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Financial, Banking, and Fintech Consulting - Implementations - Support
Where marketing, sales and technology thrive to drive results
- Product Competencies
- Agentforce Marketing
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 2
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 9
Tria Prima is a team of banking, credit union, fintech, brokerage and insurance experts who have led business operations in each of these areas as a C-Level Exec. We focus on Marketing Cloud Engagement, Intelligence, Personalization, Data Cloud and CRM.
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MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 5 of 5 Reviews
Outstanding Expertise and Exceptional Service! My team has been consistently impressed with Tria Prima’s expertise and absolute commitment to our success. As a Salesforce partner, they have over delivered on their promises, offering support and guidance as we launched our new brand. Their deep knowledge of Salesforce, combined with their quick response times, has made a world of difference in enhancing our customer experience. Tria Prima’s dedication to ensuring our success has been evident every step of the way, and we couldn’t be more pleased with the results. Highly recommended for anyone looking to maximize their Salesforce investment.
Partner was accommodating with our complex business needs and found multiple solutions to make our companies more efficient and effective.
Amazing team, highly recommend!
The team at Tria Prima are incredibly diligent and knowledgeable. Working with them has made our journey into Salesforce easy and stress free. I'd highly recommend them for any Salesforce project/integration.
Great partnership from design and implementation to ongoing support.