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Copilot - Fins & Real Estate Experts

The only partner for Financial Services, Real Estate, and SaaS companies

Summit Tier

Overview

When it comes to being your Salesforce consulting partner, we care about one thing - YOU. That’s what it means to be your Copilot. It’s more than a name, it’s our mission: to see your company soar. Your future awaits. Let’s get there together.

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  • Committed. We know what’s at stake for you and we don’t take that lightly. Count on us to co-create solutions with you to deliver efficiency, clarity, and simplicity.

  • Specialized. We know our strengths and stick to them. If you’re in financial services, real estate, or hi-tech/SaaS, we’re the team for you. If you’re not, we’re happy to make a referral.

  • Experienced. We live and breathe this stuff. We’re not shy about being CRM nerds. That’s who you’ll need to make Salesforce work the way you want it to.

This is a boarding call for all passengers wanting a smooth Salesforce experience… welcome to Copilot. We got started to provide an experience we saw was missing in the sea of options you’re now swimming in. If you’re from financial services, real estate, or hi-tech/SaaS, you can stop swimming and start soaring… with us. With more than a century of collective experience and 100,000+ hours working in the Salesforce ecosystem, we’ve got you covered from takeoff to landing. Our expertise spans across our three core industries, Salesforce, and the tools you need to integrate with Salesforce. INDUSTRIES - Financial Services: ☁️ Private Equity and Venture Capital ☁️ Investment Banking ☁️ Asset & Wealth Management Real Estate: ☁️ REIT's & Investment Management ☁️ Brokerage & Leasing ☁️ Mortgage & Lending Tech: ☁️ SaaS ☁️ B2B ☁️ High-growth consumer & Internet SALESFORCE - ☁️ Financial Services Cloud ☁️ Sales & Service Cloud ☁️ Analytics Cloud (Tableau & Tableau CRM) ☁️ Pardot & Marketing Cloud ☁️ Experience Cloud (aka Community Cloud) ☁️ Force.com & Heroku Let's soar together.

VASS's Achievements

Consulting Partner

Summit Tier

Learn More

Categories

Industry Competencies
Financial Services
Media
Product Competencies
Agentforce Marketing
Agentforce Sales
Agentforce Service
Analytics
Platform
Geographic Focus
Shows the regions where the provider operates or has done business
United States
Canada
Chile
Colombia
Czechia
Germany
India
Ireland
Latvia
Malaysia
Mexico
Poland
Portugal
Romania
Singapore
Spain
Sweden
United Kingdom
Vietnam
Supported Languages
English

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