See how we can help
AI that runs your business
Beyond data storage: AI-driven decisions and actions
We build AI systems that unify your CRM, data, and cloud into a single layer to automate decisions and improve your business.
Tech investment, maximized ROI
With over 1,000 successful projects delivered for 250 companies, our 4.9/5 CSAT speaks for itself.
Technical delivery & design
We enable you to scale as needs arise, short-term or long-term, and any language, framework or technology.
End persistent org issues
We build the right team to deliver managed services across complex, multi-cloud implementations.
QuickStarts
Data Setup & Unification
Platform provisioning, CRM connection, and data mapping.
AI Agent Creation
Agent with its rules, topics, and instructions.
Real-Time Data Connection
Connecting live data sources for accurate AI responses.
Journey Automation
Linking data segments to an automated marketing journey.
Testing, Go-Live & Training
System validation, production launch, and user training.
Marketing Cloud Setup
Initial platform configuration, IP warming y domain authentication.
Advanced AI & Channels
Connect AI to WhatsApp or Slack, deploy specialized sub-agents and ingest PDFs to train your agent.
Deep Data & Identity Resolution
Ingesting external sources, cleaning unstructured data, and setting up complex identity rules.
Complex Journeys & Analytics
Create multi-path customer journeys (beyond the 1 base journey) and use Tableau dashboards.
*Scope and add-ons are determined in a discovery call.
BANT qualification
Validation of Budget, Authority, Need, and Timeline.
Complete lead data
Capture and update of 26 relevant Lead fields.
Process automation
4 Salesforce Flows to support the sales workflow.
Automated assignment
Assignment engine based on 4 rules.
Product catalog
Access to available products and pricing.
Sales dashboard
Dashboard to monitor activity and performance.
*Scope and add-ons are determined in a discovery call.
Lead qualification & routing
Prospect ➔ Engage ➔ Qualify ➔ Book Meetings
Lead summary
Quick generation of lead summaries.
Opportunity summary
Status, context, and relevant data.
Product search
Quick query of the appropriate catalog.
Quick quotes
Assistance with quote configuration and preparation.
Account history
Query of relevant account context and interactions.
Sales playbook
4 sales topics to guide the salesperson.
*Scope and add-ons are determined in a discovery call.
Internal seller productivity
Ask ➔ CRM Data ➔ Insights ➔ Actions
Support responses
Answer FAQs and support requests.
Case creation
Create Salesforce Cases when follow-up is required.
Case prioritization
Automatic priority classification from P1 to P4.
Team assignment
Route the case to the corresponding queue or team.
Integrated chat
Customer interaction via a messaging channel.
*Scope and add-ons are determined in a discovery call.
Customer support automation
24/7 Support ➔ Diagnostics ➔ Maintenance
Our key alliances enable us to deliver cutting-edge solutions for your business.
87% of our projects in the last 5 years drive innovation in HealthTech and FinTech.
We are high-tech industry experts ➜
90% of our team is based in Latin America and bilingual with a generous overlap across shared American time zones.
We work as one team and enjoy sharing the uniqueness, and similarities, of each of our 8 countries.
Our dedication to client success is reflected in our outstanding 4.9/5 Customer Satisfaction (CSAT) score. This score, derived from formal surveys via the Salesforce Partner Program, highlights our exceptional expertise and proven delivery results. What does our high CSAT score mean for your project?
Oktana is proudly SOC 2 certified, demonstrating our unwavering commitment to data security through a rigorous compliance program.
We adhere strictly to SDLC and Salesforce best practices in all coding and implementation. Why is SOC 2 certification important for your data security?
From billing on a Time & Materials basis to ensuring you approve your team’s PTO requests, we provide seamless flexibility. Our internal training team takes it one step further to enable your team to learn what they need to support your growth.
Our team holds over 1,000 Salesforce and MuleSoft certifications, enabling us to expertly integrate the latest Salesforce technologies such as Einstein, Slack, Tableau, and MuleSoft. This ensures your systems are always cutting-edge and optimized. What specific Salesforce technologies can we help you integrate?
By continuing to use this site, you agree to our cookie policy and privacy policy.
