Tailored to any financial services organizations, whether you are a part of a wealth management firm, an insurance company, or a bank, Financial Services Cloud can help your team deliver personalized advice at scale across any channel or device.
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.
1. PROJECT KICK OFF
Together we’ll discuss your company’s business objectives for Salesforce, including a custom plan for your sales and account management processes.
2. HOUSEHOLD + CONTACT SETUP
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.
3. 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.
4. FINANCIAL ACCOUNTS SET UP
We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.
5. SPREADSHEET IMPORT
We’ll reformat and import a spreadsheet including contacts, activities, and order history.
6. SALESFORCE TRAINING
Together our team walks you through your app, this helps with adoption while also getting users the value they need.
$5,400 | 30 HOURS | 3 WEEKS
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.