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Blue Polaris Financial Metrics Enrichment

By Blue Polaris

Optimize Investments, 100+ Fin KPIs and Custom Strategies in Salesforce

No Ratings
$3   USD/user/month

Discounts available for nonprofits

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Industries
Financial Services
Healthcare & Life Sciences
High Tech
Business Need
Customer Service
Analytics
Finance
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

Enrich Salesforce accounts with real-time financial data and 100+ metrics. Score tickers with 5 customizable strategies. Ideal for finance and investment sectors. Use metrics for workflows, lead and opportunity scoring.

  • Enrich Account information with news, profile and financial KPIs

  • Investment strategies scoring and analysis

Highlights

1. Comprehensive Financial Insights: Access over 100 financial KPIs for public companies 2. Strategy Scorings: Score for your preferred investment strategies 3. Enhanced Workflow Automation: • Integrate financial metrics into Salesforce workflows

Blue Polaris's Impact

Pledge 1%

This company pledges 1% of their product, profit, equity, or time to support the community.

Impact

Pledge 1%

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Provider Details

Blue Polaris
Indianapolis, IN, USA

At Blue Polaris, we rewrite the consulting playbook. In a world often dominated by aggressive sales tactics, we take a different path. Our belief is simple: your success is our success. We aim to guide you to success, every step of the way. Our approach centers on maximizing value while minimizing unnecessary customization. We harness the power of Salesforce, understanding that real value comes from the synergy of people, processes, and innovation. In today's digital journey, many focus solely on technology. We know that's not enough. Understanding Salesforce's capabilities is key to solving challenges. Our journey with clients is shared. We begin with exploration, shaping innovative concepts that fast-track value realization. This journey goes beyond migration, infusing strategic insight into every phase. Efficiency and agility are at the heart of what we do. We craft adaptable solutions using declarative programming, reducing implementation costs by maximizing Salesforce's capabilities. Join us on this journey. Trust is our cornerstone, and customer success is our compass. Your triumph is our ultimate goal.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Annual Billing Discount: Opt for annual billing to enjoy significant savings with our discounted pricing plan. Contact us for customized pricing options tailored to your needs: info@bluepolarisconsulting.com

Default Plan

$3 USD/user/month