TechWize Reviews & Provider Details

Definitely use their services, understand what is it that they can help you with. Give it a shot. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

They are worth considering for Dynamics 365 consulting and implementation work Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The wide variety of service provided

Transparency

Project delivery speed Review collected by and hosted on G2.com.

Helps me in solving analytical problems Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.