Enable automated and self-service portal processes for small and large network of third-party brokers and dealers for sales, service and support. Typical implementations include:

  • Sales Cloud:  Recruitment and management of brokers / dealers.  Onboarding and deal collaboration and performance measurement
  • Service Cloud:  Support customers and partners (pre- and post-sales) with fully automated support and Customer Success infrastructure
  • Marketing Cloud:  Marketing automation for lead generation and development.  Drip marketing.  Newsletters
  • Partner Communities:  Self-service partner portal for resellers, partners, brokers
  • Customer Communities:   Self service customer portal
  • Integrations:  Financial
  • Force.com:  Custom UI’s
  • AppExchange: Docusign, Email2Case Premium, Pardot, Marketo
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