TechTab | Salesforce Consulting for Core CRM, Automation & Integrations - TechTab - AppExchange
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TechTab | Salesforce Consulting for Core CRM, Automation & Integrations

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 3
  • 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 2
  • Year this company was founded Founded 2023
Salesforce architecture, automations, and integrations that scale.

We help teams maximize Salesforce ROI by aligning Core CRM architecture to business goals, automating and modernizing processes, and building custom integrations that enable a 360° customer view. Click Learn More to tell us what you are trying to achieve.

Highlights

  • TechTab specializes in Core CRM with deep expertise in Sales Cloud and Service Cloud. From lead management to case resolution, we tailor Salesforce to fit your processes; boosting efficiency, user adoption, and customer experience.
  • We simplify integrations with APIs, FTP, and middleware, making Salesforce the hub of your tech stack and giving you a 360° customer view. Whether syncing data across platforms or automating workflows, our solutions enhance scalability and eliminate silos
  • Beyond Core CRM, we have expertise in Account Engagement, Experience Cloud, Agentforce, HubSpot, Zapier, Deltek, Entrata, Stripe, DocuSign and more. We help optimize these platforms to align seamlessly with your core strategy and business needs.


Description

At TechTab, we don’t just implement Salesforce, we optimize it for your success. As a Salesforce Consulting Partner and ISV specializing in Core CRM architecture, automation, and integration, we work with organizations where Salesforce is business critical and needs to be stable, scalable, and well structured.####With experience spanning 60+ projects and 12+ certifications including Application Architect, Data Architect, Platform Developer I, Sales Cloud Consultant, Service Cloud Consultant, Platform App Builder and more, we have the expertise to tackle high stakes Core CRM delivery and complex integrations.####What sets us apart? We don’t believe in one size fits all solutions. We architect and lead engagements from initial discovery and white-boarding through go live and ongoing support, ensuring Salesforce design, governance, and business goals stay tightly aligned. We also have expertise in org consolidation around acquisitions, bringing legacy data, automation, and security into a single scalable org.####Whether you're optimizing an existing Salesforce org or building from the ground up, TechTab delivers clarity, expertise, and real outcomes, so you get the most out of Salesforce.

Geographic Focus

United States
Florida

Languages

English, Spanish

About TechTab Founded in 2023, TechTab was built on the belief that Salesforce consulting should be about delivering real value, not just making sales. Too often, businesses are sold solutions they don’t need, leading to unnecessary complexity. We started TechTab to combine top-tier technical expertise with a client-first approach, ensuring every solution is designed with long-term success in mind.####At TechTab, the client always comes first. We don’t just take requests—we strategically tailor Salesforce to fit your business needs. If something won’t serve your goals, we provide honest guidance rather than pushing unnecessary features.####With experience across small businesses, enterprises, and companies navigating mergers and acquisitions, we bring deep industry knowledge and a practical approach to every engagement. Whether it’s a new implementation or optimizing an existing org, we focus on efficiency, scalability, and real business impact.####TechTab is led by two expert founders who take a hands-on approach to every project. As we grow, we remain committed to expanding our team while staying true to our mission: delivering exceptional, client-driven Salesforce solutions.

Headquarters
Miami, FL
Phone
+1(716)799-9063
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