Navigator: A Modular Way to Expand Salesforce Usage Without Over-Committing
Navigator is a modular framework designed to help businesses implement and expand Salesforce without over-committing. It was created to close a recurring gap seen in the field. Working inside a large banking region alongside one of Salesforce’s premier new-logo teams in 2025, a clear pattern emerged: institutions were aligned on Salesforce as a platform, but […]
How to Design Salesforce Momentum That Outlasts Any One Partner
Salesforce product adoption rarely sinks because the work is complex. It slows when continuity breaks across teams, phases, and time. This pattern appears across nearly all traditional engagements, from first-time product implementations to large-scale expansions. Despite T&M failing roughly 70% of the time, it remains the dominant project approach, and consistently produces the same outcomes: […]
COO Spotlight: One Afternoon Changed How I See Salesforce Delivery Forever
Traditional T&M Salesforce Delivery is Broken Every time we explain our delivery model, it takes a minute to help people break free from the old assumptions. Somehow, we’ve all been conditioned to believe you can predict exactly how long something will take — even when the details, dependencies, and people involved are completely unknown. It’s […]
Struggling With CRM Adoption? 1 in 3 Users Are—How DaaS Can Help
When it comes to CRM implementation, the data tells a sobering story: 32% of users cite lack of technical expertise as a top adoption barrier. And when adoption lags, so does ROI. If your team is navigating a Salesforce or other enterprise CRM rollout, here’s the hard truth: you’re not just implementing software—you’re gambling with […]
Sustainable Change Management: Why Ownership Is the New Baseline
Change Isn’t Just Awareness—It’s Shared Ownership Change management is always expected—but rarely operationalized. Too often, change is treated like a leadership task or a training phase. But adoption doesn’t happen unless ownership is clearly mapped across every role and stage of delivery—from executive sponsor to sprint lead, from frontline manager to end user. Here’s how […]
Data 360: Adoption Roadmap
Enabling Data 360 (Formerly Data Cloud) in 6 Steps In our previous blog post titled “Data 360 (Formerly Data Cloud)?,” we offered insights into this Salesforce product, dispelled common misconceptions, and highlighted its benefits for financial services organizations. Now, we’re excited to assist you in navigating its full potential through a comprehensive 6-step Data Cloud […]
Fortimize and Lucro Partner to Deliver End-to-End Digital Consulting for Banks & Credit Unions
New York, NY, June 1, 2022 – Fortimize, a Salesforce partner since 2012, and Lucro, a boutique nCino consulting firm, have entered into an exclusive strategic alliance to help Banks & Credit Unions accelerate their ability to meet the digital demands of their customers and members. The alliance combines Fortimize’s deep Salesforce platform expertise which […]
Fortimize Positions for Accelerated Growth
In May 2022, Fortimize will celebrate our 10th anniversary. It’s a huge milestone from what started as an idea borne out of the financial services industry: that technology could unlock more powerful relationships between bankers, wealth and asset managers, and real estate firms with their customers. So it’s with great excitement that we begin the […]
Fortimize + Kyloe: A new partnership for Asset Management technology
We’re proud to share the news that Fortimize has been selected as the preferred services partner for Kyloe Digital, the most comprehensive, turnkey customer engagement solution for the Asset Management industry powered by Salesforce. As a preferred services partner, Fortimize will lead implementations for new Kyloe Digital customers and work with existing customers to enhance […]
