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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
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 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: [...]
