The demand for scalable and adaptable customer relationship management (CRM) solutions has never been higher. Organizations are increasingly turning to low-code platforms and modular design approaches to streamline operations, reduce development time, and enhance customer engagement. By leveraging these cutting-edge technologies, businesses can create CRM systems that not only meet current needs but also adapt to future growth and innovation. The strategic use of low-code solutions and modular frameworks is reshaping the future of CRM, providing companies with the agility and scalability necessary to thrive in a competitive market.
Geetesh Sanodia, the Associate Director of CRM at a leading Global Capital Markets Organization, has made significant contributions to the field of CRM and cloud transformation. He played a pivotal role in developing the roadmap of CRM transformation and Salesforce Einstein integration at this organization. His leadership in this transition harnessed low-code solutions and Tableau for predictive analytics and real-time dashboards, greatly enhancing business intelligence capabilities.
In addition to this, he spearheaded the implementation of the nCino cloud banking platform, where he developed modular and scalable CRM solutions tailored to meet specific business requirements. His expertise also extended to managing the migration of legacy Salesforce systems to the Salesforce Lightning platform for major financial institutions, optimizing processes and scalability through low-code techniques.
His implementation of as scalable CRM solutions, low-code implementationsand no-code tools, including Salesforce Lightning and Service Cloud, resulted in significant reductions in development and maintenance costs while improving scalability to accommodate increased customer volume without additional infrastructure investments. His work on AI-driven CRM solutions has enabled more precise sales and marketing strategies, leading to notable increases in cross-sell and up-sell opportunities. Additionally, his optimization of data integration and migration strategies ensured faster migration times and maintained high levels of data integrity.
Geetesh overcame various challenges throughout these initiatives, such as the transition from legacy systems to low-code platforms and managing resistance to adopting these tools. He developed comprehensive migration strategies, modular CRM solutions, and provided training to ensure smooth adoption. His efforts led to remarkable outcomes, including reduced development time for new features, improved case resolution times, and smoother data integration processes.
His contributions to the industry are also reflected in his research, where he has published papers on topics such as “Streamlining business operations with Salesforce Flows” and “Leveraging cloud-based CRM solutions within highly regulated industries”. His thought leadership in these areas has been recognized both within his organization and across the financial technology sector, contributing to its digital transformation and competitive advantage.
Geetesh Sanodia’s expertise and innovative approach to CRM transformation have set a benchmark in the industry. His ability to leverage low-code platforms, modular design, and AI-driven tools has not only modernized legacy systems but also significantly enhanced business intelligence, customer engagement, and operational efficiency. Through his leadership, organizations have seen remarkable improvements in development speed, cost reduction, and data management. Sanodia’s contributions, both practical and academic, have helped shape the future of scalable CRM solutions, demonstrating the critical role of cutting-edge technology in driving business success and adaptability in an ever-changing market.
