Services

CRM Services

Unlock the Full Potential of Salesforce and Dynamics 365 with Tailored CRM Solutions.

We help businesses personalize, optimize, and integrate their CRM platforms to streamline sales, marketing, and customer service processes. Whether you’re just starting with Salesforce or Dynamics 365, or need expert customization and integration, we deliver solutions that drive better engagement and measurable growth.

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Comprehensive CRM Services

We cover the complete spectrum of CRM services to transform your customer relationships:

CRM Consulting and Strategy

CRM Consulting and Strategy

Analyze your processes, define CRM goals, and create a detailed implementation roadmap.

Customization and Configuration

Customization and Configuration

Tailor Salesforce or Dynamics 365 to your unique business workflows, fields, automation rules, and UI layouts.

Third-Party Integrations

Third-Party Integrations

Seamlessly integrate your CRM with ERP systems, marketing automation tools, customer support platforms, and more.

Salesforce Development Services

Salesforce Development Services

Develop custom Apex code, Lightning components, and Visualforce pages to extend Salesforce functionalities.

Dynamics 365 Development Services

Dynamics 365 Development Services

Customize modules, build plugins, workflows, and extend Dynamics 365 capabilities.

Data Migration and Management

Data Migration and Management

Safely migrate existing data into your new CRM system, ensuring clean, structured, and secure datasets.

Workflow Automation

Workflow Automation

Design intelligent automation flows for lead management, sales processes, customer onboarding, and support tickets.

User Training and Adoption

User Training and Adoption

Ensure your team fully leverages the CRM’s features with hands-on training and onboarding sessions.

Ongoing Support and Optimization

Ongoing Support and Optimization

Monitor CRM performance, resolve issues, and continuously enhance system capabilities.

Industries

Industries we transform with our custom CRM Services

We customize CRM solutions to meet the specific needs of different industries

Healthcare & Life Science

Healthcare & Life Science

Empowering healthcare with digital tools for better care, research, and efficiency.
Retail & eCommerce

Retail & eCommerce

Enhancing customer journeys with powerful e-commerce and retail tech solutions.
Technology & SaaS

Technology & SaaS

Accelerating innovation with scalable SaaS platforms and cutting-edge tech solutions.
Manufacturing & Logistics

Manufacturing & Logistics

Streamlining operations with automation, real-time tracking, and supply chain tech.
Finance & Banking

Finance & Banking

Building secure, modern fintech solutions for payments, banking, and investments.
Real Estate

Real Estate

Transforming property experiences with smart tech for sales, leasing, and management.

Tech stack we use for
CRM Services

We utilize the latest tools and platforms to deliver reliable CRM solutions

CRM Platforms

  • Salesforce Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Dynamics 365 Sales
  • Customer Service
  • Marketing

Integration Tools

  • MuleSoft
  • Dell Boomi
  • Zapier
  • KingswaySoft
  • Azure Logic Apps

Customization Technologies

  • Salesforce Apex
  • Visualforce
  • Lightning Web Components (LWC)
  • Dynamics 365 Plugins
  • Power Automate

Reporting and Analytics

  • Salesforce Reports & Dashboards
  • Power BI
  • Tableau

Marketing Automation

  • Pardot (Salesforce)
  • Dynamics 365 Marketing
  • Marketo
  • HubSpot Integration

Mobile CRM

  • Salesforce Mobile App Customization
  • Dynamics 365 Mobile App

CRM Services use cases

Our CRM services help organizations solve key business challenges

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Custom Sales Process Automation

Custom Sales Process Automation

Align the CRM to match your unique sales stages, lead scoring, and opportunity management.

Omnichannel Customer Support

Omnichannel Customer Support

Integrate multiple support channels (email, chat, social) into your CRM for unified customer service.

Marketing and Lead Management

Marketing and Lead Management

Automate marketing campaigns and track lead conversion through CRM integrations.

Field Service Management

Field Service Management

Enable field teams to manage appointments, update customer info, and log activities from mobile devices.

Customer Self-Service Portals

Customer Self-Service Portals

Build customer communities for case tracking, FAQs, and engagement outside traditional channels.

Reporting and Performance Analytics

Reporting and Performance Analytics

Create custom dashboards to gain visibility into sales performance, marketing ROI, and customer health.

Tatvaflow is a trusted leader in CRM Services with a proven track record of delivering innovative and effective solutions. With expertise in designing and implementing intelligent systems, we are your ideal partner to unlock the potential of Software Consulting for your business.

Deep Salesforce and Dynamics 365 Expertise

Deep Salesforce and Dynamics 365 Expertise

Certified developers and consultants with extensive real-world project experience.

Tailored Solutions

Tailored Solutions

We don’t offer one-size-fits-all — we design CRM systems that fit your unique business models.

Seamless Integrations

Seamless Integrations

We connect your CRM to ERP, finance, support, and marketing tools for end-to-end process optimization.

Focus on User Adoption

Focus on User Adoption

We ensure that your teams embrace the CRM through intuitive design, training, and change management.

Agile and Transparent Delivery

Agile and Transparent Delivery

Regular sprints, demos, and clear communication ensure you’re always in control of the project.

Ongoing Support and Evolution

Ongoing Support and Evolution

Post-implementation support, updates, and continuous enhancements to keep your CRM future-ready.

Data Security and Compliance

Data Security and Compliance

Strong focus on protecting your customer data and meeting regulatory standards like GDPR, HIPAA, etc.

Service Models

Development engagement models

Development engagement models offer flexible collaboration approaches, ensuring tailored solutions to meet unique project requirements efficiently.

Project-Based Development

Ideal for defined scopes and timelines, this model ensures end-to-end project ownership and streamlined delivery.

Team-Based Development

Provides a dedicated team that works as an extension of your in-house staff, offering flexibility and collaboration.

Staff Augmentation

Allows businesses to fill skill gaps or scale quickly by hiring Tatvaflow experts for specific tasks or projects.

Resource

Expert insights and trends from our software development team

Explore expert articles on the latest software development trends and best practices to stay ahead in the industry.

Robo-Advisors and Wealth Management: The Future of Personalized Financial Planning
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Robo-Advisors and Wealth Management: The Future of Personalized Financial Planning

Robo-advisors are revolutionizing wealth management by offering personalized, AI-driven financial planning at scale. This blog explores how automation enhances accessibility,…
Credit Scoring Revolution: How Alternative Data and AI Expand Financial Inclusion
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Credit Scoring Revolution: How Alternative Data and AI Expand Financial Inclusion

AI and alternative data sources are transforming credit scoring by enabling more accurate assessments for underserved populations. This blog explores…
Algorithmic Trading vs. Traditional Methods: Performance Analysis and Risk Assessment
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Algorithmic Trading vs. Traditional Methods: Performance Analysis and Risk Assessment

Algorithmic trading uses AI and automated strategies to execute trades faster and more efficiently than traditional methods. But how do…
Fraud Detection in Real-Time: Machine Learning Models That Adapt to New Threats
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Fraud Detection in Real-Time: Machine Learning Models That Adapt to New Threats

Traditional fraud detection systems struggle to keep up with evolving threats. Machine learning changes the game by enabling real-time monitoring…
AI in Telemedicine: Building Scalable Remote Patient Monitoring Systems
Blog

AI in Telemedicine: Building Scalable Remote Patient Monitoring Systems

AI-powered telemedicine is revolutionizing remote patient care by enabling scalable, real-time monitoring and personalized health insights. This blog explores how…
Predictive Analytics in Hospital Operations: Reducing Wait Times and Costs
Blog

Predictive Analytics in Hospital Operations: Reducing Wait Times and Costs

Predictive analytics is transforming hospital operations by forecasting patient flow, optimizing resource allocation, and reducing wait times. This blog explores…
Patient Data Privacy in AI Healthcare Solutions: Navigating HIPAA Compliance
Blog

Patient Data Privacy in AI Healthcare Solutions: Navigating HIPAA Compliance

AI healthcare solutions offer powerful benefits but handling sensitive patient data requires strict adherence to HIPAA regulations. This blog explores…
Transforming Drug Discovery: Machine Learning’s Role in Accelerating Clinical Trials
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Transforming Drug Discovery: Machine Learning’s Role in Accelerating Clinical Trials

Drug discovery is a long, expensive journey—but machine learning is speeding it up. From identifying promising compounds to optimizing clinical…
How AI-Powered Diagnostic Tools Are Reducing Medical Errors by 40%
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How AI-Powered Diagnostic Tools Are Reducing Medical Errors by 40%

AI-powered diagnostic tools are cutting medical errors by up to 40%, transforming how doctors detect and treat illnesses. This blog…
Smart Warehouse Management: AI-Driven Inventory and Fulfillment Systems
Blog

Smart Warehouse Management: AI-Driven Inventory and Fulfillment Systems

AI-driven warehouse management systems optimize inventory tracking and order fulfillment with real-time data insights. This blog explores how smart automation…
Quality Control Automation: Computer Vision in Manufacturing Inspection
Blog

Quality Control Automation: Computer Vision in Manufacturing Inspection

Computer vision is transforming manufacturing inspection by automating quality control processes. This blog explores how AI-powered visual analysis increases accuracy,…
Supply Chain Optimization Using Machine Learning: Real-World Case Studies
Blog

Supply Chain Optimization Using Machine Learning: Real-World Case Studies

Machine learning is transforming supply chains by improving demand forecasting, inventory management, and route optimization. This blog highlights real-world case…
Predictive Maintenance: How AI Prevents Equipment Failures Before They Happen
Blog

Predictive Maintenance: How AI Prevents Equipment Failures Before They Happen

Unplanned equipment downtime can be costly and disruptive. AI-powered predictive maintenance uses sensor data and machine learning to detect issues…
Virtual Property Tours and AI: Enhancing Remote Buying Experiences
Blog

Virtual Property Tours and AI: Enhancing Remote Buying Experiences

AI-powered virtual property tours are transforming real estate by enabling immersive, remote home viewing experiences. This blog explores how technology…
Real Estate Investment Analysis: Machine Learning for Market Trend Prediction
Blog

Real Estate Investment Analysis: Machine Learning for Market Trend Prediction

Machine learning enhances real estate investment by predicting market trends with greater accuracy. This blog explores how AI-driven analytics help…
Smart Building Management: IoT and AI for Energy Efficiency and Tenant Satisfaction
Blog

Smart Building Management: IoT and AI for Energy Efficiency and Tenant Satisfaction

Integrating IoT and AI in building management enables smarter control of energy consumption and enhances tenant satisfaction. This blog explores…
Property Valuation Models: How AI Provides More Accurate Market Assessments
Blog

Property Valuation Models: How AI Provides More Accurate Market Assessments

Accurate property valuation is critical in real estate—but traditional methods often miss key variables. AI-driven valuation models analyze vast datasets,…
Data Pipeline Automation: How AI Reduces Technical Debt in SaaS Platforms
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Data Pipeline Automation: How AI Reduces Technical Debt in SaaS Platforms

AI-driven data pipeline automation streamlines data processing and reduces manual errors, helping SaaS platforms lower technical debt. This blog explores…
MLOps for SaaS: Deploying Machine Learning Models in Production
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MLOps for SaaS: Deploying Machine Learning Models in Production

MLOps bridges the gap between machine learning development and production deployment, ensuring reliable, scalable AI-powered SaaS products. This blog covers…
Natural Language Processing in Business Applications: Beyond Simple Chatbots
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Natural Language Processing in Business Applications: Beyond Simple Chatbots

Natural Language Processing (NLP) is transforming how businesses interact with data and customers—far beyond basic chatbots. From sentiment analysis to…
Building AI-First SaaS Products: Architecture Decisions That Scale
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Building AI-First SaaS Products: Architecture Decisions That Scale

AI-first SaaS products are reshaping industries—but scaling them requires smart architectural choices. This blog explores key decisions around microservices, data…
Case Studies

Real-World Impact, Powered by AI

Explore how our solutions solve complex challenges across industries—making processes smarter, faster, and more human-centric.

92%

Achieved a remarkable 92% improvement in diagnostic accuracy, ensuring reliable results

85%

Reduced diagnosis time by 85%, enabling faster clinical decisions and patient care

How Deep Learning Transforms Hair Disease Diagnosis

An AI-powered solution that makes scalp condition detection faster, smarter, and more accessible for both patients and professionals.

How AI Makes Attendance Smarter & Faster

A face-recognition system that streamlines attendance tracking while enhancing accuracy and security.

99.5%

Accuracy in facial recognition across diverse conditions

55%

Reduction in attendance processing time

90%

Accuracy in predicting relevant learning content

50%

Reduction in content discovery time

How AI Personalizes Learning in EdTech

An intelligent recommendation engine that tailors content to each learner, improving discovery and engagement.

View All Case Studies