5 Signs of the Right Salesforce Implementation Partner - Fortimize | Fortimize

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5 Signs of the Right Salesforce Implementation Partner

August 7, 2016

[fusion_builder_container background_color=”” background_image=”https://fortimize.com/wp-content/uploads/2015/11/business3_lg-1.jpg” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_url=”” video_aspect_ratio=”16:9″ video_webm=”” video_mp4=”” video_ogv=”” video_preview_image=”” overlay_color=”” overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” border_color=”” border_style=”solid” padding_top=”150px” padding_bottom=”” padding_left=”” padding_right=”” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no” menu_anchor=”” class=”” id=””][fusion_builder_row][/fusion_builder_row][/fusion_builder_container][fusion_builder_container background_color=”” background_image=”” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_url=”” video_aspect_ratio=”16:9″ video_webm=”” video_mp4=”” video_ogv=”” video_preview_image=”” overlay_color=”” overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” border_color=”” border_style=”solid” padding_top=”40px” padding_bottom=”40px” padding_left=”” padding_right=”” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no” menu_anchor=”” class=”” id=””][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none”][fusion_text]Back to Blog[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container background_color=”” background_image=”” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_url=”” video_aspect_ratio=”16:9″ video_webm=”” video_mp4=”” video_ogv=”” video_preview_image=”” overlay_color=”” overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” border_color=”” border_style=”solid” padding_top=”0px” padding_bottom=”0px” padding_left=”” padding_right=”” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no” menu_anchor=”” class=”” id=””][fusion_builder_row][fusion_builder_column type=”2_3″ last=”no” spacing=”yes” center_content=”yes” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”solid” padding=”” margin_top=”” margin_bottom=”” animation_type=”0″ animation_direction=”down” animation_speed=”0.1″ animation_offset=”” class=”” id=””][fusion_title size=”3″ content_align=”left” style_type=”default” sep_color=”” margin_top=”” margin_bottom=”” class=”” id=””]5 Signs of the Right Salesforce Implementation Partner[/fusion_title][fusion_separator style_type=”none” top_margin=”20px” bottom_margin=”” sep_color=”” border_size=”” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”center” class=”” id=””/][fusion_text]

[fusion_dropcap color=”” boxed=”yes” boxed_radius=”0px” class=”” id=””]L[/fusion_dropcap]eads. Prospects. Customers. They are the foundation of your business. But leads get cold faster than ever, prospects are easily distracted and customer expectations increase almost daily. How do you keep up?

As a financial services professional you don’t have time to become a CRM system administrator. But engaging a partner who will provide high-quality service that delivers real ROI for your business is time well-spent. CRM efficiency is crucial to growth and trajectory. These 5 qualities have produced hundreds of successful implementations that solve real business challenges and create satisfied Salesforce users.

Must-haves for choosing the right Salesforce consultant & Implementation Partner

Laser-like Focus – Find us at the intersection of Salesforce and financial services. Deep domain expertise allows us to answer questions, offer support, and provide ideas and direction for your most challenging prospects. Watch this video to see how.

Best Practices In Motion – We quickly scope, implement, and get to work producing simple return on your client’s investment in Salesforce.

Actionable Ideas – Our solutions are operating in seven complex Financial Services sectors, including: Private Equity/VC, REITs, Banking and Lending, Wealth Management/RIAs, Insurance, Funds, and Specialty Finance.

Domain Expertise Matters – Our projects are operated by Salesforce Certified consultants with experience in financial services that gives your clients relevant service and support.

Integration Solutions – We’ve developed Salesforce integrations with industry-standard platforms like Schwab and Fidelity, Preqin, CapIQ, iPipeline and more.

We’ll tell the story of how Salesforce improves financial services operations every day. Prospects who know the possibilities are more likely to choose Salesforce as the foundation for their business.[/fusion_text][/fusion_builder_column][fusion_builder_column type=”1_3″ last=”yes” spacing=”yes” center_content=”yes” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”solid” padding=”” margin_top=”” margin_bottom=”” animation_type=”0″ animation_direction=”down” animation_speed=”0.1″ animation_offset=”” class=”” id=””][fusion_imageframe lightbox=”no” gallery_id=”” lightbox_image=”” style_type=”none” hover_type=”none” bordercolor=”” bordersize=”0px” borderradius=”0″ stylecolor=”” align=”none” link=”” linktarget=”_self” animation_type=”0″ animation_direction=”down” animation_speed=”0.1″ animation_offset=”” hide_on_mobile=”no” class=”” id=””] [/fusion_imageframe][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]


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