Empowering a Wealth Management Institution with Salesforce

A Wealth Management institution was already using Salesforce but wanted to incorporate more of their day-to-day business processes into the platform. Their goal was to enhance efficiency by leveraging Salesforce Sales Cloud and Account Engagement while tailoring the platform to their unique needs.

• Conducted weekly training sessions for internal associates.
• Taught the team how to effectively use Salesforce Sales Cloud and Account Engagement to support their business processes.
• Provided guidance on building custom objects and integrating them into the client’s workflows.
• Offered hands-on support to ensure smooth adoption and usage of Salesforce features.

• The client gained a deeper understanding of Salesforce Sales Cloud and Account Engagement.
• Internal associates learned to customize Salesforce to suit their specific business requirements.
• Over time, the client successfully personalized the platform to align with their evolving needs.

• The institution now efficiently incorporates daily business processes into Salesforce.
• Increased productivity and streamlined workflows have been achieved through tailored platform usage.
• The client continues to leverage Salesforce as a key tool for their business growth.