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Salesforce consulting and implementation services

We specialize in implementing, customizing and optimizing Salesforce for companies that want to accelerate their growth.

Tailor-made solutions

Specialized services in the Salesforce ecosystem.

Comprehensive consulting and support solutions to maximize your CRM investment.

  • Salesforce implementations

    We believe that technology only creates real value when it is aligned with the specific realities of a business. That’s why every implementation starts with listening. We analyze your team’s processes, challenges, and goals to tailor Salesforce to your operations. No unnecessary complexity, no one-size-fits-all solutions — just what you need to grow sustainably.

  • Maintenance and support

    Salesforce isn’t a set-it-and-forget-it system. As your business evolves, so should your CRM. We’re here to ensure everything runs smoothly, your team gets day-to-day support, and the platform adapts quickly to changing needs — without losing time or compromising data integrity.

  • Technical and strategic audit

    Over time, Salesforce setups can become cluttered, inefficient, or even risky. Our audits are both technical and strategic, identifying critical issues, underused features, and opportunities for improvement. The result is a clear diagnosis of your Salesforce instance and actionable recommendations to make it better.

  • Digital consulting

    Thinking about implementing Salesforce? Or already using it but unsure whether you're getting the most out of it? Through our consulting services, we help you rethink your Salesforce journey — from initial strategy to specific operational decisions. Together, we build a realistic, result-oriented roadmap that matches your digital maturity and business goals.

Steps that deliver value

Our value delivery process

A structured process to guarantee the success of your project.

  • 1

    Discovery and Diagnosis

    Detailed analysis of your business needs, current processes and goals to be achieved with the implementation of Salesforce.

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  • 2

    Solution Design and Architecture

    Design of the customized solution, including architecture, integrations, customizations and necessary workflows.

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  • 3

    Development and Customization

    Implementation of the solution, including configuration, development of customizations, integrations and tests.

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  • 4

    Deployment and User Training

    Launch of the solution in a production environment, including data migration, user training and documentation.

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  • 5

    Hyper-care (Post-launch Support)

    Intensive post-launch support to ensure adoption of the platform and quickly resolve any problems that may arise.

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FAQs

Frequently Asked Questions

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“We had the pleasure of partnering with Azimute for the implementation of Salesforce at Little Gym Pinheiro Manso. Their expertise in CRM architecture was evident as they tailored solutions to the unique needs of our children’s gym business. Always responsive and accommodating, Azimute not only met but exceeded our expectations. Thanks to their outstanding efforts, our team’s efficiency has soared, and we now boast a truly impactful CRM system. Grateful for the invaluable partnership.”

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João Bonito

Co-Owner - The Little Gym Pinheiro Manso

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We had already tried other Salesforce partners and the experience had not been positive, so when they introduced us to Azimute, we were reluctant. From the first meeting, availability and understanding of our needs became very clear. Today Azimute stands out as a fundamental partner for the growth of our company, offering a deep understanding of our business and an always available approach. With Rui and André, we found not only support, but valuable strategic guidance, ensuring that each decision leads us to the best path to our success

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João Gameiro

COO - Climber RMS

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The Salesforce implementation at Metais Jaime Dias was a success. The process went quickly and efficiently, with full support from the partner team. Today we have a tool tailored to our needs, which has improved our sales management and strengthened our closeness with our clients.

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Jorge Nunes

Operations Director - Grupo Jaime Dias

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We had an excellent experience with the Azimute consulting team, who supported us in the implementation and customization of Salesforce according to the specific needs of our business. From the very first contact, we felt we were in good hands. Ana, who coordinated the entire process, consistently demonstrated great availability, efficiency, and kindness. José, responsible for the technical development, was tireless in executing all necessary customizations and adaptations. Rui, as the team leader, provided strategic vision and a results-oriented approach. The collaboration between the three proved exemplary and resulted in a solution fully tailored to our operations. We are very pleased with the final result and strongly recommend this team to any company looking for a Salesforce implementation with close support, customized solutions, and outstanding service.

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Ira Vaso

Co-branding & Marketing Strategy - Nini Andrade Silva Atelier

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Excellent experience. The team was very helpful, with a high capacity to understand the client's needs and translate them into effective and well-structured solutions. I highly recommend their services.

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Cristina Cadeirinhas

Comercial Relations Director - Grupo Integral SM

Ready to transform your business?

Schedule a free assessment and find out how Azimute can help your company.

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