Success story:

TechAim team successfully helped our fintech organization to consolidate our sales and service activities on a single platform, providing a connected customer experience through payment solutions using our large product suite. We were facing a challenge of managing all third-party services on individual platforms while using Salesforce sales cloud as our existing CRM application. TechAim provided an API integrated solution to allow seamless interaction between Salesforce and all third-party applications.

“The TechAim team helped us integrate third-party APIs such as Slack, Email, WhatsApp, Clever Tap, Google Ads, Social Media (Facebook, LinkedIn, Criteo, Twitter),Hubspot, and Razorpay X website. We can now capture, view, store, and manage data from third-party applications on a single Salesforce platform, making end-to-end CRM operations much easier” - A representative of a fintech company.

One of the key highlights of TechAim's solution was personalized and optimized reports and dashboards for sales executives, leadership, and management. This helps us get more personalized insights into our business and make decisions based on market changes. The TechAim team's expertise helped us achieve critical levels of efficiency and accuracy to maintain the smooth sailing of our processes and our large customer database.

Overall, the solutions implementation resulted in the optimization and enhancement of three major processes: Marketing, Sales, and Service. We highly recommend TechAim for their expertise, efficiency, and successful implementation of our solutions. Their team worked tirelessly to deliver the best outcome for us, and we are extremely satisfied with the results.