CRM Automation

Overview Mindbowser’s CRM Automation Implementation & Consulting Service is a professional engagement designed to help healthcare and enterprise organizations automate CRM workflows using AWS-native tools and AI capabilities.

This offering focuses on consulting, implementation, and customization—not ongoing SaaS delivery. Our AWS-certified engineers architect, deploy, and optimize automation directly within your AWS environment to enhance CRM efficiency, visibility, and compliance.

Engagement Deliverables 1. Discovery & Architecture Design

1. Assess current CRM and workflow maturity.
2. Define architecture blueprints leveraging AWS Lambda, Amazon S3, Amazon DynamoDB, and Amazon Comprehend.
3. Align automation roadmap with HIPAA and SOC2 compliance standards.

2. Implementation & Customization

1. Deploy AWS-native modules for lead management, sales pipeline automation, and analytics.
2. Configure integration between CRM, marketing automation, and ERP systems.
3. Develop custom triggers and event-driven workflows for task routing and reporting.

3. Data Integration & Intelligence

1. Implement real-time dashboards and analytics using AWS Glue and Amazon QuickSight.
2. Use AI-based enrichment and sentiment models via Amazon Comprehend for smarter engagement insights.

4. Enablement & Handover

1. Deliver AWS CloudFormation templates, documentation, and training sessions.
2. Provide post-implementation validation and optimization support.

Why Choose Mindbowser

1. AWS-Native Implementation – Built entirely on AWS using best practices from the Well-Architected Framework.
2. Healthcare-Focused – HIPAA-ready and SOC2-aligned configurations for sensitive data handling.
3. AI-Driven Automation – Integration of Amazon Comprehend and AI “recipes” for predictive actions.
4. Faster Time-to-Value – Deploy in as little as 4–8 weeks with reusable Mindbowser accelerators.
5. End-to-End Consulting – From design through enablement, delivered as a scoped professional engagement.