Our group has a tremendous amount of experience in both the Financial Services and Manufacturing industries. Within Financial Services, we have pre-built functionality that we provide to our new clients as they begin their FSC journey. This accelerator is built based on functionality that our clients have deployed on our past 80+ FSC projects.
Within Insurance, our expertise lies at the agency, broker/MGA and carrier level. We have been involved in building two (2) agency applications and are currently building our MGA data model on top of the Salesforce Platform.
We have expertise with the following:
- Sales Cloud
- Service Cloud
- Platform Cloud
- Community Cloud
- Financial Services Cloud
- Manufacturing Cloud
- Einstein Analytics
We have migrated and/or integrated with Microsoft Dynamics, Junxure, Redtail, DealCloud, Hubspot, Navatar, Salentica, Tamarac, XLR8, Practifi, Goldmine, Zoho, SmartOffice, SalesLogix, Pipedrive, ACT!, Orion, APX, Encompass, Schwab, Pershing, COCC, FiTek, LaserApp, Addepar, etc.
# Service lines
# Salesforce Expertise
# Industry Expertise
# Certifications (93)
# Geographic Focus
International: United States
United States: Arizona, Illinois, Indiana, Iowa, Kentucky, Minnesota, Missouri, New York, Ohio, Washington
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