# TechWize Reviews **Vendor:** TechWize **Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services) **Average Rating:** 4.9/5.0 **Total Reviews:** 56 ## About TechWize TechWize is a 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 with proven expertise in all clouds including Sales, Service, Marketing, Experience, Salesforce CPQ, Conga CPQ, Vlocity, Einstein Analytics, Field Service Lightning, and Non-Profit. Besides Salesforce, we specialize in the end-to-end implementation of other enterprise technologies as well including - ➡️ Dynamics 365 CE/Business Central/Finance & Operations ➡️ Oracle NetSuite ➡️ Office 365/SharePoint ➡️ Sage Intacct Other Services: ➡️ Cloud Consulting (AWS, MS Azure and GCP) ➡️ Artificial Intelligence and Machine Learning (AI/ML) Services 🌟𝐎𝐮𝐫 𝐀𝐜𝐜𝐫𝐞𝐝𝐢𝐭𝐚𝐭𝐢𝐨𝐧𝐬:🌟 ✔️ Salesforce Registered Consulting Partner ✔️ Over 22 years old, strong establishment ✔️ ISO 27001:2013 and 'Great Place to Work' certified ✔️ HIPAA Compliant ✔️ SOC2 Compliant ✔️ NASSCOM Member For more details, please visit www.techwize.com ## TechWize Pros & Cons **What users like:** - Users value the **immediate and comprehensive customer support** provided by TechWize, enhancing their overall experience. (1 reviews) - Users highlight the **expert IT solutions** provided by TechWize, making it their top choice for troubleshooting. (1 reviews) - Users value TechWize for its **deep expertise** in IT solutions, making it a reliable choice for troubleshooting. (1 reviews) - Users value the **implementation ease** of TechWize as a seamless one-stop solution for ERP and CRM needs. (1 reviews) - Users value the **implementation efficiency** of TechWize, recognizing it as a one-stop solution for ERP and CRM. (1 reviews) - Knowledge (1 reviews) - Software Development (1 reviews) - Users value the **deep technical expertise** of TechWize, ensuring effective IT solutions tailored to their needs. (1 reviews) **What users dislike:** - Users find the **pricing of TechWize to be expensive** , impacting their overall satisfaction and accessibility. (1 reviews) - Users find the **expensive pricing** of TechWize to be a significant drawback affecting its accessibility. (1 reviews) - Users consistently report **poor customer support** from TechWize, which greatly hampers their overall experience. (1 reviews) ## TechWize Reviews ### 1. Good with Salesforce, need to strengthen AI capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Viren J. | Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2025 **What do you like best about TechWize?** Comprehensiveness in the solution and immediate support whenever required. **What do you dislike about TechWize?** More AI capabilities can be used by Techwize to provide more solutions. The industry has caught up to Sora, Langchain, etc. and they can use those to better internally. **Recommendations to others considering TechWize:** Definitely use their services, understand what is it that they can help you with. Give it a shot. **What problems is TechWize solving and how is that benefiting you?** TechWize helped in enforcing Salesforce for our sales team in west region for India. It is helping in tapping clients and maintaining relationships through the CRM better. Leading to better retention and conversion. ### 2. Great experience with Dynamics 365 consultants at TechWize **Rating:** 5.0/5.0 stars **Reviewed by:** Hitesh A. | International Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2024 **What do you like best about TechWize?** Communication, Responsiveness, Attention to detail, Taking ownership of the work. **What do you dislike about TechWize?** A few tasks took more time than expected. Perhaps they can work on improving productivity. **Recommendations to others considering TechWize:** They are worth considering for Dynamics 365 consulting and implementation work **What problems is TechWize solving and how is that benefiting you?** The client organization generates invoices through Dynamics 365 CRM, and their customers' payments are pushed into the Business Central system. Reconciling multiple invoices into a single payment was a challenge for the client organization. Each payment has its unique number, and manually matching them against bank statements was even more complex, effortless, and time-consuming. TechWize investigated the client's financial and operational challenges to create detailed technical requirements for developing a custom application. This application was developed to successfully build a Day-end process for reconciling payments processed from the CE/CRM system into the Business Central system leveraging payment reference linked to each payment received from CE/CRM. ### 3. Techwize review **Rating:** 4.0/5.0 stars **Reviewed by:** Aswin S. | Senior Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2025 **What do you like best about TechWize?** Techwize provides the best IT solution. Additionally, their deep expertise in the field makes them a go-to for finding solutions to problems. **What do you dislike about TechWize?** The major drawback is the Customer support and pricing. **Recommendations to others considering TechWize:** The wide variety of service provided Transparency Project delivery speed **What problems is TechWize solving and how is that benefiting you?** Help me in solving analytical problems ### 4. Enhancing Data Integration and Management for a Non-Profit Organisation **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin P. | Head Of Professional Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about TechWize?** Their deep expertise in technology, like Salesforce, combined with their commitment to understanding our goals. They communicated proactively and tackled challenges quickly, making the whole process smooth and collaborative. **What do you dislike about TechWize?** My overall experience with them has been positive **What problems is TechWize solving and how is that benefiting you?** TechWize made a big difference for us by seamlessly integrating our client’s custom-built website with Salesforce. This allowed our client to easily manage data from external systems like Stripe. It cut down on manual work and reduced errors. TechWize also helped us organize the accounts by department, making it easier to manage and access the data. By customizing the lead conversion processes and page layouts, they ensured that the data mapping was spot on. The custom reports and dashboards they created gave valuable insights into the donation patterns. The automated email system they set up improved our client’s communication with donors, making it easier to send appreciation emails and reminders. ### 5. Experts at Salesforce Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Darshan Z. | Senior Implementation Technical Consultant, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about TechWize?** Their expertise in both the domains – IT and Healthcare. Besides having an expert team of Salesforce experts, they also have health care domain experts. **What do you dislike about TechWize?** Although we were comfortable working with TechWize remotely, we wanted to meet them frequently in-person during the initial phase of the projects. The number of in-person meetings were limited as against the expectations. **What problems is TechWize solving and how is that benefiting you?** One of our existing clients uses Salesforce Health Cloud for managing their Patients data and they implemented our platform to manage overall aspects of medical lab processes. TechWize helped our client with integration of the Medical Lab diagnostic software with their Salesforce Health Cloud instance for automation of Medical Test ordering process. The integration has helped our client minimize the manual data entry and ensure that tests are promptly scheduled. Moreover, once the tests are completed and uploaded to the Lab diagnostic software, the results are pushed back to the Salesforce Health Cloud resulting in the reduced risk of transcription errors. ### 6. Our extended team for integration of Procurement platform with different ERP solutions **Rating:** 4.5/5.0 stars **Reviewed by:** Tirth S. | General Manager Sales Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2024 **What do you like best about TechWize?** Integrations projects are complex to execute. The team at TechWize is technically sound to understand the APIs offered by different enterprise applications and helps us successfully deliver complex integration projects as per our client requirements. **What do you dislike about TechWize?** We have outsourced multiple integration projects to TechWize. There have been a few instances where the desired integrations were not completed on time. Otherwise, they have been an outstanding service provider **What problems is TechWize solving and how is that benefiting you?** We offer a SaaS-based eProcurement solution, and we often receive requirements from our clients to integrate the eProcurement solution to different ERP like Oracle NetSuite, Dynamics 365 Business Central, etc. There are different scenarios where our clients seek this integration, a few use cases where TechWize has helped us are mentioned below –Vendor Onboarding: The vendor registration and qualification is done in the eProcurement solution and only the qualified vendors are pushed into the ERP system.PO creation from Sourcing award information: After completion of the RFQ or eAuction, the sourcing award information from eProcurement tool is pushed to the ERP for creation of the Purchase Order in the ERP. ### 7. TechWize is a trustworthy, reliable partner **Rating:** 5.0/5.0 stars **Reviewed by:** Marija W. | Head of Business Process Excellence, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about TechWize?** stuctured work, reliability and diligence in the execution of tasks. **What do you dislike about TechWize?** off the top of my head, I can't think of a specific point of criticism **Recommendations to others considering TechWize:** I believe that if you formulate requirements in a structured and understandable way and communicate them to the developer, it will be easier for him to carry them out **What problems is TechWize solving and how is that benefiting you?** As part of our 9-month cooperation, TechWize helped us to roll out and manage the project and portfolio management solution on the basis of microsoft power platform. An ecosystem of MS applications was developed: BI, Teams, Project for the Web, Power Platform, SharePoint. the services were always provided to our satisfaction and on time, our contacts at techwize are reliable, structured, organized and did a flawless job for our purposes. I definitely recommend working with TechWize. ### 8. The ideal partner for your Salesforce implementation needs **Rating:** 4.5/5.0 stars **Reviewed by:** Vishal V. | Chief Technology Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about TechWize?** One stop solution for ERP and CRM implementation **What do you dislike about TechWize?** There’s nothing to dislike about them, and their performance has been satisfactory so far. **What problems is TechWize solving and how is that benefiting you?** We rely on TechWize for our Salesforce project needs. Their experienced team within the Salesforce ecosystem ensures we are matched with the right consultant or developer based on our specific project requirements. ### 9. Great Development Services **Rating:** 5.0/5.0 stars **Reviewed by:** Adeilson B. | Chief Technology Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2024 **What do you like best about TechWize?** There are several aspects of TechWize that I really appreciate and make them a strategic partner for my company. What I like most about TechWize is that they are always concerned and focused on providing the best result to the client. **What do you dislike about TechWize?** During my journey working with TechWize I never had any kind of problem or difficulty. They were always open for any change or request from my company’s side. **Recommendations to others considering TechWize:** Without any kind of reservation, I strongly recommend TechWize for their development services. They have demonstrated great expertise on frontend and backend development, including technologies like Python and stacks based on JavaScript as ReactJS and NodeJS. They are really good! **What problems is TechWize solving and how is that benefiting you?** With the growing demand for more features and capabilities in the applications that support the business, my internal development team has limited capacity in terms of productivity as well as to stay updated with cutting-edge technologies. Techwize helped us to expand our workforce capacity, achieving new levels of productivity and increasing the rate of deliverables. Besides that, Techwize has been aggregating over the time expertise and sharing knowledge. ### 10. Leverage Techwize expertise in revolutionizing ISP Operations through Customized Salesforce Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Mrudul P. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about TechWize?** What I really like most about TechWize is their approach. They didn't just throw some generic solution at us and call it a day. They took the time to really understand our business inside out. When they finally rolled out the Salesforce setup, it was like they'd read our business model, that's something I truly appreciate. **What do you dislike about TechWize?** Honestly, it's hard to find fault with TechWize. Their professionalism, expertise, and commitment to excellence have consistently exceeded our expectations. **What problems is TechWize solving and how is that benefiting you?** I would like to let you know about my experience with TechWize. They're the great when it comes to solving those tricky problems we face as an Internet service provider. Before we engaged up with them, our data was all over the place, and keeping track of everything was like herding cats. But thanks to TechWize, we got this slick Salesforce system that brought all our data under one roof. Now, we can serve our customers better, and our day-to-day operations have become a whole lot easier. ### 11. Salesforce CPQ & Order Management Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Deepen C. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about TechWize?** I gotta say, these guys were fantastic! Their team really knew their stuff, which made switching over to the new system a breeze. They even gave us super in-depth training, so everyone on my team felt confident using it right away. And let me tell ya, that's been a lifesaver. Plus, whenever we run into a snag, their support team is amazing. They jump right on any problems and fix 'em fast. **What do you dislike about TechWize?** There is N=nothing to dislike about TechWize. **What problems is TechWize solving and how is that benefiting you?** Wow, things got a lot easier since TechWize helped us out with our chemical company. Before, quoting prices and managing orders was a total headache. But then they came in and set us up with this fancy Salesforce CPQ & Order Management thing. Now, don't get me wrong, I still ain't no computer whiz, but even I can handle all that complicated pricing stuff. Plus, putting together orders is a breeze! TechWize is the real deal - they saved us a lot of time and grief. ### 12. Responsive and personable service **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah W. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2024 **What do you like best about TechWize?** Attention to detail, responsiveness, flexibility, friendly service, budget friendly **What do you dislike about TechWize?** Nothing but G2 insists that I write something here **What problems is TechWize solving and how is that benefiting you?** Techwize helped us to maximise our use of Salesforce within our business by developing tailor made functionality ### 13. Elevating Digital Growth **Rating:** 5.0/5.0 stars **Reviewed by:** Shreya S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about TechWize?** What truly sets TechWize apart is their dedication to understanding our unique business needs. From the initial consultation to the final implementation, they exhibited a deep understanding of our industry and tailored their solution accordingly. Their team was proactive in addressing our concerns and remained committed to delivering results that aligned perfectly with our objectives. Moreover, their expertise in Salesforce and innovative approach ensured that we not only met but exceeded our digital transformation goals. Their professionalism, attention to detail, and commitment to excellence make them an invaluable partner in our journey towards success. **What do you dislike about TechWize?** Honestly, there's very little to fault when it comes to TechWize. Their dedication, expertise, and commitment to delivering exceptional results make them a top choice for any digital agency looking to elevate their operations. **What problems is TechWize solving and how is that benefiting you?** TechWize came in with a tailored Salesforce solution that revolutionized our digital agency's operations. They addressed our primary challenge of disjointed data management and workflow inefficiencies. By integrating Salesforce, they streamlined our processes, unified our data silos, and enhanced our client management system. This not only boosted our team's productivity but also empowered us to deliver more personalized and efficient services to our clients. Their solution truly catalyzed our digital growth journey, enabling us to scale our operations seamlessly. ### 14. NetSuite deployment completed as expected. **Rating:** 5.0/5.0 stars **Reviewed by:** Parth J. **Reviewed Date:** July 17, 2024 **What do you like best about TechWize?** They have a thorough understanding of the technologies they work with and are constantly attentive to our requirements. **What do you dislike about TechWize?** No dislikes as such. Because we haven't encountered any significant issues. **What problems is TechWize solving and how is that benefiting you?** Our experience working with TechWize on our NetSuite deployment to manage our business operations was excellent. They demonstrated great expertise & knowledge of NetSuite, producing a solution that runs smoothly for us. Their ability to understand our requirements, respond to comments fast, and meet deadlines was amazing. We are quite pleased with the results and excited to work with them again in the future. ### 15. TechWize – The Right partner for Salesforce projects **Rating:** 5.0/5.0 stars **Reviewed by:** Jahanavi G. | Business Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2024 **What do you like best about TechWize?** Project Planning, resource management and ability to execute the project smoothly **What do you dislike about TechWize?** Lack of timely updates on the customization progress. Rest was all good and as per our expectations. **What problems is TechWize solving and how is that benefiting you?** We selected TechWize to work on a CRM migration project of one of our existing clients from the Health Care industry. The client wanted to migrate from Dynamics 365 CRM to Salesforce to meet their evolving business needs. TechWize closely worked with our client to understand their business needs and suggested phase-wise execution of the project. They started with migration of legacy data to Salesforce and further customized Salesforce to replicate the functionality that the client was using in Dynamics 365 CRM. TechWize ensured smooth transition to the new system and planned online training sessions for the client’s team to help them adopt the Salesforce as their new CRM. ### 16. Our Trusted Partner for Salesforce projects **Rating:** 4.5/5.0 stars **Reviewed by:** Rafael J. D. | Resources Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2024 **What do you like best about TechWize?** TechWize holds expertise in other technologies as well, besides Salesforce. This makes them a one-stop solution for our diverse IT service needs. **What do you dislike about TechWize?** Hoping to receive better rates from TechWize on future project engagements. The rest is all good. **Recommendations to others considering TechWize:** Highly responsive, Professional, and transparent. We highly recommend TechWize to any organization seeking reliable and skilled Salesforce professionals. **What problems is TechWize solving and how is that benefiting you?** TechWize has been instrumental in offering us dedicated Salesforce developers. The consultants and developers at TechWize are Salesforce-certified and experienced in delivering high-quality solutions to meet the project requirements of our clients. The process followed by TechWize in aligning the right resources to our ongoing and new projects is quick and efficient. ### 17. Salesforce integration with E-Commerce Website developed in ASP.NET **Rating:** 5.0/5.0 stars **Reviewed by:** Sam T. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2024 **What do you like best about TechWize?** Salesforce-certified consultants with deep expertise in third-party integrations. Their step-by-step approach, from understanding our needs to developing and testing the integration, resulted in reliable and scalable automation. **What do you dislike about TechWize?** So far, the experience has been good with their team. No complaints. **What problems is TechWize solving and how is that benefiting you?** TechWize helped our client integrate Salesforce with their E-commerce website. This integration solved the critical issue of managing customer data and automating sales processes. The integration also enabled real-time data synchronization and automation of lead capture to Salesforce CRM, which significantly boosted our client’s sales efficiency. ### 18. Streamlining Finance Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Dhwanil S. | Research Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2024 **What do you like best about TechWize?** Previously, everything felt so manual and data entry heavy. Now, TechWize did an incredible job with the back-end configuration, automating workflows, and ensuring seamless data flow between Salesforce and our financial systems. Their API integration expertise really shines through here. **What do you dislike about TechWize?** There is nothing to dislike about them, becasue they had provided all the solution which is required to streamling our Financial operation. **What problems is TechWize solving and how is that benefiting you?** I must to say, Streamlining Finance Operations project with Salesforce integration was a great move for us. TechWize did a fantastic job! Everything runs so much smoother now, and I can finally see all my financial data in one place. They really went above and beyond to make sure everything was running perfectly by the end. Overall, I'd highly recommend them to anyone looking to improve their financial operations. ### 19. Salesforce and NetSuite integration for a US-based Manufacturing company **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2024 **What do you like best about TechWize?** Their ability to analyze the business needs, design a tailored solution best fit to the requirements and deploy the solution with the utmost customer satisfaction focusing on the customer success. **What do you dislike about TechWize?** Our client is satisfied with the work delivered and service quality of TechWize. We could not find anything to dislike about them. **What problems is TechWize solving and how is that benefiting you?** We are an IT Services company and one of our clients was looking for integration of their Salesforce CRM and NetSuite ERP to remove data silos and minimize manual data entry errors. TechWize developed a custom integration leveraging the respective APIs to synchronize data fields between the Salesforce objects and NetSuite fields. This has eliminated the need for the sales executives to manually input orders and customer information into NetSuite. ### 20. NetSuite Implementation and Optimization **Rating:** 4.5/5.0 stars **Reviewed by:** Abhishek K. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2024 **What do you like best about TechWize?** What I like best about TechWize is their expertise and problem-solving abilities. They have a deep knowledge of NetSuite implementation and understand our business needs, providing solutions accordingly. Their professionalism, reliability, and commitment are excellent. **What do you dislike about TechWize?** I can't think of anything in particular that I dislike about TechWize. **Recommendations to others considering TechWize:** They showed all this qualities while working Collaborative team Analitical Operation implementation Tech Writer Executive Sponsor Client Partner Client support **What problems is TechWize solving and how is that benefiting you?** TechWize helped us solve the problem of inefficient business processes and the underutilization of NetSuite. They assisted us in the implementation and optimization of NetSuite, resulting in smoother operations, increased productivity, and better decision-making abilities. Their expertise empowered us to fully leverage NetSuite's capabilities, leading to clearer insights, more efficient workflows, and greater flexibility in adapting to market changes. ### 21. Our Go to Vendor for Salesforce and ServiceNow Consulting projects **Rating:** 4.5/5.0 stars **Reviewed by:** Harsh S. | Global Business Head, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2024 **What do you like best about TechWize?** The expertise of TechWize within the Salesforce ecosystem and the ability to manage the project with the utmost professionalism **What do you dislike about TechWize?** Everything went well with the team at TechWize. We look forward to working with them again in the near future. **What problems is TechWize solving and how is that benefiting you?** Our client from the telecom industry decided to migrate from Salesforce Service Cloud to ServiceNow to streamline their service management processes. TechWize conducted a detailed strategic assessment of the ‘As Is’ processes at our client organization and defined a concrete process improvement plan. The required modules of ServiceNow were configured appropriately and the important data related to customers, support tickets, etc. was migrated from Salesforce Service Cloud to ServiceNow. The seamless migration and the advanced capabilities of ServiceNow has resulted into improved service quality and responsiveness. ### 22. Delivered an Amazing Custom SharePoint Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Parag S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2024 **What do you like best about TechWize?** They collaborate very well and come up with new ideas that no one else has, so working together is extremely easy. **What do you dislike about TechWize?** Not so, that we can dislike about them.. **Recommendations to others considering TechWize:** I'll definitely recommend TechWize for an unparalleled tech journey! **What problems is TechWize solving and how is that benefiting you?** We were struggling with a disjointed approval process for marketing materials. We relied on email chains and scattered documents, making it difficult to track revisions and ensure everyone was on the same page.  After working with TechWize, they delivered an amazing custom SharePoint solution that streamlined the entire process. Now, drafts are submitted within the platform, triggering automated workflows for approvals and feedback. It's a night and day difference! ### 23. Integration of Dynamics 365 Business Central with Power BI for improved financial data visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Dharmarajsinh Z. | Senior executive international business, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2024 **What do you like best about TechWize?** Quality of work, professionalism, and responsiveness to our support requests **What do you dislike about TechWize?** The pricing of TechWize is higher than the other vendors evaluated by us. However, the quality of work performed and the service delivered is excellent. **What problems is TechWize solving and how is that benefiting you?** Although we are using Dynamics 365 Business Central for our accounting needs, we faced challenges in gaining detailed insights into our financial data. The manual reporting methods offered limited visibility into the critical financial metrics. The talented Dynamics 365 Business Central and Power BI consultants at TechWize helped us overcome our financial reporting challenges by seamlessly integrating Business Central with Power BI. Now we can get real-time insights into our financial data including invoices, accounts payables, accounts receivables, etc. ### 24. Marketing Automation experts **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about TechWize?** Their experience and expertise in CRM implementation and Marketing Automation. They handle their clients with utmost professionalism and transparency. **What do you dislike about TechWize?** I enjoyed working with this team and looking forward to working with them soon. Everything went well. **Recommendations to others considering TechWize:** You can count on TechWize for your Salesforce implementation and Marketing Automation projects. **What problems is TechWize solving and how is that benefiting you?** TechWize helped our client with Marketing Automation by seamlessly integrating their Salesforce Pardot instance with Dynamics 365 CE Sales module. This resulted in to an improved lead management process, eliminating manual data entry of sales qualified leads into the CRM, and establishing an appropriate connection between sales and marketing. TechWize also specializes in the implementation of Salesforce Pardot for end-to-end campaigns management. We have worked with TechWize on several projects related to Marketing Automation and Salesforce implementation. ### 25. One stop solution for Salesforce consulting and implementation **Rating:** 5.0/5.0 stars **Reviewed by:** B. S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2024 **What do you like best about TechWize?** TechWize has expertise in Salesforce and Business Central ERP, which was needed for the project. The diverse technical expertise of the TechWize team helped complete the project successfully. **What do you dislike about TechWize?** Nothing to dislike. The experience was good working with TechWize. **What problems is TechWize solving and how is that benefiting you?** One of our existing clients was facing challenges in managing thier Salesforce CRM and Dynamics 365 Business Central ERP separately. TechWize designed a robust integration architecture that synchronizes data seamlessly between both the system. The integration was developed to synchronize customer data, invoices, sales orders and products between Salesforce and Business Central. The Automation helped in reducing manual effort, eliminating data inconsistencies resulting into better data accuracy. ### 26. Personalizing Marketing Cloud **Rating:** 5.0/5.0 stars **Reviewed by:** Dhvanish P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about TechWize?** TechWize kept my team informed throughout the process and ensured clear communication across technical and marketing teams. **What do you dislike about TechWize?** While training was provided, offering more flexible options for our team's diverse schedules would have been ideal. **Recommendations to others considering TechWize:** Sure 100%!!! **What problems is TechWize solving and how is that benefiting you?** My company faced a challenge in implementing Salesforce Marketing Cloud due to the intricate needs of our global customer base. We required a multi-lingual campaign with dynamic content based on user location and purchase history. TechWize's expertise helped us build personalized customer journeys across email, social media, and mobile channels, leading to a significant increase in customer engagement. ### 27. Connect Sales Data to MAP **Rating:** 5.0/5.0 stars **Reviewed by:** Kush V. | Software Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about TechWize?** Their consultants demonstrated a deep understanding of both SharePoint and our MAP, ensuring a smooth and efficient integration. **What do you dislike about TechWize?** The initial cost of the project was higher than we had originally budgeted for. However, the long-term benefits have outweighed the initial investment. **What problems is TechWize solving and how is that benefiting you?** My sales team captured leads and prospect data within complex SharePoint lists. We approached TechWize to develop a seamless integration that would automatically push qualified leads from SharePoint into our Marketing Automation Platform (MAP) for nurturing campaigns. This integration eliminated manual data entry, improved data accuracy, and accelerated our lead nurturing process. ### 28. Unified Order Flow **Rating:** 5.0/5.0 stars **Reviewed by:** Nirmal P. | Software development engineer , Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about TechWize?** Their team displayed a deep understanding of NetSuite's APIs and capabilities. They effectively navigated the complexities of multi-platform integration. **What do you dislike about TechWize?** I didn't feel any sort of discomfort during the whole process of project instead I highly recommend TechWize for their expertise, clear communication, and ability to deliver complex NetSuite integrations. **What problems is TechWize solving and how is that benefiting you?** We needed to integrate our NetSuite ERP with a custom e-commerce platform and a separate warehouse management system (WMS). This complex setup aimed to automatically sync orders, inventory levels, and customer data across all three platforms. ### 29. Dynamics NAV to Dynamics 365 Business Central Upgrade **Rating:** 5.0/5.0 stars **Reviewed by:** Saunak T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2024 **What do you like best about TechWize?** On-time delivery, experienced and skilled consultants. **What do you dislike about TechWize?** Just need to improve their response time, rest all was good. **What problems is TechWize solving and how is that benefiting you?** TechWize helped our client with the implementation of Dynamics 365 Business Central Cloud. The client was using Dynamics 365 NAV old version, and they had to deal with inaccurate and vague accounting practices. TechWize implemented Dynamics 365 Business Central Online and helped our client to understand all features and functionality of Business Central Online. This enabled our client to maximize the potential of their Business Central implementation and achieve streamlined efficiency. ### 30. Excellent Salesforce implementation work done by TechWize **Rating:** 4.5/5.0 stars **Reviewed by:** Bhumi S. | Senior Executive Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2024 **What do you like best about TechWize?** Their technical expertise and quality of service. **What do you dislike about TechWize?** The turnaround time to act on the support requests could have been better. Overall, it was a good experience working with the team at TechWize. **What problems is TechWize solving and how is that benefiting you?** Our organization depended on disparate systems for lead management, sales performance measurement, and customer interactions. The expert Salesforce consultants at TechWize designed a customized implementation plan to meet our business objectives. The finished implementation helped us gain real-time visibility into the sales pipeline and performance metrics. The standardized processes resulted in faster deal closure rates and revenue optimization. ### 31. Great working experience on e-commerce project **Rating:** 5.0/5.0 stars **Reviewed by:** Monal S. | Research Development Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2024 **What do you like best about TechWize?** Their exceptional app development expertise as well as execution strategy. **What do you dislike about TechWize?** Everything was good and delivered as expected. No any point to write here. **What problems is TechWize solving and how is that benefiting you?** Our experience with TechWize on our Flutter mobile app project for e-commerce was exceptional. They demonstrated expertise in Flutter development, delivering a high-quality app that exceeded our expectations. Their attention to detail, responsiveness to feedback, and commitment to meeting project deadlines were commendable. We are extremely happy with the outcome and look forward to future collaborations. ### 32. Maximizing Marketing and Sales Efficiency with Salesforce and Pardot Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Vineet R. | Marketing Automation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about TechWize?** They mapped data fields between Salesforce and Pardot, ensuring seamless synchronization. Their expertise in both platforms allowed for a smooth integration process, ultimately leading to enhanced collaboration between our marketing and sales teams. **What do you dislike about TechWize?** I don't have any dislikes about TechWize; they've been great. **What problems is TechWize solving and how is that benefiting you?** TechWize expertly tackled our marketing and sales alignment challenges by integrating Salesforce and Pardot. This integration streamlined our lead management processes, providing better visibility into lead behavior and enabling more efficient lead qualification. ### 33. Salesforce Territory Management implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Roshni B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2024 **What do you like best about TechWize?** TechWize provides expert consulting for the Salesforce implementation. They have a great team of certified consultants. **What do you dislike about TechWize?** It was smooth business engagement, there is nothing to dislike about TechWize. **What problems is TechWize solving and how is that benefiting you?** TechWize worked on Salesforce Territory Management implementation for one of our clients. The client was manually collecting data about accounts in different territories. TechWize implemented Salesforce Territory Management to establish a territory-based hierarchy. TechWize helped our client reduce 82% of manual tasks and boosted revenue by 27%. ### 34. Salesforce Marketing Cloud Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Anchal K. | Information Technology Project Management Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** May 01, 2024 **What do you like best about TechWize?** Proven track record of implementing marketing automation for diverse industries **What do you dislike about TechWize?** It was a smooth business engagement. I wish I had received better pricing from TechWize. **What problems is TechWize solving and how is that benefiting you?** TechWize Implemented Salesforce Marketing Cloud for advanced marketing capabilities. They developed personalized customer journeys and implemented analytics and reporting dashboards as per our requirements. The implementation resulted in Improved Customer Engagement, better ROI and Operational Efficiency. ### 35. Salesforce Community Cloud Customization **Rating:** 4.5/5.0 stars **Reviewed by:** CA Karan P. | Consultant 1, Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about TechWize?** The best aspect of TechWize is their ability to deliver tailored solutions within existing platform constraints, effectively addressing client needs without requiring costly platform switches. **What do you dislike about TechWize?** here's nothing to dislike about TechWize; their solution effectively met our requirements and saved costs, demonstrating their competency and professionalism. **What problems is TechWize solving and how is that benefiting you?** TechWize is solving the problem of limited collaboration capabilities within Salesforce Community Cloud, providing more personalized solutions through custom user roles and permissions, ultimately benefiting us by enhancing collaboration efficiency while staying within budget constraints. ### 36. Mangalam to the rescue - Super fast and high quality results **Rating:** 5.0/5.0 stars **Reviewed by:** Matthias U. | Geschäftsführung/HR/Consulting, Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2024 **What do you like best about TechWize?** Those guys comunicate without delay and personal. They are flexible and reliable and make the cooperation easy. They provide highly skilled and able salesforce devlopers just in time. **What do you dislike about TechWize?** So far there is nothing negative I can mention here, sorry. **Recommendations to others considering TechWize:** If you need to temporarily extend your Salesforce Developer team, Mangalam (Techwize) it an excellent choice! **What problems is TechWize solving and how is that benefiting you?** Mangalam (TechWize) is supporting us in case of Salesforce Developer shortages. ### 37. Visual Design and Layout **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2024 **What do you like best about TechWize?** Their ability to translate complex user data into clear and visually appealing design solutions. They were also great listeners and understood our specific needs and goals. **What do you dislike about TechWize?** There wasn't anything I particularly disliked about working with TechWize. **Recommendations to others considering TechWize:** Absolutely **What problems is TechWize solving and how is that benefiting you?** Our website was cluttered and lacked visual appeal. We partnered with TechWize to improve the UI design and layout. They conducted user research to understand our target audience and their needs. Based on the findings, they redesigned the website with a focus on clear navigation, intuitive user flow, and engaging visuals. This resulted in a significant increase in user engagement and time spent on the site. ### 38. Made NetSuite Integration Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Dhruv S. | Senior Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2024 **What do you like best about TechWize?** Quick understanding to our problem and prompt solution to it. **What do you dislike about TechWize?** Not as such. We got the solution as expected. **What problems is TechWize solving and how is that benefiting you?** My sales team was struggling with manually entering customer orders from our web store into NetSuite. This caused delays and data inconsistencies. TechWize consultants seamlessly integrated our web store with NetSuite, automating order flow and eliminating manual data entry. They made NetSuite integration easy, saving us time and improving order accuracy. ### 39. Interactive Data Visualization Dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Safvan K. | ReactJs Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2024 **What do you like best about TechWize?** TechWize's consultants understood my needs and translated them into an effective solution. **What do you dislike about TechWize?** No major dislikes, but initially there was a slight learning curve to using the dashboard's advanced features. But so far I'm impressed! **Recommendations to others considering TechWize:** Absolutly! **What problems is TechWize solving and how is that benefiting you?** I needed a way to quickly understand my sales team's performance across different regions and product lines. Manually digging through spreadsheets was time-consuming and didn't provide the insights I needed. ### 40. Guide to a Successful Salesforce Community Cloud Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Monish M. | Head Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about TechWize?** They had provide seamless Single Sign-On implementation and efficient Case Management system are among the aspects appreciated most by the client about TechWize. **What do you dislike about TechWize?** There is nothing to dislike about TechWize as they have successfully addressed the our needs and provided effective solutions. **What problems is TechWize solving and how is that benefiting you?** Techwize explained complex Salesforce Community Cloud stuff in clear English and helped us set realistic goals. Now our company can finally get the most out of this feature. Definitely recommend! ### 41. Salesforce CRM Platform - Real Estate **Rating:** 5.0/5.0 stars **Reviewed by:** MILONI D. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2024 **What do you like best about TechWize?** We appreciate the flexibility and efficiency provided by Ascendix Search, allowing us to tailor the system to our specific needs, generate customizable reports, and easily share data across teams. **What do you dislike about TechWize?** There's nothing to dislike about TechWize; their solutions have significantly improved our workflow and productivity. **What problems is TechWize solving and how is that benefiting you?** TechWize is solving our data silo and scalability issues by implementing AscendixRE CRM, enabling advanced search options and custom object creation, ultimately saving time and enhancing collaboration across departments. ### 42. Salesforce-SharePoint Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jigar s. | Senior Quality Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2024 **What do you like best about TechWize?** Project Planning, timely updates on the project progress and transparency in the billing process. **What do you dislike about TechWize?** It was a great experience working with TechWize. Nothing that I disliked about them. **What problems is TechWize solving and how is that benefiting you?** The team at TechWize created a custom application for Salesforce–SharePoint integration with the LWC framework. The application enabled real time synchronization with SharePoint Online, which allowed: 1. Searching for SharePoint files from Salesforce. 2. Uploading files from Salesforce directly into SharePoint. ### 43. Connecting Salesforce Marketing Cloud with Sales Cloud **Rating:** 5.0/5.0 stars **Reviewed by:** Diptesh J. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about TechWize?** Great expertise working on Salesforce marketing as well as Sales Cloud. **What do you dislike about TechWize?** It was a smooth business engagement. Nothing to dislike for my requirement. **What problems is TechWize solving and how is that benefiting you?** Previously, we had to dedicate significant business hours to managing and executing marketing campaigns, manually tracking the progression of customers through various stages using Google Spreadsheets. With the solution implemented by TechWize, we've minimized the time required for these marketing journeys by 80%. ### 44. Thank you TechWize for the exceptional Salesforce training and support **Rating:** 4.5/5.0 stars **Reviewed by:** Dhaval C. | Purchase Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2024 **What do you like best about TechWize?** Their expertise in Salesforce and ability to plan the project as per client's requirements **What do you dislike about TechWize?** Can't think of any dislikes about TechWize. I highly recommend their services. **What problems is TechWize solving and how is that benefiting you?** TechWize has helped the Salesforce end users at our organization understand the platform and empowered us to utilize Salesforce to optimize the returns on our technological investments. The training sessions were quite informative, easy to understand, and well-planned. ### 45. Salesforce Sales Cloud implementation for pipeline management, forecasting, and activity tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Jaikishan C. | General Manager - Gujarat, Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2024 **What do you like best about TechWize?** TechWize ensured seamless collaboration across the team and streamlined communication. We hope that the customized solution they implemented will optimize our Sales cloud experience. **What do you dislike about TechWize?** No downsides of TechWize identified during our business engagement. **What problems is TechWize solving and how is that benefiting you?** Implementing Sales Cloud resulted in established data visibility across the business. It enabled visibility of customer engagement, and increased sales activity. Moreover, employee experience improved, resulting in higher employee engagement. ### 46. Salesforce SharePoint Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Malav O. | Assistant Manager - US Accounts Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about TechWize?** The seamless integration between Salesforce and SharePoint, along with the customizable features using Custom Settings, is what we like best about TechWize. **What do you dislike about TechWize?** There is nothing to dislike about TechWize as they have effectively addressed our challenges and provided comprehensive solutions. **What problems is TechWize solving and how is that benefiting you?** TechWize is solving the problem of document confusion by integrating Salesforce and SharePoint, benefiting us with real-time synchronization and improved communication. ### 47. TechWize- best company for Salesforce implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2024 **What do you like best about TechWize?** Project planning, Timely delivery, Technical expertise, and prompt response to all queries. **What do you dislike about TechWize?** TechWize is very supportive and the project was completed on time, There is nothing to dislike about TechWize. **What problems is TechWize solving and how is that benefiting you?** We were looking for a system that could be a common data point to manage all leads and sales records. TechWize implemented Salesforce and enables efficient sales and lead management, personalized customer engagement, provides clear data insights, and helps us in the decision-making process. With the help of TechWize, we are now managing our leads and sales records smoothly and effectively. ### 48. Trusted vendor for Salesforce implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2024 **What do you like best about TechWize?** Technical expertise, prompt response, and timely delivery. **What do you dislike about TechWize?** Nothing as such. The Salesforce expert who worked on our project was technically sound but just needs to improve his communications skills a bit. **What problems is TechWize solving and how is that benefiting you?** We took professional assistance from TechWize to implement Salesforce Experience Cloud for one of our existing clients. Our client is quite happy with the results achieved through this implementation. The work done by TechWize helped our client achieve a 42% increase in member engagement & participation and a 35% increase in upsell membership opportunities. I highly recommend TechWize for any Salesforce-related work. ### 49. Dynamics 365 JS Front-End Customisation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about TechWize?** Their team's strong understanding of Dynamics 365 and JavaScript development allowed them to deliver a solution that perfectly fit our needs **What do you dislike about TechWize?** While the project was delivered on time, the initial response could have been a bit quicker. **What problems is TechWize solving and how is that benefiting you?** We needed to extend the functionality of our Dynamics 365 application by adding a custom lead capture form on the product page. This form required real-time data validation and integration with our marketing automation platform. TechWize's JS front-end customization expertise helped us achieve this seamlessly. ### 50. Implementation of Salesforce Sales Cloud and integration with MailChimp **Rating:** 5.0/5.0 stars **Reviewed by:** Rohan S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2024 **What do you like best about TechWize?** TechWize understands the requirement and problem areas very well before the start of the implementation phase. Their consulting and professionalism has been spot on. **What do you dislike about TechWize?** Everything went well with TechWize. Nothing that I disliked. **What problems is TechWize solving and how is that benefiting you?** End-to-end implementation of Salesforce Sales Cloud. The integration of Salesforce with Mailchimp reduced manual effort by 80-90%, increased productivity, and improved accuracy. - [View TechWize pricing details and edition comparison](https://www.g2.com/products/techwize/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-29+14%3A05%3A16+-0500&secure%5Bsession_id%5D=ee375335-bc30-4d04-a4d3-f2ffeb2125fd&secure%5Btoken%5D=fea7791069bcd38bc3fc0285590d9666ad356af99594eea03004c4eba5730024&format=llm_user) ## TechWize Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top TechWize Alternatives - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (365 reviews) - [SmartBug Media](https://www.g2.com/products/smartbug/reviews) - 4.8/5.0 (208 reviews) - [Western Computer](https://www.g2.com/products/western-computer/reviews) - 4.6/5.0 (202 reviews)