, boosts productivity, and supports business growth. Salesforce projects for financial services range from automated alerts and customer communications to client management through portals equipped with productivity tools. With clients of various sizes in the financial sector, we understand industry-specific processes and requirements, adapting Salesforce to increase sales team productivity.

We are pioneers and a reference in agile development in Brazil. Leveraging our extensive portfolio of successful projects, we apply this knowledge to critical projects—accurately mapping systems and processes for each client to ensure proper Salesforce CRM implementation and integration. We emphasize the assessment and process mapping phase, which guides all subsequent project stages, helping to simplify controls, mitigate risks, and focus on delivering high-quality results.

Our Methodology

Assessment, Processes, and Architecture: We thoroughly analyze the company’s landscape to build a comprehensive view of system architecture, sales, and operational processes, applying best practices and functionalities.

Agile Implementation and Development: We customize and develop features to align the platform with business needs identified during assessment, using Agile methodologies.

Legacy System Integrations: With deep expertise in complex projects, we ensure smooth integration of all legacy systems and handle necessary data migrations.

Results and Continuous Improvement: We monitor solution adoption across impacted business areas, focusing on continuous improvement and maximizing business value.

No infrastructure concerns (Cloud solution).
Data security.
Flexibility for different industries and business rules.
Legacy system integration and platform customization.
Centralized sales, marketing, and support management in one tool.

Trusted by Leading Companies

Partner with Salesforce Experts

We work in an agile model, focusing on fully understanding our clients’ processes, systems, and business areas to deliver integrated projects tailored to each reality. This approach enables us to build long-lasting, value-driven relationships based on trust and partnership.

Learn more about OGI
Ask us about our expertise, services, and consulting.