BROKER DEALER OPERATIONS MANAGEMENT
Explore our proven track record in enhancing business processes and setting up efficient systems in Salesforce. We've automated client onboarding and support, established broker and dealer interfaces, and created a CBR system for handling cases with industry-specific analytics for improved decision-making.
CUSTOM APPS DEVELOPMENT
See our case studies highlighting our skill in tailoring long-lasting solutions to client requirements. We integrate seamlessly with current systems, optimize data, and enhance customer data connectivity, demonstrating the strength of strategic planning and data optimization.
CREDIT UNION MANAGEMENT
Discover how we've excelled in various industries by reviewing our case studies. We've mastered credit union operations, data deduplication, CRM maintenance, and license management. Our solutions have significantly transformed business processes and outcomes.
LEGACY SYSTEMS INTEGRATION
Discover through our case studies how we expertly analyze, integrate APIs, manage errors and data capacities, and set up real-time or near real-time systems with triggers across various industries. Our work demonstrates significant impact and transformation through successful collaborations.
TOP MAINTENANCE FOR CRM SETUP
Explore our range of services to improve your Salesforce experience. We handle SFDC maintenance, change requests, and process improvements to keep your system running smoothly. Our experts offer best practice recommendations, thorough test planning and execution, and continuous bug tracking, all within specified SLAs.
We have been hired to help a client integrate their Salesforce and ERP systems for better order tracking.
The client tasked the team with transforming an inefficient sales cloud experience into a streamlined system.
The client’s objectives were met by focusing on tailored customer solutions and creating an enhanced experience for customers.
The client gave us the opportunity to create an efficient sales and customer service solution.