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
Superior Vision Services
SharesPost

Our team is ready to help you.

Stay focused on your business. Rely on our seasoned experts when it comes to getting started with Salesforce, optimizations and deployment.