Salesforce.com services
New technologies are transforming the financial services industry. Gone are the days of costly servers and time-consuming upgrades. Smart companies are embracing web-based solutions to cut costs and drive performance.
Our approach in this area is centred on the Salesforce.com platform. Salesforce.com is firmly established as one of the leading CRM systems available on the market. It provides a 360 degree view of all your client activity and helps you to more effectively manage your sales, marketing and client servicing functions.
As a registered partner, certified consultant and administrator of Salesforce.com we help financial services firms customise and implement the system. We’ve used Salesforce.com extensively within an investment management environment and are skilled in how it can be effectively applied. Some of the benefits we’ve experienced include improved sales productivity, higher-quality client servicing, less internal administration and lower IT costs.Click here to see our Salesforce.com App Exchange listing, or to find out more and take out a trial click here.
We help clients:
- Assess the merits of Salesforce.com in the context of their business needs
- Implement and customise the system for new companies
- Improve interaction with Salesforce.com through advanced customisation, cleansing and automation
- Cleanse, format and map data for upload
- Train staff to become effective, engaged Salesforce.com users
