Client Management & Pipeline

General CRM / FSC information

The most important information you need, right at hand. Our CRM Accelerators have been proven to help businesses find, win, and keep 22% more customers.

Our CRM Accelerators allow your teams to track sales leads and opportunities, as well as offering the most recent customer interactions, such as the latest phone calls, meetings, and emails, all in one single system. All implemented with Salesforce.

We can help your business harness the power of Salesforce, while being fully integrated with your existing business systems. Our team has experience seamlessly linking between data warehouses, and interacting with some industry specific applications, such as InvestCloud, NavOne, ViewPoint, and PureFunds.

Client Management & Pipeline

Our Solutions

Solutions

Customer Onboarding

In our experience, it is difficult for many businesses to effectively track and automate the onboarding process of new customers. This leads to great inefficiency internally, bloated teams of administrators, and a suboptimal customer experience.

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KYC & Due Diligence

Our KYC & Due Diligence Accelerators can enable businesses to carry out all of their AML screening tasks in Financial Services Cloud, without the need to support or provide data to a third party screening application. Our Accelerators allow you to reduce customer onboarding delays with a frictionless process.

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Client Management & Pipeline

The most important information you need, right at hand. Our CRM Accelerators have been proven to help businesses find, win, and keep 22% more customers. Our CRM Accelerators allow your teams to track sales leads and opportunities, as well as offering the most recent customer interactions, such as the latest phone calls, meetings, and emails, all in one single system. All implemented with Salesforce.

Learn More >
service-cloud

Project Management / PSA

In Partnership with Cloud Coach, our Professional Services Accelerators can transform Salesforce into a fully fledged project managment system. We can provide everything you need to manage your projects, whether it's Customer Onboarding, Professional Services Automation, IT Project Management, Customer Success, your PMO / Program Management and more.

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Marketing Automation

In our experience, many businesses find it challenging to track and measure the effectiveness of their communications, gain insight into user journeys and personalise content across campaigns. We have developed several Marketing Automation Accelerators which allow you to always send the right message, to the right person, at the right time.

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