We are a Costa Rican company founded in 2009 with the mission of bringing Salesforce to businesses across the region. Today we are the partner with the longest track record in Costa Rica and operate in 9 countries across Latin America, with specialized practice in 9 industries.
Our process is deeply consultative: we understand your as-is before designing the to-be. We don't sell licenses, we build adoption — we want your users to fall in love with the tool so your customers live a better experience. That is our boutique methodology.
The first and most experienced Salesforce implementation firm in Costa Rica.
We don't arrive with generic templates. We design each implementation from the language and processes of your sector.
We operate in 9 LATAM countries while maintaining the closeness and personalized service we're known for.
Every industry has its own language, its own processes and its own way of closing business. We design each project from a real diagnosis of your business, with a clear goal: your agents and sales reps work better, and your customers live a better experience.
Salesforce Automotive Cloud implementations with DMS and brand system integrations. Pipeline management, after-sales service and dealership experience.
Financial Services Cloud and Insurance Cloud for insurers, banks and pension operators. Core banking/actuarial integrations via API.
Implementations under Salesforce's 1-1-1 model for foundations and nonprofits looking to scale their social impact.
Student prospecting, admissions and omnichannel service management for universities and educational centers across Central America.
Sales Cloud and Service Cloud for retail chains and distribution companies with field sales forces and multiple touchpoints.
Solutions for transport and logistics operations with service tracking and continuous improvement sprints under agile methodology.
Ongoing Salesforce support for cooperatives, with an Hours Bank model adapted to their operational cycles.
Commercial and after-sales management for residential developers, from lead to property delivery.
Tourism CRM for tour operators and experience providers, optimizing booking conversion and traveler care.
Salesforce Automotive Cloud implementations with DMS and brand system integrations. Pipeline management, after-sales service and dealership experience.
Financial Services Cloud and Insurance Cloud for insurers, banks and pension operators. Core banking/actuarial integrations via API.
Implementations under Salesforce's 1-1-1 model for foundations and nonprofits looking to scale their social impact.
Student prospecting, admissions and omnichannel service for universities across Central America.
Sales Cloud and Service Cloud for retail chains and distribution companies with field sales forces.
From implementation to continuous evolution — we are the technology partner your company needs.
Centralize your commercial pipeline, automate follow-ups and close more deals with complete visibility of the sales cycle.
CRMPIPELINESALESOmnichannel customer service with WhatsApp, email, calls and chat from a single intelligent console.
OMNICHANNELWHATSAPPCASESSpecialized solutions for banking, insurance, pensions and cooperatives in Costa Rica and LATAM.
BANKINGINSURANCEPENSIONSImplementations for automotive dealerships and distributors, with brand system integrations and vehicle lifecycle management.
DEALERSHIPSDMSAFTER-SALESBring Artificial Intelligence into your commercial processes with Salesforce's most advanced agents.
AIEINSTEINAGENTFORCEWe connect Salesforce with your ERP, billing systems and local platforms through robust APIs.
APIERPINTEGRATIONWe ensure your team actually uses Salesforce with certified training programs and continuous support.
TRAININGADOPTIONCERTIFICATION18 years of uninterrupted presence in the Costa Rican market back us up.
Some of the clients we have worked with in Costa Rica and the region. Hover over each logo to learn more.
+ other companies and organizations that trust Incompany in Costa Rica and LATAM
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