Everyday Extraordinary


By partnering with Alpha to implement Salesforce - or refactor your existing instance - you gain access to Alpha’s proven market accelerators:

‘Design Phase’ Alpha Accelerators

  • Knowledge of how to design future strategy and migration strategy objects for the AM industry and for an effective user experience
  • Known experience of which objects should (or shouldn’t!) be used for the AM industry Catalogue of detailed User Requirements that can be leveraged’

Implementation Phase’ Accelerators

  • Core structures of code ready for Salesforce Lightning
  • Knowledge of how to run effective end-user testing
  • Tried and tested strategies for effective communications with end-users
  • Experience of delivering effective training for large CRM global rollouts

‘Post Go-Live’ Alpha Accelerators

  • Experience setting up a robust and effective BAU model, with a list of pre-defined roles and responsibilities
  • Tried and tested strategies for driving user adoption post Go Live, supporting end-users with floorwalking and focused workshops

  • Alpha has developed a proven domain model which tailors Salesforce to the specific needs of Asset Managers
  • This proprietary accelerator model deploys the functionality commonly required by asset managers, which can then be enhanced to suit the needs of the individual asset manager
  • As such, Alpha occupies a unique competitive position, possessing unparalleled knowledge of applying Salesforce in this market landscape, as well as deep asset management expertise
  • Certified Professionals

  • Salesforce Certifications

  • Appexchange Reviews

  • Appexchange Rating


  • Email
  • Phone

    +44 (0) 207 796 9300
  • Visit Website

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# Focus

# Service lines

# Salesforce Expertise


# Certifications (23)

# Portfolio

Key clients: BNP Paribas, BlueBay, Barclays Wealth, Barings, BBVA, Baillie Gifford, alterDomus, Actis, ABN Amrro, AXA, 3i

# Geographic Focus

Languages: Dutch, English, French, German

International: France, United Kingdom, United States

United States: New York, Pennsylvania

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