Navirum is happy to announce that it is a preferred Salesforce partner for implementing the Salesforce Financial Services Cloud for Registered Investment Advisors (RIA’s).

Salesforce Financial Services Cloud is a version of the Salesforce CRM platform that is specifically designed for financial advisors and registered investment advisors (RIAs). Here are some ways that Salesforce Financial Services Cloud can help RIAs:

1. Client Management: Salesforce Financial Services Cloud allows RIAs to manage all aspects of their client relationships, including client onboarding, investment management, and ongoing communication. The platform provides a comprehensive view of each client’s financial situation, including their investments, accounts, and financial goals.
2. Compliance Management: RIAs are subject to strict regulatory requirements, and Salesforce Financial Services Cloud can help ensure that they stay in compliance. The platform includes compliance workflows and documentation management tools, making it easy to track and manage compliance-related activities.
3. Collaboration: Salesforce Financial Services Cloud includes collaboration tools that allow RIAs to work together with other members of their team, as well as with external partners such as custodians and other service providers. This can help to streamline workflows and ensure that everyone is working towards the same goals.
4. Reporting and Analytics: Salesforce Financial Services Cloud includes reporting and analytics capabilities that allow RIAs to track key performance indicators (KPIs) and generate reports on investment performance, client retention rates, and other important metrics. This can help RIAs to make data-driven decisions and identify areas for improvement.
5. Integration with Other Tools: Salesforce Financial Services Cloud can integrate with a wide range of other tools that RIAs use, such as portfolio management systems and financial planning software. This can help to streamline workflows and ensure that all data is centralized and up-to-date.

To find our how Navirum can help RIAs implement Salesforce successfully reap the benefits of the marketing leading, CRM please contact us.

At Navirum, we are specialists in helping Mortgage Brokers implement Salesforce Financial Services Cloud. Here are 5 ways Salesforce can help you grow your mortgage business using the world’s number 1 CRM: 

1)Lead Generation and Management: FSC can help mortgage brokers generate and manage leads more efficiently by providing tools for managing lead data, tracking lead sources, and analyzing lead behavior. This can help brokers to identify potential customers and prioritize their outreach efforts

2)Loan Origination and Processing: FSC can help mortgage brokers manage the loan origination and processing workflow, from application intake to closing. The platform provides tools for managing borrower data, processing loan applications, and tracking loan status, helping brokers to streamline the loan origination process and close loans more quickly. Salesforce can also be easily integrated with popular mortgage solutions like Encompass.

3)Compliance Management: Mortgage brokers are subject to strict regulatory requirements, and FSC can help ensure that brokers stay in compliance by providing tools for managing compliance-related activities. This includes tools for managing disclosures, tracking changes in regulations, and providing an audit trail for compliance-related activities.

4)Customer Relationship Management: FSC provides mortgage brokers with tools for managing their customer relationships, including tracking customer information, managing communications, and providing customers with secure access to their loan information. This can help brokers to build trust and transparency with their customers and ensure that all parties are on the same page.

5)Analytics and Reporting: FSC provides mortgage brokers with powerful analytics and reporting capabilities, allowing them to track key performance indicators (KPIs) and generate reports on loan volume, pipeline, and other important metrics. This can help brokers to make data-driven decisions and optimize their operations for maximum efficiency.

To find out how Navirum can help you implement Salesforce Financial Service Cloud successfully, please contact us for a free consultation.

At Navirum, we are specialists in helping Private Equity firms implement Salesforce. Here are 5 ways Salesforce can help you scale and grow your PE company.

Deal Sourcing and Management: Salesforce can help private equity firms manage their deal pipeline, including tracking potential acquisitions, evaluating targets, and managing due diligence processes. The platform can also help firms to source new deals by tracking industry trends and identifying potential targets. Salesforce can be easily integrated with popular data platforms like Pitchbook and Prequin.

Investor Management: Salesforce can help private equity firms manage their investor relationships, including tracking investments, managing investor communications, and providing investors with secure access to their investment information. This can help to build trust and transparency with investors and ensure that all parties are on the same page.

Fundraising: Salesforce can help private equity firms manage their fundraising efforts, including tracking potential investors, managing fundraising campaigns, and analyzing fundraising data. The platform can also help firms to streamline the fundraising process and make it easier to close deals.

Portfolio Management: Salesforce can help private equity firms manage their portfolio companies, including tracking performance metrics, managing operational data, and communicating with portfolio company executives. This can help firms to monitor their investments and identify areas for improvement.

Reporting and Analytics: Salesforce provides private equity firms with powerful reporting and analytics capabilities, allowing them to track key performance indicators (KPIs) and generate reports on investment performance, deal flow, fundraising, and other important metrics.

To find out how Navirum can help you implement Salesforce successfully, please contact us for a free consultation.

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

1. Understand your business goals: 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. For example, a business goal might be to grow your business by 30%. This can be aligned with growth functionality in Lead and Opportunity Management in Salesforce. Another goal could be to increase customer satisfaction by 20%, which can be aligned with customer service functionality in Salesforce Case and Account Management. 
2. Get stakeholder involvement: Be sure to get a range of people across your company involved in the project. Maximiser has been around for a while. For many of the Maximizer migrations we have helped with, customers have had the system in a business for 10-15 years. Bringing multiple stakeholders e.g. from sales, customer service, management, etc, is a great way to get a broader understanding of your requirements and will help improve user adoption through a wider company-wide contribution. 
3. Get ready for a different data model: Although there are similarities between the Maximizer and the Salesforce data model, there are differences. It’s important to map the data model and fields from Maximizer to Salesforce at the start of the project as part of the design phase. This will allow you to bring over some of the key fields you want to retain from Maximizer as well as ensure your data is imported as efficiently as possible.
4. Prioritize training and adoption: Moving from Maximizer to Salesforce is not just a technology project, it’s an exercise in change management. Many habits, behaviors, and informal processes more than likely surround Maximizer in your business. It’s really important to invest in training your staff on Salesforce using classroom-based training, as well as using other channels like Trailhead, which is an amazing free online learning platform that can be customized around each users learning need. This will help create a healthy system adoption and ensure you get off to possible start using Salesforce!

To find out how Navirum can help you migrate to Salesforce successfully, please contact us for a free consultation.

At Navirum, we are specialists in helping Financial Services scale and grow using Marketing Automation tools like Pardot. Here are 5 ways Pardot can supercharge your business:

1. Lead Generation: Pardot can help financial services companies generate leads by creating targeted marketing campaigns that reach the right people at the right time. By tracking user behavior, Pardot can help companies understand which marketing channels and tactics are most effective at generating leads.
2. Lead Nurturing: Once leads are generated, Pardot can help companies nurture those leads by sending targeted emails and other communications that are personalized based on the lead’s behavior and interests. This can help companies to build relationships with potential clients and move them closer to making a purchase.
3. Sales Enablement: Pardot can help financial services companies enable their sales teams by providing them with tools and resources that make it easier to close deals. For example, Pardot can provide sales reps with insights into a lead’s behavior and interests, making it easier to personalize sales pitches and close deals more effectively.
4. Analytics and Reporting: Pardot provides financial services companies with powerful analytics and reporting capabilities, allowing them to track their marketing efforts’ effectiveness and identify improvement areas. This can help companies to make data-driven decisions and optimize their marketing campaigns for maximum ROI.
5. Compliance Management: Financial services companies are subject to strict regulatory requirements, and Pardot can help ensure that they stay in compliance by providing tools for managing opt-ins and opt-outs, as well as other compliance-related activities.

To find out how Navirum can help you implement Pardot successfully, please contact us for a free consultation.

For existing Salesforce customers, migrating to the Financial Services Cloud (FSC) is a natural next step for Financial Services companies. Existing Salesforce Clients opting to migrate are using Sales Cloud, Services Cloud, or both. They may be using Salesforce Classic or Lightning. From banks, to wealth managers, to mortgage brokers and beyond, this is the next step to getting the most out of our Salesforce investment. The Financial Services Cloud gives you 3 automatic upgrades per year – specific to your industry. Its also gives companies the option to scale and grow their business through Pardot, Experience Cloud, and Revenue Cloud. At Navirum, we do migrations to the Financial Services Cloud all the time. Here are our top tips to prepare for your migration to FSC!

• Upgrade or Migrate: If you have your Salesforce org doesn’t have a lot of customizations, it maybe be possible to just upgrade to Financial Services Cloud. However, for highly customized Salesforce orgs with many AppExchange apps and integration, it will be better to migrate to a new org completely. 
• Train your team: Get your team ready for the migration. We recommend training your team at the start of the process on FSC, so they know the system and its benefits. This will feed into the implementation producing better results.
• Create a roadmap for success: The Financial Services cloud has a lot of functionality. We always recommend you start with a relatively simple implementation and introduce functionality to the team over time. Getting your organization involved will allow you to prioritize functionality that delivers value to them and ensure they are involved in the success of the rollout.
• Work with certified Financial Services Cloud Consultants: FSC has a lot of advanced functionality. It’s important you work with consultants who are Salesforce certified in the cloud. This ensures high-value functionality is implemented and you use the system to solve your most important challenges.

Navirum is a leading Salesforce implementation partner. Our team is certified in Financial Services Cloud. To learn more about Navirum please contact us below.

Salesforce is not just the leading CRM on the market it is arguably one of the best productivity tools for sales, marketing, and customer service. Despite its popularity, Salesforce customers often experience user adoption challenges. This primarily comes from not having a user adoption strategy or support for users. Having implemented Salesforce for thousands of customers, we recognized this and created Orbit. How does Orbit help companies improve user adoption?

• Salesforce roadmap: With each of our clients, we develop a project roadmap to deliver valuable monthly projects to our clients. We encourage your staff to participate in this process. This gives users visibility of upcoming improvements and gets them involved in the Salesforce program
• Frequent training sessions: We can schedule training sessions as frequently as you need. From once a week to once a quarter, we do what it takes to ensure your team is fully capable of using Salesforce effectively.
• Measure progress: We track user progress to see how they are interacting with Salesforce. We also take on board their feedback at different touchpoints. Using the information, we make recommendations to improve your Salesforce instance and build these into your roadmap
• High touch support: With our sub one hour response time, your Salesforce users will get help from a Salesforce expert quickly to resolve technical issues or answer questions by phone, email, Slack, or your own Orbit portal. As part of Orbit, we get to know your Salesforce org in detail. This allows us to respond with solutions a lot faster due to our understanding of your security, code, configurations, and integration.

To learn more about our managed services, please contact us below.

For many companies, implementing Salesforce for the first time can be time-consuming and a big upfront investment. Salesforce is an incredible platform. Some of the most successful companies in the world grow and succeeded with the cloud system, from Cisco to American Express. Not all companies have the internal resources, project management expertise, or the capacity to dedicate to a Salesforce project but still want its benefits. At Navirum, we created Orbit to allow businesses to implement Salesforce successfully over time without the burden on cash flow and staff. 

• Predictable value roadmap: With each of our clients, we develop a project roadmap to deliver valuable monthly projects to our clients. For example, month one is dedicated to Salesforce training, month two focuses on a basic Salesforce setup, and month three delivers an integration with a key system, etc. This makes it easier to assimilate the functionality into each business and spreads the internal time needed over a period of months.
• Reduced cash flow burden: Even moderate Salesforce implementations can cost upwards to $50,000. The cost of starting the project can be tens of thousands of dollars. This is a lot for any business. With Orbit, we create a plan including affordable monthly charges that significantly reduce the cash flow burden and delivers value over time.
• Stop and start your projects as you like: With many businesses, priorities continuously change. We created Orbit so projects can be stopped and restarted at any point. For example, your firm might be very busy in the run-up to the tax deadline or have a seasonal business that ramps up for the Holidays. With Orbit you have the ability to park the project and come back to it at a quieter time.
• Get up and running on your Salesforce licenses fast: For big Salesforce implementations, it can be months before companies can use their Salesforce licenses properly. Businesses start paying subscription fees with little short-term value. With Orbit, we created a program to get companies using Salesforce in days, allowing you to get the maximum value from your Salesforce investment.

To learn more about how Navirum and Orbit can help you please contact us below.

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. We created Orbit to help businesses turn Salesforce into a value creator and reduce maintenance costs.

• Salesforce value roadmap: With each of our clients, we create a value roadmap to ensure high-value Salesforce projects are delivered predictably every month. We focus on implementing projects that will turn the dial on business metrics like increasing sales, improving productivity, and reducing the cost of customer acquisition.
• Flexible contracts: With Orbit, we offer plans from as little as one month – perfect for short-term cover to longer-term contracts for bigger initiatives. We are fully transparent about how our consultants spend their time to ensure you get maximum value from your Orbit investment. This approach gives our clients a lot more financial flexibility and peace of mind.
• Reduce maintenance costs: An experienced Salesforce Administrator can cost a company $100,000 a year in salary alone. Without a busy program of work or a broad user base, the admin might not be fully utilized. With Orbit, you can get access to a Salesforce consultant for as little as 10 hours a month. The cost is a fraction of a full-time resource and is backed up by a team of highly experienced Salesforce experts
• Multi-cloud expertise: Most Salesforce customers need expertise across many clouds. With Orbit, you get access to expertise across all major Salesforce Clouds. We are a one stop shop for all your Salesforce needs.

For more information on how Navirum and Orbit can help you please contact us below.

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. Here are a few tips on how to improve user adoption with Salesforce:

• Start with a clear plan: Before rolling out Salesforce to your team, make sure you have a clear plan in place for how the platform will be used, who will be responsible for managing it, and what kind of training will be provided to your team.
• Provide comprehensive training: To ensure that all users are comfortable using Salesforce, it’s essential to provide comprehensive training. This can include on-demand webinars, in-person training sessions, and written documentation.
• Encourage active participation: Encourage your team to actively participate in using Salesforce by assigning specific tasks and responsibilities, setting goals and milestones, and providing regular feedback.
• Make it easy to access: Ensure that Salesforce is easily accessible to all users by providing them with quick links and shortcuts, as well as mobile access to the platform.
• Monitor usage and track progress: Regularly monitor usage and track progress to identify areas where users may be struggling and provide additional support.
• Create a feedback loop: Encourage users to give feedback and suggestions for improvements to the platform, which will help you to continuously improve the user experience and increase adoption.
• Gamification of Salesforce: Adding gamification elements to Salesforce can make it more engaging, and increase adoption. For example, create leaderboards, badges and rewards for user engagement, and progress on different tasks.

By following these tips, you can improve user adoption of Salesforce and ensure that your team is fully utilizing the platform’s capabilities to drive business growth.

For more information on how we can help with your Salesforce needs please contact us below.