Marbot Consulting deploys the Customer 360 platform for SMBs and mid-market — Sales Cloud, Service Cloud, Marketing Cloud, Data 360 et Agentforce. Documented configuration, adoption support.
Browse each Salesforce platform component to understand its role: des applications métier (Sales, Service, Marketing…) au Data 360, jusqu'à la couche d'agents IA Agentforce.
Browse or select a badge, arc or platform element to display its role in the Salesforce ecosystem.
Diagram adapted from the official Salesforce product portfolio — each element is interactive.
Each Cloud addresses a specific business challenge. We deploy those that match your priorities — based on your needs, not an imposed catalogue.
Sales pipeline, opportunity management, sales forecasting and full sales cycle automation.
Omnichannel customer service: case management, knowledge base, SLAs, telephony and self-service portals.
Automated customer journeys, email & SMS campaigns, segmentation and lead scoring.
B2B and B2C e-commerce unified with CRM: catalogues, checkout flows, connected POS.
Unification of all your customer data in real time — the Zero Copy foundation for AI agents and RAG.
Autonomous AI agents for support, sales and marketing — built and governed on your CRM data.
API-first integration: connect Salesforce to your ERP, business tools and legacy systems.
Dashboards and data visualisation: your leaders steer the business in real time.
Our consultants continuously maintain their skills through official Salesforce certifications and training programmes — to ensure high-quality service and solutions adapted to your business challenges.
A structured method, aligned with all our integrations: scoping, configuration, documentation and adoption support.
Analysis of your sales and service processes, selection of relevant Clouds, pricing and deployment trajectory.
Sprint-based setup, design documentation and detailed configuration guide. Every object and field is functionally justified.
Role-based team training, user guides and monitoring of actual usage. Adoption is a success criterion, not an option.
Support, Salesforce releases, new features: your org evolves with your company.
A 30-minute call to assess your CRM challenges and define your Salesforce roadmap.
Book a Salesforce discovery call