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Quintum

Sales, service, marketing, data and AI on a single platform

A platform made up of specialized clouds that centralize information, automate processes and enable personalized experiences: sell more, serve better, optimize campaigns, decide with data and add artificial intelligence agents.

  • 6 solutions we implement and operate
  • 5 solutions with a certified team
  • 4 services: implement, support, operate and train

Solutions in Salesforce

What we work with inside Salesforce

Choose a solution to see what it does and how we support you.

Certified team

Sales Cloud

The sales CRM: it brings your prospects, customers and opportunities together in one place so the sales team sells in an orderly way.

What it does

  • Records accounts, contacts and opportunities with their full history
  • Shows the progress of each sale by stage, that is, the sales funnel
  • Automates repetitive tasks and helps forecast how much will be sold

How it works

  1. Record Every prospect and customer lives in a single record, with their conversations and commitments.
  2. Advance Each opportunity moves through the stages of your sales process, with alerts if it stalls.
  3. Forecast You see the pipeline and the expected close for the month, by salesperson and by team.
Let's talk about Sales Cloud
Certified team

Service Cloud

The customer service platform: it gathers every inquiry in one place, no matter which channel it arrives through.

What it does

  • Centralizes cases from email, chat, WhatsApp and phone in a single inbox
  • Assigns each case to the right person and tracks response times
  • Uses a knowledge base and artificial intelligence to resolve faster

How it works

  1. Receive The inquiry comes in through any channel and a case is created automatically.
  2. Assign The case reaches the right agent, with the customer's full history.
  3. Resolve The agent responds with support from the knowledge base and AI, and service is measured.
Let's talk about Service Cloud
Certified team

Marketing Cloud

The platform to plan, automate and measure your marketing campaigns across all channels.

What it does

  • Sends email, SMS, push, WhatsApp and paid advertising from one place
  • Segments your databases by behavior and characteristics
  • Automates customer journeys and measures the result of each campaign

How it works

  1. Segment You build audiences from your customer databases.
  2. Design the journey You define which message each person receives, through which channel and at what moment.
  3. Measure You see opens, clicks and sales, and adjust the campaign.
Let's talk about Marketing Cloud
Certified team

Data Cloud

Salesforce's data platform: it brings the customer data that is scattered across different systems into a single profile. It is now called Data 360.

What it does

  • Connects your own and third-party sources, even without copying the data
  • Joins sales, service, marketing and web interactions into one profile per customer
  • Calculates useful insights, such as propensity to buy, and activates audiences

How it works

  1. Connect Your data sources are integrated: internal systems, website, databases and other clouds.
  2. Unify Each customer's data is combined into a single profile, even if it comes from different channels.
  3. Activate With that profile, audiences are built and actions are triggered across marketing, sales and service.
Let's talk about Data Cloud
Certified team

Agentforce

Artificial intelligence agents that serve your customers and complete tasks on their own, 24 hours a day, within the limits you set.

What it does

  • Answers inquiries, resolves cases, recommends products and books appointments
  • Uses your CRM data to understand the context of each customer
  • Hands the case to a person, with full context, when it goes beyond its scope

How it works

  1. Define You state in plain language what the agent should do and what its limits are.
  2. Connect You connect it to your Salesforce data and the actions it can perform.
  3. Serve It talks to your customers on web, messaging or phone and escalates to a person when needed.
Let's talk about Agentforce

Slack

Salesforce's communication and teamwork platform: conversations, files and tools in one place, connected to your Salesforce data.

What it does

  • Brings conversations, files and tools together in channels by team or by customer
  • Shows and updates Salesforce records without leaving the conversation
  • Sends automatic alerts and lets you chat with AI agents

How it works

  1. Connect Slack integrates with your Salesforce and the tools your team already uses.
  2. Collaborate Teams talk and solve things in channels, with the customer's data in view.
  3. Automate Alerts and workflows reach the right channel on their own, at the right moment.
Let's talk about Slack

Use cases

What you can achieve with Salesforce

Some of the situations where it's used the most.

  • One CRM for the sales team

    Prospects, opportunities and forecast in one place, with alerts when a sale stalls.

    • Sales Cloud
  • Service across every channel

    Cases from email, chat, WhatsApp and phone in one inbox, with the customer's full history in view.

    • Service Cloud
  • Automated campaigns and journeys

    Welcomes, reminders and campaigns by email, SMS, push and WhatsApp triggered by what each customer does.

    • Marketing Cloud
  • A single customer view

    Combine purchases, browsing and service into one profile and use it to segment and personalize across sales, service and marketing.

    • Data Cloud
  • AI agents that serve customers

    Agents that answer inquiries, resolve cases and book appointments within the limits you set, and hand over to a person when needed.

    • Agentforce
    • Service Cloud
  • Assistant for the sales team

    Agents that answer product questions, handle objections and book meetings for your salespeople.

    • Agentforce
    • Sales Cloud
  • Collaboration with customer data

    Alerts and approvals in the team channel, with Salesforce data in view, to decide without switching tools.

    • Slack
    • Sales Cloud
  • Have another case in mind?

    Tell us your challenge and we'll see how to solve it with Salesforce.

    Let's talk

How we support you

Before, during and after implementing Salesforce

  • Implementation

    We launch the platform from scratch or by migrating what you already have, with a team certified in each technology.

  • Ongoing support

    Post-launch support and a maturity plan so your team adopts the technology and all its features.

  • Platform operation

    A certified Quintum specialist runs your platform day to day: tags, audiences, integrations and campaigns.

  • Training

    Training plans for new and existing users, tailored to your team and delivered by certified specialists.

Certifications

Team certified in Salesforce

Those who implement and run your platform are certified in each solution.

  • Sales CloudCertified team
  • Service CloudCertified team
  • Marketing CloudCertified team
  • Data CloudCertified team
  • AgentforceCertified team

Contact

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