CRM consulting – We accelerate performance and innovation

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

Connecting with us is rewarding

    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



      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.
      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

      Our projects

      We contribute to hundreds of projects annually through technologies that accelerate performance and innovation across multiple industries.
      ow has a U.S. non-profit organization increased their user satisfaction by upgrading Salesforce
      How has a US non-profit organization increased their user satisfaction by upgrading Salesforce

      How has a U.S. non-profit organization increased their user satisfaction by upgrading Salesforce Challenges-Poor performance due to legacy fields and code. -Slow transition time. Solution-Remove no longer used code and data models. -Refactor the remaining code. -Create code-free solutions for the objects where bulk processes fail. Results-Increased user satisfaction by [...]

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      How has a leading Canadian fintech company improved its customer's financial situation by automating its process
      How has a leading Canadian fintech company improved its customer’s financial situation by automating its process

      How has a leading Canadian fintech company improved its customer's financial situation by automating its process Challenges- Manual processing - Lack of standardization - Maintaining missing data of loan applications Solution- A central and customize system for managing proprietary lending process Results- Streamlined process for: - Faster loan application tracking [...]

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      How has a leading automobile company improved sales by providing hyper-personalized experiences to its prospects
      How has a leading automobile company improved sales by providing hyper-personalized experiences to its prospects

      How has a leading automobile company improved sales by providing hyper-personalized experiences to its prospects Challenges- Prepare, manage, and schedule personalized emails for prospects. - Analyze the brand’s position in the market. - Give personalized and quick responses to all the comments and queries on social media. Solution- Installed and [...]

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      Insights

      Providing technical knowledge creates a knowledgeable community. We are proud to know as knowledge warriors.
      How Salesforce’s Latest Tools Can Revolutionize Your Sales Process?

      Are you tired of spending hours on routine tasks and administrative work? Do you wish you could focus on selling and building relationships with your customers instead? Then you won't want to miss out on what these tools have to offer. By reducing the time you spend on routine tasks, [...]

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      Unlock the Power of Salesforce with ChatGPT Integration

      Integrating ChatGPT with Salesforce provides real-time support, enhances accuracy and productivity, and improves the user experience, giving businesses an edge in customer relationship management.

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      Get The Most Out Of Your Salesforce Investment

      Technology Mindz offers solutions to help businesses maximize their Salesforce investment and achieve a higher return on investment. By prioritizing KPIs like profitability and customer satisfaction, we offer services that cover customization, automation, data analytics and forecasting, and training and collaboration. Get more details by reading the blog.

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      Collaborate with us for performance enhancing innovations that add to your CRM value.

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      Learn about Technology Mindz value propositions.