Oktana
Oktana is a privately held Salesforce Summit Consulting Partner delivering AI, MuleSoft, and custom software implementation services to 250+ enterprise and mid-market clients. Founded in 2014, it operates a 500+ person distributed team across Latin America and the US, focused on High-Tech, FinTech, and HealthTech.
- Company typePrivate
- Founded2014
- HeadquartersCharleston, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
What Oktana does
Oktana Corporation is a privately held Delaware-incorporated digital consultancy founded in 2014 and operating as a Salesforce Summit Consulting Partner. The firm delivers professional services around the Salesforce ecosystem — including Sales Cloud, Service Cloud, Experience Cloud, MuleSoft, Heroku, and Einstein/Agentforce — alongside custom software development and data analytics leveraging Tableau and Snowflake. It has cumulatively delivered 1,000+ projects for 250+ clients and holds 1,000+ Salesforce and MuleSoft certifications across a distributed team spanning eight countries, with roughly 90% of staff based in Latin America (Bolivia, Colombia, Ecuador, Paraguay, Peru, Uruguay) and the remainder in San Francisco and West Virginia. Primary verticals are High-Tech, with FinTech and HealthTech together representing 87% of recent project mix.
The company's revenue model combines Time & Materials project implementations, dedicated managed-service teams for complex multi-cloud Salesforce environments, and staff augmentation for client-side capacity. Pricing is quote-based and not publicly disclosed; go-to-market is consultative direct enterprise sales supplemented by AppExchange marketplace presence (including Oktana's own Tok app) and a thought-leadership content engine. Notable customer engagements include a Salesforce + Heroku data transformation for a US residential solar financing firm (30% faster loan processing), a GenAI player-support migration for a global gaming company, and a long-running Salesforce Partner Portal engagement that delivered 16% YoY lift in lead submissions.
Oktana is SOC 2 Type 2 certified and compliant with GDPR, CCPA, and the EU-U.S. Data Privacy Framework. Strategic positioning has shifted since 2022 toward AI-led services — Agentforce implementations, GenAI self-service, AI-augmented development, and AI-powered SDR — while continuing to invest in core Salesforce delivery. The firm is independently owned with no disclosed outside investors, funding rounds, or M&A activity in the input data.
Oktana firmographics
Firmographics- Name
- Oktana
- Legal name
- Oktana Corporation
- Website
- https://oktana.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Oktana is a privately held Salesforce Summit Consulting Partner delivering AI, MuleSoft, and custom software implementation services to 250+ enterprise and mid-market clients. Founded in 2014, it operates a 500+ person distributed team across Latin America and the US, focused on High-Tech, FinTech, and HealthTech.
- Ownership category
- akta.pro rank
Oktana industry classification
Industry- Product category
- IT Consulting and Salesforce Implementation Services
- NAICS
- Management Consulting Services (54161), Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Strategy & IT Advisory (BPAEAAAA)
- akta.pro secondary industries
- Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO), AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ), AI & Automation in Customer Service (Chatbots, Agent Assist) (EDABACAO)
Keywords
Where Oktana is headquartered
LocationHeadquarters
- HQ city
- Charleston
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Oktana business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Professional Services - Project Implementation: Custom Salesforce, MuleSoft, and AI implementation services billed on Time & Materials or project basis. Includes digital engineering, custom development, and system integration.
- Managed Services - Salesforce Optimization: Ongoing managed services across complex multi-cloud implementations with dedicated team resources
- Staff Augmentation: Providing experienced developers, testers, business analysts, and product owners to complete customer implementations
- Custom Software Development: Tailor-made solutions built on Salesforce platform and related technologies
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Custom engagement based on project scope |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Oktana product offering
Product offeringCore offering
Oktana is a Salesforce Summit Consulting Partner that delivers AI-driven digital consultancy services, including Salesforce and Agentforce implementation, MuleSoft API-led integration, custom software development, and managed Salesforce optimization. Engagements are delivered through project-based implementations, digital engineering, and staff augmentation, primarily to enterprise and mid-market clients. The firm also publishes its own AppExchange application (Tok) and operates AI-augmented delivery capabilities spanning Einstein, Heroku, Tableau, and Snowflake.
Product overview
Oktana is a Salesforce Summit Consulting Partner offering a comprehensive suite of technology services built around the Salesforce ecosystem. Their portfolio centers on five core solution areas: (1) AI Agents & Agentforce Services for autonomous business automation, (2) Salesforce Services including Sales Cloud, Service Cloud, Experience Cloud, and Einstein AI, (3) MuleSoft Integration Services for API-led connectivity, (4) Data & Analytics leveraging Data Cloud, Tableau, and Snowflake, and (5) Custom Software Development. These are delivered through professional services including Project Implementation, Salesforce Optimization (managed services), and Digital Engineering. The company also maintains its own AppExchange application called Tok, and offers AI-powered features including SDR Agents, Customer Support Triage Agents, and Code Quality Monitors that leverage AgentForce 2.0 technology.
Differentiator
Problem solved
Functional benefit
Products and services
- AI Agents & Agentforce Services Professional services that design and deploy autonomous AI agents and Agentforce solutions to unify CRM, data, and cloud systems into a single automation layer for enterprise clients.
- Salesforce Services Implementation, customization, and optimization services across Salesforce Sales Cloud, Service Cloud, Experience Cloud, and Einstein AI for enterprise and mid-market clients.
- MuleSoft Integration Services API-led integration consulting using MuleSoft Anypoint Platform to connect enterprise applications and systems to the Salesforce ecosystem.
- Data & Analytics Services Data analytics consulting leveraging Salesforce Data Cloud, Tableau, and Snowflake to deliver real-time reporting and insights for enterprise clients.
- Custom Software Development Tailored web, mobile, and enterprise application development across multiple languages and frameworks, integrated with the Salesforce platform.
- Salesforce Optimization (Managed Services) Ongoing managed services delivering dedicated teams across complex, multi-cloud Salesforce implementations for continuous optimization and support.
- Project Implementation Time-and-materials project-based implementation of Salesforce, MuleSoft, and custom software initiatives, reporting more than 1,000 successful projects delivered.
- Digital Engineering Technical delivery and design services enabling scalable solutions across languages, frameworks, and technologies for short-term or long-term client needs.
- Tok (AppExchange App) Oktana's own AppExchange application providing Salesforce optimization and enhanced functionality that can be installed by Salesforce customers.
Quantifiable outcome
- 4.9/5 Customer Satisfaction Score from formal surveys via Salesforce Partner Program
- +3 more outcomes
Companies that use Oktana
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
Oktana technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration20 records
AI capability12 records
Feature5 records
Oktana partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered flagship and core.
- SalesforceflagshipSalesforce Summit Consulting Partner since 2014. Expert status in Customer 360 Platform and Experience Cloud. Level II recognition for Einstein, Service Cloud, and PDO/AppExchange. Over 450 Salesforce certifications and 700+ completed projects.
- MuleSoftcoreMuleSoft Partner Program member. Specializes in API-led integration connecting any app or system to Salesforce ecosystem. Customers reported up to 85% decrease in API adoption time post-implementation.
- Heroku (Salesforce)coreSalesforce Heroku integration specialists. Build complex consumer solutions with Heroku PostgreSQL and Redis, integrating with Salesforce via Heroku Connect.
- Slack (Salesforce)coreSlack integration capabilities for notification, alerting, and workflow automation alongside Salesforce and Agentforce implementations.
- TableaucoreTableau integration with Salesforce and Snowflake for real-time reporting and analytics solutions.
- SnowflakecoreData warehousing and analytics integration for scalable, real-time reporting alongside Salesforce implementations.
Scale indicators9 records
Recent moves6 records
Expansion highlights5 records
Oktana competitors and assessment
Company assessmentDirect peers
- Simplus (Infosys): Simplus is a Salesforce-focused consultancy acquired by Infosys specializing in multi-cloud implementations, Quote-to-Cash, and managed services — a direct competitor for enterprise Salesforce implementation engagements similar to Oktana's.
- Persistent Systems: Persistent Systems operates a large global Salesforce and digital engineering practice with nearshore delivery, directly competing for the same multi-cloud Salesforce and AI implementation work Oktana targets. Its scale and partner-tier credentials make it a head-to-head comparable.
- Silverline: Silverline is a Salesforce Summit Partner focused on financial services, healthcare, and other verticals, offering implementation, managed services, and AppExchange products — a comparable model of verticalized Salesforce consulting plus proprietary IP.
- Atrium: Atrium is a Salesforce Summit Partner providing advisory, implementation, and AI consulting services across Sales, Service, and Marketing Clouds — a direct peer in the mid-market and enterprise Salesforce consulting space.
- Slalom: Slalom is a Salesforce Summit Partner and one of the largest pure-play Salesforce consultancies in North America, offering similar strategy, implementation, MuleSoft, and AI services to enterprise clients — making it the closest direct comparable to Oktana in scale and focus.
Broad incumbents
- Accenture (Salesforce Business Group): Accenture operates a large Salesforce practice within its broader technology consulting portfolio, competing for the largest multi-cloud enterprise programs Oktana targets while also offering adjacent capabilities outside the Salesforce ecosystem.
- Wipro: Wipro delivers Salesforce consulting and managed services through its global IT services business, competing with Oktana on multi-cloud implementations and increasingly on AI/Einstein-led transformation programs.
- Cognizant: Cognizant has a sizable Salesforce and digital engineering practice within its broader IT services portfolio, competing with Oktana for mid-market and enterprise implementation work, particularly for clients seeking onshore/offshore hybrid delivery.
- Infosys: Infosys runs a global Salesforce practice (including Simplus) with significant nearshore/offshore delivery, directly overlapping with Oktana's distributed LATAM-led delivery model for cost-sensitive enterprise projects.
- Deloitte Digital: Deloitte's Salesforce practice is part of its broader digital transformation business, serving large enterprise clients with end-to-end strategy, implementation, and AI services — competing with Oktana on enterprise mandates but with a much wider service portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Oktana social profiles
Digital presenceOktana compliance and trust
Trust signalCompliance4 records
Oktana financial estimates
Financial estimateRevenue estimate
Valuation estimate
Oktana leadership team
Management profileNumber of profiles
Oktana funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Oktana M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Oktana
What does Oktana do?
Oktana is a Salesforce Summit Consulting Partner that delivers AI-driven digital consultancy services, including Salesforce and Agentforce implementation, MuleSoft API-led integration, custom software development, and managed Salesforce optimization. Engagements are delivered through project-based implementations, digital engineering, and staff augmentation, primarily to enterprise and mid-market clients. The firm also publishes its own AppExchange application (Tok) and operates AI-augmented delivery capabilities spanning Einstein, Heroku, Tableau, and Snowflake.
Is Oktana a public or private company?
Oktana is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Oktana founded?
Oktana was founded in 2014. It employs 501 to 1,000 people.
Where is Oktana based?
Oktana is headquartered in Charleston, United States, in the North America region.
How does Oktana make money?
Four revenue lines are on record. Professional Services - Project Implementation is the primary driver. The others are managed Services - Salesforce Optimization, staff Augmentation and custom Software Development.
Who are Oktana's main competitors?
Direct peers on record are Simplus (Infosys), Persistent Systems, Silverline, Atrium and Slalom. Broad incumbents are Accenture (Salesforce Business Group), Wipro, Cognizant, Infosys and Deloitte Digital.
Does Oktana have an API?
No public API is recorded for Oktana.
What industry is Oktana in?
Oktana's product category is IT Consulting and Salesforce Implementation Services. Its primary akta.pro industry code is BPAEAAAA, Strategy & IT Advisory, with a secondary code of BPAEAGAO, Enterprise Application License Advisory, Vendor Management & Optimization. Its NAICS code is 54161 and its SIC code is 8742.