Salesforce

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.

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Years of Establishment
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Salesforce Specialists
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Salesforce Projects
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Repeated Clientele
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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

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Sales Cloud

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Service Cloud

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Marketing Cloud
and Pardot

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Vlocity

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Community Cloud

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Commerce Cloud

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Salesforce CPQ
& Apttus m CPQ

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Mulesoft

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Field Service Lightning

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Sales Cloud

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Service Cloud

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Marketing Cloud
and Pardot

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Vlocity

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Community Cloud

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Commerce Cloud

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Salesforce CPQ
& Apttus m CPQ

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Mulesoft

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Field Service Lightning

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:

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:

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:

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

The steps that we follow while developing applications are:

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:

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:

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:

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

We leverage the high-end configuration options provided by Salesforce as per your business requirement and operational needs. Our teams facilitate modifications with default tools or custom development depending on your current and futuristic necessities.

 

We help with the following Salesforce customization and configuration activities:

  • Custom Fields, Objects, Records, Reports, and Dashboards
  • Embed Business Rules
  • Process Automation via Flows, Approval Processes and Triggers
  • Bulk Data processing and Custom Email Templates
  • Analytical Reporting and Dashboards
  • Tableau

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 take care of the training 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: 15+ Years

Apporv

Salesforce Technical Architect
Experience: 10+ Years

Viral

Senior Salesforce Developer
Experience: 8+ Years

Minkesh

Salesforce Solution Architect
Experience: 14+ Years

Sandeep

Senior Salesforce Developer
Experience: 9+ Years

Dhawal

Senior Salesforce CRM Specialist and Trainer
Experience: 10+ Years

Chandan

Salesforce Marketing Cloud and Pardot Consultant
Experience: 17+ Years

Minkesh

Salesforce Solution Architect

Sandeep

Senior Salesforce Developer

Dhawal

Senior Salesforce CRM Specialist and Trainer

Praveen

CPQ Techno-Functional Consultant

Looking for specialized Salesforce Services?

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

TechWize
Global Presence

Key Industries
We Have Served at TechWize

We at TechWize have delivered modern-day technology solutions to overcome exclusive business and operational challenges for our client companies in diverse industries.

Testimonials

Look at our clients’ honest feedback to know why they chose us, use and value our technology services.

Connect With Us Now!

Amit

Salesforce Expert
Experience: 16+ years

Bio:

  • Strong hands-on experience with database design, data migration, and integration
  • Proficient in Force.com Migration Tool (ANT), Public Sites, Communities, Web to Lead, Email to Case, Lead Conversion, Schedule Apex, Batch Apex, Triggers, Lightning, and Email Services
  • Skilled in Salesforce System Integration with external applications using APEX Web Services and both REST and SOAP APIs
  • Accomplished in conducting requirements gathering, facilitating meetings, and collaborating with development teams
  • Expertise in Sales Cloud and Service Cloud Implementation
Technologies:
  • Salesforce.com CRM, Apex
  • Vlocity, Non-Profit Cloud
  • Field Service Lightning
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Salesforce Communities

Certifications:

  • Salesforce certified Administrator ADM 201
  • Salesforce Certified Platform App Builder
  • Salesforce Certified Service Cloud Consultant
  • Salesforce Certified Field Service Lightning Consultant
  • Salesforce Certified Platform Developer1
  • Salesforce Certified Omni Studio / Vlocity Developer
  • Salesforce Certified Nonprofit Cloud Consultant
  • Apttus Quote-to-Cash certification
  • Vlocity Platform Foundation (VPF) Completion Certificate – October 2020
  • Vlocity Platform Essential (VPE) Completion Certificate – October 2020
  • Ranger Trailblazer with above 150+ badges, projects, and super badges

Ankit

Salesforce Project Manager
Experience: 15+ Years
Bio:
  • 15+ years’ experience in Analysis, Development, and Architecture.
  • Proficient in Core Java, Spring, Hibernate, Salesforce, and more.
  • Strong in Salesforce Development, Lightning, Apex, and integration.
  • Diverse expertise in GIS, Telecommunication, and Education domains.
  • Skilled in data loading, SOQL, and Salesforce Lightning migration.
  • Integration with third-party apps using SOAP and REST API.
  • Code optimization for Salesforce Governor limits.
  • Experienced in Data Management, Campaigns, Leads, Opportunities, etc.
  • Integration with systems like Box, Wrike, Xero, etc.
Technologies:
  • Salesforce
  • Java
Certifications:
  • Salesforce-certified Platform Developer I
  • Salesforce-certified Administrator

Apoorv

Salesforce Technical Architect
Experience: 10+ years
Bio:
  • Specialized in Lightning Aura Framework, LWC, Einstein Analytics, Communities, and Flows implementations across Sales, Service, Non-profit, and Health Clouds.
  • Extensive expertise in Salesforce customization, design, security, testing, packaging, and AppExchange management.
  • Managed Salesforce projects, multiple Scrum Teams, and provided technical guidance.
Technologies: 
  • Salesforce
Certifications:
  • Salesforce Force.com Admin
  • Force.com Developer
  • Sales Cloud
  • Service Cloud
  • Platform App Builder
  • Platform Developer 1
  • Sharing & Visibility Architect

Viral

Senior Salesforce Developer
Experience: 8+ years
Bio:
  • 8+ years SDLC experience: Req. Analysis, Planning, Dev, Testing, Implementation, Docs.
  • 3+ year with LWC, Aura: Design, Dev, Custom components.
  • Salesforce config and customization experience.
  • Integrated Salesforce with Xero, Netsuite, AWS EC2, MicrosoftDynamic 360.
  • Skilled in admin tasks: Profiles, Roles, Workflows, Reports, etc.
  • Led on/offshore teams, main contact for stakeholders.
  • Proficient in agile, self-motivated, strong problem-solving.
Technologies:
  • Salesforce

Minkesh

Salesforce Solution Architect
Experience: 14+ years
Bio:
  • Proficient in sales, service, and community, integration, CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), e-signature solutions
  • Proven track record of integrating Salesforce with various external systems
  • Experienced in managing the entire contract lifecycle through Salesforce CLM
  • Deep understanding of field service management (FSL)
  • Proficiency in the development of applications for AppExchange
  • Familiarity with TargetRecruit for optimized recruitment processes
Technologies: 
  • Salesforce
  • CPQ
  • CLM
  • AppExchange app development
  • FSL
  • e-signature integration
  • TargetRecruit
Certifications:
  • Salesforce Platform Developer 1
  • Quote to Cash Certified

Sandeep

Senior Salesforce Developer
Experience: 9+ years
Bio:
  • Proficient in Salesforce Configurations
  • Expert in Force.com Development (Apex, Triggers, Visualforce, Lightning)
  • Specialized in AppExchange Product Development
  • Expertise in Salesforce Lightning (LWC, Aura, Flow)
  • Proficient in Integrations with 3rd Party Services
  • Experienced in Data Migrations
  • Specialized in Crafting Enterprise Solutions
  • Expert in Product Engineering & Mobile App Development
Technologies:
  • Salesforce
  • Apex
  • Visual force pages
  • HTML
  • JavaScript
  • Ajax
  • JSON

Dhawal

Senior Salesforce CRM Specialist and Trainer
Experience: 10+ years
Bio:
  • Extensive experience in LWC, Visualforce, Apex Classes/Controllers, Apex Triggers development, Apex Batch, Apex Scheduling and Integrations using SOAP and REST APIS.
  • Proficient in guiding end-to-end implementations of Salesforce.com Sales Cloud, Service Cloud, and custom applications
  • Adept at contributing to the growth of projects such as Universal Studios Hollywood and Waypoint.
  • Extensive hands-on experience in LWC, Visualforce, Apex development (Classes/Controllers, Triggers, Batch, Scheduling), and integrations via SOAP and REST APIs.
  • Adept in Salesforce technical solution design, consulting, configuration, and administration for Sales Cloud, Service Cloud, and more.
  • Proficient in QA coordination, unit testing, system testing, and defect tracking.
Technologies:
  • Salesforce CRM
  • Lightning Web Components (LWC)
  • Visualforce
  • Apex Classes/Controllers
  • Apex Triggers
  • Apex Batch
  • Apex Scheduling
  • SOAP and REST APIs
  • Lightning Components
  • Lightning App Builder
  • Flows
  • Visual Workflows
  • Workflow Rules
  • Validation Rules
  • Approval Processes
  • User Profiles
  • Roles
  • Chatter
  • Case Management
  • Import Wizard
  • Apex Data Loader

Chandan

Salesforce Marketing Cloud and Pardot Consultant
Experience: 17+ years
Bio:
  • Specialized in setting up Digital Marketing Technology Stack for various industries and companies.
  • Proficient in multiple Marketing Automation tools, with a focus on Salesforce Marketing Cloud and Salesforce Pardot for both B2C and B2B segments.
  • Authored “The Automationist,” a book guiding small and mid-sized businesses in Marketing Automation setup. Currently working directly with Salesforce and its clients as an external consultant.
Technologies:
  • Salesforce Marketing Cloud
  • Salesforce Pardot
  • Marketing Automation

Praveen

CPQ Techno-Functional Consultant
Experience: 12+ Years
Bio:
  • Deep knowledge of operational domains: Order-to-Cash (O2C), Purchase-to-Pay (P2P), Inventory (INV), Purchase Orders (PO), Order Management (OM), Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), LNS (Loan) management
  • Strong background in Oracle E-Business Suite and in Oracle CPQ Cloud
  • Diverse range of application proficiencies, including Configuration, Rules, Commerce, Document Designer, and Integration
  • Capabilities includes BML & BMQL Scripting, Web services utilization, and leveraging Native Integration features
  • Abilities extends to crafting Oracle PL/SQL Programs, Stored Procedures, Functions, Packages, Triggers, Views, and other crucial database components
Technologies:
  • Oracle E-Business Suite Applications R12/11i
  • Oracle CPQ Cloud (Configure, Price, Quote)
  • BML & BMQL Scripting
  • Shell Scripting
  • Oracle PL/SQL

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