Get the most out of Salesforce consulting service
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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
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1
Defining business objectives
We start by understanding your business, the challenges you want to overcome, and your long-term goals so that we can get the best out of Salesforce for you.
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2
Mapping to Salesforce features
We align your business goals with Salesforce features to provide you with a seamless experience and make your tasks simpler.
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3
Introduce needed automations and customizations
Now that we know the challenges of your business, we suggest you a suitable Salesforce edition and customizations that fits your business needs.
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4
Designing an integrated process
We work with you to analyze your requirements and design a process that helps you to fully exploit Salesforce out-of-the-box functionalities.
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5
Building user adoption strategy
As your Salesforce consulting partner, we will help you utilize your system to its maximum potential by providing requisite training and support.
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6
Dedicated after-launch support
We go that extra mile to help you use the Salesforce features and configurations with a better approach for the greater advantage of your business.
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 30, 2022
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 [...]
September 28, 2022
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 [...]
September 12, 2022
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 [...]
Insights
Providing technical knowledge creates a knowledgeable community. We are proud to know as knowledge warriors
March 2, 2023
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, [...]
February 10, 2023
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.
February 8, 2023
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.
