Financial Services Cloud Quick Start Package

We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

We’ll configure households for storing household and family data for use in marketing campaigns and reporting.

We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.

We’ll setup contacts to manage individual client goals, objectives, and timelines for the services you’re offering.

We’ll configure opportunities to be used for deal-tracking so you can see and manage the pipeline with a high amount of detail

We’ll perform a custom, one-hour webinar training session of your Salesforce application.