Senior Salesforce Consulting & Integration for B2B Revenue Teams
Founder-led Salesforce implementation, systems integration, and AI automation — from wiring your billing, finance, and outreach tools (Chargent, QuickBooks, Apollo.io) into the CRM to deploying Agentforce agents — so your revenue team runs on one clean, automated platform. No junior handoffs.
Technology Stack & Integration Partners
Why Choose Meet The Mind
Specialist Salesforce and Agentforce expertise focused on one outcome: a B2B pipeline that runs itself.
Agentforce Specialists
Early adopters of Salesforce Agentforce — we build AI agents that qualify leads and handle service around the clock.
B2B Lead-Gen Automation
We connect Apollo.io to Salesforce with enrichment, routing and scoring so your pipeline fills itself.
Certified Salesforce Experts
Deep, hands-on expertise across Sales Cloud, Service Cloud, Flow and Apex.
Measurable ROI
A 45% average lift in rep productivity and 3.5x ROI from the Salesforce work we deliver.
Global Delivery
Serving B2B teams across the US, UK, UAE and Australia with responsive, timezone-friendly support.
Founder-Led
Work directly with a senior Salesforce developer — no handoffs to junior teams.
Our Services
Salesforce implementation, Agentforce AI agents, and Apollo.io automation — end-to-end, founder-led, no junior handoffs.
Agentforce Implementation
Design and deploy Salesforce Agentforce AI agents that qualify leads, answer customers, and automate tasks 24/7.
Learn MoreB2B Lead-Generation Automation
Automated Apollo.io → Salesforce workflows with enrichment, deduplication, lead routing and scoring to keep your pipeline full.
Learn MoreSalesforce Implementation
End-to-end deployment of Salesforce Sales Cloud & Service Cloud, tailored to your business.
Learn MoreCustomization & Development
Flow, Apex and Lightning development to extend Salesforce beyond out-of-the-box capabilities.
Learn MoreMigration & Data Cleanup
Risk-free migration from legacy systems to Salesforce with deduplication and zero data loss.
Learn MoreSupport & Maintenance
Ongoing optimization, monitoring and admin support to keep your Salesforce running at its best.
Learn MoreNew · Salesforce App
Know which deals are at risk — before your pipeline review.
DealPulse is our 100% native Salesforce app that scores every open Opportunity, shows exactly why it’s at risk, and tells the rep what to do next. Built by the team behind Meet The Mind.
Explore DealPulse
Driving Real Results
Our Salesforce solutions deliver measurable impact across key business metrics.
Average increase in sales rep productivity
Faster response to customer inquiries
Return on investment from Salesforce optimization
Client satisfaction rate
Mitesh Jain
Founder & CEO, Meet The Mind Technologies
10+ Years Salesforce Experience
Mitesh Jain is the founder of Meet The Mind Technologies and leads every client engagement directly — no junior handoffs, no account managers as middlemen. Over 10 years, he has designed and deployed Salesforce Agentforce AI agents, Apollo.io-to-Salesforce lead automation workflows, and Sales Cloud implementations for B2B revenue teams across the US, UK, UAE, and Australia.
Meet The Mind Technologies implements Salesforce + Agentforce + Apollo.io automation to help B2B SaaS, FinTech, and Professional Services companies turn their CRM into a pipeline engine — measurable ROI, no black-box delivery.
What Our Clients Say
Don't just take our word for it. Here's what our clients have to say about working with Meet The Mind.
"We work extensively with Mitesh to customize Salesforce to our unique needs. He is a true expert and will find a solution to any problem, no matter how complex. He's also helped us set up custom reporting to pull KPIs, allowing us to get key insights into our business. Beyond that, he is responsive, friendly, patient, very knowledgeable and a pleasure to work with. I wouldn't hesitate to recommend him!"
James C
VP of Marketing, Stock News Network LLC
"Mitesh is technically competent and he’s easy to work with. He is available at all levels professionally when we need and is responsive.He completed the project within a reasonable timeframe for well under the expected budget."
Tanya Haggins
CEO, Lakewood University
"I Hired Mitesh to help with development in our Salesforce Application! Mitesh has taken every idea we have come up with and created a fully fleshed out feature to give us exactly what we wanted and needed to allow us to run our company! From creating custom order forms, creating automations and logic based solutions for task creation and lead assignment. Mitesh is able to take our feature ideas and turn it into a workable feature that works exactly as expected! "
William Badillo
Media Associate, AdamMesh Trading Group
Featured Case Studies
Real Salesforce integration and automation projects delivered by Meet The Mind — connecting billing, finance, and subscription systems directly into the CRM.
Adam Mesh Trading Group
Automated Subscription Billing with Chargent
Adam Mesh Trading Group runs tiered subscriptions — monthly, quarterly, half-yearly, and annual — for its trading signals, investor alerts, and stock-coaching programs. Payments were handled in a separate system disconnected from Salesforce, so renewals were processed manually, failed or expired-card payments went unrecovered, and sales reps had no way to see a subscriber's payment status or billing history inside the CRM.
Stock News Network LLC
Recurly–Salesforce Subscription Integration
Stock News Network offered multiple subscription tiers for trading signals, market analysis, and premium alerts. Customers and leads lived in Salesforce, but billing ran on a legacy platform with no automation: there was no recurring billing tied to the CRM, poor tracking of lifecycle events like signup, upgrade, and churn, and payment statuses and invoices that never synced back into Salesforce for finance or sales to see.
Lakewood University
Two-Way QuickBooks–Salesforce Integration
Lakewood University, a fully online accredited institution, managed student onboarding, academic progress, and communication in Salesforce Education Cloud — while tuition payments, scholarships, and refunds were handled separately in QuickBooks Online. The disconnect meant financial data was re-keyed by hand between systems, tuition invoices were issued late, refund reconciliation took days, and finance had no real-time visibility into student lifecycle events like enrollment or dropout.
Our Methodology
How We Work
Every engagement follows the same four-phase process — designed for B2B revenue teams that need measurable results, not months of discovery theatre.
01.Discovery Call
We start with a focused 45-minute conversation to understand your revenue goals, current Salesforce setup, and the biggest friction points in your pipeline. No generic questionnaires — just direct questions from Mitesh, who will personally lead your engagement.
02.Audit & Assessment
We conduct a structured Salesforce health check — reviewing your data model, automation flows, lead routing logic, and Apollo.io integration points. We identify exactly what needs to be built, fixed, or optimised before writing a single line of code.
03.Implementation
Mitesh leads hands-on delivery: configuring Salesforce, deploying Agentforce AI agents, wiring Apollo.io-to-Salesforce lead workflows, and building Flow automations. Weekly check-ins keep you informed. You see working software in days, not months.
04.Support & Optimisation
Post-launch, we monitor performance, fine-tune automation rules, and ensure your team can use what we built. Ongoing retainer options available for continuous RevOps improvements as your pipeline scales.
Typical implementation timelines: 2–4 weeks for focused automation projects · 6–12 weeks for full Salesforce implementations
Free — No Obligation
Free Salesforce Health Check
We audit your Salesforce org across 6 areas — data quality, automation, security, integrations, reporting, and adoption — and deliver a written report with a prioritised fix list within 5 business days.
Markets We Serve
We deliver Salesforce consulting and Agentforce implementation across four English-speaking markets — remote-first, timezone-flexible, and enterprise-ready.
United States
New York · San Francisco · Chicago · Austin
Helping US-based B2B teams close pipeline faster with Agentforce and Apollo.io automation.
United Kingdom
London · Manchester · Birmingham
Modernising CRM and lead-gen workflows for UK enterprises adopting Salesforce AI.
United Arab Emirates
Dubai · Abu Dhabi
Supporting UAE businesses to build scalable Salesforce ecosystems aligned with Vision 2031.
Australia
Sydney · Melbourne · Brisbane
Partnering with Australian SMEs and enterprises to maximise their Salesforce ROI.
Not in one of these regions? We work globally.
Talk to Us About Your RegionFrequently Asked Questions
Everything you need to know about working with Meet The Mind Technologies.
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