Get the most out of Salesforce consulting service
Focus on increasing lead conversion, customer retention, sales revenue, win rate, case resolution, and much more.
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Salesforce consulting
We focus on providing a holistic Salesforce experience that aids you in becoming a customer-first company and improves your business performance.
Our Process
Defining business objectives
We understand that your business has its unique set of challenges. In order to help you resolve your concerns and achieve your goals, we begin by getting acquainted with your business and vision. Based on our learning, we optimize your Salesforce to give you an optimal result.
- Understand your business goals.
- Craft a strategy.
- Wear our hats on.
Mapping to salesforce features
After familiarizing ourselves with your business objectives, we explore Salesforce features, complimenting applications, or integrations with third party solutions that best fits your business needs. We consider customization as reserve.
- Map your goals to Salesforce features.
- Identify the features or supplementing solutions.
- Seamless integration for optimized output.
Introduce needed automations and customizations
Whether it’s the business driver or need to orchestrate a new process, Salesforce’s ubiquitous platform can accommodate it all. In order to ensure all the mapped Salesforce features are utilized to their best potential, the platform needs to be adjusted accordingly.
- Identify the automations needed.
- Explore a possibility to minimize customizations.
- Deploy the needed automations and customizations.
Designing an integrated process
We optimize your Salesforce by understanding your processes, needs and ecosystem.
We start with mapping your data with Salesforce configurations which help you get valuable insights to plan business strategies.
- Discover and analyze your challenges.
- Devise a process to unwind complexities.
- Automate to improve efficiency of the new process.
Building user adoption strategy
We aim to help you to get the maximum benefit from the functionalities of Salesforce and use it more productively. We understand that it takes time to adapt to a new system, hence we have developed an efficient user adoption strategy wherein we provide you with proper training, notes, and user assistance.
- End-user training.
- Improve user readiness on Salesforce.
- Delivering optimal support.
Dedicated after-launch support
We realize that aligning Salesforce with your business processes may take time.
We use best practices to enable the effective rolling out of the system to give you a swift user experience and help you achieve your business objectives.
- Get the most out of Salesforce consulting services.
- Help you create strategies via Salesforce insights.
- User adoption of Salesforce solutions within your business.
Salesforce products we work with
We develop Salesforce products and build integrations with our sound theoretical knowledge and Salesforce best practices.
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.
September 19, 2023
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.
September 19, 2023
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.
September 13, 2023
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.
Insights
Providing technical knowledge creates a knowledgeable community. We are proud to know as knowledge warriors
September 28, 2023
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 [...]
September 24, 2023
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 [...]
September 20, 2023
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: [...]
