Navirum Blog

Building a 360-Degree View of Clients in Wealth Management

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

How Salesforce Enhances Customer Relationship Management in Banking

Discover How Salesforce Enhances Customer Relationship Management in Banking!

How To Accelerate Growth: Streamline Loan Origination Processes with Salesforce

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

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

Expert Tips to Implement Marketing Cloud for Wealth Management

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

Best Practices for Salesforce Implementation in Insurance Companies

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.

The Benefits of Implementing Salesforce CRM in Financial Services

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

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

Automating Financial Workflows with Salesforce

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

How Can Financial Services Boost Their Revenue Streams With Salesforce?

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

Cultivating a Culture of Workplace Appreciation: A Daily Commitment

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.

The Role of Salesforce in Financial Services

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.

Maximizing Returns: Customizing Salesforce for Investment Management Firms

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

How to boost your Pardot Account Engagement in Financial Services

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.

A Day in the Life of a Salesforce Consultant

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!

The Power of AI & Machine Learning (ML) in Salesforce – Financial Services

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

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

How to encourage employee engagement and collaboration for remote employees?

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.

Exploring the Similarities Between Salesforce Sales Cloud and Marketing Cloud

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.

Navirum’s Guide: Customer Onboarding Process in Salesforce

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.

Nurturing Success: Strategies for Supporting Remote Employees

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.

Optimizing Customer Onboarding Process with Salesforce

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

3 Advantages to Integrating PitchBook with Salesforce

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

Salesforce Integration with Microsoft Teams

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

Enhancing Workflows: The Power of Salesforce Integration with DocuSign

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

Exploring Automatic Upgrades Provided by Salesforce Financial Services Cloud

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

What are the key benefits of migration to 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.

What are the top tips for preparing a migration to FSC?

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

5 Reasons why Small Businesses choose Salesforce, as their CRM

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.

Why Salesforce is the right CRM for small businesses?

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.

5 Warning Signs Your Salesforce Implementation is Headed for Disaster

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.

8 Tips for a smooth migration  from Zendesk to Salesforce

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.

Why integrating Addepar and Salesforce will boost your business?

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?

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

How to overcome migration challenges: Zendesk to Salesforce

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

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

Dakota Salesforce integration for business growth

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

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

Redtail or Salesforce For Wealth Management Firms?

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.

4 Top Financial Planning Tools in Canada

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.

What is Canadian Open Banking?

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

How to leverage AI in the next 5 years?

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.

How Open Banking and Salesforce Bring Value to Your Business?

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.

3 of the top portfolio management tools in Canada

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

Why integrating Salesforce with investment data is essential?

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

How Salesforce can help wealth managers deliver a superior client experience?

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

Expert tips for Salesforce implementation

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?

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.

HubSpot to Salesforce: 10 Migration Challenges

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

Key factors for choosing a CRM for your business

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:

Decoding Success: The Key to An Effective Salesforce Implementation

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

4 Essential Steps for your Pipedrive to Salesforce migration

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.

How to migrate from EquiSoft to Salesforce with less headaches

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.

Struggling With Salesforce?

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

3 Ways Broker-Dealers Use Salesforce

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

4 Ways Salesforce Helps Group Benefits Scale and Grow

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

Book Your Health Check

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

Financial Services Cloud for Registered Investment Advisors (RIAs)

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

How Salesforce Helps Mortgage Brokers To Win More Deals

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

5 Ways Salesforce Can Help Private Equity Firms Run Their Business

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

4 Tips for Migrating from Maximizer to Salesforce

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

5 Ways Pardot Can Help Financial Services Companies Grow

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

4 Tips for Migrating from Salesforce CRM to Financial Services Cloud

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

Improve Salesforce User Adoption and Staff Productivity

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

Implement Salesforce with reduced cash flow burden and staff time consumption

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

Orbit: Bringing On-Demand Salesforce Value

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.

How to Improve User Adoption with Salesforce

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.

The New Flow: Retirement of Workflow and Process builder

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

LPL ClientWorks Integration with Salesforce

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

Introducing Navirum Orbit: All Your Salesforce Needs Under One Umbrella

Supercharge Your SalesForce Engine With 6 Powerful Tools

4 Ways Insurance Companies Can Use Salesforce To Scale and Grow

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

3 Tips for you Pardot Implementation in Financial Services Companies

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

3 Tips For Your HubSpot to Salesforce Migration

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.

3 Tips for Migrating From Goldmine to Salesforce

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

2 Essential Steps for Migrating from Zoho 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.

3 Tips For Salesforce Marketing Cloud Implementations For Financial Services Companies

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

4 Tips for Migrating from Redtail to Salesforce

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

5 Salesforce Features You Don’t Use But Should

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

5 Tips for Implementing the Salesforce Financial Services Cloud

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

5 Reasons Why Financial Service Companies Need Salesforce Consulting

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.

Ep 1: Finsights with Jamie Meldrum

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.

Salesforce on Demand

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

Salesforce Health Check

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.

6 Tips for Migrating from ACT! to Salesforce

 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

Create More Sales by Integrating Salesforce and Mailchimp

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

Announcing Navirum
[On Demand]

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

Supercharge Sales & Productivity with DocuSign for 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