Salesforce Configuration and Customization Services

Leverage, our Salesforce configuration, and customization services to modify your Salesforce solution in a way that allows you to simplify and automate business processes seamlessly, support your sales, marketing, and services efforts to achieve a boost in your ROI.

Our Intellectual Salesforce Configuration and Customization Services

We at Technosip offer a wide range of Salesforce customization services to all industry verticals, from SMEs to large enterprises. Be it a consultation, setup, migration, integration, implementation, or support and maintenance, our team of certified Salesforce developers is very much familiar with understanding business requirements and capable of delivering the best-in-class Salesforce customized solution that helps you improve your sales processes and streamline production. Have a look below to know more about our Salesforce customization services.

Our Clients

Types of Salesforce Customization Services We Offer

1. Add, Manage and Modify Custom Objects in Your Salesforce

Add custom objects, fields, and records to your Salesforce app for extended functionality and improve the ROI of your business. We customize your Salesforce solution by creating custom objects with custom fields to get rid of standard fields and objects.

2. Salesforce workflow automation

We have top-of-the-line expertise in automating business processes and routines tasks like email-SMS notifications, APEX triggers, and process builders to simplify your daily CRM. It helps you in increasing the productivity of your employees and minimizes repeating mistakes.

3. Configure the Data Loader to Use the Bulk API

Leverage the expertise of our Salesforce developers to build a one-of-a-kind Salesforce solution that allows you to streamline your business processes like updating the records, deleting the records, leads evaluation on a weekly/monthly basis, and other tasks using bulk API.

4. Create Custom Reports and Dashboards

Create customized reports and dashboards using our result-oriented Salesforce customization services to identify the performing/non-performing sales territories, profitable/non-profitable custom segments, and other specific figures to have better visibility to present it on the report page.

5. Create Custom Email Templates

With our top-of-the-line expertise in Salesforce customization, we can help you create/modify email templates, custom style sheets, email attachments so that you can increase your business productivity and give a personal touch to clients through customized emails.

6. Salesforce CRM Integration with Third-party Systems

We hold a team of skilled and experienced Salesforce developers who are well-versed in integrating Salesforce CRM with all kinds of third-party systems. For effective integration and seamless data flow, our experts use REST/SOAP API web services.


Case Studies

Salesforce Marketing Cloud

The client wanted to integrate digital channels & implement digital transformation to increase inquiries

Salesforce Sales Cloud Implementation to Supercharge the Sales Cycle

The client wants to replace the existing CRM system with a substantial platform that supports to create…

Salesforce CRM Integration with NetSuite ERP

Client wanted Data Sync in real time, integrate with multiple vendor multi system ensuring 360 degree visibility…

Salesforce Products We Can Help You Customize:

Over the years, we have served many clients in customizing Salesforce products that match their specific needs and help them bring effective transformation in the business.

  1. Salesforce sales cloud
  2. Salesforce marketing cloud
  3. Salesforce service cloud
  4. Salesforce community cloud
  5. Salesforce financial service cloud
  6. Salesforce field service cloud
  7. Salesforce app cloud
  8. Salesforce health cloud
  9. Salesforce CPQ
  10. Salesforce Einstein AI analytics
  11. Salesforce Pardot

Salesforce Customization Company

Being a leading Salesforce customization company, our Salesforce experts have helped our clients to build fully customized Salesforce CRM architectures and interfaces to meet dynamic customer expectations and solve complex business challenges. Get in touch with us today to design the right kind of Salesforce customization solution that perfectly fits your business requirements.

Contact Us

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    Get in Touch

    We’re always ready to help.
    1. Fill out a request form. Please brief your requirements in-detail. The more we know about your amazing idea, the better we will guide and assist you with project time and resources
    2. We’ll reach out to you on priority to discuss next steps in the meantime please check out our case studies and insights.
    3. We look forward to collaborating with you to bring your idea to the market sooner than the traditional route.


    Got questions? Here are answers…

    Who is Technosip?

    Well, you can find a nice timeline about us on our website, but here we would like you to have you a look at Technosip’s philosophy.

    With more than a decade, Technosip is helping clients to identify Technology Strategic Inflection Points (SIP) for the life cycle of the client’s business and help them rediscovered new growth areas. Technosip was founded to help clients around the world to understand and navigate the changing market dynamics by identifying their business-specific technology strategic inflection point and help them reinvent toward accelerated growth.

    Technosip is New York-based Web Application Development, Mobile App’s Design and Development company that leverages next-gen technologies like Machine Learning, Artificial Intelligence, Natural Language Processing and has been consistently delivering cutting edge technology solutions with an emphasis on close collaboration and long-term commitment.

    Can you give me a brief about Technosip’s client base?

    Our valuable clients are:

    • Non-technical business owners and key people with the title like, CEO, CTO, MD, President, Director of Technology, Director of Operations
    • Business owners who want to leverage the benefits of digital transformation
    • Small and medium-sized enterprises to large-scale businesses anywhere from founder run to 500 employees.

    We are serving in the majority domains like Healthcare, Fintech, BFSI, Salesforce, eCommerce, Real Estate, and Startups. And, we have top-of-the-line proficiency in all the top-notch technologies.

    Let meet you through about some quick facts:

    • The average client has been working with Technosip is 3.4 years on a regular basis.
    • Since 2010, we have successfully served 200+ client projects and have helped 100+ companies around the world
    • 96% of clients have referred our services
    • We are currently serving 11+ clients simultaneously

    What is the team strength of Technosip?

    We have 30+ dedicated software developers and creative designers.

    Typical hours worked per month?

    160 dedicated hours. 40 hours per week minimum. Subjected to project timeline and deliveries we work tirelessly for on-time delivery.

    How long does it take to start my project once I pay initial charges?

    Once the initial formalities are completed, the first project kickoff meeting is scheduled immediately by our project/product manager.

    How can I ensure productivity and charges to me?

    Our software development process is transparent. We let you monitor every single phase of development. The in-detail project scope of the work is pre-defined at the time of the project is undertaken and approved by you. If you determine few other changes are required then that will be accommodated accordingly. We firmly believe in a long-term relationship.

    Do you provide support and maintenance after completion of the project?

    Yes, we are providing support and maintenance.  We track all post maintenance requests, issues, bugs, etc.

    How absolute is my ownership on the project?

    You will have 100% ownership of the entire developed project; it includes the copyright, source code, and intellectual property rights.

    Where is Technosip located?

    • New York

      222 Broadway, 19th Floor, New York,

      NY 10038, USA

    • New Jersey

      270 Marin Blvd, New Jersey,

      NJ 07302, USA

    What capabilities does Technosip offer?

    • Strategy – We are globally renowned as a software strategic software development partner. So, we will help you turn your million-dollar business idea into a feasible product. And we start it with the strategy.
    • Design – We have top-notch experience in creating interactive, eye-appealing interfaces to delight your users.
    • Development – Our software developers know the exact difference between good code and bad code. For any technology and type of development, you can undoubtedly rely on us.
    • Quality Assurance – We ensure that your application/product/software is bug-free and working seamlessly across multiple platforms.
    • Hosting and Monitoring – To keep your business operations run smoothly, we ensure that it is securely deployed.
    • Ongoing Support – To keep your software/product/application responding to your needs, Technosip’s dedicated team is always there to assist you.

    How Does Technosip recruit and hire developers?

    Technosip receives more than 80+ new applications a month. Till the time, we have conducted more than 680+ interviews to find the right talent of people we are working with today.

    Our selection process includes 5 crucial steps:

    1. Best-fit phone interview
    2. Technical interview over Zoom, Hangout, BlueJeans etc
    3. Coding exercise
    4. Reference check
    5. In-person interview

    How Can I hire software developers from Technosip?

    We are offering two separate methods to hire talent from us.

    Choice 1

    Share your project requirements with us. Our experience and expert product/project manager will evaluate your requirements with the team, and we will get back to you with the approximate project time and investment required. The entire project/product management will be done by our project/product manager their by taking off pressure from your shoulder so that you can better focus on the other business challenges at hand like sales, marketing, and fundraising.

    Choice 2

    If you are technology savvy and have time and bandwidth to do the technology project management on your own then you can hire a software developer from us and the software developer will directly work with you. We let you conduct interviews with our software developers to help you hire a choice of your developer as per your project requirement.

    Do You Provide a project manager to supervise the resources?

    An executive is assigned to each client once the resources are on-board. And, yes, we do not charge for the assigned executive – project manager. The project manager will work as a single point of contact for regular communication to help you answer your questions and will also update you about your project progress.

    How do I receive project progress reports?

    The frequency of the progress report will be decided with mutual consent. The report update may range from being delivered on a daily/weekly or monthly basis depending upon the duration of the project and the nature of our engagement this could be discussed further during our call.

    Do you provide references of your previous clients?

    Yes, we can provide you the client references. We have formed a strong relationship with our clients around the world by helping them achieve their business objectives.

    What are the security measures you take to make my project secure?

    Our clients are Startups, SMB and Enterprise and we sign an NDA to ensure the complete security and confidentiality of the project/product as well as idea.

      Checkout how we help our client achieve success!

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