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Fortimize

One connected customer view, adopted and delivered on time.

Overview

We don't just configure Salesforce; we make it work for the people who use it. Adoption stalled? System unused? Prior partner fell short? Delivery as a Service is how we fix it. Team-owned. 97.8% on-time, on-budget. Known for excellence. It's better here.

See How Fortimize Works

One accountable team, start to finish — You work with long-tenured, North America–based consultants who own the outcome across the U.S., Canada, and Costa Rica, with no offshore handoffs and no finger-pointing.
Delivery that flexes with your priorities — You get agile, transparent implementation and ongoing delivery that adapts as your business changes, with no rigid scopes and no time-and-materials billing (that's Delivery-as-a-Service).
Adoption that sticks, not just a launch — Your teams actually use what we build, because we design around real workflows and how people work day to day, not just objects, features, and org charts.

Fortimize is a team-owned Salesforce consultancy for financial services and real estate, built to make Customer 360 stick without rigid scopes or time-and-materials billing. Since 2012, we've delivered 1,000+ initiatives across regulated, complex environments, with a 97.8% on-time, on-budget rate, a 4.9/5 AppExchange rating, and an average 3.5-year client partnership. We don't treat go-live as the finish line. Delivery as a Service adapts as priorities shift, teams grow, and data matures, with long-tenured consultants accountable past launch, so you keep continuity across people, systems, and decisions. Nine in ten clients stay with the model, and a third came to us after a traditional time-and-materials project fell short. Supporting banking, real estate, and commercial, with deep experience in insurance, private equity, and wealth management. Expertise: Customer 360, Financial Services Cloud, Sales Cloud, Service Cloud (+ Voice), Experience Cloud, Data 360 / Data Cloud, MuleSoft, Tableau & CRM Analytics, Shield.