Salesforce

Name: Salesforce Field Services para una empresa comercializadora
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 have been awarded as Best Implementation Partner in Spain. This award is granted by Salesforce monitoring the degree of satisfaction and quality that customers give to our implementation services in the projects.

Ensures successful implementation!

captura de pantalla de salesforce con logotipo partner

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

Partner Summit Partner

+ 1000

projects carried out

in all clouds

+300

certifications

Salesforce

Salesforce Success Stories: How Other Companies Work with PKF Attest

Success story

Salesforce ITSM Success Story: How Comexi Automates Its IT Support

Success story

Salesforce Field Service Success Story: AI-Driven Transformation at Agentforce Barcelona

Success story

Mulesoft, the key to integrate digital systems at Faes Farma

Success story

Mulesoft: reference for integrating all Faes Farma’s digital systems

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.

Salesforce Solutions

Manufacturing

We cover the customer lifecycle in B2B industrial environments, for more than 50 customers.

Más información

Housing | Social renting

We offer an integrated ERP + CRM + Asset Management solution.

Más información

Public companies

We tell you about our experience in the digital transformation of public companies using Salesforce as a lever.

Más información

Field Service Management

Operations efficiency and customer experience, hand in hand.

Más información

Advanced telephony

Also known as IVR | Voice.

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Marketing Automation

Integral Marketing Automation Services.

Más información

Salesforce Application Management | Support

A professional and customized Salesforce maintenance service, adapted to all company sizes and needs.

Más información

Sports clubs

Discover how we manage La Liga and ACB soccer and basketball clubs. Management of members, tickets, sports spaces, sports management and much more.

Más información

Space and event management

Ideal for congress centers, trade fairs and similar.

Más información

Portals Customers | Suppliers | Employees

Learn about our experience in the development of integrated portals.

Más información

Document generation : S-docs

We are official partners of the leading solution

Más información

Professional Associations

Professional associations, associations, and NGOs.

Más información

Sales

Efficient sales force management.

Más información

Salesforce Service Cloud

How to improve customer satisfaction with excellent customer service

Más información

Salesforce Overview demos

Demo: Salesforce Field Services for a trading company

Demo: Overview of all coordinated Salesforce actions

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

What is Salesforce for?

Customer relationship management software, Salesforce relationship management

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

Imagen de portátil ejecutando Salesforce

Request a demo

Salesforce Innovation, News and Events

Article

Salesforce Field Service Success Story: AI-Driven Transformation at Agentforce Barcelona

Webinar

Webinar | How to Improve Management of Nonprofits

Article

Agentforce World Tour Barcelona Event: CRM, AI, and Business Transformation

Article

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

Article

PKF Attest achieves Summit Partner level in Salesforce 2025

Article

Winter’25 Salesforce: Flows and developments in process automation

Salesforce News

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.

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

Salesforce Success Stories: How Other Companies Work with PKF Attest

What is Salesforce?

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

Salesforce Solutions

Salesforce Overview demos

Demo: Salesforce Field Services for a trading company

Demo: Overview of all coordinated Salesforce actions

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?

What is Salesforce for?

Customer relationship management software, Salesforce relationship management

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

Salesforce Innovation, News and Events

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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