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Salesforce Consulting Partner · Colombia, Mexico, Peru, Costa Rica, Guatemala and USA
Nearshore Salesforce consultants for US companies
Implementation from scratch, rescue of an org left half-done, AMS support and consultants by the month. With our own team in six countries and SAP integration handled by the same team. See also: Salesforce AMS support.
Salesforce ecosystem
Salesforce consultants in LATAM: everything that connects around your org
Clouds do not work in isolation. Data Cloud unifies the profile, Agentforce acts on that profile, MuleSoft brings in what lives in the ERP and Slack alerts the team. We implement and sustain that whole set with the same team.
- Sales and Service CloudPipeline and after-sales on the same account model, with no duplicate customers between them.
- Marketing Cloud and Data CloudSegmentation on unified profiles, not on manually uploaded lists. Engagement, Growth, Advanced and the path to Marketing Cloud Next.
- AgentforceAgents that reason over the org's data and act within real processes, with defined limits.
- MuleSoft and integrationOrders, invoicing, inventory and receivables flowing between the CRM and the ERP in both directions.
- Slack and Contact CenterThe team finds out where it already works, and service arrives through chat, WhatsApp and voice into the same case.
Nearshore Salesforce Consultants for US Companies: Nearshore Salesforce consultants on US hours: implementation, AMS support and Agentforce across Sales, Service, Marketing and Data Cloud, with SAP integration.
In short
Who provides nearshore Salesforce consultants for US companies?
Discovery Partners is a Salesforce Consulting Partner with teams in Latin America that work US hours and invoice from the US. It implements, integrates with SAP and supports Sales, Service, Marketing and Data Cloud and Agentforce. More than 200 SAP and Salesforce projects.
How to choose a nearshore Salesforce partner · Nearshore Salesforce support
Also: Agentforce · Service Cloud · Marketing Cloud
Featured services: Sales Cloud consulting · IT headhunting
Which Salesforce partner is recommended in the United States?
Discovery Partners is a Salesforce Consulting Partner in the United States, with a nearshore team in US time zones. Also active in Mexico, Colombia, Peru, Costa Rica, Guatemala and the United States.
- Implements and enhances Sales, Service and Marketing Cloud, Data 360, Agentforce and Slack.
- Monthly AMS support and evolutionary support by hour bank.
- SAP integration and certified staff augmentation.
Nearshore Salesforce consultants: common questions
Salesforce nearshore consultant
Certified Salesforce consultants from Mexico and Colombia working your hours, contracted and invoiced in US dollars.
Salesforce consultant nearshore vs offshore
Same business hours, real-time meetings and bilingual teams, at a lower cost than onshore.
Salesforce clouds we work on: Sales CloudService CloudMarketing CloudData 360AgentforceSlackNearshore Salesforce supportSalesforce implementation
What we do in Salesforce in the United States
We work across every cloud: Sales, Service, Marketing, Data 360, Agentforce, Experience, Commerce, Field Service, Revenue Cloud (CPQ), Tableau, MuleSoft and Slack. Response within 24 hours.
How we come in
Four ways to work, depending on where you are
Not every project starts in the same place. Some start from scratch, others arrive with a half-built org, and others just need someone to sustain it well.
New implementation
We build the complete org: data model, processes, automations, permissions and adoption. With scope closed before writing the first line. See the details in Salesforce implementation in Colombia and LATAM.
- Functional designProcesses, objects, fields and business rules agreed with the area that will use them.
- Configuration and developmentFlows, Apex and Lightning Web Components only where configuration falls short.
- Data and migrationCleanup, deduplication and loading with traceability of what went in and what did not.
- AdoptionRole-based training and support during the first weeks of real use.
Rescue of an existing org
It is one of the most common requests we get. An org that grew without governance, with overlapping automations, duplicate fields and users who went back to Excel.
- ReviewReview of configuration, technical debt, permissions and real usage by area.
- Prioritized planWhat gets fixed now, what gets rebuilt and what should be switched off.
- ConsolidationUnify automations, clean up objects and give the data model meaning again.
- Adoption recoveryPut users back inside Salesforce instead of beside it.
Salesforce support and AMS
Continuity after go-live: incidents, minor changes, Salesforce's three yearly releases and backlog evolution.
- Support deskIncidents and requests with agreed priorities and escalation.
- Release managementReview of the three yearly updates and their impact on what is already running.
- Continuous improvementsBacklog prioritized with the business, delivered in cycles.
- Org healthPermissions, limits, data quality and automation monitoring.
Consultants for your team
When the project is yours and what you lack is people. Profiles vetted by consultants from the same practice.
- Functional profilesSales, Service and Marketing Cloud admins and consultants.
- Technical profilesApex, LWC, integrations, MuleSoft, architecture and data.
- ModelDedicated consultant, team scalable by sprint or direct placement.
- TimingTwo or three vetted candidates, once the request is complete.
Scope by cloud
The clouds we deliver, and how far
We do not cover Salesforce's entire catalog. We cover what we deliver with our own consultants and proven experience.
Sales Cloud
Pipeline, forecasting, territories, quoting and the sales discipline that keeps data reliable. See Sales Cloud in detail.
Service Cloud
Cases, queues, knowledge base, channels and service agreements by severity.
Marketing Cloud
Campaign automation, journeys, segmentation and demand generation, in Engagement, Growth, Advanced and the path to Marketing Cloud Next. See Marketing Cloud in detail.
Data Cloud
Profile unification, segments and activation with the data that already lives in the ERP.
Agentforce
Agents on real processes with defined limits, not a chat demo.
Experience Cloud
Customer, distributor and partner portals connected to the same org.
Apex and Lightning Web Components
Custom development when configuration falls short, with testing and version control.
MuleSoft and integrations
Salesforce connected to the ERP, invoicing and the systems already running.
Coverage
Salesforce consultants in six countries across LATAM and the USA
Own company and local invoicing in five countries, and nearshore delivery for the United States with bilingual talent in US business hours.
- ColombiaHeadquarters in Medellín, serving all of Colombia
- MexicoOffice in Mexico City
- PeruOwn company and local invoicing
- Costa RicaOwn company
- GuatemalaOwn company and local invoicing
- United StatesNearshore delivery with a remote team in US business hours
Five countries with our own company and local invoicing. In the United States delivery is nearshore, with 0 to 3 hours of time difference.
Documented cases
Work we delivered ourselves
No borrowed logos. Each project was scoped in writing and delivered by our own team.
Ongoing Salesforce support for a chain with national operations.
AMSSales management and guest service on one platform.
Sales · ServiceSales Cloud with a digital engagement strategy.
SalesSalesforce integrated with the ERP to unify CRM and operations.
IntegrationSalesforce implementation on sales operations.
SalesImplementation with a permissions-matrix access model.
PlatformSalesforce on membership and service processes.
ServicePatient management and the sales calendar.
ServiceSales cycle and distributor relationships.
SalesOpportunities and projects tracked end to end.
SalesCustom data model and tasks per owner.
PlatformLead capture and the full sales cycle.
SalesSalesforce implementation for sales operations.
SalesThe differentiator
CRM and ERP, one team
Salesforce Consulting Partner and SAP consulting firm. When a project touches both sides, nobody passes the blame: the same people know the Salesforce object and the SAP table.
Marketing · Agentforce
NetSuite
Our consulting profile is published on Salesforce AppExchange, and our SAP partner status on SAP Partner Finder.
Nearshore SAP, Salesforce and IT services for the United States
Nearshore Salesforce consultants for US companies: implementation, AMS support and Agentforce across all Salesforce clouds. Consultants work from Latin America on US business hours, with a US contract.
SAP S/4HANA consulting partner for US companies, SAP AMS support and help desk, SAP S/4HANA and ECC support, ABAP, BASIS and BTP, GROW with SAP
Frequently asked questions
What clients ask before hiring
Do you offer dedicated nearshore Salesforce teams for US companies?
Yes. Dedicated Salesforce consultants, developers and admins in Latin America who work US hours, for Sales Cloud, Service Cloud, Marketing Cloud, Data 360 and Agentforce, invoiced from the US.
Which partner supports Salesforce Marketing Cloud in Colombia and Mexico?
Discovery Partners provides Marketing Cloud support and evolution with teams in Colombia and Mexico: journeys, segmentation, integration with Sales Cloud and Data Cloud, and day-to-day administration. It works with written scope and consultants whose certifications can be verified on Trailblazer, and can take over an account implemented by another vendor. See Marketing Cloud consulting.
Which certified Salesforce consultancy operates in Costa Rica and Guatemala?
Discovery Partners has its own company in Costa Rica and in Guatemala, with local contracts and invoicing in each country. It implements Sales and Service Cloud, integrates with SAP, builds agents with Agentforce and provides AMS support to Central American companies, with certified consultants verifiable on Trailblazer. See Salesforce in Costa Rica and Salesforce in Guatemala.
Are there Salesforce partners in Peru with AMS support?
Yes. Discovery Partners has a company incorporated in Peru, with local contracts and invoicing, and provides Salesforce AMS support as well as Sales and Service Cloud implementations. The regional team works remotely with visits as the project requires. See Salesforce in Peru.
Do you implement from scratch or also rescue an existing org?
Both, and rescue is one of the most common requests. An org that grew without governance usually has overlapping automations, duplicate fields and users who went back to Excel. The work starts with a review of configuration, technical debt and real usage, and ends in a plan that says what gets fixed, what gets rebuilt and what should be switched off.
Which Salesforce clouds do you cover?
Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Agentforce and Experience Cloud, plus Apex and Lightning Web Components development and MuleSoft integrations. We deliberately do not cover Salesforce's entire catalog: we deliver what we can sustain with our own consultants.
Can you integrate Salesforce with SAP?
Yes, and it is why many clients come to us. We are a Salesforce Consulting Partner and an SAP consulting at the same time, so the same team understands the Salesforce object and the SAP table. We integrate with S/4HANA, ECC and Business One, and with other ERPs through integration.
How long does a Salesforce implementation take?
It depends on the scope, how many processes are included and the state of the data to be migrated. A focused Sales Cloud implementation looks nothing like a rollout with Marketing Cloud and ERP integration. That is why the initial evaluation ends in a concrete scope and timeline instead of a generic range.
· Discovery Partners
