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Always a Clu ahead

Salesforce Implementation Services
Always a Clu ahead

Your CRM, Reimagined For Your  

Clutek delivers end-to-end Salesforce solutions for Fintech, Retail and Technology companies across Quebec, Canada and the United States — from implementation to AI automation.

Start a project → Explore services
Sales Cloud Service Cloud Financial Services Cloud Marketing Cloud Experience Cloud Salesforce Maps AI Automation
Why Clutek

Stay ahead.
Scale faster.

Most companies use 30% of what Salesforce can do. We unlock the other 70% — turning your CRM into a revenue engine, not a contact list.

See how we do it →

Full-Platform Activation

Sales Cloud. Service Cloud. FSC. Marketing. Maps. AI Agents. We implement every layer of the Salesforce ecosystem so nothing is left on the table.

AI That Actually Works

Einstein. Agentforce. OpenAI. Claude. We integrate AI agents that automate decisions, reduce manual work by 70% and run your operations around the clock.

Built to Scale With You

Clean architecture. Zero technical debt. Every system we build is designed to grow with your business — not become a liability 18 months later.

Sales Cloud✦ Service Cloud✦ Financial Services Cloud✦ Experience Cloud✦ Marketing Cloud✦ Salesforce Maps✦ AI Automation✦ Agentforce✦ Einstein AI✦ Data Migration✦ MuleSoft✦ KYC Integration✦ Sales Cloud✦ Service Cloud✦ Financial Services Cloud✦ Experience Cloud✦ Marketing Cloud✦ Salesforce Maps✦ AI Automation✦ Agentforce✦ Einstein AI✦ Data Migration✦ MuleSoft✦ KYC Integration✦
0+ Implementations delivered
0% Client satisfaction rate
0 yrs Salesforce experience
0x Average ROI delivered

What we build

Built for every
industry

From fintech and retail to e-commerce, manufacturing and real estate — we build Salesforce systems that fit your industry, your workflows and your scale.

Most Advanced
01

AI Automation & Agent Integration

We integrate Salesforce with OpenAI, Claude and ChatGPT to build intelligent agents that handle repetitive tasks and make decisions — reducing your workforce dependency without reducing your output.

OpenAIClaude APIChatGPTAgentforceEinstein AIPrompt Builder
OpenAI
Claude
ChatGPT
Einstein
Agent
Flow
AI
70%Reduction in manual tasks
24/7AI agents working for you
02
Salesforce Expertise
Sales Cloud
Drive revenue · Close faster
›
Service Cloud
Deliver better · Resolve faster
›
Experience Cloud
Connect · Engage · Empower
›
Financial Services Cloud
Built for finance
›
Marketing Cloud
Nurture · Convert · Retain
›
Salesforce Maps
Plan smarter · Sell more
›
Sales Cloud
Drive Revenue.
Close Faster.
We configure Salesforce Sales Cloud to match exactly how your team sells — eliminating manual work, automating follow-ups and giving leadership full pipeline visibility from day one.
0%Faster deal cycles
0xPipeline visibility
0%Less manual entry
Implementation Sales Forecasting Performance Management Territory Management Lead Management Sales Automation Reports & Dashboards
Implementation & Optimization
We configure Sales Cloud to match how your team sells — eliminating manual work, automating follow-ups and giving leadership full pipeline visibility.
  • ✦Custom pipeline stages with opportunity tracking and probability scoring
  • ✦Full CRM setup aligned to your sales motion and team structure
  • ✦Continuous optimization to improve adoption and performance
Sales Forecasting
Accurate, real-time revenue projections based on pipeline data — not gut feel.
  • ✦Custom forecast categories aligned to your sales stages
  • ✦Quota vs. attainment tracking per rep and region
  • ✦Executive dashboards with drill-down pipeline analytics
Performance Management
Track, measure and improve individual and team performance with data that reflects what's happening in the field.
  • ✦Rep scorecards with activity and outcome metrics
  • ✦Win/loss analysis to identify coaching opportunities
  • ✦Goal-setting workflows with automated milestone tracking
Territory Management
Eliminate coverage gaps and rep conflicts with a structured territory model that scales as your team grows.
  • ✦Territory assignment rules based on geography, industry or account size
  • ✦Balanced workload distribution across your rep network
  • ✦Territory overlap detection and conflict resolution rules
Lead Management
Automated flows that route, score and follow up leads without manual intervention.
  • ✦Automated lead routing based on source, region or product
  • ✦Lead scoring models to prioritize highest-value prospects
  • ✦Conversion tracking from lead to opportunity to closed deal
Sales Automation
Remove repetitive tasks from your reps' plates so they focus 100% on selling.
  • ✦Automated task creation and follow-up sequences
  • ✦Quote and proposal generation with approval workflows
  • ✦Email and activity logging automatically tied to CRM records
Reports & Dashboards
Every stakeholder gets the data they need in real-time, without building reports from scratch.
  • ✦Custom dashboards for reps, managers and executives
  • ✦Scheduled reports delivered automatically to stakeholders
  • ✦KPI tracking tied directly to business goals and quotas
Service Cloud
Deliver Better.
Resolve Faster.
We configure Service Cloud so your support team spends less time navigating systems and more time solving problems — every case tracked, prioritized and resolved.
0%Faster resolution
0%Less escalations
0%Agent satisfaction
Implementation Omnichannel Workflow Automation AI Automation Customer Portals Analytics
Implementation & Optimization
We configure Service Cloud so your support team spends less time navigating systems and more time solving problems.
  • ✦Case management configured around your actual support workflows
  • ✦Service console giving agents a 360° view of every customer
  • ✦SLA tracking and escalation rules to protect response commitments
Omnichannel Connections
Unify every support channel into a single queue — no more siloed inboxes, missed chats or dropped calls.
  • ✦Unified routing across email, chat, phone and social media
  • ✦Skills-based routing to match cases to the right agent
  • ✦Real-time queue monitoring and workload balancing
Workflow Automation
Replace manual hand-offs and escalation emails with automated flows that run your service operation around the clock.
  • ✦Auto-assignment and escalation rules based on case priority
  • ✦Automated customer notifications at every case milestone
  • ✦Approval workflows for refunds, exceptions and service credits
AI Automation
Einstein AI and integrated LLMs deflect routine cases, suggest responses and help agents resolve issues faster.
  • ✦AI-suggested replies and next-best-action recommendations
  • ✦Automated case classification and priority tagging
  • ✦Chatbot integration for 24/7 first-contact resolution
Customer Portals
Give customers a self-service portal to submit cases, track progress and find answers — reducing inbound volume.
  • ✦Branded self-service portal with case submission and tracking
  • ✦Knowledge base integration for instant self-resolution
  • ✦Secure login with single sign-on and role-based access
Analytics
Understand where your service operation excels and where it breaks — dashboards for managers and executives.
  • ✦Real-time dashboards for CSAT, resolution time and SLA compliance
  • ✦Agent productivity and case volume trend reporting
  • ✦Root cause analysis to reduce recurring case types
Experience Cloud
Connect.
Engage. Empower.
We design and configure branded digital portals — giving your customers, partners and employees a seamless self-service experience that reduces support load and strengthens relationships.
0%Self-service deflection
0xPartner engagement
0%Faster deployment
Experience Builder Customer Portals Knowledge Base Personalization AI Automation Learning Portals
Experience Builder & Design
Branded digital experiences using drag-and-drop builders, templates and Lightning Web Components — portals people will actually want to use.
  • ✦Responsive portals optimized for desktop, tablet and mobile
  • ✦Branded interfaces with reusable Lightning Web Components
  • ✦Seamless login and identity management with minimal friction
Customer Portals
A branded space for customers to submit requests, track cases and access documents.
  • ✦Self-service case submission and real-time status tracking
  • ✦Secure document sharing and account management tools
  • ✦Role-based access control and SSO integration
Knowledge Base
A searchable library of articles, FAQs and guides that deflects routine cases before they reach your team.
  • ✦Structured article templates for consistent formatting
  • ✦AI-powered article suggestions based on case context
  • ✦Content approval workflows and version control
Personalization
Show every user the most relevant content based on their profile, history and behaviour.
  • ✦Audience segmentation and dynamic content rules
  • ✦Personalized dashboards based on user role and history
  • ✦Behavioural triggers for proactive engagement
AI Automation
Einstein AI surfaces relevant content, automates responses and guides users through the portal without human intervention.
  • ✦Einstein Bots for 24/7 guided self-service
  • ✦AI-recommended articles and next-best actions
  • ✦Automated case deflection before ticket submission
Learning Portals
Structured training and onboarding for customers, partners or employees inside Salesforce Experience Cloud.
  • ✦Course and module builder with progress tracking
  • ✦Certification badges tied to user profiles
  • ✦Automated learning path assignments based on role
Financial Services Cloud
Built for
Finance.
We configure Financial Services Cloud for banks, private lenders and wealth managers — a unified platform where every client relationship and compliance requirement is structured and easy to act on.
0%Faster KYC
0°Client visibility
0%Audit trail
Implementation Household Management Financial Planning Workflow Automation AI Personalization Client Engagement Financial Insights
FSC Implementation & Optimization
We configure FSC for banks, private lenders and wealth managers — creating a unified platform where every client relationship is structured and easy to act on.
  • ✦Client and household data model tailored to your business
  • ✦Full relationship mapping for advisors and relationship managers
  • ✦Automated onboarding, KYC and compliance workflows
Household Management
Complete view of every client relationship — individuals, households and related accounts — in a single connected profile.
  • ✦Household grouping with shared relationship maps
  • ✦AUM and asset tracking rolled up at household level
  • ✦Life event tracking to trigger proactive advisor outreach
Financial Planning
Structured financial planning tools built into Salesforce for more meaningful advisor-client conversations.
  • ✦Goal-based planning templates for wealth and retirement
  • ✦Portfolio summary views tied to client goals
  • ✦Meeting prep and follow-up automation for advisors
Workflow Automation
Eliminate manual compliance steps and approval bottlenecks with automated flows running in the background.
  • ✦KYC and AML onboarding workflows with document collection
  • ✦Multi-level approval flows for credit and lending decisions
  • ✦Automated compliance alerts and audit trail generation
AI Personalization
Einstein AI surfaces the right next action for every advisor — follow-up call, product recommendation or compliance alert.
  • ✦Next-best-action recommendations for advisor outreach
  • ✦Churn risk scoring to identify at-risk client relationships
  • ✦Personalized communication suggestions based on client profile
Client Engagement
Lasting relationships with structured engagement touchpoints — from onboarding to annual reviews — tracked in Salesforce.
  • ✦Automated check-in sequences and review meeting scheduling
  • ✦Client satisfaction tracking tied to relationship health scores
  • ✦Referral tracking and cross-sell opportunity identification
Financial Insights
The data advisors and management need — from individual client portfolios to firm-wide performance.
  • ✦AUM growth, revenue and advisor productivity dashboards
  • ✦Client segmentation reports by profile, risk and product
  • ✦Regulatory reporting templates for AMF and FINTRAC compliance
Marketing Cloud Account Engagement
Nurture.
Convert. Retain.
We implement Marketing Cloud Account Engagement to align marketing and sales — automating lead nurturing, scoring and handoff so reps focus on the most qualified prospects.
0%Higher conversion
0xMarketing ROI
0%Less manual nurturing
Implementation Lead Nurturing Email Automation Lead Scoring Campaign Management CRM Integration Analytics & ROI
Implementation & Setup
We implement MCAE to align marketing and sales — automating nurturing, scoring and handoff so reps focus only on the most qualified prospects.
  • ✦Full platform setup including workspace, users and CRM connector
  • ✦Custom field mapping between MCAE and Salesforce CRM
  • ✦Team training and adoption support for marketing users
Lead Nurturing
Keep prospects engaged through every stage with automated, personalized sequences that build trust over time.
  • ✦Multi-step Engagement Studio programs tailored by persona
  • ✦Behaviour-triggered sequences based on email opens and page visits
  • ✦Re-engagement campaigns for cold or stalled leads
Email Automation
Right message, right person, right time — without a single manual send.
  • ✦Branded templates with dynamic personalization tokens
  • ✦A/B testing for subject lines, content and send times
  • ✦Automated drip sequences triggered by form submissions
Lead Scoring
Surface only the prospects actively showing buying intent — stop sending cold leads to sales.
  • ✦Custom score and grade models aligned to your ideal customer profile
  • ✦Automated sales alerts when leads hit qualification thresholds
  • ✦Score decay rules to keep lead data fresh and relevant
Campaign Management
Plan, execute and measure multi-channel campaigns with visibility into how every touchpoint contributes to pipeline.
  • ✦Multi-touch workflows across email, web and events
  • ✦Landing page and form builder with progressive profiling
  • ✦Campaign influence reporting tied to Salesforce opportunities
CRM Integration
Connect marketing and sales so both teams operate from the same truth — every interaction visible, every handoff seamless.
  • ✦Bi-directional sync between MCAE and Salesforce CRM
  • ✦Prospect activity timeline visible to sales in CRM records
  • ✦Automated lead creation in Salesforce on form submission
Analytics & ROI
Prove the value of every marketing dollar with dashboards that connect activity to closed revenue.
  • ✦Campaign dashboards with open, click and conversion rates
  • ✦Pipeline contribution reports linking marketing to revenue
  • ✦Cost-per-lead and cost-per-opportunity tracking by channel
Salesforce Maps
Plan Smarter.
Sell More.
We implement Salesforce Maps for field sales, distributors and CPG teams — optimized routes, maximum visit frequency, every interaction logged automatically into Salesforce.
0%More visits/day
0%Fuel savings
0%Visits in CRM
Implementation Route Optimization Territory Planning Visit Scheduling Real-Time Tracking Performance Analytics
Implementation & Setup
Full Salesforce Maps setup for field sales, distributors and CPG teams — geo-mapped accounts, optimized routes, automatic CRM logging.
  • ✦Full Maps setup integrated with your existing Salesforce org
  • ✦Account and contact geo-mapping with custom markers
  • ✦Rep onboarding and training for fast field adoption
Route Optimization
Pre-optimized routes with prioritized stops — more time in front of customers, less time behind the wheel.
  • ✦Pre-built routes with stops ranked by account value and proximity
  • ✦Dynamic re-routing when schedules change in the field
  • ✦Multi-day planning for territory coverage campaigns
Territory Planning
Fair, efficient territories that maximize coverage and eliminate rep conflict — visualized live on a CRM-connected map.
  • ✦Boundaries drawn by geography, postal code or account tier
  • ✦Workload balancing to equalize opportunity across reps
  • ✦What-if scenario modeling before committing to changes
Visit Scheduling
Reps schedule from the map — seeing account history, last visit date and priority score before committing to a stop.
  • ✦One-tap scheduling with auto-sync to Salesforce calendar
  • ✦Last visit date and frequency alerts on account pins
  • ✦Manager visibility into rep schedules across the territory
Real-Time Tracking
Live manager visibility into field activity — who is where, which accounts were visited and what happened.
  • ✦Live rep location tracking on the manager map view
  • ✦Automatic check-in detection at account locations
  • ✦Visit logs auto-created in Salesforce with timestamps and notes
Performance Analytics
How your field team performs against coverage targets — and where gaps are before they become missed opportunities.
  • ✦Visit frequency heatmaps by account and territory
  • ✦Coverage gap reports for accounts not visited in X days
  • ✦Rep dashboards with visits completed and outcomes
03

Third-Party Integrations

Connect Salesforce to KYC providers, payment processors, ERPs, marketing platforms and BI tools — via REST API, MuleSoft or native connectors — so your entire tech stack works as one unified system.

SALESFORCE POST /api/v2 GET /records 200 OK ✓ KYC / AML ERP / SAP MuleSoft Payment ● LIVE SYNC
04

Data Migration

Clean, deduplicated, validated migration from any legacy CRM or spreadsheet into Salesforce — no lost records, no surprises, no downtime.

LEGACY CRM EXTRACT + validate DEDUP + map fields LOAD + verify records SALESFORCE 0 errors 0 dupes 100% match ● ZERO DOWNTIME

Who we serve

3 sectors.
One expertise.

We specialize in 3 high-value sectors where CRM complexity is highest and the ROI of a well-built Salesforce is greatest.

360°Client View
KYCAutomated
FintechLendingBanking

Fintech, Lending & Banking

We implement Salesforce for the full financial ecosystem — banks, fintechs and private lenders with credit bureau integrations, real-time fraud detection, 360° customer views, automated KYC & onboarding workflows, and analytics that drive smarter lending decisions.

  • Credit bureau & fraud detection integrations
  • Automated KYC, AML & onboarding workflows
  • AMF & FINTRAC compliant audit trails
POS
Cart
Maps
CPG
MapsRoute Plan
CPGDistributor
RetailCPGDistribution

Retail & Consumer Goods

We implement Salesforce for retailers, CPG companies and distributors — unifying commerce, loyalty programs, distributor management, route planning with Salesforce Maps, and product performance analytics to drive smarter sales decisions.

  • Loyalty program & commerce unification
  • Distributor & field rep management
  • Route optimization with Salesforce Maps
MRR+82%
Churn−67%
NPS95
›
Trial
›
Close
›
ARR
MRRTracked
CSAutomated
SaaSTechIT Consulting

Technology & SaaS

We implement Salesforce for tech companies, SaaS platforms and IT consulting firms — streamlining sales pipelines, customer success, project tracking, contract management and revenue operations to scale faster.

  • MRR / ARR revenue operations tracking
  • Customer success & churn prevention
  • Contract & renewal management workflows
AMF & FINTRAC compliant workflows
NDA & data security on every engagement
Bilingual EN/FR — rare in tech consulting

How it works

From kickoff
to go-live

A proven 4-step framework that keeps every project on time, on budget, and built to last.

01

Discovery

We map your processes, goals, and pain points in a focused kick-off session.

Kickoff Call Process Map Scope Doc
Week 1
02

Architecture

We design a Salesforce blueprint tailored to your exact business model.

Data Model Flow Design Blueprint
Week 2–3
03

Build

We configure, automate, and integrate — with weekly progress updates.

Configuration Automation QA Testing
Week 4–8
04

Go-Live

We launch, train your team, and support you for the first 30 days.

Launch Training 30-Day Support
Go-Live ✓
Fixed-price delivery
Weekly progress calls
Senior consultants only
Zero failed launches
Our Promise

You will never
deal with a junior.

Every single person who touches your project is a certified senior Salesforce consultant with real-world experience. Not a trainee. Not a subcontractor. Not someone learning on your dime.

Salesforce Certified Consultants
8+ Years of Hands-On Salesforce Experience
Your Project. Our Best People. Every Time.
50+ Enterprise Projects Delivered — Zero Failures
8+
Years of Salesforce expertise
50+
Enterprise projects delivered
100%
Senior-only delivery team
"

Every problem has a clue. You found us.

Why Clutek

Not an agency.
dedicated partner.

We keep a small client roster so every project gets our absolute best.

Outcome-driven

Every decision tied to a business result — not a feature checkbox or billable hour.

Clean architecture

No hacks, no tech debt. Systems built to last years without rebuilding.

Direct access

You talk to the person doing the work — every call, every update.

Knowledge transfer

We train your team to be self-sufficient — not dependent on us forever.


your Salesforce.

Fill out the form and we'll get back to you within 24 hours. No pitch, no pressure — just an honest conversation about your needs.

Location
Montréal, Québec, Canada
Response time
Within 24 hours
Languages
English · Français

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Ready to unlock the full power of Salesforce?

Let's build something that actually scales.

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