DataCRaiM - DataCRaiM, Inc. - AppExchange
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DataCRaiM
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 7
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 6
  • Year this company was founded Founded 2023
DataCRaiM
Automated document processing solution designed to enhance service delivery in Finance and MedTech
AI-Powered Purchase Prediction: Revolutionizing Finance Sales with Intelligent Automation
Streamlining Digital Success: Automated Lead Management Excellence in Canadian Equipment Finance
Seamless Partner Ecosystem: Building a Scalable API Infrastructure for Equipment Finance
Revolutionizing Customer Engagement: Multi-Channel Marketing Automation for a Finance Company
Accelerating Vendor Transactions: Digital Signature & Notary Solution
97% Time Savings: AI-Powered Automation Transforms Operations at a finance company
Optimizing Options Exchange Performance: Data-Driven Market Design
Critical Security Intervention: Protecting EV Infrastructure from Data Exposure
How we transformed Portfolio Monitoring & Risk Management with Seamless Middesk - SFDC Integration
Accelerator designed to transform business identity verification, monitoring and reporting.
Transform your business processes with our Google Sheets-based ERP, no recurring payments!
Agentic AI and Agentforce implementation Expertise, quick 4 week accelerator and proof of concept
dataCRaiM AutoDocX : AI-Powered Cloud-Based Document Processing
dataCRaiM Agentforce Support Accelerator
Excellence with Intelligence

DataCRaiM transforms equipment finance, leasing, and MedTech with tailored Salesforce solutions, AI automation, and integrations. We drive "Excellence with Intelligence," for a superior customer experience.

Highlights

  • Outcome Driven Partnership: We are Data + AI + CRM experts. Our team values collaboration, personalization, and continuous growth to achieve Excellence with Intelligence in an Outcome-Driven Partnership with a Fixed-price, milestone-based delivery model.
  • Domain Mastery: Deep expertise in equipment leasing/finance and MedTech, backed by partnerships with Salesforce, Microsoft and Databricks. Intelligent Solutions: We combine human expertise with AI-powered insights driving measurable business outcomes.
  • Agile Excellence: Our nimble approach and industry expertise enable us to consistently deliver complex projects on time while maintaining the highest standards of quality.


Description

DataCRaiM transforms equipment finance, leasing, and MedTech with tailored Salesforce solutions, AI automation, and integrations. We drive "Excellence with Intelligence," for a superior customer experience.####We have been instrumental in partnering with some of the largest companies globally for driving Digital Transformation and customer 360 for innovative use cases like: ##1 Portfolio Monitoring by integrating Salesforce with business identity management platforms involving UCC searches/filings like Middesk.##2 Implementing AI Predictive Purchase models by deploying latest Salesforce technology like MuleSoft RPA.##3 Building & integrating partner based solutions for new business models like Equipment As a Service (EaaS).##4 Digital Signature & Notary Solution on Salesforce for eDocs optimizing DocuSign and Proof license costs. ##5 Multi-channel marketing automation.##6 Automated lead management.##7 Move from descriptive to predictive to prescriptive analytics.##8 Agentic AI, Agentforce Digital Labor for task automation.####Products: BizIntellect (identity verification), AutoDocX (credit app / TRF automation), Google Sheets ERP (workflow automation).####We are proud members of ELFA and NEFA.

Geographic Focus

United States
California
International India Japan

Languages

English

About DataCRaiM, Inc. DataCRaiM transforms equipment finance, leasing, and MedTech with tailored Salesforce solutions, AI automation, and integrations. We drive "Excellence with Intelligence," for a superior customer experience.####We have been instrumental in partnering with some of the largest companies globally for driving Digital Transformation and customer 360 for innovative use cases like: ##1 Portfolio Monitoring by integrating Salesforce with business identity management platforms involving UCC searches/filings like Middesk.##2 Implementing AI Predictive Purchase models by deploying latest Salesforce technology like MuleSoft RPA.##3 Building & integrating partner based solutions for new business models like Equipment As a Service (EaaS).##4 Digital Signature & Notary Solution on Salesforce for eDocs optimizing DocuSign and Proof license costs. ##5 Multi-channel marketing automation.##6 Automated lead management.##7 Move from descriptive to predictive to prescriptive analytics.##8 Agentic AI, Agentforce Digital Labor for task automation.####Products: BizIntellect (identity verification), AutoDocX (credit app / TRF automation), Google Sheets ERP (workflow automation).####We are proud members of ELFA and NEFA.

Headquarters
Fremont, California
Phone
720-938-3761