Salesforce Platform

Ensure your CRM consulting partner has unparalleled expertise
and a track record in CRM service delivery that speaks volumes.

Turning Ideas into Innovation

Driven by dynamic APIs and based entirely in the cloud, the Salesforce1 platform enables your team to design and deploy custom solutions that can be turned into mobile enterprise applications accessible from any location,with direct support from our team of Salesforce consulting experts. Harnessing its power, users can create both employee- and customer-facing mobile applications, with 4+ million custom solutions already developed, and more than 3 billion transactions occurring daily, making it the world’s #1 cloud platform.

The user-friendly interface eliminates the need for complicated code and IT resources, enabling any employee to design a department-specific application with a few clicks, drawing from data stored directly in Salesforce. Now, any resource your team develops to make work easier, from sales and marketing to operations and billing, can be taken on the road as a mobile application, fostering creativity and ingenuity, and expanding your team’s presence and capabilities.

Automated Business Processes

Business actions that used to take valuable company time or require lengthy forms can now be automated with the Salesforce1 platform, from IT Help Desk requests to recruiting and approvals. Visual flow charts and customizable forms allow you to preserve your proven practices while bringing them into the mobile environment, saving money and energy. Out-of-the-box reports and dashboards provided by the platform can be customized to fit departmental needs, with record and field-level permission settings to ensure security.

Community-Based Collaboration

The increased connectivity provided by the Salesforce1 platform means your company can collaborate better than ever across departments, ranks and strengths. To organize this communication, the platform is equipped with Company Communities, a mobile intranet that seamlessly connects your agents with critical company information, experts and applications. The resource not only keeps your team connected while on-the-go, but can be designed to display news stories and performance metrics customized for each employee. With one secure login required for full access, it’s easy and convenient to perform multiple actions, from updating the status of a trouble ticket, to booking a flight, all from your mobile device.

Intuitive Design for Quick Creation

With drag-and-drop layout features, customizable menu settings, auto-generated user interfaces, and pre-designed templates the platform’s Schema Builder enables employees to create native, HTML5 and hybrid applications in minutes, with design updates immediately synced to your mobile device.

To access pre-made applications that may be helpful to your business, visit the Salesforce App Exchange, which provides access to thousands of ready-to-use, user designed applications that can easily be downloaded and integrated into your network. In addition, developers have access to mobile, open Application Programming Interfaces (APIs), cutting-edge frameworks, and geolocation capabilities, enabling them to integrate with your company and customer data to create user interfaces in any language. The Salesforce1 platform also syncs applications with information from existing third-party and back-office systems, including SAP and Oracle, via middleware solutions (e.g.,rest APIs, web services, native plug-ins).

Salesforce Sales Cloud

Salesforce Sales Cloud is a powerful new tool for sales operations that combines the organizational power of traditional CRM with next-generation virtual resources, including custom applications and social media sites, that greatly extend your organization’s sales and collaboration capabilities. Click for details.

Salesforce Service Cloud

Service Cloud provides a virtual collaboration space that enables your customer service team to respond to requests for help and information at any time, from any location, across any channel. In our connected world, customers seek out and expect a timely response to their inquiries, and prompt service is vital to ensure customers are not only satisfied, but come back for more. Click for details.

Salesforce Marketing Cloud

Created on the Salesforce1 Platform, Salesforce1 ExactTarget Marketing Cloud enables your marketers to build strong and meaningful customer relationships. Foster rich 1:1 customer and prospect interaction using email, social marketing, web, mobile, and pretty much any other marketing vehicle imaginable. Click for details.

Tailored Access for Any Device

With the expanding presence and diversity of mobile devices, an important design consideration when developing a custom mobile application is accessibility. Ensuring your solution is available to your intended audience is crucial for its success and continued use. The platform integrates directly with’s Visualforce, which enables applications to be delivered entirely on the Web, without cumbersome software. Designers can tailor an application’s user interface to any requirement, user or device via Web development technologies, including HTML, CSS, JavaScript and JQuery. This capability broadens the vision of your development team and your team’s presence by enabling application deployment from any preferred resource, including the web, mobile devices, and social networks, with secure offline storage for information retrieval.

CRM Expertise

At Tokara, our consultants have experience with hundreds of CRM projects across a range of industries, from small businesses to Fortune 500 enterprises. Whatever your CRM project might entail, we're certain we have seasoned professionals to guide you to the results you need.


Average Years in
CRM Consulting


Number of CRM


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in Tech Consulting

Need the best CRM consultants?
We have the magic combination.


Best Pivotal CRM Resources Worldwide

For nearly a decade, Tokara has been home to the finest and most highly skilled engineers, developers, and consultants from across the globe who focus on Pivotal CRM.


Specialized Team of Hybrid Salesforce/Pivotal CRM Engineers

Alongside its globally recognized Pivotal CRM engineers and consultants, Tokara fields top-tier Salesforce resources, as well as a select set of hybrid Pivotal/Salesforce engineers, developers, and consultants, whose expertise allows them to operate fluidly and effectively in and around either flavor of CRM.

Salesforce Platinum Partner Resources

We also have access to the resources of our sister company—Stratus360 U.S.—the American arm of Salesforce Platinum Consulting Partner Stratus360, headquartered in Toronto, Canada.

Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities.

C. PiercePrincipal Financial Group

We deliver a full suite of end-to-end CRM
solutions to our clients every day.

Know Where to Start.

  CRM Evaluations

While most clients know precisely the outcomes their business needs to achieve, most are also less certain about the current state of their technology (functioning with their people and processes), or how to compare and evaluate potentially competing solutions with regard to ‘best fit’ for achieving the business results they’re looking for. That’s where we come in.

Think Big Picture.

  CRM Strategy & Planning

We know the best outcomes are achieved when clients are able to integrate and optimize the mix of people, processes, and technologies they’ve invested in to reach their unique business goals. That’s why the Tokara team works hand-in-hand with clients to define strategy that aligns their existing and new assets and priorities with the results they need to achieve.

Act as Trusted Advisor.

  CRM Consulting

At the center of every engagement is consulting. And because we partner with the leading ‘people-centric’ software companies (Salesforce, Marketo, QlikView, etc.), we are able to truly act as trusted advisors and honest brokers to our clients—designing the best solution using the best technologies for their unique requirements and use cases.

Have a Bias for Action.

  CRM Implementations

Implementation transforms strategy into business value. So whether our clients want to migrate from legacy software, implement a new technology from the ground up, or even buy themselves some time by bridging the gap between the old and new, our technical depth means the solution we implement will maximize their return on technology investment.

Make It Personal.

  CRM Customizations

We always start by ensuring clients can access all the standard functionality a technology offers, but when unique business requirements demand a bit of code tweaking to perfect the alignment between the client’s needs and what the technology delivers, our developers are available for any needed customizations.

Deliver Reinforcements.

  CRM Staffing

At the end of the day, customer enablement is why we’re here—and we know what the client needs is rarely ‘one size fits all.’ So whether they’d like us to transfer knowledge through on-site training of an individual or a team, or simply to put one or more of our own team members with specialized skills in place for a period of time, we’re ready to make it happen.

Accelerating our clients'
time to business value

We help our customers connect with their customers—harnessing CRM and related 'people-first' technologies to create the irresistible experiences that drive profit and growth.

There’s no question the Tokara team has solid expertise in Pivotal CRM – but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client.

Ginelle DavidsonMIS Director, Kantar Retail

Rarest of relationships &
best of 'all-things-CRM'


Tokara Solutions & Stratus360—the Backstory

As the top Pivotal CRM consultancy worldwide for more than 7 consecutive years, Tokara Solutions was established in the U.S. in 2009, alongside its sister company, Stratus360—a Salesforce Platinum Partner, headquartered in Toronto, Ontario, Canada. Underscoring the depth and breadth of the relationship between these two industry-leading CRM consultancies, Tokara's president Shawn Grant also maintains ownership of Stratus360’s American presence—Stratus360 U.S.—giving Tokara unique access to Salesforce Platinum Partner resources.

Stratus360—Belle of the (Platinum) Salesforce Ball

Tokara’s 'sister company' Stratus360 operates at the very highest tier within Salesforce as a Platinum Consulting Partner. Stratus360’s engineers, developers, and consultants have passed the almost impossibly stringent requirements Salesforce demands of its partners at this level, leaving little question that this unique team is able to bring together the best of 'all-things-CRM' for its clients.

Tokara CRM Resources & Downloads

CRM Evaluation & Selection Consulting Services (Tokara Solutions, Datasheet)
Redefining Partnership in Kantar Retail Pivotal CRM Upgrade (Tokara Solutions, Testimonial Datasheet)
Pivotal CRM Performance Health Check Services (Tokara Solutions, Datasheet)
Pivotal CRM Upgrade Services (Tokara Solutions, Datasheet)
VisualForce Development Salesforce Consulting Services (Tokara Solutions, Datasheet)
Apex Development Salesforce Consulting Services (Tokara Solutions, Datasheet)
Hosted Salesforce Integration Services (Tokara Solutions, Datasheet)
Salesforce Platform Consulting Services (Tokara Solutions, Datasheet)
Salesforce Marketing Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce Service Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce Sales Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce CRM Consulting Services (Tokara Solutions, Datasheet)
Staff Augmentation Solutions for CRM and Marketing Automation (Tokara Solutions, Datasheet)
CRM Solutions (Tokara Solutions, Datasheet)
Professional Services (Tokara Solutions, Datasheet)
CRM Consulting (Tokara Solutions, Brochure)

Can you afford to wait?

Schedule a call or demo with a Tokara CRM consultant today.