Oktana Salesforce Summit Partner

Oktana was recently recognized for reaching Salesforce Summit Partner status (previously known as Platinum) and for achieving “Expert” status recognition for Salesforce Customer 360 Platform and Experience Cloud in the Salesforce Partner Navigator program.

The Salesforce Navigator program allows partners to differentiate themselves and showcase their expertise. Navigator combines three aspects of a partner’s implementation and services experience into a measure of expertise that is Salesforce-validated and verified. (You can see our current recognition in the Oktana AppExchange listing.)

The evaluation criteria rates the partner’s product and industry expertise based on these measurements:

  • Knowledge: Salesforce certifications 
  • Experience: Completed projects
  • Quality: Customer satisfaction score 

Navigator has three possible levels of expertise: 

  • Level I demonstrates knowledge and capacity to produce customer success consistently.
  • Level II showcases that the partner has the project delivery capacity while maintaining high standards of customer success
  • Expert is the highest level of experience proven leaders in the area of domain. 

About Oktana

We have vast experience working with the Salesforce Platform and related technologies. Since 2014, we have partnered with more than 250 companies of all sizes and industries, and we have achieved more than 450 Salesforce Certifications (and numerous non-Salesforce certifications!). 

Our team is distributed across Bolivia, Colombia, Ecuador, Paraguay, Peru, Uruguay, West Virginia and across the US, with developers, testers, designers, project managers, business analysts, and architects. From day one, we provide training and certification opportunities that enable our team to build expertise across the Salesforce ecosystem and a range of languages, frameworks, and platforms.

We have completed more than 700 projects using Salesforce technologies, allowing Salesforce to recognize our expertise through their Navigator program.

Our current Salesforce expertise

Customer 360 Platform – Expert: Customer 360 connects marketing, sales, commerce, service, and IT teams with a single view of your customer data, helping you grow relationships with your customers and your employees.

Experience Cloud – Expert: Salesforce Experience Cloud, formerly known as Community Cloud, helps companies quickly build connected digital experiences for their customers, partners, and employees at scale.

Einstein – Level II: The first comprehensive AI for CRM. An integrated set of AI technologies makes Salesforce Customer 360 smarter and brings AI to companies everywhere.

Service Cloud – Level II: Service Cloud allows your companies to deliver service to every customer, anytime, anywhere. It is a part of Salesforce’s Customer Success Platform, an ecosystem of connected mobile and social tools powered by the cloud.

PDO/Appexchange – Level II: We have in-depth knowledge in building commercial applications for the AppExchange, we can help you design the product and work in isolated key areas of your application. Currently, we have built one app and 12 components on the AppExchange


Industry Products – Level I: Salesforce industry clouds provide out-of-the-box industry-relevant innovation to speed up implementation and customer success, and create a unified experience that deepens relationships across lines of business.

Nonprofit Cloud – Level I: Nonprofit Cloud is an end-to-end platform designed for fundraising organizations, educational institutions, and other nonprofit entities to expand their reach digitally, deepen their connections, and streamline their internal management by keeping track of the people they work with.

Sales Cloud – Level I: Sales Cloud is a fully customizable product that brings all your customer information together in an integrated platform that incorporates marketing, lead generation, sales, customer service, and business analytics.

What does this mean for you?

We can confidently say that we are Salesforce experts recognized for guiding our customers towards success. 

As a Salesforce Summit Partner and certified experts for Customer 360 Platform and Experience Cloud, we provide digital strategies, technical architects, and Salesforce solutions that will help your company innovate and grow. 

We can guide you in finding the right solutions for your business. Check out our latest project updates, where we have built customized solutions for our clients:

Read more about our Salesforce Integration and Custom Development services.

3 Advantages of Artificial Intelligence

Until recent decades, Artificial Intelligence (AI) was regarded as some kind of utopic, unrealistic tale that only science fiction writers dared to dream upon. However, AI is as much part of our daily routine as any other technology. From intelligent cars, smart houses to even voice assistants on our mobile devices, AI is increasingly becoming a dominating force.

In 2017, we saw a steady growth in AI at a global level and every day more and more organizations implement machine learning technology to innovate and improve customer service and other business functionalities. We already see this happening at a high level with Salesforce’s Service Cloud, which is automating processes so that the customer experience feels more engaging and human-like.

Since Artificial Intelligence is in such high demand, we figured we’d divvy up three ways it comes to advantage in providing a better customer experience:

  1. Anywhere/Anytime Access: Chatbots are in popular demand across industries, especially in e-commerce where companies are looking to provide customers with service around the clock. Chatbots have evolved in a way that they are now capable of responding rapidly and in a personalized way to customers from any device at any time. Ultimately, this enhances user experience and decreases the traffic to your call centers which provides a better, faster and more complete service.  
  2. Machine Support: By experiencing repetitive issues and resolving these issues, machine learning has the capability to enable user support agents to be prepared for all kinds of issues that chatbots sometimes fail to address. Any call center with artificial Intelligence machine learning capabilities is able to provide accurate solutions to specific problems. Artificial Intelligence’s learning potential to sense human behavior can contribute to a better and faster support experience.
  3. Predictions and Insights: Tech giants like Google, Apple, Netflix & Hulu all have AI capabilities that predict and recommend user preferences. Similarly, in other industries, machine learning can enhance business functionalities by forecasting future issues and providing alternative solutions beforehand. This is the essence of the machine learning algorithm! Such insights can translate into future actions to be taken by customers based on their choices, interests and shared content.

We here at Oktana share passion for both innovation and improved customer experience and this is why we’re avid supporters of artificial intelligence technology. We’ve even developed a chatbot feature for our enterprise collaboration product, Tok, which is available on the AppExchange. We definitely encourage other organizations to embrace this innovative technology to produce top-notch business functionalities.