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Salesforce Implementation & Innovation

Breaking barriers for clients, focusing on people & culture of innovation

Overview

Our team brings 30+ years of Salesforce experience with both new implementations and continuous innovation. We focus on people first, then build the tech to best support them, helping to foster a culture of innovation that doesn't stop with go-live.

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  • Drove a 100% increase in referral partner activation through the development of a proprietary loan officer database and search tool built within the Salesforce and CRM Analytics platforms.

  • Developed an insurance quoting solution that reduced agent time to quote by more than 80% and training time by 10% while providing valuable insights into agent best practices. Top agents increased capacity by 2X.

  • Implemented Financial Services Cloud for a large mortgage company (2000+ loan officers) which drove integration of point-of-sale, loan origination, and CRM capabilities and provided executive management with a single pane of glass into operations.

We help companies with all of the following by implementing & optimizing a wide set of Salesforce & 3rd-party tools: Sales Enablement Client Experience AI & Analytics E-Signature & Agreement Management Identity & Access Management System & Data Integration Security, Privacy, & Governance CICD Have helped numerous organizations achieve meaningful business results through technology innovation.

Categories

Geographic Focus
Shows the regions where the provider operates or has done business
United States
Supported Languages
English

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