Discovery and solution design
We assess processes, users, the current CRM, data, reporting, security and integrations to confirm scope and whether Salesforce is the right decision.
Salesforce Consulting
Salesforce implementation and migration with a foundation built for growth
Implement Salesforce correctly from the outset.
We help growing companies assess, design, implement and migrate to Salesforce with processes, data, automation and essential integrations defined through an architecture-led approach.
When it fits
When the current CRM is becoming limiting or Salesforce is the next step
Salesforce Foundation starts with the business situation, not with platform configuration.
We are assessing Salesforce
You need to confirm whether Salesforce supports the commercial or operational process and what initial scope is proportionate.
We need a new implementation
The company needs to define processes, users, data, security, reporting and automation without creating premature complexity.
We want to migrate our CRM
The existing CRM is limiting operations and data and processes need to move to Salesforce with traceability and validation.
We need connected systems
Salesforce must work from the outset with ERP, internal applications, forms or other information sources.
Salesforce Foundation
An implementation proportionate to the business and built to evolve
Scope is selected according to the problem, users, data and dependencies. Not every project requires every area.
Implementation and initial architecture
We configure the functional foundation, data model, roles, permissions, commercial or service processes and the technical decisions required for the agreed scope.
Salesforce Migration
We plan extraction, cleansing, mapping, loading and validation of data from the existing CRM or system, with defined reconciliation criteria.
Automation and essential integrations
We implement priority automation and integrations with ERP or other systems when they form part of the MVP and create real operational value.
Testing, training and go-live
We test processes with your team, train users and agree the go-live plan. The proposal defines initial support and the plan for future improvements.
Salesforce implementation assessment and plan
If processes, data or integrations require study before a quote, we propose a paid assessment with defined scope, deliverables and an initial implementation phase.
How we work
Decide, implement, validate and transfer
- 01
Assessment
We confirm the need, context and whether Salesforce is appropriate.
- 02
Scope and architecture
We define the MVP, data, security, integrations, deliverables and exclusions.
- 03
Implementation and validation
We build in phases and validate configuration, automation, migration and integrations.
- 04
Training and initial support
We deliver documentation, train users and agree support for the first weeks of use.
Priority industries
B2B teams that need systems suited to their work.
We prioritize these sectors for their commercial and operational needs. We assess each project by scope and complexity as well as company size.
B2B services and technology
Engineering firms, consultancies, professional services and technology companies that need organized sales, customer service and management information.
Distribution and industrial supplies
Companies with sales teams, business customers and data spread across CRM, ERP and other applications.
Technical services and maintenance
Companies coordinating enquiries, contracts, issues and after-sales service. Field operations needs are assessed against project scope.
Technical capability
Technical leadership with verifiable credentials
Technical leadership is provided by Ángel Darío Paguay Guevara, a Software Engineer from Universidad Politécnica de Madrid (UPM), with 10 years of Salesforce experience. Throughout his professional career, he has contributed through technology consulting firms to projects for Banco Santander, Telefónica, Naturgy and Peugeot.
Salesforce credentials and professional experience
- Salesforce Certified Agentforce Specialist
- Salesforce Accredited Agentforce Financial Services Professional
- Salesforce Certified Platform Administrator
- Salesforce Certified Platform Developer
Scalable delivery capacity
When the scope requires it, SENVORA brings in vetted specialists and collaborators under confidentiality agreements, defined scope, direct technical supervision, architecture standards and quality review.
- Confidentiality agreements
- Defined scope
- Direct technical supervision
- Architecture standards
- Quality review
- Documentation
- Deliverable control
The delivery team is defined according to the scope and specialist expertise required for each engagement.
FAQ
Before implementing or migrating to Salesforce
Does the first conversation confirm whether Salesforce fits?
The initial conversation helps us understand the situation. When the decision requires analysis of processes, data and integrations, we propose an implementation assessment and plan with defined scope and deliverables.
Can you migrate from an existing CRM?
Yes, when migration is part of the scope. We review structure, quality, mappings, volume, dependencies and validation criteria before loading data.
Does every implementation include Sales Cloud or Service Cloud?
We do not impose a product or a fixed catalogue. The solution is defined according to the company's processes and confirmed scope.
Does the implementation include integrations?
It can include integrations essential to the MVP when systems, data, owners and acceptance criteria are defined in the proposal.
What does our team need to provide?
A project owner, agreed access to source data and availability to review processes, validate tests and join training. We define these responsibilities before work starts.
Are licenses included?
Salesforce licenses and third-party services are budgeted separately. The project defines included configuration, migration, training and initial support.
What happens after implementation?
The proposal defines training, documentation and initial support. You can then continue with your own team, another provider or consider our maintenance and support service.
Already using Salesforce?
We can help with everyday maintenance, questions and improvements. Specific development or integration needs can be scoped as a separate project.
Contact
Let's discuss the next stage of your systems
Share the minimum context needed to understand the issue and prepare for an initial conversation. Do not send credentials, passwords or sensitive information.
What happens next
- 01
We review the context
We review the information provided to understand the primary issue and the systems involved.
- 02
We confirm the fit
If there is a clear opportunity to add value, we arrange an initial conversation to understand the context and requirements.
- 03
We propose the next step
We determine whether a professional engagement is appropriate or whether the project should not proceed.
Direct email: contacto@senvorasystems.com
Location: Madrid, Spain
Do not send passwords, credentials or sensitive information.
The initial conversation helps us understand the context and determine whether we can help in a meaningful way. A detailed technical assessment is part of a paid professional engagement.