CRM consulting – We accelerate performance and innovation

We help you build an efficient, focused, profitable business by turning your data into insights.

Technology Mindz provides end-to-end CRM consulting services from identification, implementation, and optimization.

We listen to understand your requirements and objectives. We work together to Get the most out of your Business.

Connecting is rewarding




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    CRM dedicated services

    CRM consulting

    Providing comprehensive CRM consulting services that aim at solution identification, business assessment, roadmap implementation, change management, and more.

    CRM implementation

    Accelerating organizational performance and growth by implementing the optimized CRM.

    CRM integration

    Creating connected infrastructure that provides a connected experience by streamlining processes and workflows.

    CRM customization

    Incorporating new features or functionalities inaccessible in the default CRM environment.

    CRM automation

    Assisting in improving your business efficiency using CRM tools that allow sales, marketing, and service process automation.

    CRM migration

    Preparing a strategy for seamless transmission of data from one CRM to another, taking care of all the complexities.

    CRM revamp

    Facilitating the enablement of CRM for the entire life cycle, including development, migrations, updates, and integrations.

    CRM support

    Providing 360-degree monitoring, maintenance, management, and technical support that assures high user adoption.

    CRM report and dashboard

    Supporting you in creating, generating and visually displaying the most important data with impactful reports and dashboards.

    Industries we serve

    A decade of real-life experience helps us acquire expertise and domain knowledge of business models and processes across multiple industries.

    Salesforce products we work with

    We develop Salesforce products and build integrations with our sound theoretical knowledge and Salesforce best practices.
    Marketing cloud – Building a trusted relationship for life

    Customer data platform, Personalization, Engagement, Account engagement, Intelligence, Loyalty management, etc

    Experience cloud – Customer-first experience from anywhere

    Partner relationship management, business integrations customer service, building your experiences, connecting your customers, etc

    Salesforce Einstein – Rapid adoption of AI across Salesforce

    Built-in AI to engage with empathy, increases productivity, and scales connected customer experiences across the organization

    Tableau – Revealing the power of data

    Sales– turns data into measurable growth
    Service– insights from CSAT
    Marketing– data-driven insights for campaign optimization

    Mulesoft – Connected experience faster

    Anypoint exchange, design center, anypoint security, mule runtime engine, management center for connecting any system, anywhere

    Slack – Empowering collaboration

    Improves collaboration and communication between teams and helps to deliver exceptional experiences that accelerate business growth. It is beneficial for all teams, be it- sales, service, marketing or project management

    Our projects

    We contribute to hundreds of projects annually through technologies that accelerate performance and innovation across multiple industries.
    Transforming Data Validation with Automation in Salesforce

    Our client, a non-profit organization in Australia dedicated to protecting marine wildlife and conserving healthy water bodies, faced challenges in maintaining data integrity within their Salesforce environment. They sought a technology partner to implement robust data standard validations and automate task assignments to streamline their operations.

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    Enhanced data integrity and standard validation with automated apex triggers

    Our client is a non-profit organization in Australia that protects precious marine wildlife and conserves healthy water bodies across and around Australia.

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    Revolutionizing Customer Inquiry Management with Web-to-Case Integration

    Our client, a not-for-profit organization spearheading the development of a circular economy for packaging in Australia, faced challenges in managing customer inquiries and tracking user data effectively. They sought a solution to seamlessly capture form submissions from their website into Salesforce, enabling organized data management and efficient customer response.

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    Insights

    Providing technical knowledge creates a knowledgeable community. We are proud to know as knowledge warriors.
    AI in Medical Diagnosis: Improving Diagnostic Accuracy and Patient Outcomes

    In today’s rapidly evolving healthcare landscape, timely and accurate medical diagnosis can be the difference between early intervention and critical delay. Despite advances in medical science, diagnostic errors and delays continue to pose significant challenges, impacting patient safety, care quality, and operational efficiency. Addressing these challenges requires more than incremental improvements—it demands intelligent decision support at scale. Healthcare organizations are increasingly turning to data-driven [...]

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    How Retail Leaders Control Operational Costs by Automating Invoice Processing?

    Most retailers think controlling costs is about negotiating better supplier contracts or optimizing store operations. The truth? The bigger impact comes from what happens behind the scenes. Every manual invoice entry, exception, and follow-up silently add up, creating overhead that no spreadsheet fully captures. Retail leaders often notice only the effect—higher operational costs—without understanding the source.  Finance teams feel the pressure first: growing [...]

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    The Silent Threat in Banking Operations: Why Fraud Detection Using AI is Non-Negotiable

    Banking today operates at an unprecedented scale and speed. Digital transactions flow across channels continuously, and interconnected financial systems have become the backbone of modern operations. While this transformation improves efficiency and customer experience, it also opens new avenues for fraud that can remain hidden until significant damage occurs.  Modern banking fraud often hides in plain sight. It emerges slowly, taking advantage [...]

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    Learn about Technology Mindz value propositions.