Get the most out of Salesforce audit

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

Connecting is Rewarding

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    Years IT Sector Experience

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    Years Domain Expertise

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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

    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.

    Industries we serve

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

    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 did 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.
    Technology Mindz Rebrands to Support its Strategic Vision

    Technology Mindz takes on a new journey ahead Technology Mindz has grown and evolved over a decade since it took its first step into the corporate world. The company has progressed simultaneously across several different dimensions and is now a dynamic and diverse organization. With time evolution, the company decided […]

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    Unleash the true potential of your business by Salesforce optimization

    Discover how we have helped our clients exceed their customer expectations by achieving benchmark metrics after optimizing their Salesforce.

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    Improve your company’s productivity with IT Staff Augmentation

    IT staffing has evolved as a new normal for companies worldwide. It gives you leverage to extend your IT team with highly-skilled resources from all over the globe while eliminating the effort and time for hiring and onboarding. According to the research, nearly 54% of companies worldwide are experiencing shortage [...]

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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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