CRM consulting – We accelerate performance and innovation

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

    • CRM consulting

    We help you find the best CRM suitable for your industry and business goals.

    • 30% increase in lead conversion.
    • 28% increase in sales revenue.
    • 45% increase in customer retention.

    CRM Consulting
  • Implementation

    • CRM implementation

    We have a decade of experience that enabled us to develop the best CRM implementation practices offering you rapid transformation.

    • Assured ROI.
    • Rapid implementation.
    • Optimal data migration.

    CRM implementation
  • Automation

    • CRM automation

    We help you by automating repetitive manual tasks in the entire customer lifecycle.

    • Increase productivity.
    • Improve pipeline performance.
    • Higher customer engagement.

    CRM automation
  • Revamp

    • CRM revamping

    We help turn your business around by enhancing your existing CRM functionalities, which increases customer engagement.

    • Streamlining of processes.
    • Integration and automation.
    • Roadmap with metrics.

    CRM revamping

    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.
      Advisory/Consulting

      We assist in excelling the changing client behavior and delivering your valuable services promptly to help maintain the existing clientele while searching for new ones.

      Real estate

      We help transition to more efficient processes by helping you manage inventories, properties, accounts, site visits, and more.

      Healthcare

      We assist you in accelerating acquisition, registration, service, and innovation. Let your focus be on patients.

      Education

      We help to make work seamless by collaborating all data on admission, verification, assessment, alumni management, CRM etc., in one place.

      Professional services

      We equip you with technology that assists in proper management of projects, resource planning and delivering valuable services, which helps maintain the existing clientele while searching for new ones.

      Banking and finance

      We assist in addressing challenges like transitioning from traditional institutions to providing innovative solutions, meeting customer demands, preventing data breaches and more.

      E-commerce

      Our technology expertise empowers you to provide seamless experiences that inspire and convert modern connected shoppers that help you grow and succeed.

      Information technology

      We empower you to solve multiple issues, e.g. talent shortages, communication and collaboration between the team irrespective of where they are working.

      Salesforce products we work with

      We develop Salesforce products and build integrations with our sound theoretical knowledge and Salesforce best practices.
      Salesforce customer 360 – Accelerate growth and efficiencies

      A single view of customer data across marketing, sales, commerce, production, service, finance, and across the organization

      Sales cloud - One platform for the complete sales process

      Opportunity management, Sales automation, Forecast management, Revenue cloud, Sales engagement, Territory planning, etc

      Service cloud – Winning hearts through a connected experience

      Case management, Automation, Analytics, Self-service, Field-service, Digital engagement, Omni-channel engagement, etc

      Marketing cloud – Building a trusted relationship for life

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

      Commerce cloud – Flexible tools, easy automation, trusted by leaders

      B2C commerce, B2B commerce, D2C, Dynamic content management, AI for commerce, Order management, Payments, 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

      Pardot – all-in-one marketing automation solution

      Streamlines business and automates marketing tasks. Creates targeted campaigns, generate and manage leads, nurture prospects, and track the performance of marketing efforts in real-time.

      Our projects

      We contribute to hundreds of projects annually through technologies that accelerate performance and innovation across multiple industries.

      Insights

      Providing technical knowledge creates a knowledgeable community. We are proud to know as knowledge warriors.
      Heavy Investment, Yet No Clear Returns—Why AI ROI Still Doesn’t Add Up

      June 4, 2026

      rashmisharma13c9ca83b3

      Artificial intelligence has rapidly moved beyond experimentation into enterprise-wide adoption. Organizations across industries are increasing investments to improve efficiency, automate operations, and build long-term competitive advantage.  No defined starting point Yet despite this acceleration, a critical question continues to surface in leadership conversations:  If these investments are scaling so fast, why is AI ROI still so difficult to [...]

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      AI Isn’t the Problem—Your Data Is: Why AI-Ready Data Remains Difficult for Businesses

      May 21, 2026

      rashmisharma13c9ca83b3

      AI is not failing because of models, algorithms, or lack of investment. It is failing quietly at a much more fundamental level—data.  Today, businesses are rapidly adopting AI to drive faster decisions, better predictions, and scalable automation. Yet, despite strong pilots and promising proofs of concept, many initiatives struggle when moved into real-world environments.  The [...]

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      Fundraising Strategies for Nonprofits are Evolving—So Why is Donor Engagement Still Falling Short?

      May 11, 2026

      rashmisharma13c9ca83b3

      Nonprofits are raising more funds than ever—but they’re also losing donors just as fast.  As fundraising strategies for nonprofits become more advanced, organizations are driving higher volumes of donations for nonprofits through digital and large-scale outreach. From the outside, it looks like growth.  In reality, much of that growth is short-lived. Donors are acquired—but not retained. Engagement starts—but rarely continues.  This is the uncomfortable truth: fundraising [...]

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