Salesforce · Colombia
Salesforce consulting in Colombia, with our own company in the country.
We are Salesforce consultants in Colombia with a company incorporated here: we hire, invoice and comply with local regulations. Implementation from scratch, rescue of existing orgs and integration with SAP.
- ColombiaHead office in Medellín, team in Bogotá
- MexicoOffice in Mexico City
- PeruLocal entity and local invoicing
- Costa RicaLocal entity, operating as Global IT Consulting
- GuatemalaLocal entity and local invoicing
- United StatesNearshore delivery with a remote team on US hours
What we do
Salesforce implementation in Colombia, and rescue of what already exists
On Salesforce we do start from scratch: new org, data model, automation and adoption. And we walk into orgs that have spent years piling up fields, flows and rules nobody remembers the reason for.
Implementation from scratch
We start with the real sales process, not with the feature catalog. We define the data model first, because that is what you cannot change later without pain.
- Data model, objects and relationships
- Pipeline, stages, forecasting and territories
- Automation with Flow, without unnecessary code
- Data migration from spreadsheets or a previous CRM
- Training for the key user in each area
Rescue of an existing org
The most common case: a Salesforce bought years ago, configured by someone who has left, that the sales team half uses.
- Audit of objects, fields and live automations
- Cleanup of what nobody uses, without breaking what works
- Reports and dashboards management will actually open
- Bringing the sales team back to using the CRM
- Support and continuous improvement afterwards, if you need it
Clouds
The Salesforce clouds we implement and support
Not every company needs all of them. In Colombia most start with Sales Cloud and add Service once after-sales stops fitting in an inbox.
Sales Cloud
Pipeline, opportunities, forecasting, territories and assignment rules. This is where most companies start.
Service Cloud
Cases, queues, SLAs, knowledge base and an agent console wired into the ERP.
Marketing Cloud
Journeys, campaigns and demand generation, on Engagement, Growth or the new generation built on Data Cloud.
Data Cloud
Unified profiles and segments you can act on in real time, which is what makes Agentforce answer with real data.
Agentforce
Agents that resolve, not chatbots that reply. Actions, topics, guardrails and resolution metrics.
Experience Cloud
Customer, partner or supplier portals on the same CRM data, without building a separate site.
What sets us apart
We are the same team that looks after your SAP
Most CRM projects do not fail inside Salesforce: they fail at the integration. Duplicate customers, orders that never reach the ERP, invoicing the rep cannot see. We work both sides.
CRM and ERP integration
We connect Salesforce to SAP through MuleSoft or our own APIs: customers, orders, invoicing and master data kept in sync.
One counterpart
When the problem sits between the CRM and the ERP there are no two vendors pointing at each other. The Salesforce consultant and the SAP consultant are on the same team.
Sectors and cities
Where CRM carries weight in the Colombian market
We operate out of Medellin, with teams in Bogota and Cali. These are the fronts where a well-built CRM changes the number, and what we solve in each one.
Manufacturing and consumer goods
Field sales, territory coverage and orders that have to reach the ERP the same day. Sales Cloud with territories and assignment rules, connected to SAP.
Retail and distribution
Wide catalogs, price lists per channel and after-sales that today lives on WhatsApp. Service Cloud with queues and SLAs, plus purchase history in front of the rep.
Financial services and healthcare
Processes that need traceability and control over who sees what. A data model with profiles and permission sets defined from the start, not patched later.
Electronic invoicing integration
We connect Salesforce to your ERP and to the technology provider you already use for DIAN electronic invoicing, so the rep sees the real status of the document without leaving the CRM.
How we operate
Salesforce consulting in Colombia with local contracting and invoicing
Discovery Partners SAS has been incorporated in Colombia since 2018, headquartered in Medellin with teams in Bogota and Cali. We hire, invoice and comply locally, with no intermediaries.
Contracting and invoicing in Colombia
We issue local invoices and handle withholdings and taxes. Service and staffing contracts under Colombian law.
A regional team behind it
The assigned consultant works in your time zone, backed by the team in Medellin and Mexico City.
FAQ
Salesforce consulting in Colombia: what people usually ask
Do you have a company incorporated in Colombia?
Yes. Discovery Partners SAS is incorporated in Colombia, headquartered in Medellin, with local hiring and invoicing.
Do you implement Salesforce from scratch?
Yes. On Salesforce we do implement from scratch: new org, data model, automation, data migration and adoption support.
Are you an official Salesforce partner?
Yes, we are a Salesforce Partner and the listing is public on AppExchange, where you can see active certifications and client reviews.
Can you integrate Salesforce with our SAP?
Yes. We work SAP and Salesforce with the same team, and integrate through MuleSoft or our own APIs depending on the case.
What happens after go-live?
You can stay with support and continuous improvement (AMS) from the same team that implemented, with scope and response times agreed by severity.
Do you cover the rest of the region?
Yes. From Colombia and Mexico we cover the region, with our own companies in Peru, Costa Rica and Guatemala.
Other countries
Salesforce consulting across the rest of the region
Do you have Salesforce running in Colombia, or are you about to start?
Tell us which sales process you want to fix. We answer with a written scope and a consultant with a name.
