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Financial Services Cloud Quickstart Fast-Track Your FSC Implementation

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Financial Services Cloud Quickstart

Go from zero to hero with a lightning-fast Salesforce implementation.

Our Financial Services Cloud Quickstart package is designed to help businesses quickly adopt Salesforce Financial Services Cloud and maximize its potential.

Our goal is to help you modernize your technology infrastructure and utilize industry best practices to drive digital transformation as fast as possible to boost your business efficiency, streamline operations, enhance client relationships, and increase revenue. 

Financial Services Cloud Quickstart

Key Benefits:


  • Quick deployment to get you up and running on Salesforce as fast as possible
  • Customizable, high-quality setup
  • Expert guidance on industry best practices
  • Training sessions to drive user adoption
  • Fixed budget with clearly defined scope and deliverables
Salesforce Configurations

  • Gather project requirements and business goals

  • Discuss roadmap to success

Consultation & Discovery

  • Clients, Household Accounts, Contacts, Referrals, & Opportunities

  • Action plans

  • Actionable Relationship Center (ARC)

  • Data model

  • User & object/field setup

  • Branded user interface

  • Custom fields

  • Email sync

  • Email templates

  • Reports & Dashboards

Data Import

  • Data migration (max 200,000 records) for Accounts and Contacts

Resources

  • Access to Senior Business Analyst, Project Manager, Solutions Architect, Salesforce Developer & Consultant

  • 3 hours of user training

Ready to take advantage of all that Financial Services Cloud has to offer?
Contact us now to get started today!