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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
AI Agent setup with rules, topics, and instructions configuration.
Real-Time Data Connection
Live data source integration for accurate AI responses.
Journey Automation
Data segment integration into an automated marketing journey.
Testing, Go-Live & Training
System validation, production launch, and user training.
Marketing Cloud Setup
Initial platform configuration, IP warming, and domain authentication.
Advanced AI & Channels
WhatsApp or Slack AI integration, specialized sub-agent deployment, and PDF ingestion for agent training.
Deep Data & Identity Resolution
External data source ingestion, unstructured data cleaning, and complex identity rule setup.
Complex Journeys & Analytics
Multi-path customer journey development beyond the base journey, and Tableau dashboard implementation.
*Final scope and add-ons are determined in a discovery call.
Discovery & Architecture
Platform setup, core requirements definition, architectural design, and project plan finalization.
Development & Go-Live
IDP flow and API creation for automated data extraction, Salesforce integration, end-to-end testing, and monitoring setup.
Hand-off
Production Go-Live execution, business user training, and technical documentation transfer.
Data & Documents
Extra or handwritten document processing and secure original document storage.
Integration & Scale
Additional system connections via API or RPA, RPA server setup, and large-scale data migrations.
Salesforce & Support
Salesforce customization, complex mapping testing, business user training, and hypercare with post-production tuning.
*Final scope and add-ons are determined in a discovery call.
BANT qualification
Lead validation of budget, authority, need, and timeline.
Complete lead data
Automated capture for 26 key Lead fields.
Process automation
4 Salesforce Flows for sales workflows.
Automated assignment
Lead routing engine with 4 custom rules.
Product catalog
Product catalog setup with items and pricing.
Sales dashboard
Real-time sales activity and performance tracking.
*Final scope and add-ons are determined in a discovery call.
Lead qualification & routing
Prospect ➔ Engage ➔ Qualify ➔ Book Meetings
Lead summary
Automated lead summary generation.
Opportunity summary
Real-time status, context, and data overview.
Product search
Fast catalog querying and product search.
Quick quotes
Assisted quote configuration and preparation.
Account history
Account context and interaction history querying.
Sales playbook
Implementation of 4 guided sales topics.
*Final scope and add-ons are determined in a discovery call.
Internal seller productivity
Ask ➔ CRM Data ➔ Insights ➔ Actions
Support responses
Automated FAQ and support request handling.
Case creation
Automated Salesforce case creation for follow-ups.
Case prioritization
Automatic priority classification from P1 to P4.
Team assignment
Automated case routing to queues or teams.
Integrated chat
Direct customer interaction via messaging channels.
*Final 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?
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