Financial Services Cloud Quick Start Package

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email for more information.

Project Kickoff and Business Process Reviews

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

Household Setup

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

Financial Accounts Setup

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

Contact Setup

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

Opportunity Setup

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

Salesforce Training

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

Ready to get started? We can help.