# Fortimize

> We don't just configure Salesforce; we make it work for the people who use it. Adoption stalled? System unused? Prior partner fell short? Delivery as a Service is how we fix it. Team-owned. 97.8% on-time, on-budget. Known for excellence. It's better here.

## Overview

Fortimize is a team-owned Salesforce consultancy for financial services and real estate, built to make Customer 360 stick without rigid scopes or time-and-materials billing. Since 2012, we've delivered 1,000+ initiatives across regulated, complex environments, with a 97.8% on-time, on-budget rate, a

Fortimize is a team-owned Salesforce consultancy for financial services and real estate, built to make Customer 360 stick without rigid scopes or time-and-materials billing. Since 2012, we've delivered 1,000+ initiatives across regulated, complex environments, with a 97.8% on-time, on-budget rate, a 4.9/5 AppExchange rating, and an average 3.5-year client partnership.

We don't treat go-live as the finish line. Delivery as a Service adapts as priorities shift, teams grow, and data matures, with long-tenured consultants accountable past launch, so you keep continuity across people, systems, and decisions. Nine in ten clients stay with the model, and a third came to us after a traditional time-and-materials project fell short.

Supporting banking, real estate, and commercial, with deep experience in insurance, private equity, and wealth management.

Expertise: Customer 360, Financial Services Cloud, Sales Cloud, Service Cloud (+ Voice), Experience Cloud, Data 360 / Data Cloud, MuleSoft, Tableau & CRM Analytics, Shield.

## Details

- **Location:** Jackson, WY USA, United States
- **Founded:** 2012
- **Partnership Level:** Select
- **Rating:** 4.9/5
- **Reviews:** 79
- **Projects Completed:** 63
- **Certified Experts:** 42
- **Total Certifications:** 222
- **Website:** http://www.fortimize.com/

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## Services

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## Industries

- Engineering, Construction and Real Estate
- Financial Services

## Certifications

- Salesforce Certified Administrator (Administration)
- App Builder (Builder)
- Sales Cloud Consultant (Consultant)
- Certified AI Associate (Other)
- Platform Developer I (Developer)
- Salesforce Certified Business Analyst (Other)
- Service Cloud Consultant (Consultant)
- Advanced Administrator (Administration)
- Salesforce Certified Associate (Other)
- Certified AI Specialist (Specialist)
- Experience Cloud Consultant (Consultant)
- Data Cloud Consultant (Consultant)
- Sharing & Visibility Architect (Architect)
- Data Architecture & Management Designer (Architect)
- Platform Developer II (Developer)
- Application Architect (Architect)
- JavaScript Developer I (Developer)
- Salesforce Certified Marketing Cloud Email Specialist (Specialist)
- Tableau CRM & Einstein Discovery Consultant (Consultant)
- Development Lifecycle & Deployment Architect (Architect)
- Field Service Consultant (Consultant)
- Financial Services Cloud Accredited Professional (Other)
- Integration Architect (Architect)
- Identity & Access Management Architect (Architect)
- OmniStudio Consultant (Consultant)
- OmniStudio Developer (Developer)
- System Architect (Architect)
- User Experience Designer (Designer)
- Associate Administrator (Administration)
- B2B Solution Architect (Architect)
- B2C Solution Architect (Architect)
- Certified MuleSoft Developer I (Developer)
- Certified MuleSoft Integration Architect I (Architect)
- Certified Slack Consultant (Consultant)
- Contact Center Accredited Professional (Other)
- CPQ Specialist (Specialist)
- Heroku Architect Designer (Architect)
- Industries CPQ Developer (Developer)
- Pardot Consultant (Consultant)
- Pardot Specialist (Specialist)
- Process Automation Accredited Professional (Other)
- Salesforce Certified Marketing Cloud Administrator (Administration)
- Salesforce Certified Strategy Designer (Designer)

## Languages

- en
- es

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*Profile from [CRM Consulting](https://crm.consulting/company/fortimize/)*