You might be asking what goes into a Salesforce Financial Service Cloud Quickstart? How can I implement this into our business? SOLVD has created an easy implementation process that simplifies the process.
Together we’ll discuss your company’s business objectives for Salesforce, including a custom plan for your sales and account management processes.
We’ll configure households for storing household and family data that is critical to managing your book of business. We’ll also set up contacts to manage your individual goals, objectives, and timelines for the services you offer.
We’ll configure opportunities to be used for deal-tracking so you can see and manage the pipeline with a high amount of detail.
We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.
We’ll reformat and import a spreadsheet including contacts, activities, and order history.
Together our team walks you through your app, this helps with adoption while also getting users the value they need.
At SOLVD there’s no ego or arrogance here. No stringent rules or corporate red tape. We’re confident in our vast capabilities, but have no interest in excessive flash or making things more complicated than they need to be. Ready to get started or have more questions? Book time with our Salesforce Certified Experts.
We’ve created this Sales Cloud Quickstart PDF that has all the additional information you need. Keep it for you or send it to your team or clients.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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