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Salesforce implementation services
We unite your business' marketing, sales, commerce, service, and IT efforts with Salesforce platform. We optimize your business functions with Salesforce implementation services and accelerate exceptional customer experiences.
Our process
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1
Consulting
We start by understanding your business goals behind implementing Salesforce. Our certified Salesforce consultants work with you to identify the roadmap for implementation.
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2
Configuration
We help you choose the right Salesforce edition and supplement applications that suit your business-specific needs, size, budget, and complexity.
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3
Integration
We do a seamless integration of third-party systems like ERP, HRMS, e-commerce platforms, etc. ensuring a smooth flow of data.
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4
Data transfer
We swiftly migrate the data from various sources to Salesforce with complete data security and zero downtime.
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5
User training
Getting well-versed with new software might take some time; hence, we provide proper training, demo sessions and user manuals to enhance user adoption.
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6
Launch and after launch support
We strive to provide end-to-end Salesforce support. We continue to support you even after the launch to ensure you are equipped to realize the business objectives of our engagement.
Consulting
As Salesforce implementation partners, we examine your business needs and prepare a plan to achieve them. We empower you to use the salesforce features in the best possible way to solve your business challenges.
- Understand your business goals.
- Devising strategies to achieve your business goals.
- Identification of Salesforce edition and solutions.
Configuration
Post analyzing your business challenges, we focus on configuring your requirements to the Salesforce system. We aim to provide an easy-to-use Salesforce interface by adding objects, creating workflows and custom reports, setting validation rules, and much more.
- Configure your needs in Salesforce.
- Modifying its features through user-defined values.
- Metrics integrated implementation.
Integration
We integrate your Salesforce with various external systems like ERP, E-mail, ITSM, CTI, Accounting, E-commerce, and much more to get all your required data in one place. In addition, we help you visualize your data and gain valuable insights from it.
- Data Integration from various external systems.
- Ensuring smooth data flow.
- Assisting in visualizing your data.
Data transfer
We determine the crucial data that needs to be sourced from your external systems as per your business requirements. Afterward, we use the best data communication methods such as API, Salesforce connectors, and third-party software for smooth data transmission.
- Figuring the data sources.
- Selecting data communication methods.
- Data transfer with validation.
User training
We provide training to the end-users to increase their efficiency and adoption of Salesforce solutions via a well-structured training model. We aim for end-users complete hold on their Salesforce environment.
- Providing end-users training.
- Well structured manual for self-learning.
- Guided demo wherever applicable.
Launch and after launch support
We start with creating your custom Salesforce environment, followed by QA testing and UAT. We proceed with launching only if everything seems to be in place.
As your Salesforce implementation consultant, we are also committed to providing end-to-end support services post-launch.
- Launch of custom Salesforce after UAT.
- Well-defined training modules for user adoption
- Continuous monitoring to enhance Salesforce experience.
Salesforce products we work with
We customize Salesforce products and build integrations with our sound practical 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.
