Exploiting the potential of CRM

The success of any business depends on a perfect customer experience and effective customer relationship management.

When managing sales, service, or marketing processes today, it is essential to take advantage of all available customer data to improve customer satisfaction.

We are providing an E2E implementation of most CRM technologies from Microsoft Dynamics to Sugar CRM to SAS.

We are an official Salesforce Implementation Partner, offering end-to-end services from initial needs analysis to functional solution design, implementation, training and adoption, follow-up support, and further development of the Salesforce platform.

Our CRM and Customer Intelligence consultants and solution architects along with industry business experts will design the ideal solution for your business and technology situation.

By 2024, enterprises would have implemented at least 3 of the 20 forms of process-agnostic hype automation applications, with low-code or no-code accounting for more than 65% of application development operations.


We use a strategic combination of Salesforce knowledge with other Trask core competencies such as system integration, API management, AI and data management, Security or UX design.

Explore our insights

Every project we have done, we delivered with added value.


Designing the Salesforce integration architecture for relationship banking

Our experts handle the design of integration architecture, third-party, and Salesforce systems, including business analysis with the aim of ensuring the right interpretation of business requirements and the correct data flow, and designing the reporting system in SF. The output is a comprehensive picture (360°) of clients in one front-end application (SF) and at the same time two-way system communication with the possibility of a direct transition to internal applications in the context of the client.


Report migration and data integration into Salesforce

We prepare the transfer of reporting from the existing solution (MS Dynamics 365) to the Salesforce environment, including the design of new reports using the wider capabilities of native Salesforce reporting. Our team provides analysis and architecture of the entire solution, including data preparation.


CRM transformation driven by Trask

We stand behind a 50% increase in lead management contribution in retail sales. We also delivered new fully automated reporting including tens of dashboards delivering powerful business insights to improve lead management actions. Together with CSOB, we are building a recommendation engine empowerd by salesforce that generates and orchestrates the right offers to the right customers in real-time. We work as a laboratory for the entire KBC Group.



We developed a CRM reporting tool called S-Drive for online tracking of the CEM analytical ecosystem and delivery of reports to importers, dealers, and ŠKODA HQ. It is built on the SAP and Google Analytics platforms. Reports can be used to optimize websites, configure parts of the digital ecosystem, and structure campaigns.



Laura is a chatbot and analytics engine for use in various parts of the CEM digital ecosystem. Laura makes it easier to use some of the activities of users of the digital ecosystem in the role of a chatbot. In the cognitive field, Laura demonstrated the ability to save human resources thanks to the analysis and categorization of text client submissions.

Let's increase the value of your customers together!

Make the most of Salesforce and work with a 360° view of the customer. Automate your processes and make your job easier with a low-code or no-code platform. Increase customer insights, reduce costs with more efficient processes and lower costs to operate and further develop your solution.

How can we help you do that?

Technology Agnostic CRM & Customer Intelligence Strategy

We will review the current state of your customer service system, find potential for improvement and untapped opportunities, and propose a vision for transforming your customer service with CRM. We will discuss sales team management, marketing management (omnichannel communication, customer journey, optimization, personalization, and marketing automation), back-office digitalization, call centers, etc. We will help you define how to use real-time data, when and how to reach clients, and how to onboard effectively. The technical solution can be Salesforce platform, but also others, according to your needs and preferences.

Design & Architecture

We will design the target architecture by selecting the right Salesforce modules and features for the right and efficient solution for your company. We use all the options provided by Salesforce (e.g., Genie, Einstein, Tableau) but also third-party products. Our experienced CRM and salesforce solution architects will bring high added value into your solutions and ensures that the proposed architecture is the best fit for your organization and actual technology stack.


We will prepare a detailed implementation plan, data model, and processes. We will set up everything necessary for the functioning of Sales Cloud Marketing Cloud, Service Cloud, and other Salesforce modules. We can solve integrations using Mulesoft or directly at the customer's request. We can solve the implementation by the gradual deployment of functional parts and develop the whole system on the fly while deployment is fast and efficient. We can help you to an efficient transition, for example, when migrating from SAP/SIEBEL/SAS/MS Dynamics solutions.

Managed Services

We support our clients to successfully adopt new technologies. This includes user training and workshops, and we provide AMS. We also prepare recommendations for further development and the use of new tools. In addition, we provide long-term consultation with regard to the state of the system after implementation and the user experience.

Talk to our specialist on CRM system

Robert Stehlík

Head of CRM and CI, Trask

Lucie Slavíčková

AI and CI Director, Trask

What are you looking for?