Services

Services

TechWize is one stop solution for all your Salesforce requirements.

Being Salesforce our core expertise, we have a team of 25+ Salesforce Experts including Solution and Technical Architect, Developers, Administrators experienced with Sales, Service, Community, Marketing, Health, IOT, Commerce, Financial Cloud, Lightning, Lightning Web Component, Field Service Lightning, Financial Force, Custom App Development, Salesforce CPQ, Einstein Analytics, AppExchange app Development, Salesforce Mobile App, Chatter, Pardot.

Salesforce being scalable and flexible solution, we have helped several industries including Financial Services, Manufacturing, Education, Retail, Consumer Goods, Media, HealthCare, transportation, Hospitality, and Non Profit with fresh implementation, migration, customization and ongoing support.

The team has successfully delivered 200+ projects with Salesforce Customers and Authorized Salesforce Partners.

Salesforce Service We Offer

  • Consulting

    Learning about your business and industry to improve existing solution.

    We listen to your business requirement, suggest best solution, plan for the implementation plan, divide the milestones, sprint and release.

    The steps that we follow are:

    • Defining business objective
    • Mapping objective in Salesforce features
    • Recommending suitable Salesforce edition
    • Design sales, service and marketing process
    • User Adoption Strategy
  • Implementation

    New implementation of Salesforce Cloud Solution as per the business requirement or transition/migrating from any legacy CRM to Salesforce.

    We eliminate the challenges, remove bottlenecks, provide a cost-effective operation and quickly reduce risks in implementing CRM solution

    We include following steps in Salesforce Implementation:

    • Discovery and Project Visioning
    • Sales, Service, Marketing, Community Cloud Set Up
    • Custom Configuration and Customization (Development)
    • Data Migration
    • Identifying Integration Platforms
    • Support, Training and Documentation
  • Configuration and Customization

    Leveraging the out of the configuration options provided by the Salesforce as per the business requirement.

    Depending on your business needs, modifications are done with default tools or custom development.

    We help with following configuration and customization:

    • Custom Fields, Objects, Records, Reports, Dashboards
    • Embed Business Rules
    • Automating and recurring tasks with Workflow, Apex and Trigger
    • Bulk Data processing
    • Custom Email Templates
    • Einstein AI
  • Custom App Development

    Three types of Salesforce App Development we help with
    Enhance and change business processes that cannot be satisfied with standard Salesforce functionality

    Apps available on Salesforce AppExchange

    AppExchange applications for integrating SaaS application with Salesforce

    The steps that we follow while developing any application are:

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

    Custom integration services using REST APIs, SOAP APIs, integration middleware such as Informatica, Jitterbit, Mulesoft, DellBoomi or integration using the apps from AppExchange.

    Some integration that we help includes connecting with ERP, Accounting Software, Ecommerce Platform, Email and Calendar, ITSM, CTI, Database, Google Apps, Social Media, Marketing Software and more.

    The steps included by our team while performing integration: includes:

    • Identifying Stakeholders
    • Understanding Data
    • Preparing Data and Destination Org
    • Completing and Verifying Data Test Migration
    • Migration and Validating Data
  • Administration

    Toggle between technical and managerial aspects pertaining to your organization and delivering creative and wholesome solutions.

    The admin team are thorough with all the platforms, tools, components and add-ons pertaining to Salesforce. They know exactly which strings to pull to perform specific business processes and would know how to optimise the same in different circumstances.

    Few Admin activities that our experts help with:

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

    Training to educate sales representatives, sales managers, and other employees on the use and optimization of Salesforce Technology.

    After implementations, some additional improvements are required and we provide constant support and advice for best output across different industry verticals including:
    24*7 Salesforce CRM Support

    • Maintenance
    • Data Management
    • Custom Development
    • User Support and Assistance
    • Help Desk
    • Troubleshooting
    • System Evolution

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