Financial Services Cloud Quick Start Package

Completion Timeline:
Approximately 4 Weeks

Call +1 516 637 2191 or
email [email protected]
for more information.

Project Kickoff and
Business Process Reviews

We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.

Household Setup

We’ll configure households for storing household and family data for use in marketing campaigns and reporting.

Financial Accounts Setup

We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.

Contact Setup

We’ll setup contacts to manage individual client goals, objectives, and timelines for the services you’re offering.

Opportunity Setup

We’ll configure opportunities to be used for deal-tracking so you can see and manage the pipeline with a high amount of detail.

Salesforce Training

We’ll perform a custom, one-hour webinar training session of your Salesforce application.

Trusted by great companies.

From start-ups to Fortune 500s, we help businesses of
all sizes get the most out of their Salesforce

Ready to get started? We can help.