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Salesforce
Salesforce

Broker Dealer Operations Management

Discover our exceptional case studies showcasing our expertise and success stories. From process maturity and analysis to broker and dealer setup in SFDC, we have implemented screen flows for automated client connectivity and onboarding. Our CBR setup automates commercial and technical cases, while providing the best analytics tailored to your industry. Experience streamlined support and case management through our automated solutions.

Credit Union Management

Explore our diverse range of case studies that showcase our expertise and success stories. From understanding credit union customer operations to deduplication of data and cleanup, supporting and maintaining CRM processes, and managing licenses, we have delivered exceptional results in various industries. Dive into our captivating case studies and witness the transformative power of our solutions.

Custom Apps Development

Explore our captivating case studies, showcasing our expertise in understanding client needs and customizing processes. We build solutions that stand the test of time, aligning seamlessly with existing systems and optimizing data to drive results. Experience connectivity with customer data and operations like never before. Discover the power of efficient planning and data optimization through our remarkable case studies.

Legacy systems integration

Explore our captivating case studies, featuring a range of industries and showcasing our expertise. Discover how we analyze current setups, integrate APIs, handle errors, manage data loads and limits, and establish real-time or near real-time setups with appropriate triggers. Witness the tangible impact we create through our successful partnerships and transformative solutions.

Top maintenance for CRM setup

Discover our comprehensive suite of services designed to optimize and elevate your Salesforce experience. From maintaining and managing SFDC to handling change requests and process improvements, we ensure your system operates flawlessly. Our experts provide best practice recommendations, meticulous test planning and execution, and on-going bug tracking, all within specified SLAs.
Customer Stories