Copilot - Fins & Real Estate Experts - Copilot - AppExchange
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Copilot - Fins & Real Estate Experts
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 13
  • 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 26
Copilot - Fins & Real Estate Experts
Testimonial - SVP, Head of IT and Business Solutions at a REIT
Testimonial - Managing Director at a Global Investment Bank
Testimonial - Chief Admin Officer at a REIT
The only partner for Financial Services, Real Estate, and SaaS companies

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.

Highlights

  • 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.


Description

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.

Geographic Focus

Canada
Ontario

Languages

English