Visum Digital

What Visum Digital does

Visum Digital is a privately held Brazilian technology consulting firm founded in 2020 in São Carlos, specializing in Salesforce CRM implementation and digital transformation services. The company operates two service pillars: Salesforce & CRM (diagnostic, implementation, integrations, process automation, training, and continuous evolution of Sales Cloud and Service Cloud environments) and Digital Products (web platforms, mobile applications, dashboards and analytics, system integrations, AI-embedded products, and rapid MVP prototyping). Its technology stack centers on the Salesforce platform paired with React, Node.js, React Native, REST APIs, BI platforms, and LLM-based AI components, delivered by a team of more than 80 professionals holding 250+ active Salesforce certifications.

The firm serves medium and large enterprises seeking to structure commercial operations and modernize technology bases, with named customers spanning financial services, agribusiness, retail, energy distribution, and food processing. Visum Digital has achieved Salesforce Summit Partner status (2026), having been an official partner since 2021, and operates a headquarters in São Carlos alongside a Lisbon regional office established in 2024 to support expansion into Portugal, broader Europe, and the United States. The go-to-market is consultative and diagnostic-led, with quote-based multi-year engagements, professional services as the primary revenue stream, supplemented by recurring Salesforce retainers and project-based custom development contracts.

The business model is founder/management-owned with no disclosed institutional investors or external funding rounds. Distribution is a hybrid of direct enterprise field sales and the Salesforce partner channel, supported by content marketing on LinkedIn, Instagram, and the company website, with WhatsApp and contact forms as lower-funnel conversion points. The company reports quantified customer outcomes including a 40% reduction in commercial onboarding time and a 28% operational efficiency gain in a retail integration engagement.

Name

Visum Digital

Legal name

Visum Digital

Website

https://visumdigital.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

51–100 employees

Short description

Visum Digital is a Brazilian Salesforce Summit Partner founded in 2020, providing CRM implementation and digital product development services (web, mobile, analytics, integrations, AI-embedded) to medium and large enterprises across Brazil, Europe, and the United States.

Ownership category

akta.pro rank

Product category

IT Consulting

NAICS

Computer Systems Design and Related Services (54151)

akta.pro industry

PRIMARYBPAHACAH

Digital & Technology Transformation Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

SECONDARYBPAEAGAG

Enterprise Application Modernization & Upgrades (incl. S/4HANA, cloud migrations)

Business & Public Services/IT & Digital Services (Managed Services, Systems Integration)/Enterprise Applications Services (ERP/CRM/HRIS)

Keywords

• Salesforce consulting
• CRM implementation
• Digital transformation
• Custom software development
• Enterprise integration services

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Consultoria de Tecnologia: Technology consulting services providing strategic guidance on technology decisions, business process alignment, and digital transformation roadmaps. Engagement model starts with diagnostic phase followed by implementation and ongoing support.
2. Salesforce CRM Implementation: Implementation and configuration of Salesforce platforms (Sales Cloud, Service Cloud), including integrations, automation, training, and continuous evolution. Revenue generated through project-based engagements and ongoing retainer relationships.
3. Digital Product Development: Custom software development for web platforms, mobile applications, dashboards, and AI-powered products. Delivered through project-based contracts with iterative development cycles.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Visum Digital is a technology consulting firm that delivers Salesforce CRM implementation services (Sales Cloud, Service Cloud, integrations, automation, training and continuous evolution) and custom digital product development (web platforms, mobile applications, dashboards, integrations, AI-embedded products and rapid MVP prototyping). Engagements begin with a diagnostic and CRM strategy phase, followed by project-based implementation, training and ongoing retainer-based evolution for medium to large enterprises.

Product overview

Visum Digital is a technology consulting firm offering two main service pillars: (1) Salesforce & CRM services covering implementation, integrations, process automation, training, continuous evolution, and strategic diagnosis; and (2) Digital Products encompassing web platforms and portals, mobile applications, dashboards and analytics, integrations and automations, AI-embedded products, and rapid MVP prototyping. The company acts as a Salesforce Summit Partner since 2026, implementing Sales Cloud, Service Cloud, and related platforms. Their approach emphasizes understanding business strategy before proposing technical solutions, combining business vision with high-level technical execution across commercial operations structuring, data-driven business scaling, technological base modernization, strategic AI application, and digital product development.

Differentiator

Problem solved

Functional benefit

Products and services

• Salesforce CRM Implementation

Quantifiable outcome

• 40% reduction in onboarding time for commercial teams after CRM implementation
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• SalesforcecoreImplementation/ SI/ Consulting Partner · 1 January 2021Official Salesforce partnership since 2021, evolved to Summit Partner status by 2026. Visum Digital is certified to implement Sales Cloud, Service Cloud, and other Salesforce platforms across Brazil and Europe. Partnership includes over 250 active certifications covering technical expertise across the platform.
• Salesforce Consulting Summit PartnercoreImplementation/ SI/ Consulting PartnerHighest tier of Salesforce partnership, recognizing significant delivery capability and market presence. Enables co-marketing opportunities and priority access to Salesforce resources and support.

Scale indicators7 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Accenture: Global systems integrator with a large Salesforce practice and dominant position in large-enterprise CRM transformation deals. Represents the upper bound of competition Visum faces as it moves upmarket.
• Persistent Systems: Global digital engineering and Salesforce services provider with enterprise clients in financial services, healthcare, and retail — many overlapping Visum's customer verticals. Comparable as a scaled competitor in Salesforce implementation work.
• Slalom: Large global consulting firm with a significant Salesforce consulting practice serving enterprise CRM implementations. Comparable as a competing Salesforce delivery partner for enterprise accounts, though much broader in services and geographies.
• Deloitte Digital: Big Four digital consultancy with substantial Salesforce and CRM transformation capabilities. Competes for the same large-enterprise digital transformation mandates, particularly in financial services and consumer industries.

Regional players

• Seidor: Spain-headquartered IT services firm with a strong Salesforce consulting practice and operations across Latin America and Europe. Directly comparable as a regional Salesforce SI competing for similar European and LATAM enterprise clients.
• TOTVS: Brazil's largest enterprise software and services company with a growing CRM/consulting practice. Comparable as a Brazilian technology provider competing for digital transformation budget in the same enterprise customer base.
• CI&T: Brazilian-headquartered digital transformation and software engineering firm serving large enterprise clients globally. Comparable as a Brazilian-rooted, internationally scaling digital transformation consultancy competing for similar mid-market and enterprise deals.

Direct peers

• OSF Digital: Global Salesforce Summit Partner specializing in CRM, commerce cloud, and digital transformation implementations for enterprise clients. Most directly comparable peer given similar Salesforce-only focus, comparable size, and global delivery model.
• Apex IT (formerly Absyz): Salesforce Summit Partner offering CRM, AI, and digital transformation consulting across multiple geographies. Direct competitor for Salesforce-led digital transformation mandates with a similar boutique-tier positioning.

Emerging players

• Encora: Latin American digital engineering firm with growing Salesforce and digital product capabilities, serving enterprise clients in the US and Latin America. Comparable as a nearshore-focused digital transformation competitor with similar cost-base dynamics to Visum.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/visumdigital
• Instagraminstagram.com/visumdigi
• Facebookfacebook.com/VisumDigi

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Visum Digital