Outstanding to Work With

I met Keith and Rule Six through a referral on how to make our Salesforce more user friendly. Not only did Keith ask all the right questions and listen to what we wanted to build out, but he made suggestions I wasn't even thinking about to completely transform our Salesforce into a user-friendly platform. He is attentive, responsive and professional. 10/10 recommend working with Keith and Rule Six.

Salesforce customisation for asset manager

Over the past several months, Keith has helped us tailor Salesforce to be a useful tool across our organisation, for sales and investment functions. Keith has been great to work with. He partners with us to understand our business needs and develops practical solutions. We will continue to work with Keith as we work on our Salesforce implementation.

Keith / Rule Six is a True Partner

I met Keith when I was first implementing Salesforce. I had experience with a different CRM and wanted to build a number of custom features that were specific to my use case (working in investor relations for a private fund). Keith was incredible from start to finish and really became an extension of my team. He was very practical, thorough, creative, and took it upon himself to make sure that all the features worked as expected. We've already discussed plans for future projects to streamline my business functions and I'm grateful to have Keith as a thought partner for a long-term roadmap of customized functionality.

Salesforce SMB Implementaton

Keith did a great job of helping us through the process. As a small organization, we relied on Keith for guidance and resources to structure and implement our CRM solution.

Help & Support

Elevate Your Agents with AgentExchange Solutions

Have Questions?

Rule Six Consulting Services for Financial Services SMB

Showing 4 of 4 Reviews