Supercharge Your Salesforce Engine With 6 Powerful Tools:

Salesforce has quickly become the world’s leading CRM platform that’s allowed financial service companies to simplify and streamline all their business processes. With vast capabilities, there are a number of ways that Salesforce can be integrated into your business and effectively used on a day-to-day basis. When executed properly, everything within your organization becomes easier, where each unit of input leads to tremendously more output in profits, team morale, happy customers, and more.

However, for financial service businesses who try to do it all on their own, it can often lead to difficulties that cost them more money, human capital, and unnecessary resources spent.   

Fortunately, with Navirum Orbit, we provide you with a fully equipped solution to ensure a seamless Salesforce integration and beyond – with your own portal, dedicated Account Manager, and 1:1 communication over slack.

Some of the highlights include:

1) Training: Receive dynamic training sessions to ensure your team uses Salesforce to its greatest potential, allowing you to increase user adoption and the value of each license. Accompanied by 1:1 and curriculum-based training, everyone in your business will have the in-depth knowhow to make your organization a top competitor within a matter of weeks.

2) Managed Services: Receive ongoing maintenance and support such as scheduled maintenance, upgrades, and optimizations for Salesforce.

3) Roadmap Development, Design & Accountability: Working by your side, we’ll create an in-depth blueprint with specific milestones on how to fully utilize Salesforce’s features and maximize long-term value.

4) Salesforce Accelerators: Deploy Navirum code, config, and intellectual property to solve problems, increase productivity, and boost adoption.

5) On-Demand: Gain exclusive access to highly experienced Salesforce consultants to design and customize your Salesforce orgs, broken down into bite-size pieces for easy consumption.

6) Technical Support: Ensure you’re Salesforce systems are always up-and-running without hiccups so downtime is minimized, with 24/7 support.

7) And much more…

At Navirum, we are helping financial service companies across a variety of industries unify their people, data, applications, and processes to completely revolutionize their internal operations. By collaborating together, we act as your “Salesforce concierge”, assisting you with every aspect of the Salesforce migration, maintenance, and continuing support activities. As a superior alternative to hiring a full-time resource, Navirum Orbit allows you to remove the possible roadblocks that can come with a powerful CRM like Salesforce – at a fraction of the investment. With the right processes aligned and all systems working in complete harmony, you and your team can free-up precious bandwidth, focus on higher ROI tasks, and make this your best year yet. With the complete Navirum Orbit solution on your side, success in business becomes inevitable. If you’re interested, you can learn more about Navium Orbit by contacting us below.

As we live in an era of digital engagement, Pardot has become hugely popular in helping financial services companies to reimage how they communicate and serve their clients. From banks to insurance companies, wealth managers to private equity, Pardot is hugely popular in helping companies digitize the customer journey. Here 3 times for implementing Pardot.

1) Get educated on Pardot: The marketing automation tool comprises a huge amount of functionality. For people unfamiliar with digital marketing, the terminology alone requires learning. From lead scores to suppression lists, engagement processes to conversion rates, the vocabulary takes getting used to and will help you significantly with your implementation. Financial services firms need to be wary of their own specific regulatory compliance and data privacy rules as part of their implementation. Getting up to speed on the regulatory piece is an important part of the implementation.

2) Define your customer journeys: Above all else, understanding how your customers engage with your business will significantly help the implementation of Pardot. In any company, there are many journeys, from sales and support to marketing. Mapping these out at the start of the project will help make your implementation a success.

3) Implement with a Pardot consultant: Pardot requires expertise to do the implementation and get the most out of your investment. As we mentioned in tip 1, a major part of your Salesforce implementation is being educated on the Platform. An experience Pardot consultant will help in front of your implementation.

Navirum is a leading Pardot implementation partner. We help companies across the financial services industry to get up and running in the system successfully. We help companies migrate from Hupspot, Mailchimp, Marketo and Eloqua to Pardot. Together with our clients, we can unify your data, people, applications, and processes. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.

As more and more business migration from HubSpot to Salesforce, its critical to do the migration properly to ensure you get up and running on your Salesforce licenses as quickly as possible and to ensure Salesforce has high adoption levels with your employees.

1) Get your team involved: Very often system implementations land in the inbox of the IT team, but its very important to take a multistakeholder approach – even for small businesses. Ensuring you have representation across all department will boost adoption and will help spot important requirements needed for each area of the business.

3) Keep it simple at the start: Its not always necessary to implement all aspects of your Salesforce vision in phase 1. You will generally have higher implementation success and a much greater uptake from your team if you keep the first phase of the project as simple as possible. Create a Salesfroce roadmap and talk about the features that will be released over the next 6-12 months. This will keep Salesforce top of mind and highlight the importance of the system to your company.

3) Run HupSpot in parallel to Salesforce for a while: In keeping with tip 2, keep some of your HubSpot licenses and keep the system alive for at least 3-6 months. This will help smooth the transition and ease anxiety about the sudden switch to a new system. It will also allow you to transition data & functionality over time to Salesforce

Navirum is a leading Salesforce implementation partner. We are experts in migrating HubSpot to Salesforce. Together with our clients, we can unify your data, people, applications, and processes. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.

Goldmine was a popular CRM over the past 30 years. More and more companies are migrating from the legacy system to Salesforce. It takes special expertise to help migrate. Here are Navirum’s 3 tips for your Goldmine to Salesforce migration:

1) Focus on the benefits of Salesforce: After using a system like Goldmine for 10-20 years, we become attached to some key features. It’s essential to focus on what Salesforce can do and put your energy into configuring the cloud based CRM. Many customers get caught up in the data migration or retrofitting Goldmine automations into Salesforce and lose sight of the fantastic benefits the industry leading CRM can bring.

2) Migrate only the data you absolutely need: Getting your data migration strategy right for a Goldmine migration is one of the most critical steps in the process. Migrating data Is time-consuming and challenging. We advise our clients to migrate what they need and export the remainder to a secure location for future reference. Salesforce allows you to start with a blank slate. Importing years of legacy data will torch your project budget and may leave users with a negative experience using your brand new CRM.

3) Get help from a certified Salesforce partner: With many steps and moving parts involved in the Salesforce migration process, having the proper training and consulting from a Salesforce implementation partner can ensure the best configuration (without future hiccups). When you’re able to maximize Salesforce’s capabilities like the Financial Services Cloud, Sales & Service Cloud, and Marketing Cloud, you can give your customers a truly transformational experience – allowing you to streamline business management processes, closely track compliance and financial legalities, provide security & regulatory best practices, eliminate paper processes & redundant activities, and much more. 

Navirum is a leading Salesforce implementation partner. We are specialists in Goldmine to Salesforce migrations. Together with our clients, we can unify your data, people, applications, and processes by creating a Salesforce roadmap and training plan for your team with 24/7 support. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team. 

Discover 4 Helpful Tips for Migrating from Redtail to Salesforce

Planning a Redtail to Salesforce Migration? Read This First!
If you’re a financial services firm looking to upgrade your CRM, migrating from Redtail to Salesforce can unlock game-changing functionality. But without the right plan, that migration can become expensive, time-consuming, and frustrating.

At Navirum, we’ve helped dozens of wealth management and financial advisory firms successfully transition from Redtail to Salesforce. Based on our experience, here are four critical tips to make your migration smooth, secure, and aligned with your business goals.

Start by Defining Clear Business Goals

Before moving any data or configuring a single feature, ask: What do we want to achieve with Salesforce?

Whether you’re in wealth management, insurance, private equity, or banking, your migration should support specific, measurable business objectives. Common goals include:

• Improving client experience through personalization
• Enabling better cross-selling and upselling
• Streamlining compliance tracking
• Automating routine tasks

🎯 Action Step: Identify 2–3 key outcomes and use them to guide your entire Salesforce setup and customization.

Design a High-Impact Salesforce Solution

Once your goals are clear, the next step is designing the right solution architecture.

This means understanding how your team works—and building Salesforce to support those workflows. Focus on:

• Mapping your key business processes (e.g., onboarding, compliance, reviews)
• Designing the ideal data model
• Planning a post-go-live support and training strategy
• Identifying integrations (e.g., eMoney, MoneyGuidePro, Schwab, Fidelity, Pershing)

📌 Tip: Don’t overbuild. Focus on high-ROI features that support your firm’s growth, not every possible tool Salesforce offers.

Define and Simplify Technical Requirements

One of the biggest mistakes firms make during migration is trying to replicate everything from Redtail into Salesforce. This leads to complexity, bloat, and poor adoption.

Instead, focus on what adds value in Salesforce.

Here’s how:

• Create a target data model in Salesforce before migrating anything
• Map Redtail fields and workflows to Salesforce equivalents
• Eliminate outdated, unused, or redundant data
• Decide which legacy data (e.g., activity history, notes) truly needs to be transferred

💡 Pro Tip: Less is more. A leaner setup is easier to use, faster to train, and more efficient to maintain.

Work with a Certified Salesforce Financial Services Partner

Migrating to Salesforce isn’t just a tech project—it’s a business transformation. And that’s where expert help makes all the difference.

A certified Salesforce partner with financial services experience can:

• Customize Salesforce Financial Services Cloud for your unique needs
• Guide your data migration strategy and avoid common pitfalls
• Train your team on best practices and maximize adoption
• Ensure full regulatory, compliance, and security alignment

At Navirum, we help firms take full advantage of Salesforce’s ecosystem, including:

• Financial Services Cloud
• Sales & Service Cloud
• Marketing Cloud

Together, these tools can help you:

• Replace manual tasks with automated workflows
• Centralize data across systems
• Improve audit readiness and compliance
• Eliminate paperwork and duplication
• Offer secure, cloud-based client services

Why Salesforce Is a Smart Move for Financial Firms

Salesforce isn’t just a CRM—it’s a complete platform for business growth. It offers:

• Best-in-class security and compliance infrastructure
• Seamless integration with third-party apps
• Flexible customization for any business model
• Three automatic platform upgrades per year
• Scalable architecture for firms of all sizes

When properly implemented, Salesforce becomes your firm’s digital backbone.

Need Help Migrating from Redtail to Salesforce?

At Navirum, we specialize in helping financial firms plan, implement, and optimize their Salesforce environment. From CRM design and data migration to user training and ongoing support, we’re here to make your transition smooth—and set you up for long-term success.

Let’s Get Started

Ready to migrate from Redtail to Salesforce the right way?
Contact our team today for a free consultation and customized Salesforce migration plan.

👉 Book Your Free Salesforce Consultation
👉 Learn More About Navirum’s Salesforce Services

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Since the company was founded in 1999, Salesforce has become one of the world’s biggest B2B companies. Boasting a roster of high-profile clients like BestBuy and Adidas, it’s clear that any business can benefit from using the tool.

Salesforce is a powerful CRM tool that can be highly beneficial for financial service companies. However, to get the most out of Salesforce, it’s crucial to partner with a Salesforce consultant who understands your company’s unique needs and can help you maximize the tool’s potential. Here are five reasons why financial service companies need Salesforce consulting: 

1) Customize Salesforce to Match Your Specific Needs 

Salesforce is an excellent tool for improving your customer relationships and ensuring that your sales process runs smoothly. Unfortunately, that doesn’t mean you can just start using Salesforce without any direction or customization and expect the tool to do wonders for your brand.

Tailoring Salesforce to your company lets you create things like custom templates, specialized processes, and personalized applications that are tailored for the needs of both customers and employees.

For example, suppose a financial service provider wants their clients’ data organized in different ways than it currently is. They can customize certain features within Salesforce based on what makes sense according to how complex or simple each client situation might be – ensuring better customer experience while also streamlining internal workflows! Working with a consultant helps you get the direction and guidance you need to use Salesforce effectively for your business.

2) Ensure Data Accuracy and Completeness 

Some of Salesforce’s most helpful features are its analysis and data insights capabilities. The platform lets you track and monitor many significant CRM metrics that give you a better understanding of your customers and your business. 

Salesforce is an incredibly powerful CRM tool. But that also means using it can get complicated at times. Data entry is no exception. Unless you are a seasoned data analyst, it is easy to make an error when entering information. If your data is inaccurate or improperly placed, Salesforce won’t be able to process your statistics correctly and give you precise reports when you need them.

The data you enter into Salesforce is crucial for accurate reporting. Working with a professional consultant will ensure that all of the information in your company’s records can be properly processed by the tool’s algorithm, which means better metrics and less time wasted on meaningless tasks like paperwork compliance or struggling through old reports yourself!

3) Develop Efficient Workflows and Processes 

Another one of Salesforce’s highly convenient features is the tool’s ability to manage and automate your business’ CRM processes. It lets you set parameters and criteria to execute remarkably precise automated workflows exactly when you need them without any manual input or maintenance. Over time, implementing the correct processes will save you significant time and money, not to mention freeing you from having to do all those tedious tasks yourself!

As with most of Salesforce’s tools, the complexity and customization potential of workflows can leave many business owners lost and confused. This often leads to automated processes failing, not working as they were designed to, and even automating the wrong workflows at the wrong time. All of these can have a severely negative impact on your business and cause you to spend hours trying to fix and maintain your automated processes.

Working with a Salesforce consultant will ensure that the workflows you create on the platform are accurate and function as intended. With properly designed and programmed processes, you can save hundreds of hours of work while still having peace of mind knowing that your workflows are running properly. 

4) Gain Insights Into Customer Behavior 

Every business owner wishes that they could read their customers’ minds. While there aren’t any tools on the market that can give you psychic abilities, Salesforce’s customer analytics software comes pretty close! 

The tool’s industry-leading software lets you get exceptional sales and marketing analytics without the need for assistance from the IT department. From tracking where your leads are coming from to monitoring which ads are having the most success, Salesforce lets you track all of that.

A recent study by Harvard Business School professor, Michael Luca, found that companies who used Salesforce to track customer behavior saw a 5-10% increase in sales. The study also found that those companies who used Salesforce to track customer interactions were more likely to retain customers and receive word-of-mouth referrals. Using Salesforce is a valuable way to gain insights into customer behavior – provided you’ve set the tool up correctly.

Having an experienced Salesforce consultant on your team to walk you through the platform setup is invaluable. Not only will they help you guarantee that you’re tracking the correct customer analytics, but they might also open your eyes to additional opportunities on the platform that you might have overlooked otherwise!

5) Optimize Platform Performance and Productivity

The last (but certainly not least) reason to work with a Salesforce consultant is the opportunities you’ll have to optimize your platform. The Salesforce platform has over 1.5 million users. With so many businesses using the platform, optimizing Salesforce for your business is crucial to differentiate yourself from competitors. 

While it’s possible to use Salesforce without optimizing it for your business, the result will likely be slow and inefficient. Supercharging your business performance with Salesforce requires making the platform your own. This is where a Salesforce consultant comes in. From making your workflows faster to eliminating unnecessary features, a Salesforce consultant will help you engineer the platform to be your ideal CRM tool!

If you’re a financial services company looking for ways to improve your sales process and increase productivity, Salesforce consulting is the answer. Our team of experts will work with you to customize Salesforce to match your specific needs, ensure data accuracy and completeness, develop efficient workflows and processes, gain insights into customer behavior, and optimize platform performance and productivity – all with the goal of helping you boost your bottom line.

Get in touch with us today to learn more about how we can help you take your business to the next level!