Salesforce
With Salesforce, we enable advanced CRM models and intelligent processes powered by Agentic AI, accelerating your business through an end to end approach.
Atlantic Technologies & Salesforce
A consolidated partnership that transforms expertise and innovation in successful projects.
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Consultants
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International Projects
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Years of Experience
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Certifications
CRM leadership since 1997, Salesforce Solutions since 2005
Atlantic Technologies’ CRM expertise began in 1997 and was further strengthened in 2005 with the official Salesforce partnership. Since then, we have delivered end to end projects integrating intelligent processes to improve sales, marketing, and customer service.
We guide projects with a results driven approach: from listening to the customer, to process analysis and CRM strategy definition, up to implementation and platform governance.
Thanks to ongoing updates of Salesforce certifications, we guarantee specialised skills across Sales, Service, Marketing, Integration, and Analytics, combined with extensive industry knowledge and international best practices.
A recognition of our commitment and the quality of the work carried out with our clients has come through the Salesforce awards: from “Rising Star” in 2023, to “Consulting Implementation Partner of the Year” in 2024 and 2025, up to the “Sales Excellence Partner of the Year” received this year. These awards confirm our role as a trusted Salesforce partner and the tangible value we create for our clients.
The evolution of the CRM toward an AI powered business
We’ve seen the CRM evolve from a relationship management tool to an ecosystem powered by artificial intelligence.
With Agentforce, we guide companies in leveraging Salesforce AI to automate complex activities, empower teams, and turn data into fast, informed decisions, delivering personalised, scalable experiences.
To fully unlock this potential, technology alone is not enough. Introducing AI within the organisation requires a guided approach: solid data governance and a prepared corporate culture. This is why we integrate a structured adoption approach (Change Management) into our Salesforce projects. Thanks to MuleSoft and API first architectures, we connect Salesforce with different systems, ensuring continuity, scalability, and real time information flows.
Atlantic Technologies & Salesforce: Agentic AI supporting the evolution of business processes
We support companies in transforming marketing, sales, and service processes by unlocking the power of data, AI, and intelligent agents. Thanks to our industry knowledge and many years of experience with the Salesforce ecosystem, we can help organisations generate real business value.
Value-added CRM and AI services
With our suite of CRM and AI services, we help companies get the most out of their solution, improving operational efficiency, stakeholder engagement and the ability to grow sustainably.
We guide our customers through an analysis of their business needs, designing a personalised digital transformation plan. Our service makes it possible to map and classify process requirements, identify opportunities for optimisation and define a Salesforce-based digital solution complete with economic estimates and project timelines. Together, we build a clear roadmap for implementation and adoption, defining priorities, KPIs, and expected outcomes.
Innovation Day is a tailored, exclusive session designed for our customers. Content is selected and customised based on priorities and innovation areas of interest. This service offers a hands‑on experience aimed at identifying new opportunities and engaging key stakeholders from the start. Deliverables include training sessions on emerging trends and concrete use cases, as well as a personalised innovation roadmap that supports the definition of CRM strategies.
People play a decisive role in every innovation project. Using a structured methodology and with the aid of our Change Management experts, we actively support all areas of the organisation and help develop a customer oriented culture. This includes communication planning, user engagement, training programmes, and continuous support.
We support the strategic management of complex digital transformation initiatives having multiple waves or project streams, ensuring coordination, monitoring, and control of the elements that are critical to project success.
Using a structured method, we oversee all strategic and operational areas, ensuring that each phase contributes to achieving business goals.
Our governance model ensures close collaboration between internal teams and customer teams to plan, guide, and oversee the evolution of innovation initiatives, transforming strategic goals into concrete, measurable results.
Many companies struggle to identify concrete and measurable AI applications for their businesses. Atlantic Technologies guides organisations in defining AI use cases aligned with CRM processes through a five step process: from opportunity identification to detailed analysis, KPI definition, and project planning.
Specialised training is provided in parallel to support AI adoption within the company, including workshops on technology and use cases related to specific processes.
Atlantic supports companies in defining long term business and marketing objectives and building a concrete digital roadmap. Our approach guides digital strategy by integrating business, marketing and IT into a shared strategic vision. Additionally, we assist companies in defining loyalty management goals, priorities and a gradual development path, including the continuous monitoring of deliverables and improvements to optimise campaign performance.
The Design Authority service provides architectural oversight throughout the entire lifecycle of integration projects, ensuring consistency, scalability, and compliance with the standards of reference. We also support companies validating integration solutions by creating Proofs of Concept to test approaches, technologies, and architectures in real scenarios.
Thanks to our extensive analytics expertise, we maximise the value of all data collected by our customers, providing decision-making tools based on data collected in Salesforce or in other solutions. We optimise data collection, visualisation, and understanding through dashboards, interactive representations, and intuitive user experiences using Tableau Analytics.
We offer Salesforce customers a comprehensive, and structured Application Maintenance service across three support levels: from the first level Service Desk to our technical and application specialists, not to mention relationship management with Salesforce and other technology partners. A dedicated team of certified experts ensures full platform support and a rapid response to any need.
Accelerators
Sales for Manufacturing
The solution has been designed with the aim of supporting sales teams in industrial and manufacturing companies, particularly multinational companies with multiple branches and business units. Configurable and customisable according to the company's needs, our acceleration allows the agile implementation of Salesforce Sales Cloud.
Service and Field Service for Manufacturing
The package solution for the complete adoption of Salesforce Service and Field Service allows for more proactive and efficient technical assistance in the field, in the manufacturing industry.
Sales Cloud for Automotive
Our packaged solution delivers modules and processes built on industry best practices for the Automotive & Car Dealer industry. It is configurable and customisable, leveraging standard Sales Cloud capabilities and designed for multibrand and multi‑location organisations. It empowers sales teams to manage the sales cycle more effectively, providing a tailored experience aligned with the industry’s operational models.
Tender Procedure Management with Sales Cloud
Our accelerator, based on the standard Sales Cloud module, supports companies in the end-to-end management of tender processes. It is configurable and customisable, designed to manage complex, multi-lot tenders. It centralises all tender-related information, documents and activities on a single platform, improving coordination, control and speed of execution throughout the entire tender lifecycle. A productivity accelerator, designed for companies that want to compete with speed, order and precision.
Deliverability Monitoring and Improvements
With our accelerator, we analyse configurations, data and performance to identify critical issues and optimise sending processes. We also provide strategic support on segmentation, a key element in improving engagement, open rates and domain reputation. The goal is to ensure the delivery of communications and maximise the effectiveness of email marketing investments.
OCR Scan
Atlantic Technologies' AI solution allows to quickly digitise documents, business cards and visual content, transforming them into structured data directly in Salesforce. Thanks to OCR technology, the system automates the collection and entry of information, reducing manual tasks and improving data quality and completeness. The solution allows to generate leads in real time, enrich and deduplicate them in the CRM, associate them with campaigns or events, and track contact participation. This enables companies to speed up the management of data collected in the field, improve sales follow-up, and make marketing and event activities more effective.
Contact our Salesforce experts
We bring a perfect balance of experience and innovative thinking to the table.
