AI Systems Development
Building and integrating AI systems to automate decisions and actions by unifying CRM, data, and cloud platforms.
← Back to directory
Agency
Oktana
MarketingOps
Cross-discipline
Oktana provides AI, Salesforce, integration, data & analytics, and custom development services. They build AI systems that unify CRM, data, and cloud to automate decisions and improve business processes, with a focus on project implementation, digital engineering, and Salesforce optimisation.
Visit website ↗Our read
Section 01Works in marketing automation consulting, CRM integration, and marketing technology services; worth a look if certifications and case-study depth matter more than brand name.
“Their approach combines technical proficiency with a strong client partnership, focusing on understanding business goals to deliver robust and integrated solutions.”
Value proposition
Section 02Oktana specialises in building and integrating AI systems, Salesforce solutions, data and analytics platforms, and custom software development. Their core offering involves unifying CRM, data, and cloud infrastructure to automate decision-making and enhance business performance. They offer services across project implementation, digital engineering, and Salesforce optimisation.
The company emphasises its technical expertise, holding numerous Salesforce and MuleSoft certifications. They deliver solutions with a focus on client satisfaction, evidenced by a high CSAT score, and operate with a significant team based in Latin America, providing time zone and cultural overlap for American clients. Oktana also highlights its SOC 2 certification, demonstrating a commitment to data security and compliance.
Core competencies
Section 03Salesforce Solutions
Expertise in Salesforce implementation, optimisation, and managed services for complex, multi-cloud environments, including integration of Einstein, Slack, Tableau, and MuleSoft.
Integration Services
Specialisation in MuleSoft integration services and API-led connectivity to streamline various business processes.
Data & Analytics
Providing services related to data management and analytics to support data-driven decision-making.
Custom Software Development
Delivering custom development solutions tailored to specific business requirements.
Digital Engineering
Enabling organisations to scale their technical delivery and design needs, offering support across various languages, frameworks, and technologies.
Products & services
Section 04- AI Services
- Development and integration of AI systems, including autonomous AI sales agents and AI-powered portals.
- Salesforce Services
- Implementation, optimisation, and managed services for Salesforce, covering multi-cloud deployments and specific technologies like Einstein, Slack, and Tableau.
- MuleSoft Integration Services
- Services focused on integrating systems and applications using MuleSoft, including API-led invoice and shipment automation.
- Data & Analytics Services
- Solutions for managing and analysing data to facilitate improved business insights and decisions.
- Custom Software Development
- Tailored software development to meet unique business needs and specifications.
- Digital Engineering
- Technical delivery and design services to support business scaling, available for short-term or long-term engagements across various technologies.
Key takeaways
Section 05- AI Integration
- Oktana focuses on integrating AI across CRM, data, and cloud systems to automate business decisions.
- Salesforce Specialisation
- The company holds over 1,000 Salesforce certifications and provides comprehensive Salesforce optimisation and managed services.
- Global Team Model
- 90% of their team is based in Latin America, offering time zone and cultural overlap for American clients.
- Customer Satisfaction & Trust
- Oktana reports a 4.9/5 CSAT score from Salesforce Partner Program surveys and is SOC 2 certified for data security.
- Industry Focus
- 87% of their projects in the last five years have driven innovation in HealthTech and FinTech.
FAQ
Section 06- What is Oktana's primary focus?
- Oktana primarily focuses on building AI systems that unify CRM, data, and cloud into a single layer to automate decisions and improve business operations.
- What specific platforms does Oktana specialise in?
- Oktana specialises in AI, Salesforce, and MuleSoft, alongside general integration, data & analytics, and custom development.
- Where is Oktana's team primarily located?
- 90% of Oktana's team is based in Latin America.
- Does Oktana hold any certifications?
- Yes, Oktana is SOC 2 certified and its team holds over 1,000 Salesforce and MuleSoft certifications.
- What industries does Oktana primarily serve?
- Oktana has a strong focus on HealthTech and FinTech, with 87% of recent projects driving innovation in these sectors.