MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Kapmark

By CloudMasters

Capital Market Cloud Solutions

Salesforce Consultants
Product Competencies
Agentforce Sales
Platform
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
6
Certifications
The number of certifications held by people at this organization that align to competencies
22

Our certified Salesforce consultants improve the way firm’s market, brand, and sell products and services within the Financial Services Industry by leveraging Financial Services Cloud (50 + Satisfied Clients | 75,000 + Salesforce Consulting Hours)

Description

Kapmark offers Deal Acceleration Industry Specific Solutions designed to get you quickly obtaining value from your investment in Salesforce. Managed Packages and Turnkey Salesforce Builds that Leverage Salesforce Financial Services Cloud, Sales Cloud, Experience Cloud and Marketing Cloud to help you meet your business objectives according to your schedule. We combine our skilled consulting resources with industry specific capability maps and system architecture blueprints to fuel the Agile process, providing the highest quality and delivery of technical solutions.

Highlights

Mutual Funds - Modern marketing tools to improved lead quality. Raise brand awareness with sales and marketing activity that will create more conversations with advisors

Hedge Funds - Optimize raising capital, manage research processes, follow compliance policies, integrate with fund administrators, and improve investor relationships

Private Equity - Reduce administrative time and complexity of Investor relations, intermediary tracking, deal pipeline, portfolio asset benchmarking, and fund management

Provider Details

CloudMasters
Boston, MA, USA
Founded
2014
Website
Email
Phone
(781)235-8788

CloudMasters provides expertise across Salesforce Sales, Service, Marketing and Industry Clouds focusing on Enterprise Architecture, Custom Development, Integration, CoE Strategy, Implementation & Support with: Salesforce Certified - Architects - Consultants - Developers - Administrators We help you quickly maximize your investment in the Salesforce platform whether you are looking for help with a current project or to add additional Salesforce Technical Expertise for your current team

Geographic Focus

Shows the regions where the provider operates or has done business
Countries

United States • Argentina

Languages

Supported Languages

English

More From This Provider

CloudMasters
by CloudMasters
CloudMasters provides expertise across Salesforce Sales, Service, Community, and Financial Services Clouds focusing on Enterprise Architecture, Custom Development, Integration, CoE Strategy and Support.