What TAAK does

TAAK is a privately held Brazilian technology company headquartered in São Bernardo do Campo, São Paulo, that operates as a certified Salesforce consulting and product partner. Founded in 2024, the firm delivers enterprise digital transformation projects on the Salesforce platform across three primary verticals: agro/agribusiness, automotive, and hospitality, with cross-industry enterprise work as a secondary segment. The company has scaled to 32 employees and claims over 300 Salesforce certifications with 100% of collaborators certified, positioning itself as a credential-heavy delivery partner in the Brazilian Salesforce ecosystem.

The company's core product portfolio consists of four proprietary Salesforce-native applications: Pedidos & Visitas (an offline-capable order management and visit scheduling app for field sales), Gestão de Hotel (a hotel management system covering check-in/out, reservations, housekeeping, and front desk operations), TAAK Academy (a learning platform with themed study trails, progress tracking, and completion certificates), and Configurador de Produtos (a product configurator with real-time pricing and inventory integration for agro and automotive sectors). These products are differentiated primarily by integration with Salesforce and vertical-specific workflow design rather than by novel technology architecture.

TAAK monetizes through a four-stream professional services model: Salesforce implementation projects, Development as a Service (DaaS) for continuous agile development, resource allocation (staff augmentation of developers, analysts, and consultants into client teams), and ongoing support and maintenance. Pricing is not publicly disclosed and is negotiated per engagement. The go-to-market motion is consultative enterprise field sales with direct client collaboration, complemented by digital presence on the company website and LinkedIn, and supported by client success stories used as mid-funnel content.

Name

TAAK

Legal name

TAAK

Website

https://taak.com.br

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

TAAK is a Brazilian certified Salesforce partner founded in 2024 that delivers implementation, DaaS, resource allocation, and support services alongside four proprietary vertical apps (order management, hotel management, learning, and product configuration) for agro, automotive, and hospitality clients.

Ownership category

akta.pro rank

Product category

Salesforce Consulting & CRM Implementation

NAICS

Custom Computer Programming Services (541511), Computer Systems Design Services (541512)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

CRM Strategy & Consulting (BPAFAFAA)

akta.pro secondary industries

Customer Service, Support & Contact Center CRM (HDAEAFAC), Agency CRM, Sales Automation & Client Servicing (THALAGAB)

Keywords

• Salesforce implementation services
• CRM consulting solutions
• Salesforce partner services
• Enterprise software development
• Custom Salesforce applications

Headquarters

HQ city

São Bernardo do Campo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Salesforce Implementation Projects: Custom Salesforce implementation projects tailored to client-specific needs and strategic business objectives. Covers the full project lifecycle from initial conception to final delivery.
2. DaaS (Development as a Service): Continuous agile software development services to scale Salesforce implementations. Includes internal systems, mobile apps, and platform integrations via robust APIs.
3. Resource Allocation: Provisioning of highly qualified professionals (developers, analysts, consultants) to work directly on client projects, integrating with their teams.
4. Ongoing Support and Maintenance: Continuous support and maintenance for implemented Salesforce solutions, including rapid problem resolution and improvements aligned with business evolution.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

TAAK is a certified Salesforce partner that implements, customizes, and supports Salesforce CRM solutions for enterprise clients, primarily in the agro, automotive, and hospitality sectors. The company sells four proprietary Salesforce-based applications (Pedidos & Visitas, Gestão de Hotel, TAAK Academy, Configurador de Produtos) and delivers professional services including implementation projects, Development as a Service (DaaS), staff augmentation, and ongoing support.

Product overview

TAAK is a Salesforce-focused technology company offering a portfolio of four core products built on the Salesforce platform: Pedidos & Visitas (order management and visit scheduling app), Gestão de Hotel (hotel management system), TAAK Academy (learning platform), and Configurador de Produtos (product configurator). These products are complemented by professional services including Implementation Projects, DaaS Team (custom development), Resource Allocation, and Support. TAAK operates as a Salesforce certified partner, primarily serving the agro, automotive, and hospitality sectors.

Differentiator

Problem solved

Functional benefit

Brands

• TAAK Academy: A learning platform offering study trails with thematic modules. Each trail provides a personalized learning path on a specific theme, dividing content into smaller modules to facilitate learning. Progress is tracked, encouraging continuous and organized learning.

Products and services

• Pedidos & Visitas Mobile and web order management application available in offline and online versions, enabling visit scheduling, order creation and maintenance, process tracking from check-in to check-out, and access to daily summaries with ongoing and delayed appointments.
• Gestão de Hotel Hotel management application built on Salesforce that centralizes staff functions and guest services on a single platform, including check-in/check-out, reservations, housekeeping supervision, bellhop/baggage logistics, and reception management with metric generation.
• TAAK Academy Learning management platform offering themed learning paths with modules including videos, articles, and quizzes, with consecutive-day progress tracking and completion certificates accessible across multiple devices.
• Configurador de Produtos Product configurator for agro and automotive sectors that centralizes products, accessories, and inventory in one place, offering real-time product preview with automatic price updates and direct purchasing capability that automatically removes items from inventory.
• Projetos de Implementação Salesforce Custom Salesforce implementation projects delivered with an integral approach from initial conception to final delivery, developing tailored solutions aligned with client strategic objectives.
• DaaS (Development as a Service) Continuous agile software development service for creating internal systems, mobile applications, and API integrations adapted to unique business needs, scaling Salesforce implementations.
• Alocação de Recursos Resource allocation service providing highly qualified professionals including developers, analysts, and consultants to work directly on client projects and integrate with their teams.
• Suporte e Manutenção Ongoing support and maintenance service for implemented Salesforce solutions, including rapid problem resolution and continuous improvements aligned with business evolution.

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• SalesforcecoreTechnology or IntegrationTAAK is a certified Salesforce partner specializing in Salesforce solutions. As a certified partner, TAAK offers advanced services that leverage the Salesforce CRM platform to centralize data, automate processes, and improve customer experience. The partnership enables TAAK to deliver implementation, DaaS, resource allocation, and support services using Salesforce technology.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Sky.Systems: Brazilian Salesforce Summit partner providing implementation, integration, and vertical solutions — comparable as a regional Salesforce SI competing for the same enterprise clients as TAAK.
• Polibras: Brazilian technology firm with a Salesforce-focused practice offering CRM implementation and consulting — comparable as a regional Salesforce SI serving similar Brazilian enterprise clients.
• BDev: Brazilian Salesforce partner specializing in CRM implementations and cloud development — directly comparable in service portfolio (implementation, custom development, support) and target market.
• Viseu: Brazil-based Salesforce consulting partner offering implementation, customization, and managed services across multiple industries — directly comparable in size, geography, and Salesforce-focused service model to TAAK.
• Smart Consulting: Brazilian Salesforce consulting firm offering implementation, consulting, and managed services — comparable regional Salesforce SI competing for similar mid-market and enterprise accounts.

Broad incumbents

• Persistent Systems: Global digital engineering and Salesforce partner with delivery centers in LATAM — comparable as a larger SI offering Salesforce implementation, managed services, and vertical accelerators.
• Globant: Global digital transformation firm and Salesforce Summit partner with deep LATAM presence — comparable as a larger incumbent offering overlapping Salesforce implementation and product engineering services.
• Slalom: US-based global consultancy with a large dedicated Salesforce practice offering strategy, implementation, and industry solutions — comparable as a broad incumbent that TAAK competes against on enterprise deals.

Regional players

• Minsait (Indra): LATAM-focused IT services firm (part of Indra) with an active Salesforce practice serving enterprise clients in Brazil — comparable as a larger Salesforce partner operating in the same geography.

Others

• Accenture (Salesforce practice):

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/grupo-taak

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 TAAK