Get the most out of Salesforce audit

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

Connecting with us is rewarding

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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

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.

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.

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.

Our Projects

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

How has a US non-profit organization increased their user satisfaction by upgrading Salesforce

September 30, 2022

Vivek Gupta

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 [...]

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

September 28, 2022

Vivek Gupta

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 [...]

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

September 12, 2022

Vivek Gupta

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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How Salesforce’s Latest Tools Can Revolutionize Your Sales Process?

March 2, 2023

shashankmindz

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, [...]

Unlock the Power of Salesforce with ChatGPT Integration

February 10, 2023

palakprachit

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.

Get The Most Out Of Your Salesforce Investment

February 8, 2023

palakprachit

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.