Salesforce

Name: Salesforce Field Services for a trading company
Uploaded: 2025-05-12T10:33:49+02:00
Duration: 9 min 22 s
Channel: PKF Attest

Salesforce implementers since 2011

At PKF Attest we have been implementing Salesforce since 2011, as a Crest / Gold Partner. During this time we have helped our customers to grow and optimize their business, deepening the knowledge of their customers, and innovating throughout the life cycle of their relationship.

Our global service offering (organizational consulting, implementation of ERP solutions, customized developments, and other practices) allows us to offer customized and comprehensive support, beyond Salesforce technology.

Best Implementing Partner in 2023 in Spain

In May 2023, we were recognized by Salesforce as the Best Implementation Partner in Spain. This award is based on Salesforce’s monitoring of the level of satisfaction and quality that customers attribute to our implementation services on projects.

Ensures successful implementation!

95% rate

of retention

of our customers

10 offices

in Spain

to give you closeness

9.94

of satisfaction

of customers in projects

15 years

such as Salesforce

Crest / Gold Partner

+ 1000

projects carried out

in all clouds

+300

certifications

Salesforce

Explore events, case studies, news, and reports.

Event

Event | The Path to AI in Field Service

Article

Salesforce Marketing Cloud Next Evolves: More AI, Personalization, and Automation

Case Study

Salesforce ITSM Success Story: How Comexi Has Transformed Its IT Support Model

Article

Success Story: NEALIS Group and PKF Attest Present Their Transformation Project Using Salesforce Field Service and AI at the World Tour in Barcelona

Article

Agentforce World Tour Barcelona: How Companies Are Taking Their CRM and AI to the Next Level

Article

Digital transformation of the Basque Association of Economists with Salesforce and PKF Attest

Salesforce News

Some Salesforce customers…

Discover Salesforce for any industry

With the ability to adapt to the internal needs of the company, we offer solutions to reduce costs, enhance results and obtain the best experience in different sectors.

Manufacturing

Manage your company's customers, suppliers or disbursers from a single tool.

Healthcare & Lifescience

Optimizing Healthcare & Lifescience sector procedures

Public Administration

We help the public administration to develop in a modular way, simplifying processes, boosting efficiency and managing users.

Consumer goods

Accessibility and tracking of orders, quotations or contracts.

Engineering

We promote projects and support the path to innovation.

Entertainment

We empower entertainment companies through personalized experiences

Non-profit Org.

We provide solutions to facilitate and potentially reach out to people in non-profit organizations.

Know expertise in your sector

CRM Salesforce #1 market leader to make a quality leap in your business

At PKF Attest we combine and focus our business and Salesforce knowledge to offer you services and solutions that project your activity and take even better care of your customers.

Achieve success with our services

Salesforce Implementation with PKF Attest Technology

Adoption

We carry out turnkey projects for the adoption of Salesforce. Tell us about your project and we will offer you an approach tailored to your reality.

Implementation of specific clouds

Maintenance and evolutionary service

Whatever the size of your project, our professional support service can help you with the corrective, evolutive and preventive maintenance of your implementation, with different formulas adapted to your needs and size.

Integration

If you already have Salesforce

We give a second opinion that competes with an audit or diagnosis to identify weaknesses and areas of improvement in the implementation (both functional and technical) | We optimize licenses, adopt new clouds, resolve installation issues and offer professional maintenance.

Beyond Salesforce

Our frontiers do not end at Salesforce. Consult our Consulting and Technology services to get a global response to your project: Custom solutions, ERP, BI, Digital Marketing, Consulting.

Already have Salesforce in place?

At PKF Attest we give you a second opinion. Through an audit or diagnosis, we identify the weak points and areas of improvement of your implementation, both at a functional and technical level.

Do you have a problem? We are specialists in resolving knots in your installation, license optimization, adoption of new clouds, maintenance, etc.

I want an audit

Salesforce Overview demos

Demo: Salesforce Field Services for a trading company

Demo: Overview of all coordinated Salesforce actions

What is Salesforce?

Market-leading CRM. Improve business processes and customer experience.

Salesforce is the leading technological solution that provides a comprehensive response to customer relationship management. Through its different clouds and solutions, it covers the entire life cycle of the customer experience, with great advantages:

GROW

It helps to close business transactions faster and with a higher success rate. It also improves engagement with your customer: a satisfied customer repeats and recommends you.

SPEED UP

Eliminate barriers between departments, facilitating processes in sales, after-sales and operations. Your teams respond more easily to your customer's needs, with the most advanced AI.

ATTRACT

Improve the customer experience, both in the initial exploration and sales phases, as well as throughout the subsequent customer service process, reinforcing your brand.

LEARN MORE

Expand your knowledge about the reality of your products and services, and adapt your value offer. Get insights that transform your business.

INNOVATE

It offers a unique customer experience, setting the market trends, and facilitating a continuous update that allows you to be at the forefront.

What is Salesforce for?

Customer Management Program

Salesforce CRM as a leading customer relationship management platform, serves to enhance sales opportunities and automate processes and track complete lead and sales management.

A comprehensive solution to improve business operations with customers.

How does Salesforce work?

Productivity, personalization and automation to enhance the relationship with your customers.

Salesforce is the only solution on the market that offers a holistic view of the customer relationship, allowing to cover all business needs.

Salesforce Solutions: Boosting performance in key areas of your business

#Sales

#Service

#Field Service

#Marketing

#Analytics

#Data

#Omnichannel

#Integration

#B2B

#B2C

#eCommerce

#Experience

#Governance

#Security

Request a demo

Frequently Asked Questions

What is Salesforce Marketing Cloud?

Marketing Cloud is a Salesforce tool for marketing. It is a solution that includes: AI-powered creative tools, campaign management, customer loyalty cloud, customer data platform, personalization, and account integration. Salesforce Marketing Cloud pushes the boundaries of creativity and improves marketing results.

How do I license Salesforce?

Nominal licenses, Saas, annual fee

What is the price of Salesforce licenses?

Salesforce prepares an offer customized to your characteristics. These prices, which are much more competitive than list prices, focus on three key parameters: number of licenses, number of clouds and years of contract.

What advantages does Salesforce have over other solutions?

There are partial solutions on the market, which respond to specific areas such as sales, after sales, etc. These solutions, which are affordable and interesting at first glance, always fail for the same reason: scalability. These solutions, affordable and interesting at first sight, always fail for the same reason: scalability. As the company's level of maturity grows and new areas are covered, these solutions become silos, duplicating and triplicating data, with watertight behaviors, without a holistic vision.

Which clouds should I deploy in Salesforce?

You can adopt the cloud or clouds that best meet your needs at any given time.

Will Salesforce connect well with my ERP?

100% of our Salesforce projects have integrations with the corporate ERP. The Salesforce model is specially prepared for these integrations. Moreover, in our cases, we are ERP implementers, so we are used to perform integrations with solutions such as SAP, BAAN, Oracle NetSuite, Microsoft NAV/Business Central, Microsoft Axapta/Financial and Operations, Zuchetti/Solmicro eXpertis, Spyro, etc.

Can I integrate Salesforce with my other tools?

Salesforce is designed to work within a fully heterogeneous application ecosystem.
Our projects typically integrate with all kinds of solutions: from ERPs of any kind to customer-facing apps, as well as SGAs, BI, e-commerce, planning tools, PIMs, CPQs, and more.

What if my ERP is Microsoft?

We have more than 30 clients who use Microsoft ERP (NAV/Business Central or Axapta/Financial and Operations) and have chosen Salesforce as their CRM.
It’s simple: it’s all about choosing the best solution for each purpose. And with Salesforce, you can’t go wrong.

If one day I decide to leave Salesforce, what happens to my information?

We don't think that will happen, but if it does, all your information belongs to you, and is extracted to a safe place using the manufacturer's own tools.

Contact

Improve the experience and relationship with your customers with the #1 crm in the market.

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Salesforce

We use Salesforce as a lever for your company's transformation . We accelerate your business by focusing on customer relationship management. We combine business consulting, customer experience, and technology to adopt innovative digital solutions that deliver efficiency and scalability .

Salesforce implementers since 2011

Best Implementing Partner in 2023 in Spain

Explore events, case studies, news, and reports.

Event | The Path to AI in Field Service

Salesforce Marketing Cloud Next Evolves: More AI, Personalization, and Automation

Salesforce ITSM Success Story: How Comexi Has Transformed Its IT Support Model

Success Story: NEALIS Group and PKF Attest Present Their Transformation Project Using Salesforce Field Service and AI at the World Tour in Barcelona

Agentforce World Tour Barcelona: How Companies Are Taking Their CRM and AI to the Next Level

Digital transformation of the Basque Association of Economists with Salesforce and PKF Attest

Some Salesforce customers…

Discover Salesforce for any industry

Manufacturing

Healthcare & Lifescience

Public Administration

Consumer goods

Engineering

Entertainment

Non-profit Org.

CRM Salesforce #1 market leader to make a quality leap in your business

Salesforce Implementation with PKF Attest Technology

Already have Salesforce in place?

Salesforce Overview demos

Demo: Salesforce Field Services for a trading company

Demo: Overview of all coordinated Salesforce actions

What is Salesforce?

Market-leading CRM. Improve business processes and customer experience.

What is Salesforce for?

Customer Management Program

How does Salesforce work?

Productivity, personalization and automation to enhance the relationship with your customers.

Salesforce Solutions: Boosting performance in key areas of your business

#Sales

#Service

#Field Service

#Marketing

#Analytics

#Data

#Omnichannel

#Integration

#B2B

#B2C

#eCommerce

#Experience

#Governance

#Security

Frequently Asked Questions

What is Salesforce Marketing Cloud?

How do I license Salesforce?

What is the price of Salesforce licenses?

What advantages does Salesforce have over other solutions?

Which clouds should I deploy in Salesforce?

Will Salesforce connect well with my ERP?

Can I integrate Salesforce with my other tools?

What if my ERP is Microsoft?

If one day I decide to leave Salesforce, what happens to my information?

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