Harness the power of Salesforce CRM

TechWize, a leading Salesforce consulting company, upsurges your Return on Investment in Salesforce CRM implementation. Our certified Salesforce experts blend Salesforce services with your business needs to provide ground-breaking results.

Schedule A Free Salesforce Consultation Today!

Harness the power of Salesforce CRM

20+

Years of Establishment

25+

Salesforce Specialists

200+

Salesforce Projects

80+

Repeated Clientele

98+

Happy Clients

Salesforce CRM Services:
Customizations, Administration, and Integrations

TechWize is a one-stop solution provider for all your Salesforce requirements and futuristic business demands. Salesforce being our core expertise, we have a team of 25+ Salesforce Experts. Our teams comprise certified Technical Architects, Developers, and Administrators in multiple business verticals.

Our Technical Expertise in Salesforce Comprises

Sales Cloud

Service Cloud

Marketing Cloud and Pardot

Vlocity

Community Cloud

Commerce Cloud

Salesforce CPQ & Apttus m CPQ

Mulesoft

Field Service Lightning

Salesforce Services We Offer

At TechWize, we deliver the best Salesforce services by comprehending your current operational goals and business objectives.

We enable Salesforce CRM Consulting Services by learning about your business and industry to facilitate a new technology solution or improve an existing one.

We carefully listen to your project requirements, suggest the best solutions, plan implementation, divide the milestones, sprint, and release the final solution.

We include the following steps in Salesforce Consulting:

  • Defining business and operational objectives
  • Mapping objectives with Salesforce features
  • Recommending suitable Salesforce edition
  • Create design sales, service, and marketing processes
  • Assist with a powerful user adoption strategy

We enable new implementation of Salesforce Cloud Solution according to your business requirement, transition, or migration from any legacy CRM to Salesforce. As a leading Salesforce Implementation Company, we eliminate the challenges, remove bottlenecks, provide a cost-effective operation, and reduce risks in implementing the CRM solution.

We include the following steps in Salesforce Implementation:

  • Discovery and Project Visioning
  • Sales, Service, Marketing & Community Cloud Setups
  • Custom Configuration, Development, and Customization
  • Data Migration and Identifying Integration Platforms
  • Technology Support, Training, and Documentation

Power BI is a set of software applications, services, and connectors that work mutually to transform unlike data sources into logical, visually immersive, and engaging insights. It could be an Excel spreadsheet or a set of hybrid data warehouses that are both on-premises and on cloud. Our Power BI Developers can help you with analyzing and comprehending business demands in context to business intelligence solutions.

We help with the following Salesforce customization and configuration activities:

  • Cloud Deployment: we assist in developing, deploying, and maintaining BI interfaces, Dashboards, including query tools, data visualization and interactive dashboards, ad hoc reporting, and data modeling tools.
  • Consulting: Assist in setting up business requirements for BI tools;
  • Decoding business requirements into technical ones;
  • Enabling BI software development, deployment, and sustenance;
  • Integrating your existing systems like CRM, ERP with your BI reports, Curating them and creating data models;
  • Planning a data warehouse design;
  • Assist you in leveraging advanced and modern-day analytics with Power BI.

We assist our clients with three categories of Salesforce App Development which comprise:

  • Enhancing and changing business processes that cannot be satisfied with standard Salesforce functionality
  • Enabling Apps available on Salesforce AppExchange
  • Using AppExchange applications for integrating SaaS applications with Salesforce

The steps that we follow while developing applications are:

  • Business or Requirement Analysis
  • Planning and Strategizing
  • Design and Development
  • Prototyping on Force.com
  • Essential Integration
  • Quality Assurance and Testing
  • User Training
  • Product Launch
  • Post-launch Support

We offer custom integration services leveraging REST APIs, SOAP APIs, and Integration middleware such as Informatica, Jitterbit, MuleSoft, and DellBoomi, or integration using the apps from AppExchange.

Some integration that we help with comprises connecting with ERP, Accounting Software, Ecommerce Platforms, Email, and Calendars. Other Salesforce APIs & Integrations cover ITSM, CTI, Databases, Google Apps, Social Media, Marketing Software, and more.

The steps included by our team while performing integration comprise:

  • Identifying Stakeholders
  • Understanding and Comprehending Data
  • Preparing Data and Destination Org
  • Completing and Verifying Data Test Migration
  • Migration and Validation of Data

Administration teams' toggle between your organization's technical and managerial aspects and deliver creative and wholesome solutions.

Our admin team thoroughly reviews Salesforce's platforms, tools, components, and add-ons. They know which strings to pull to perform specific business processes and comprehend how to optimize the same in different scenarios.

Admin activities that our professionals and specialists help with:

  • System Set-up and Process Automation
  • Org Assessment, Configuration, and Salesforce Upgrade
  • Designing Business Architecture and Process Automation
  • Data Security Management
  • Needed Customization
  • User Training and Management
  • Comprehensive Technical Support
  • Enable Workflows, Reporting, and Dashboards

We train and educate sales representatives, sales managers, and other employees on using and optimizing Salesforce Technology.

After implementation, if some additional improvements are required, our teams provide constant support and advice for the best output across diverse industry verticals.

We help with the following Salesforce training and support activities:

  • 24*7 Salesforce CRM Support
  • Maintenance and Data Management
  • Custom Development & System Evolution
  • User Support and Assistance
  • Help Desk and Troubleshooting

Our Salesforce Team

Amit

Salesforce Expert
Experience:16+ years

Ankit

Salesforce Project Manager
Experience:More than 15 Years

Apoorv

Salesforce Technical Architect
Experience:More than 10 Years

Viral

Senior Salesforce Developer
Experience:More than 8 Years

Minkesh

Salesforce Solution Architect
Experience:More than 14 Years

Sandeep

Senior Salesforce Developer
Experience:More than 9 Years

Dhawal

Senior Salesforce CRM Specialist and Trainer
Experience:More than 10 Years

Chandan

Salesforce Marketing Cloud and Pardot Consultant
Experience:More than 17 Years

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Looking for specialized Salesforce Services?

Get In Touch Today!

Why Choose TechWize as a
Salesforce Technology Partner?

Our highly skilled Salesforce team has successfully delivered projects; we specialize in all the latest tools and technologies and offer quality services

salesforce consulting services
salesforce consulting services

TechWize Global Presence

At TechWize, we are based in the USA, UK, and India and have served clients in the USA, UK, Australia, Germany, and many other countries.

Our teams have successfully delivered 200+ projects with Salesforce Customers and Authorized Salesforce Partners, enabling implementation, migration, customization, and ongoing Salesforce Support and Management services.

Industry Experience & Expertise

Assisting our clients across different sectors and domains

Manufacturing

Manufacturing

Manufacturing

Banking

Finance & Insurance

Finance & Insurance

Travel & Hospitality

Travel & Hospitality

Retail & E-commerce

Retail & E-commerce

Logistics & Supply Chain

Logistics & Supply Chain

Healthcare

Healthcare

Utilities

Utilities

Lifestyle

Lifestyle

Automotive

Automotive

Education

Education

Entertainment

Entertainment

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Let’s Get Started!

Connect with our experienced and proficient Tech Experts today to explore how TechWize can take your technology, business and operations to subsequent levels.

Inquire Now

Testimonials

testimonial

The company is very professional throughout the entire process. They always took the time to explain and document his process thoroughly. They were able to accommodate additional changes and updates to our project as we discovered new requirements that needed to be addressed. The team always made themselves available for discussions and were very punctual. Delivered exactly what we were looking for in our SharePoint project.

Salvatore Vetri , US
testimonial

The company has consistently delivered top-notch Salesforce development services for the past three years. They listen attentively, offer expert guidance, and always create solutions that meet my needs and exceed my expectations.

Jordan , US
testimonial

Working with this company has been a pleasure. Their team's professionalism, attention to detail, and commitment to understanding our unique operations and requirements were invaluable in helping us modernize our financial processes using NetSuite ERP. Thanks to their support, we were able to smoothly transition to our new system, saving us time and effort. We operate in a challenging industry, but this company made the process as easy as possible.

Robert Fordham , US
testimonial

We have relied on the company’s expertise in Dynamics for several years now, and they have been an invaluable partner in helping us understand and implement this technology within our company. Their team has also provided us with valuable insights into business process design and offered valuable advice about the wider Microsoft ecosystem.

testimonial

Working with this company has been a pleasure. Their team's professionalism, attention to detail, and commitment to understanding our unique operations and requirements were invaluable in helping us modernize our financial processes using NetSuite ERP. Thanks to their support, we were able to smoothly transition to our new system, saving us time and effort. We operate in a challenging industry, but this company made the process as easy as possible.

testimonial

Very swift response and acceptable work. Finished our project in a timely manner and showed SharePoint expertise. We will hire again when we have another project.

Sue Nieters , US
testimonial

Working with this company has been a pleasure. Their team's professionalism, attention to detail, and commitment to understanding our unique operations and requirements were invaluable in helping us modernize our financial processes using NetSuite ERP. Thanks to their support, we were able to smoothly transition to our new system, saving us time and effort. We operate in a challenging industry, but this company made the process as easy as possible.

Ashlee Robers, The Kilpatric Group , US

Case Studies

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