Navirum Blog

Discover one of the many Navirum’s Customer Success Stories: Salesforce Sales Cloud Implementation! Learn how one of our clients, a leader in real estate investment and management, overcame operational challenges and achieved exceptional results. With services spanning asset management, accounting, marketing, investor relations, financial analysis, and transactional activities like acquisitions and financing, our client needed

Maximizing Value at Salesforce’s End-of-Fiscal Quarter: Expert Tips from Navirum The end of Salesforce’s fiscal quarter is not only a prime time for new customers but also an excellent opportunity for existing clients to renew or expand their licenses. With the holiday season approaching, you could secure significant savings, better terms, and added value. Whether

PDF Butler is a versatile document automation platform that significantly enhances document generation and workflows within Salesforce. By automating the creation, customization, and distribution of essential documents like contracts, investment reports, and policy summaries, PDF Butler helps companies in wealth management, banking, and insurance overcome one of their biggest inefficiencies. Its seamless Salesforce integration, low

AccountingSeed is a versatile accounting platform built natively on Salesforce, designed specifically for the financial services sector, including banking, wealth management, and insurance. It offers comprehensive financial management, seamless data integration, and automation to streamline accounting processes. With strong adoption in financial centers like Toronto, New York, and San Francisco, AccountingSeed helps firms achieve compliance,

Vonage is a best-in-class cloud-based communication platform known for enhancing productivity through voice, video, messaging, and contact center solutions. Originally rooted in NewVoiceMedia, which was acquired by Vonage, the platform has a long history of deep integration with Salesforce. Like Salesforce, Vonage is not considered a low-cost option but is valued for its high quality,

Dakota is a premium market intelligence and data platform designed for the financial services industry, with a focus on asset management, wealth management, private equity, venture capital, investment banking, and insurance asset management. The platform provides comprehensive data, research, and insights that help firms target institutional investors, enhance investment fundraising efforts, and optimize distribution strategies.

Discover how integrating Salesforce with insurance platforms leads to improving policyholder experiences!

PipeLaunch is a top-tier data integration and automation platform that excels in Salesforce data enrichment, specifically for the financial services sector. Designed for asset management, wealth management, banking, insurance, and private equity, PipeLaunch simplifies data synchronization and keeps CRM data up to date. It stands out for its ease of use, practicality, and high customer

Vinton.ai is a cutting-edge financial technology platform designed to elevate the functionality of Salesforce for financial services firms in Canada and the USA. The platform uses artificial intelligence (AI) and automation to streamline operations, optimize data management, and deliver personalized client experiences. By revitalizing the Activity Object in Salesforce, Vinton provides practical tools for capturing

Discover 5 Unique Ways Canadian Financial Advisors Use AI to Focus on Clients, Not Admin. Find more details here!

In the fast-paced world of private equity on Wall Street, firms are turning to Salesforce and AI to streamline operations, enhance deal flow, and strengthen investor relationships.

Discover How Bay Street Asset Managers in Toronto Can Leverage Salesforce and AI to Scale!

If you’re in financial services and haven’t yet embraced Salesforce, you’re missing out on a game-changer. Salesforce has become the premier Customer Relationship Management (CRM) platform for financial service companies—from wealth management to insurance firms. With Navirum as your trusted Salesforce consulting partner, you’ll unlock the full potential of Salesforce to elevate your firm’s operations.

For financial advisors in North America, efficiently managing portfolios while staying compliant is as critical as keeping your coffee strong on a Monday morning. Integrating your portfolio management systems (PMS) with Salesforce—whether through Financial Services Cloud, Sales Cloud, or both—can streamline your operations faster than a drive-thru line during rush hour. Here’s a look at

Why Financial Service Companies Need a CRM (And Why You Shouldn’t Be Using a Rolodex in 2024) Alright, financial service firms, let’s have a chat. It’s 2024, and if your idea of client management still involves a Rolodex or a color-coded spreadsheet, we need to talk. Yes, the Rolodex had its glory days. It was

In the dynamic world of wealth management, access to reliable and timely financial data is indispensable. Our partner, NDEX Systems, emerges as a game-changer, revolutionizing how financial professionals gather, analyze, and utilize data to drive informed investment decisions. This blog explores NDEX Systems’ transformative impact in the wealth management industry, highlighting its ability to provide

In the fast-paced world of financial services, where security, efficiency, and client confidentiality are paramount, innovative solutions like those proposed by our partner, SideDrawer, are transforming how professionals manage and safeguard critical information. This blog explores the multifaceted benefits of SideDrawer for wealth managers and other financial services professionals, highlighting its role in enhancing productivity,

Looking for new ways of leveraging Salesforce for Financial insight? Business Intelligence Integration is the answer!

In recent years, the financial services industry has undergone a profound transformation driven by advancements in artificial intelligence (AI) and machine learning (ML). These technologies, particularly when integrated into platforms like Salesforce, offer immense potential for enhancing customer experience, operational efficiency, and decision-making processes. However, with this potential comes a responsibility to ensure that AI

AI-Driven Insights for Investment Management: Salesforce Best Practices

In today’s rapidly evolving financial services arena, staying ahead requires harnessing advanced technology to deliver personalized, efficient, and secure client solutions.

Discover how Salesforce can help building a 360-Degree View of Clients in Wealth Management

Discover How Salesforce Enhances Customer Relationship Management in Banking!

Salesforce, renowned for its robust CRM capabilities, offers a powerful solution for optimizing loan origination processes, driving operational efficiency, and enhancing customer experiences.

Deciphering the Dynamics of Salesforce Data Model: A Business Analyst’s Guide

Unlocking Success: Expert Tips to Implement Marketing Cloud for Wealth Management

Discover The Best Practices for Salesforce Implementation in Insurance Companies In the ever-evolving landscape of the insurance industry, technological innovation has become a cornerstone of success. As insurance companies strive to adapt to changing customer expectations, regulatory requirements, and market dynamics, the implementation of robust CRM solutions like Salesforce has emerged as a strategic imperative.

Unveiling the Benefits of Salesforce CRM Implementation In Financial Services

From Leads to Loyalty: Building Lasting Customer Relationships with Pardot Account Engagement in Wealth Management

Discover how automating financial workflows with Salesforce can revolutionize your finances!

Maximizing Revenue Streams: Enhancing Cross-Selling and Upselling with Salesforce in Financial Services

In today’s fast-paced business landscape, where technological advancements and market dynamics continuously evolve, one crucial aspect often overlooked is fostering a culture of appreciation within the workplace.

Did you ever wonder why Salesforce is world’s leading CRM, or what is its role in the financial services transformation? Digital transformation has become imperative in the financial industry.

Investment firms are constantly seeking ways to optimize their processes, enhance client experiences, and ultimately, drive higher returns.

Unlocking the Power of Engagement: Strategies for Maximizing Pardot Account Engagement in Financial Services
In the fast-paced world of financial services, building meaningful connections with clients is paramount to success.

Welcome to our Expert Corner! Did you ever wonder how a day in the life of a Salesforce Consultant goes? Let’s have a look!

In today’s fast-paced world of finance, staying ahead means embracing innovation. Artificial Intelligence (AI) and Machine Learning (ML) aren’t just buzzwords – they’re game-changers.

Integrating Clearwater Analytics with Salesforce can significantly enhance your organization’s efficiency by streamlining data flow between these two crucial platforms.

Nurturing Engagement and Collaboration: Empowering Remote Employees

In the ever-evolving landscape of modern work, remote employment has become increasingly prevalent, reshaping the way organizations operate and teams collaborate.

Salesforce is a powerful platform that offers a range of cloud-based solutions to help businesses manage their customer relationships and drive growth. Two of the most popular offerings from Salesforce are Sales Cloud and Marketing Cloud.

An in-Depth Guide to Customer Onboarding Process in Salesforce. Customer onboarding is a critical phase in establishing a fruitful and enduring relationship with your clients.

At Navirum, we are aware of the importance of supporting remote employees to ensure their success and well-being. Here are some of our effective strategies for supporting remote employees and fostering a thriving virtual workforce.

Welcome to our thought leadership guide on optimizing the customer onboarding process with Salesforce.

Integrating PitchBook with Salesforce offers financial professionals a comprehensive solution that combines powerful market insights with efficient customer relationship management.

Combining the power of Salesforce with the collaborative prowess of Teams can revolutionize how businesses operate, but it’s not without its challenges.

Looking For New Ways Of Enhancing Workflows? Discover The Power of Salesforce Integration with DocuSign!

Seamless Evolution: Exploring Automatic Upgrades Provided by Salesforce Financial Services Cloud (FSC).

Unlocking the Power of Salesforce: Key Benefits of Migration to Financial Services Cloud

In an era where customer expectations are higher than ever and competition is fierce, financial institutions must continuously innovate to stay ahead.

Navigating the Transition: Top Tips for Preparing a Migration to Salesforce Financial Services Cloud (FSC)

Discover 5 reasons why small businesses choose Salesforce as their CRM! In today’s dynamic business landscape, small businesses are constantly seeking efficient and scalable solutions to streamline their operations, enhance customer relationships, and drive growth.

In the bustling world of small business, every decision counts. From nurturing customer relationships to optimizing operations, choosing the right CRM solution can be the key to unlocking success.

Here are five warning signs that indicate your Salesforce implementation may be doomed to failure and how to course-correct before it’s too late.

To ensure a smooth transition from Zendesk to Salesforce, it’s essential to address the potential blockers effectively. Our experienced consultants prepared a step-by-step guide on how to solve these issues and achieve a successful migration.

In the fast-paced world of finance, integrating Addepar with Salesforce emerges as a game-changer which will deifinitely boost your business.

Why every wealth manager needs a change management strategy? Clients expect personalized, convenient experiences from their wealth managers.

Zendesk to Salesforce migration is not always a smooth transition, as overcoming key challenges requires preparation. Salesforce offers a comprehensive suite of CRM solutions

Maximizing business success: Migrating from ACT! to Salesforce may be the strategic approach that you need!

Leverage Dakota Salesforce Integration for business growth. Businesses across industries are constantly seeking innovative solutions to drive growth, streamline operations, and enhance customer experiences.

How to maximize your CRM strategy: Maximizer and Salesforce? You can start by evaluating Maximizer and exploring possible migration options!

Salesforce or Redtail – which one is the best CRM for wealth management firms? WhySalesforce? Choosing the right technology platform can significantly impact your ability to deliver exceptional client experiences and drive business growth.

Wondering which one of the top financial planning tools in Canada to choose? Technology is transforming financial planning, granting access to sophisticated tools once reserved for professionals.

Canadian Open Banking is a financial industry initiative that aims to enhance competition, innovation, and consumer choice within the Canadian financial services sector.

As technology continues to revolutionize various industries, exploring how to leverage AI in the next five years will unlock opportunities to optimize portfolios and redefine traditional approaches to wealth management.

The combination of Canadian Open Banking and Salesforce could offer unparalleled opportunities for financial services businesses to innovate, differentiate, and thrive in today’s competitive landscape.

Project portfolio management tools streamline the oversight and management of multiple projects within organizations.

Why integrating Salesforce with investment data is essential? In today’s competitive financial landscape, building strong client relationships is paramount to success.

Embracing the digital age, wealth managers are turning to innovative solutions like Salesforce to redefine client engagement and satisfaction.

5 Common Pitfalls in Salesforce Implementations: Expert Tips to Ensure Success

Implementing Salesforce cloud is a significant step toward enhancing your business processes and customer relationship management.

Is your Salesforce program in a rut? Here’s Navirum’s 5-Step Guide on how to get back on track! Don’t worry, you’re not alone.

Discover the 10 Major Challenges encountered during the Migration from HubSpot to Salesforce!

When small to midsize businesses in the financial services sector are shopping for their first CRM software, several key considerations can guide their decision-making process:

Are you considering implementing Salesforce within your organization? Perhaps you’ve already embarked on this journey but are encountering roadblocks along the way.

Embarking on a migration journey from Pipedrive to Salesforce can be a significant step for your organization, promising enhanced capabilities and scalability. However, proper preparation is key to ensuring a smooth transition and maximizing the benefits of Salesforce. Here are the four essential steps to help you prepare for your Pipedrive to Salesforce migration.

Thinking to migrate from EquiSoft to Salesforce? Transitioning between platforms can be a daunting task, but with careful planning and strategic execution, you can minimize headaches and unlock the full potential of Salesforce for your organization. Here are our key tips to help you successfully navigate the migration process with ease.

Having Salesforce implementation problems or technical support issues? Not getting value for your Salesforce investment? Many Salesforce projects start with great intentions but can go badly off track. Done right Salesforce can be transformational for a business, but a failed Salesforce program can impact careers, and reputations, not to mention company finances. Need immediate help? Book

At Navirum, we are specialists in helping group benefits and retirement companies implement Salesforce.

At Navirum, we are specialists in helping group benefits and retirement companies implement Salesforce.

Struggling with your Salesforce program? Is your implementation not going well? Having issues supporting Salesforce? Not getting value for your Salesforce investment? You are not alone; please read on! What is a Salesforce Health Check? How can it help my company? Companies and Salesforce evolve over time. Like any asset, it's essential to maintain your

Navirum is happy to announce that it is a preferred Salesforce partner for implementing the Salesforce FSC for RIA’s in the North America.

At Navirum, we are specialists in helping Mortgage Brokers implement Salesforce Financial Services Cloud.

At Navirum, we are specialists in helping Private Equity firms implement Salesforce.

At Navirum, we are specialists in migrating Maximizer to Salesforce. Here are 4 times to guide your transition to Salesforce

At Navirum, we are specialists in helping Financial Services scale and grow using Marketing Automation tools like Pardot.

For existing Salesforce customers, migrating to the Financial Services Cloud (FSC) is a natural next step for Financial Services companies.

Despite its popularity, Salesforce customers often experience user adoption challenges.

For many companies, implementing Salesforce for the first time can be time-consuming and a big upfront investment.

Salesforce is the leading CRM on the market and has the potential to create value for any company. However, maintenance can be expensive. Without the right expertise and planning, it can lead to problems.

Salesforce is a powerful CRM platform that can help businesses streamline their sales, customer service, and marketing efforts. However, for the platform to be truly effective, it’s important to ensure that all users are properly trained and engaged with the software.

As of December 31st, Salesforce customers will no longer be able to create new Workflow Rules or use Process Builder in Salesforce.

We are happy to announce that Navirum has been selected as a preferred implementation partner LPL Clientworks Integration with Salesforce.

Supercharge Your SalesForce Engine With 6 Powerful Tools

Insurance companies continue to transition to Salesforce in huge numbers to bring more efficiencies to their operations. 

As we live in an era of digital engagement, Pardot has become hugely popular in helping financial services companies.

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.

Goldmine was a popular CRM over the past 30 years. More and more companies are migrating from the legacy system to Salesforce.

Zoho is used by many companies as their first CRM. There comes a point when businesses need more firepower to scale and grow.

More and more financial services companies are implementing Marketing Cloud to scale and grow their businesses.

As financial services companies look to migrate to Salesforce from Redtail, adopting the right approach is critical to the project’s success.

Salesforce is a powerful CRM platform with dozens of industry-leading tools and features.

Understanding this finance-specific sales cloud and how it can benefit your wealth management or financial service business CRM.

There are many benefits to using a CRM like Salesforce. However, in order to get the most out of it, you need help from an expert.

In this week’s podcast, we interview Jamie Meldrum, President of Meldrum Horne, an employee benefits, insurance, and financial planning firm based in Ottawa, Canada.

If you need access to Salesforce administration and support services on a partial or full-time basis, Navirum On-Demand could be for you.

The Navirum Salesforce Health Check is designed to help you get the most out of your Salesforce investment and ensure you are using the system most effectively.

 The Salesforce CRM offers a huge amount of functionality. It’s really important to understand what your business goals are so these can be aligned with specific functionality in Salesforce

Creating a seamless sales pipeline is a priority for any growing company. However, friction can occur between the sales and marketing departments.

At Navirum, we are very active in helping a range of businesses in North America and Europe to scale and grow using Salesforce.

Speed is the new currency in today’s digital world. DocuSign is a simple solution that allows you to take paper out of your supply chain