Rohan Marfatia

DataCRaiM, Inc. (formerly Beround, Inc.) specializes in Data + AI + CRM consulting in Equipment Leasing, Finance and MedTech / Healthcare and Life Sciences. As your IT services and solutions partner, our mission is to drive 'Excellence with Intelligence'. We are SI consulting partners of Salesforce, Microsoft and Databricks and members of ELFA - Equipment Leasing and Finance Association. DataCRaiM has been instrumental in partnering with some of the largest companies in North America on innovative use cases that involve: 1. Portfolio Monitoring by integrating Salesforce with business identity management platforms like Middesk. We are launching a specific product solution for business identity and monitoring on Salesforce. 2. Implementing AI Predictive Purchase models by scanning databases to identify end customer behaviors to precisely time their needs with the right product and service offering by deploying new technology like MuleSoft Robotic Process Automation. 3. Building & integrating partner-based solutions for new business models like Equipment As a Service (EaaS). 4. Integrating systems of vendor/dealer partners for credit applications, CRM systems like Salesforce with Aspire. 5. Implementing Agentic AI. 6. Salesforce Marketing Cloud journeys to seamlessly integrate marketing efforts with customer interactions, leveraging real-time data for personalized customer experiences. 7. Automate document signing and notarization in digital transaction and portfolio management portals in place of traditional methods to offer eNotary and eDocs for vendor-dealers using Salesforce by saving upfront DocuSign and Proof license costs. 8. Working with FINS partners to move them from Descriptive to Predictive to Prescriptive analytics using data & AI platforms like Databricks. 9. Our AI based solution extracts data from handwritten documents like credit apps/TRFs, pushes to cloud systems like LIMS/Salesforce & uses Mule RPA.