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Salesforce Experts

We are The Salesforce.com experts for the Financial Services industry. Our management team, support staff and developers ALL have extensive experience across the financial services verticals. All of our products are 100% native to the Salesforce.com platform that can quickly and inexpensively be customized to your exact needs. With little or no disruption to your business, we can substantially enhance your compensation, compliance, and / or sales and marketing capabilities.

Furthermore, if you already own Salesforce.com and are struggling with user adoption, we can help. Salesforce.com is cutting edge technology and a leader in Cloud computing, but can be overwhelming to the end user because of the vast amount of features and functionality it provides. By leveraging our years of experience successfully implementing solutions for broker dealers, RIAs and Independent Advisors, we can provide you a “best practices” approach to customizing and configuring your Salesforce.com org, building necessary integrations and assist in training your staff to insure successful adoption.

Customizable

Customizable

Working on a platform that can quickly and inexpensively be customized to your exact needs.

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Cloud Based

Salesforce.com is cutting edge technology and a leader in Cloud computing.

support

Support

Our management team, support staff and developers ALL have extensive experience across the financial services.

 

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