Salesforce Financial Services Cloud is Built on the Lightning platform that was unveiled last year. It’s a complete overhaul of the user experience, making Salesforce faster, lighter, and easier to use. This means that if you’ve been been using Salesforce Classic, and are planning a move to Financial Services Cloud, you need to migrate to the new Lightning platform. If you’re a new Salesforce customer, you’ll need to perform an implementation at the start. In this post, we give you an overview of what the migration and implementation involves. Read more »
In the previous post, we looked at data that showed what investors want from their advisors – a collaborative relationship, and modern tools that enhance this relationship. We also saw that Salesforce Financial Services Cloud is positioned to fulfill these needs. Today, let’s dive deeper to understand what Salesforce Financial Services Cloud is, and what difference it can make to your wealth management firm.
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Salesforce aims to reinvent the way business happens in the financial world with their newest platform, Salesforce Financial Services Cloud. In this post we look at the reasons why you should consider adopting Salesforce Financial Services Cloud if you’re a wealth management company. Read more »
Today’s customers, partners and employees expect greater control over key processes, seamless collaboration through multiple channels, and a better and integrated digital experience via every device. Companies that fail to meet these demands risk losing their customers and key players. Read more »
What are The Benefits of a Salesforce Consulting Firm
A Salesforce consulting firm has a lot to offer your company. For those of you unfamiliar with salesforce.com, the platform offers a full-featured contact management system that integrates with other popular accounting and consulting applications. Using it effectively means you need professional integration, sufficient training, and periodic maintenance performed by a company that is fully conversant with what Salesforce has to offer.
Can I Implement Salesforce On My Own?
There are many things to be considered when you implement Salesforce. If it were as simple as setting up a user account, anyone could do it. But that is only one of many steps, not to mention the training needed to get the most from the app. To maximize the benefits of Salesforce, you need a partner in the process, typically a consultant who is specifically experienced with the Salesforce product. Read more »