Platinum Cubed - Salesforce Partner for Real Estate & Financial Services - Platinum Cubed - AppExchange
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Platinum Cubed - Salesforce Partner for Real Estate & Financial Services
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 72
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 23
  • Year this company was founded Founded 2019
Platinum Cubed - Salesforce Partner for Real Estate & Financial Services
Platinum Cubed
Who we are....
Building Success
Internal Experience
External Experience
Technology
Client Engagements
Why Platinum Cubed
Our Clients say it best.....
Our Clients say it best
Our Clients say it best
Your roadmap to smarter growth starts here.

We're a full-service Salesforce Implementation Partner offering implementation, advisory, integration, and managed admin solutions to real estate and financial services businesses. We go above and beyond to help you achieve the outcomes you want.

Highlights

  • Platinum Cubed is focused exclusively on Salesforce for Financial Services. ##We understand the challenges you face and know how to use Salesforce enhanced with AI, to transform your business and unlock measurable value.
  • We make technology work for you.##From day one, we align deeply with your strategic vision, establishing shared guiding principles that reflect your core values, priorities, and long-term objectives. These principles shape how we collaborate, communicate,
  • Platinum Cubed is woman-owned and client-obsessed.## We came for the tech, but we stayed for the relationships. We love Salesforce, but what truly drives us is seeing the tangible success our work creates for our clients—and building long-term partnerships


Description

We know Salesforce. We know Financial Services. And we know how to bring them together to solve your most pressing business challenges. As a Salesforce Summit Partner dedicated exclusively to Financial Services, we combine deep industry expertise with technical excellence to help you transform and scale your business.##Whether you're implementing Salesforce for the first time, optimizing an existing org, or leveraging AI and automation to accelerate performance, we begin by aligning with your strategic vision. Together, we establish guiding principles that reflect your values and long-term goals, ensuring every solution we build delivers measurable, meaningful impact.##You don’t need to have everything figured out. Our team translates your business needs into tailored Salesforce solutions and clear success metrics that guide each milestone and keep your project focused on outcomes.##We’ve helped clients achieve fast ROI, unlock valuable insights from their data, automate manual tasks, boost sales performance, enhance customer relationships, modernize due diligence, strengthen compliance, improve collaboration, and build future-proof technology foundations.##We’d love to help you!

Geographic Focus

Canada
British Columbia

Languages

English

About Platinum Cubed At Platinum Cubed, we solve complex problems with elegant solutions, empowering businesses to streamline operations, boost productivity, and achieve lasting success. Whether you're just beginning your technology journey or looking to optimize existing systems, our end-to-end solutions are tailored to meet your unique needs.####Our services include:####- Advisory Services: Gain strategic guidance to align your platform with business objectives for maximum impact.##- Health Check Services: Assess your current environment to uncover opportunities, resolve pain points, and enhance performance.##- Implementation Services: Seamlessly transition or scale your systems with customized implementations built for success.##- Managed Services: Enjoy ongoing support, maintenance, and enhancements to keep your platform running at peak efficiency.####Our team brings deep expertise and a passion for innovation to every project. We’re committed to building solutions that not only meet today’s needs but position your business for long-term growth and adaptability.####Let Platinum Cubed be your trusted partner in transforming challenges into strategic opportunities.

Phone
949-390-9380