Experience the vibes of hypergrowth.

Focus on building strong relationships with your customers and start experiencing the power of growth. We help businesses leverage AI powered innovative sales, service, and marketing technologies. We partner with them for their success and set the foundation for technology-driven growth opportunities.

Salesforce Sales Cloud - World’s #1 CRM platform

Transform the way your sales team closes the deals. Creating meaningful and impactful sales technology experience does not have to be painful and costly. You can now sell smarter and faster with innovative sales technology. Leverage sales technology in a way that your business can realize many benefits. Let your team experience the power of sales technology.

With Sales Cloud, we empower businesses to:

  • Shorten the sales cycle and improve profitability
  • Close more deals
  • Boost sales team productivity and efficiency
  • Generate more prospects and referrals
  • Build strong relationships with prospects and customers

Salesforce Service Cloud - World’s #1 CRM platform

Complete customer support solutions. Manage customer support across every channel with the #1 service platform

In today’s fast-changing world, businesses are driven by constantly changing needs of customers. Traditional ways of serving customers do not offer the experience customers demand. You need an innovative platform that offers more insights to understand your customers in real time and when serving them. With Salesforce Service Cloud, you can:

  • Empower your customers
  • Improve customers experience
  • Keep customer information complete and accurate
  • Streamline customer communications
  • Increase Customer Agents productivity

Salesforce Marketing Cloud – Powered by #1 CRM Platform

Attract more prospects and drive business growth with connected experiences.

Salesforce Marketing Cloud allows you to create a seamless and connected experience across every customer touchpoint with integrated marketing tools. It is now easier to personalize the experience with intelligence across every marketing channel, sales touchpoint and service interaction for every customer. Experience the power of the marketing cloud.

Design Thinking - A Key to Innovation

When we talk about design thinking and innovation, here is how we define it and how we practice it. Design thinking is a process and mindset that allows us stimulating innovation by drawing on methods of engineering and design and combining them with ideas from the arts, social sciences, and the business world.

These 5 core principles of design thinking are a core part of every work we do here at CRM Robo.

  • Empathize - Innovation should be human-centric
  • Define - Innovation should solve the right problem
  • Ideate - Innovation is born from ideas
  • Prototype - Innovation should be brought to life
  • Test - Innovation should be refined

Do not be shy to learn more about it. Get in touch with us and let us talk to you about what we can do for your business.

Do not be shy to learn more about it. Get in touch with us and let us talk to you about what we can do for your business.

Reduce Your Salesforce Operational Cost by 18%

Yes, you are reading it correctly, 18%. While attending an advanced program at Stanford University, one of our co-founders built a framework that helps Salesforce customers dramatically reduce operational cost at least 18%. We guarantee that you can save at least 18% on your current operational expenses. Our current cost saving framework works well for customers who are spending over $91,000 annually. Our thesis for this framework has primarily 3 obsessions.

#1 As part of CRM Strategy, many Salesforce customers do not know how to fit various cloud technologies together. This ultimately leads to unnecessary tools and resources.

#2 We believe current technology consulting market is fractured and it needs to be redefined to address the needs of customers. Many companies are still operating with traditional thinking and old approach.

#3 Technology has dramatically reduced the cost of experimentations and operations across a variety of sectors but many Salesforce customers are still being charged with unbelievable bill rate.

If you believe with our obsessions and want to find out more, let’s schedule a quick call.

Schedule a Call

Process: How Do We Engage?



Our discovery process starts with understanding challenges faced by your business, identifying gaps, current state vs. future state of technology.



We dig deeper and provide a thorough analysis based on discovery sessions. The discovery process results in providing trusted and unbiased advice.



We implement technologies that bring value to your business. We implement it right so you achieve more with Salesforce in days, not years.

When you grow, it does not have to come with additional pain. Grow with us without growing problems. When you engage with us, you will experience the true power of collaborative partnership. We partner for your growth and success. Our engagement model is process driven and optimized for any size of business. This helps us work efficiently and effectively.

Start experiencing different type of engagement model.

Products: AppExchange Apps

Extend Salesforce with Ease

We gather insights from Salesforce users and apply design thinking on it. This results in having our inhouse apps so you can solve some of those common problems faster. Leverage our AppExchange app that helps you drive more productivity and a better Salesorce experience.

AppExchange App *

  • Real-time Email Verification and Validation
  • Round Robin for Tasks and Events
  • Capturing History on Tasks and Events
  • Capturing Automated Process Emails

* We are currently working with Salesforce to get our package listed on AppExchange. You can leverage it before it is available on AppExchange. Just reach out to us.

Maximize Your Salesforce Investment

Whether it is a Salesforce classic to lightning implementation or providing ongoing Salesforce support, we can provide Salesforce expertise that can help you maximize your Salesforce investment and help you achieve more with less. We have everything you need to optimize and extend your Salesforce solutions.


Salesforce Classic to Lightning Rollout

Salesforce AppEx App Development

Salesforce Ongoing Support

Salesforce Advisory Services

Salesforce Custom Development

Salesforce Data Migration

Salesforce Integration

Salesforce Users Adoption


Let us be a partner with you to bring your business vision to life.

Why Us

Delivering Results without Compromising Product Quality.



We strive to do the right thing, no exceptions. We act with authenticity, trustworthiness, and transparency. These words are not just sitting in the dictionary, but we make a meaning of it.



We love what we do. We are passionate about solving the right problems by applying design thinking mindset. We drive enthusiasm and an ownership mindset. We are fully accountable for what we do.



Innovation is no more optional factor. It is a must and part of our work. We bring unconventional thinking and leverage disruptive technologies to provide more value to your business.

A Boutique Technology Consulting Firm

Our attitude, approach, courage, and determination drives us. We turn impossible into i’m possible.

We are a boutique technology consulting firm primarily focusing on sales, service and marketing technologies. We specialize in implementing and extending Salesforce CRM. Leveraging cutting edge CRM technology for any size of company is in our DNA. We are fully committed to our customers’ success and stay relevant with new trends and disruptive technologies.

Most importantly, we love what we do. We believe that our success depends on our clients’ success and that’s why we partner with our customers for their success.

Our co-founders have worked with many fortune 500 companies and gained experiences that can be utilized for your company’s growth and success.

Currently, we are offering AI powered CRM technology expertise. For the long-term growth and expansion, we are working with our future robotic technology partners and will be bringing robotics technologies like Pepper to the marketplace.

We are inspired by what the future holds for all of us. Check this out - Driving Experience through Robot.

Fuel Your Growth

If you’re ready to find out more about how we can help you grow your business, let’s talk. Get in touch with us and let us show you the art of possible.

Accelerate your growth with confidence.

We combine the power of five technologies and leverage it for your business so you can build strong relationships with customers and drive growth.

CRM Robo = AI Powered Cloud Technology + Sales Automation + Service Automation + Marketing Automation + Analytics

Meet Us in Person

110 Wall St.
New York, NY 10005

845 Market St., #450A,
San Francisco, CA 94103

200 E Randolph St #5100
Chicago, IL 60601

3333 Welborn Street,
Dallas, TX 75219

Follow Us


Partnering through our referral program is a great way to generate new revenue stream from your customers and networks. If you want to learn more about it, send an email to : referral@crmrobo.com

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