Get the most out of Salesforce audit

A comprehensive audit to fix irregularities before it slows down performance or breakdown

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Years IT Sector Experience

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Years Domain Expertise

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Global Projects

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Domain Verticals

Salesforce audit

Our audit process focuses on testing Salesforce by analyzing your current technologies, identifying security and capability gaps, analyzing automation scope, checking data quality, and much more. We also give you the best possible suggestions to meet your business objectives and enhance your Salesforce performance.
Health check-up report

A complete check-up of your Salesforce system, whether it is updated, the data is adequately integrated, where any department is working in silos, and much more.

Automation possibilities

Advise you on the possibilities of automation on your current Salesforce to streamline your teamwork and make your system more efficient.

Identification of security gaps

Check whether your security settings align with the one recommended by the Salesforce baseline standard or your chosen custom baseline.

Analysis of data quality

Evaluate your data quality to check whether it is error-free, all the data validations are put in place, and if there is any duplication.

Customization or configuration

Identify the need for Salesforce customization or configuration. If necessary, we suggest the appropriate solutions to your business needs.

Optimization and scalability

Plug loose ends and problematic extensions, curb growing pains with the expert forecast, etc., that helps to increase your organization's productivity and reduce failures.

Technology audit

Our focus is to identify whether the technologies you use can keep up to your expectations in providing the desired experience to your customers. We also determine whether the technology is holding teams from consolidating, integrating, or adopting to deliver the expected results.
Process Audit in Salesforce
Technology Audit in Salesforce

Process audit

We aim to improve adoption and increase usability and automation of your Salesforce system by giving efficient recommendations. In addition, we also provide you with advice on enhancing your data quality using the best data management practices.

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.

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.

Our Projects

We contribute to hundreds of projects annually through technologies that accelerate performance and innovation across multiple industries.
Custom calendar for an international registrar

Our client is an international registrar headquartered in Grand Rapids, Michigan, having customers of large international manufacturers and service providers to small and medium-sized family-owned businesses. The client had been using Salesforce for an extended period but had not fully utilized its capabilities. We’ve been working with them for the past year, assisting in unlocking the full potential of Salesforce.

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Download manager : download bulk files and static resources

Businesses often find it difficult to download multiple files at once in Salesforce. Considering this challenge, Technology Mindz created a better and more adaptable download management application that allows a user in Salesforce to download files in bulk, saving a lot of time in hand.

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System enhancements for a non-profit organization

Our client is a Non-profit organization that has a network of transportation providers and serves older adults and people with mobility challenges, offering door-through-door and arm-through-arm rides for any purpose whenever they are needed. The organization supports sustainable community-based transportation for seniors and people with visual impairments.

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Insights

Providing technical knowledge creates a knowledgeable community. We are proud to know as knowledge warriors.
Uncovering cost of IT downtime: Why outsourcing IT helpdesk is the solution

IT helpdesks are critical to businesses in today's hyper-connected world. They are the first point of contact with employees, providing resolutions to their IT problems as quickly and efficiently as possible.  An efficient IT helpdesk is a vital component of organizations, ensuring that employees and users have access to timely [...]

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Revolutionizing customer experiences: Leverage the potential of Salesforce Lightning

Delivering excellent client experiences is essential in the fast-paced world of modern business. Businesses use CRM systems to simplify their processes and provide personalized services to their customers. That's where Salesforce Lightning comes in, assisting businesses like yours in improving productivity and user experiences. What is Salesforce Lightning? Salesforce Lightning [...]

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Staff Augmentation Services
Skills gap challenges: Harnessing the potential of staff augmentation for your business

Finding the right individuals to build your team often feels like a jigsaw puzzle with missing pieces. The skills gap is an enormous challenge, a shared struggle, and an essential element in driving business success in today's dynamic industry. Skills gap: A challenge in modern business Consider the following scenario: [...]

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What our customers are saying about us

Technology Mindz was a great partner for us to help redesign our salesforce environment. We could not use our current Salesforce environment to support our business processes or sales or contract management processes. Technology Mindz has helped us change the Salesforce configuration to support our business process and customer engagement.

Dustin Fennell

Technology Mindz was a great partner for us to help redesign our salesforce environment. We could not use our current Salesforce environment to support our business processes or sales or contract management processes. Technology Mindz has helped us change the Salesforce configuration to support our business process and customer engagement.

Global Agricultural company

Technology Mindz come our rescue with our Salesforce Org! Technology Mindz was able to provide the proper assistance when I could not get help from Salesforce Technical Support and were extremely intelligent. Every meeting brought us closer to finishing our requests, and every time we talked, announced that the request had been completed and the coding had been fixed.

Sara Hernandez

Technology Mindz was a great partner for us to help redesign our salesforce environment. We could not use our current Salesforce environment to support our business processes or sales or contract management processes. Technology Mindz has helped us change the Salesforce configuration to support our business process and customer engagement.

Dustin Fennell

Technology Mindz was a great partner for us to help redesign our salesforce environment. We could not use our current Salesforce environment to support our business processes or sales or contract management processes. Technology Mindz has helped us change the Salesforce configuration to support our business process and customer engagement.

Global Agricultural company

Technology Mindz come our rescue with our Salesforce Org! Technology Mindz was able to provide the proper assistance when I could not get help from Salesforce Technical Support and were extremely intelligent. Every meeting brought us closer to finishing our requests, and every time we talked, announced that the request had been completed and the coding had been fixed.

Sara Hernandez

Salesforce Certifications

We have a dedicated team of Salesforce-certified consultants who have a wealth of knowledge to help you get most out of your Salesforce instances.

Platform Developer 1
Platform developer 2
Certified System architect
Application architect
Integration architect
Sales cloud consultant
Service cloud consultant
Experience cloud consultant
Marketing cloud consultant
Commerce developer and architect
Administrator
Paradot consultant
CPQ specialist
Field service consultant
Nonprofit cloud consultant
Stimulate Your Business Growth With Us

Collaborate with us for Performance-Enhancing Innovations that add to your Salesforce value.

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