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Streamline with Takuma, your business partner for Salesforce and more.

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Optimize

Automate

Insights

Integrate

Optimize

Reduce clicks

Automate

Eliminate errors

Insights

Simplify reporting

Integrate

Centralize information

Getting the wrong answers from your systems?

Losing money on deals slipping through the cracks?

Users frustrated with cumbersome processes?

Takuma transforms your business

Expert Decision-making

We shoulder the responsibility of innovating from a deep understanding of your business model. We'll minimize the time and effort required by your team to implement or improve Salesforce.

Strategic Implementations

We craft flexible solutions that deliver measurable results. We partner with you to craft a Salesforce implementation plan that meets today’s needs and tomorrow’s ambitions.

Transparent Pricing

We believe in upfront pricing and adapt to fit your project's scope and budget. Whether it's a fixed project rate or an estimated hourly approach, you'll always know what to expect.

Salesforce is powerful. Use it to the max.

As the world’s #1 CRM, Salesforce has limitless capabilities to perform exactly as you want it to. Add intelligent automation and integrations, and you get a completely unique path, a secret sauce that takes your business to the next level.

Salesforce done right will give all these advantages. It’s critical to have the right partner to implement well, get your users to adopt, and achieve the results you want and need.

Embrace the potential of Salesforce with Takuma as your trusted partner.

More than 70% of implementations use a partner. And yet, almost a third of implementations fail. Choosing the right partner is the key difference.

The right partner is one that gets to the core of your business, gains perspective on the elements that allow you to perform optimally, and brings technical knowledge to clear a path for you.

Powered by data,
arranged by human minds.

It’s the intuitive element that sets us apart. Our people-centered approach studies how your users accomplish their goals. Our empathic approach allows us to understand the personality of each role and design systems that work optimally. We examine each step of the process – sales, customer service, user experience, reporting, document generation, etc. –  and come up with powerful innovations so the people behind the computers are as productive as possible.
About Takuma

Can we help you?

  • SETUP: Transfer your business processes to Salesforce.
  • ENHANCE: Take your Salesforce to the next level.
  • IMPROVE: Continuously adapt to the evolving world of business.
  • SUPPORT: Utilize our dedicated helpdesk.

Customer 360

Track interactions, history, preferences.

Sales Pipeline

Optimize lead-to-cash, boost close rates.

Customer Delight

Self-service, unified care, lasting loyalty.

Analytics​

Key metrics, visualize trends, hone strategies.

Optimization

Streamline operations, reduce costs, boost efficiency.

Integration​

Unite systems and unleash the power of system harmony.
Learn more
  • SETUP: Track your donors and services in Salesforce.
  • ENHANCE: Upgrade the donor and recipient experience.
  • IMPROVE: Continuously adapt to the evolving needs of your organization.
  • SUPPORT: Utilize our dedicated helpdesk.

Donor Management

Personalized engagement, giving history, interests.

Grants

Streamline application-to-award, increase win rates.

Recipients

Track history, pair with volunteers, manage services

Demographics​

Optimize campaigns, increase donor conversion

Reporting

Measure outcomes and impact.

Compliance​

Receipts, restricted funds, protected info, reporting requirements.
Learn more

Our Services

  • SETUP: Transfer your business processes to Salesforce.
  • ENHANCE: Take your Salesforce to the next level.
  • IMPROVE: Continuously adapt to the evolving world of business.
  • SUPPORT: Utilize our dedicated helpdesk.

Customer 360

Track interactions, history, preferences.

Sales Pipeline

Optimize lead-to-cash, boost close rates.

Customer Delight

Self-service, unified care, lasting loyalty.

Analytics​

Key metrics, visualize trends, hone strategies.

Optimization

Streamline operations, reduce costs, boost efficiency.

Integration​

Unite systems and unleash the power of system harmony.
Learn more
  • SETUP: Track your donors and services in Salesforce.
  • ENHANCE: Upgrade the donor and recipient experience.
  • IMPROVE: Continuously adapt to the evolving needs of your organization.
  • SUPPORT: Utilize our dedicated helpdesk.

Donor Management

Personalized engagement, giving history, interests.

Grants

Streamline application-to-award, increase win rates.

Recipients

Track history, pair with volunteers, manage services

Demographics​

Optimize campaigns, increase donor conversion

Reporting

Measure outcomes and impact.

Compliance​

Receipts, restricted funds, protected info, reporting requirements.
Learn more

NonProfits

  • SETUP: Track your donors and services in Salesforce.
  • ENHANCE: Upgrade the donor and recipient experience.
  • IMPROVE: Continuously adapt to the evolving needs of your organization.
  • SUPPORT: Utilize our dedicated helpdesk.

Donor Management

Personalized engagement, giving history, interests.

Grants

Streamline application-to-award, increase win rates.

Recipients

Track history, pair with volunteers, manage services

Demographics​

Optimize campaigns, increase donor conversion

Reporting

Measure outcomes and impact.

Compliance​

Receipts, restricted funds, protected info, reporting requirements.
Learn more

Can we help you?

Our Services

  • SETUP : Transfer your business processes to Salesforce.
  • ENHANCE: Take your Salesforce to the next level.
  • IMPROVE: Continuously adapt to the evolving world of business.
  • SUPPORT: Utilize our dedicated helpdesk.

Donor Management

Grants

Recipient refinement​

Demographics​

Reporting

Compliance​

Learn more

NonProfits

  • SETUP: Track your donors and services in Salesforce.
  • ENHANCE: Upgrade the donor and recipient experience.
  • IMPROVE: Continuously adapt to the evolving needs of your organization.
  • SUPPORT: Utilize our dedicated helpdesk.

Donor Management

Grants

Recipient refinement​

Demographics​

Reporting

Compliance​

Learn more

Take control of the way you roll

Core Implementation

Design a solution for your business needs and see it implemented along  with relevant training, guidance, and follow-up. Let our skilled team diagnose and address core issues, bringing you the most succinct version of your business.

Remote Innovation

When you don’t have the resources or need to bring a full-time employee onboard, we’ll be your remote team. Get skilled Salesforce administrators and developers to handle your company’s evolving needs.

We change the way our clients do business

“We tried multiple developers  but couldn’t find a company with good customer service that was also skilled enough to deliver our goals. That changed when we discovered Takuma. The Takuma team is made up of Salesforce experts who are capable of integrating our data to allow for reporting the way we need it. No one knows Salesforce quite like the professionals at Takuma!”

Sarah, Wing Lake Capital Partners
See Case Studies

Typical services and integrations

Automation

Eliminate manual tasks, streamline workflows, and boost productivity across your organization with custom automation tailored to your unique business processes.

Quickbooks Integrations

Seamlessly sync Salesforce data with QuickBooks or other financial systems for accurate reporting, streamlined invoicing, and efficient reconciliation, saving time, and reducing errors.

Website Integrations

Seamlessly capture leads and display real-time Salesforce data on your website. Enhance customer experiences and accelerate follow-up.

Stripe Integration

Securely process payments directly within Salesforce, automatically updating customer records and enabling your sales team to close deals faster.

Email Marketing

Integrate Salesforce with Salesforce Marketing Cloud, Constant Contact, MailChimp or other leading marketing platforms to align sales and marketing efforts, personalize customer communications, and measure campaign effectiveness.

Customer Portal

Empower customers with self-service access to their information, support resources, and communication tools, fostering greater engagement and loyalty.

Document Generation

Automatically create polished, brand-consistent proposals, contracts, invoices, and other documents, populated with Salesforce data.

Partner Portal

Collaborate more effectively with channel partners, providing them with the data, tools, and insights they need to drive revenue growth.

Duplicate Management

Maintain clean, accurate data by identifying and merging duplicate records, ensuring a single source of truth for customer information.

Order tracking

Real-time visibility into your sales cycle, order status, shipping details, and delivery estimates, empowering your team to proactively communicate with customers and ensure smooth fulfillment.

Backup and Disaster Recovery

Protect your critical Salesforce data with robust backup and recovery solutions, ensuring business continuity and peace of mind.

Business Continuity

Keep your operations running smoothly with reliable, scalable Salesforce infrastructure, built-in redundancy, and proactive monitoring and support.
Stop working around Salesforce.

Make Salesforce work for you!

Get productive