What Comes After Customer 360 in Wealth Management?
Your Customer 360 Is Built. Now Activate It. You mapped the households. You tracked the goals. You went through the implementation, the change management, the go-live. Your advisors can finally see a complete picture of every client relationship in Salesforce Sales Cloud or FSC. Great. Now what? The next question got complicated. Someone mentioned Data 360. […]
Product Thinking Builds Lasting Salesforce Success — and the Numbers Prove It
Most Salesforce failures aren’t about the platform — they stem from treating delivery like a one-time project. When go-live is seen as the finish line, ownership drifts, adoption stalls, and value erodes. Sustained success requires a product mindset that flexes with the business long after launch. Here’s how to succeed. Stop Thinking About the Finish-Line […]
Harvesting Growth: Why Fall 2025 Is the Time to Reassess Your Bank’s CRM Roadmap
The Banking Market Is Moving By the end of 2025, the banking CRM market is forecast to grow nearly 18% year-over-year to $18.14 billion. And while CRM has been on the radar for years, the momentum is shifting: more than one-third of banks plan to invest in CRM within the next 12 months. For many […]
Bedrock’s Real Talk on CRE Contract Management with CIO Amanda Gibb
Before Salesforce, Bedrock Detroit managed vendor contracts through shared inboxes and sprawling spreadsheets. On the surface, it worked. Behind the scenes, there was no clear way to track progress. In a conversation with Bedrock CIO Amanda Gibb, she shared how their first Salesforce project, centralizing vendor contract management, became more than a technology fix. It […]
How Salesforce Data 360 Powers Real-Time Action
Connect Systems, Teams, and Actions When most people think of Salesforce Data 360 (Formerly Data Cloud), they picture marketing automation or ad targeting. But its true power starts much farther upstream. For institutions where decisions are made across credit teams, contact centers, leasing offices, and operational silos, Data 360 acts as a unified intelligence layer. […]
Salesforce CRM Lessons Contractors and Service Pros Can Steal from Financial Services
Skip the Custom Tooling—Successful CRM Frameworks Already Exist These CRM strategies are field-tested across industries, teams, and job sites. Let’s be honest: most mid-market builders’ and service providers’ CRM systems are cobbled together with good intentions, scattered spreadsheets, and more than a few workarounds. Construction teams. Home builders. Service pro. Manufacturers. Real estate firms. Dealer […]
Langley Federal Credit Union Goes Live with the Fortimize Blend Salesforce Connector
A New Way to Capture Lost Opportunities Newport News, VA – Feb. 24, 2025 — Langley Federal Credit Union, a top 70 credit union in the U.S., has successfully deployed the Fortimize Blend Salesforce Connector, unlocking new ways to capture and convert stalled, abandoned, or declined applications into engaged leads within Salesforce. “Without the connector, […]
Making Data Work for Safety: The NSC + Data 360 Strategy
The Fortimize team was phenomenal to work with. They launched the solution in just four weeks, demonstrating true expertise with this new product.
Sprint Reviews: The Key to Successful Salesforce Implementations
Implementing Salesforce can set your organization up for success or create new challenges, such as poor user adoption, increased technical debt, and inefficient workflows. To proactively mitigate these challenges, you should work with an experienced consulting partner who can deliver agile sprint reviews as part of their development methodology. Sprint reviews, held at the end […]
