Orbit General Overview Frequently Asked Questions

Navirum Orbit FAQs – Frequently Asked Questions

Discover Navirum Orbit FAQs: A General Overview

What is Navirum Orbit?

Navirum Orbit is a comprehensive Salesforce enablement program and managed services platform. Described as a “Salesforce Concierge,” it provides personalized, on-demand consulting and support designed specifically for financial services companies. Orbit is not just a post-project support model; it is a full-lifecycle partner that embeds into a client’s Salesforce journey from day one, acting as the system of record and institutional memory for the entire environment. The service combines managed services, roadmap development, and on-demand consulting into a single, integrated partnership.

What makes Orbit different from traditional Salesforce support services?

Orbit distinguishes itself by being a complete Salesforce enablement program rather than a simple support service. Key differentiators include:

Integrated Partnership: It combines managed services, strategic roadmap development, and on-demand consulting.
Proactive Approach: Orbit focuses on proactive system care, performance optimization, and strategic alignment with business goals, rather than just reacting to issues.
Full Lifecycle Support: Support begins at the project’s inception (Orbit Project Assist) and continues after deployment (Orbit Post Go-Live), ensuring continuity.
Dedicated Resources: Clients receive a dedicated Account Manager, direct Slack access for 1:1 communication, and a personalized portal.
Institutional Memory: The Orbit portal centralizes all project history, design rationale, decisions, and files, preserving knowledge through staff changes and system evolution.
Accountability: Navirum takes accountability for outcomes, ensuring Salesforce and all connected systems scale with the business.

Navirum Orbit_Salesforce enablement program

Who is Orbit for?

Orbit is designed for a range of clients with varying needs:

New Implementers: Companies implementing Salesforce for the first time.
Existing Customers: Organizations with an existing Salesforce instance that need ongoing assistance.
Post-Project Clients: Teams that have just finished a Salesforce project and require support after go-live.
Small, Fast-Growing Companies: Businesses requiring significant ongoing customization that cannot commit to an expensive one-time project or hire a full-time expert.
Mid-Market & Enterprise Companies: Organizations with 1-2 year Salesforce roadmaps and multi-cloud requirements that need a specialized, high-availability partner.

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When does the Orbit service start?

Orbit support begins immediately from the start of any project or support engagement. This provides continuous and structured support throughout the entire Salesforce lifecycle.

Orbit Project Assist: This phase runs during the implementation of a project.
Orbit Post Go-Live: This phase begins immediately after a project goes live to ensure a seamless transition and ongoing optimization.

Value Proposition & Key Benefits

What are the core value levers of the Orbit support model?

Orbit delivers value through eight distinct levers that typical support models cannot match.

The 8 Value Levers: How Orbit Delivers Measurable ROI

Value Lever	Description	Value Created
Institutional Memory	Captures and preserves project history, design rationales, and decisions, acting as a stable memory layer amidst staff turnover.	Faster enhancements, fewer errors, lower onboarding costs, consistent governance.
Lower Cost of Ownership	Eliminates re-discovery and re-analysis costs by maintaining deep knowledge of the org, systems, and business context.	More output per dollar, predictable budgeting, less dependency on expensive consultants.
Communication Efficiency	Centralizes files, notes, decisions, and media in a single hub, moving communication away from inefficient email threads.	Faster decisions, clear accountability, reduction in misalignment, shorter delivery timelines.
Release Readiness	Monitors Salesforce’s three major annual releases and continuous rollouts, protecting the org and ensuring new features are utilized.	Stronger platform stability, better use of licenses, reduced risk from breaking changes.
Governance	Continuously validates and maintains data, integration, and compliance pathways for financial services firms.	Stronger audit posture, cleaner data, reduced regulator risk, higher business trust.
AI & Agentforce Enablement	Maintains a clean, well-structured Salesforce environment, providing the necessary foundation for adopting AI and Agentforce.	Readiness for AI-driven efficiency, cleaner automations, faster adoption of innovations.
Flexible Commercial Model	Adjusts with business seasonality, allowing support to scale up or down predictably without long-term lock-ins.	Better cash flow, no long-term lock-ins, predictable scaling of support.
Relationship Capital	Creates a long-term partnership with compounding technical, commercial, and cultural understanding.	Zero time wasted re-explaining the business, partnership-level trust, faster problem-solving.

How does Orbit help businesses that are struggling with Salesforce?

Orbit is specifically designed to address common challenges that prevent companies from realizing the full value of their Salesforce investment.

Can Orbit help reduce the cost of Salesforce maintenance?

Yes. An experienced Salesforce Administrator can cost over $100,000 per year. Orbit provides access to a multidisciplinary team of experienced consultants for as little as 10 hours a month. This fractional model allows businesses to pay only for the expertise they need, significantly reducing maintenance costs compared to hiring a full-time, potentially underutilized, internal resource.

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Services & Features

What specific services are included in Navirum Orbit?

Orbit is a multi-faceted service that provides a range of capabilities under one umbrella:

Managed Services: Continuous support and proactive system care, including scheduled maintenance, upgrades, and performance optimizations.
Roadmap Development: Partnership to build a clear, actionable roadmap that aligns Salesforce capabilities with business goals, including milestone definition and progress tracking.
On-Demand Expertise: Access to seasoned Salesforce consultants for focused, high-impact work in manageable sprints.
Technical Support: 24/7 monitoring, rapid issue resolution, and a zero-tolerance policy for downtime.
Salesforce Accelerators: Use of Navirum’s proven code, configurations, and intellectual property to fast-track solutions.
Ongoing Salesforce Training: Customized training and support to help teams work smarter.
Compliance & Privacy Solutions: Ensuring the system meets strict regulatory requirements.

What is the Orbit Portal and what can clients do with it?

The Orbit Portal is the central communication hub and single source of truth for all project-related activities. It is designed to eliminate the ambiguity and inefficiency of email.

Key Portal Features:

Submit Requests: Users can easily submit requests through a simple, intuitive interface for various needs like general inquiries, project assistance, enhancements, or bug reports.
Track Ticket Statuses: The portal provides real-time updates and information on the status of all submitted tickets.
Centralized Collaboration: Teams can collaborate using text, images, videos, files, and embedded media, all timestamped, organized, and searchable.
Secure File Uploads: Clients can securely upload files, screenshots, and screen recordings directly to relevant tasks.
Integrated Knowledge Base: The portal is integrated with a knowledge base to help users find answers to common questions faster.
Ticket Escalation: Users have the ability to escalate tickets when necessary.

How does Orbit keep my Salesforce system optimized and up-to-date?

Orbit ensures system optimization through continuous, proactive care. The team delivers scheduled maintenance, performs necessary upgrades, and provides constant performance tuning across the entire Salesforce ecosystem. This includes not just the core CRM but also connected apps, data flows, and integrations. Orbit also monitors Salesforce’s three major annual releases and continuous Agentforce rollouts to protect the org from breaking changes and ensure clients can leverage new features.

What are Salesforce Accelerators?

Salesforce Accelerators are ready-to-deploy solutions built from Navirum’s proprietary intellectual property, codebase, and best practices gathered from dozens of successful financial services implementations. They are designed to fast-track delivery, improve productivity, and drive user adoption, helping businesses achieve results in weeks instead of months.

Can Orbit help with poor Salesforce adoption or a legacy CRM migration?

Poor Adoption: Yes, emphatically. Orbit provides targeted coaching, support, and training resources to enhance team performance and motivation, addressing the common challenge of low user adoption.
Legacy CRM Migration: Yes, Orbit is perfect for straightforward migrations, such as a data export from a legacy system like ACT.

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Commercial Model & Practicalities

What are the available Orbit Support Plans?

Orbit offers flexible plans to suit different business needs:

Orbit Standard Plan: 2 hours of support per month, ideal for small businesses with straightforward needs.
Orbit Flex Plan: 10-15 hours of monthly support, providing flexibility for growing teams with evolving requirements.
Tailored High-Touch Service: A customized plan to ensure clients receive personalized service aligned with their unique business operations and goals.

What is included in a monthly Orbit subscription?

Every Orbit subscription includes:

A Dedicated Account Manager
Access to the Orbit Portal for services and support
A Monthly Project Status Report
Real-time status updates on all raised tickets
A clear Budget Status update

How does the Orbit commercial model work?

The model is designed for flexibility and long-term financial fit, especially for regulated businesses.

Seasonally Adjustable: The service can scale up during heavy months and down during light months.
No Lock-in: Clients are not tied to long-term contracts and can cancel with their Account Manager.
Predictable Budgeting: The model offers more predictable budgeting compared to hiring short-term consultants or full-time staff.

Can Orbit provide support outside of standard business hours?

Yes. For enterprise clients, the Orbit team works flexibly across multiple time zones, including evenings, early mornings, and extended hours. With proper planning, the team can also staff work over weekends, public holidays, and bank holidays (e.g., Christmas, New Year’s), ensuring continuous delivery on mission-critical projects.

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Technical Expertise & Integrations

What technical and industry expertise does the Navirum team hold?

Navirum’s team consists of trained engineers, computer scientists, business analysts, and project managers. They hold certifications across a wide range of Salesforce products and other technologies:

Salesforce Clouds: Sales, Service, Financial Services, Marketing, Experience, Data Cloud, and AI solutions.
Salesforce Platforms: Agentforce, OmniStudio, Tableau, Pardot.
Other Technologies: AWS, DocuSign.
Professional Skills: Project management and business analysis.
Industry Expertise: Deep specialization in Financial Services (Wealth Management, Asset Management, Lending, etc.), along with experience in Healthcare, Technology, Government, and Manufacturing.

How does Orbit handle integrations and third-party apps?

Orbit supports the entire connected Salesforce ecosystem, not just the core platform. The team manages and optimizes apps, APIs, and data integrations to ensure they work together seamlessly. This prevents data silos and downtime. Navirum has partnerships and integration experience with a wide array of platforms, including:

Financial Systems: NDEX, D1G1T, Croesus, LPL, Schwab, Fidelity, MoneyGuidePro, Addepar.
AppExchange Tools: Intercom, TaskRay, DocuSign, Conga Composer, Box, OwnBackup.
Cloud Platforms: AWS.

How does Orbit prepare organizations for AI and Agentforce?

Orbit acts as the foundational layer for a company’s AI roadmap. Most organizations cannot adopt AI effectively because their data and automations are messy. Orbit focuses on maintaining a clean, well-structured, and well-documented Salesforce environment. This ensures that advanced platforms like Agentforce have the high-quality data and clean automations they need to perform effectively, enabling faster and more successful adoption of new Salesforce innovations.

How does Orbit address security and compliance?

For financial services firms operating under strict requirements, Orbit provides continuous governance. The team validates and maintains critical pathways for systems like Financial Services Cloud (FSC), Portfolio Management Systems (PMS), and accounting/compliance systems. To further enhance security, Navirum partners with the world’s leading Salesforce security firm to ensure client data and systems are fully protected beyond standard best practices.

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Orbit Enterprise Managed Services Salesforce Support

What Are Orbit Enterprise Managed Services?

December 18, 2025

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Discover Orbit Enterprise Managed Services

High-Performance Salesforce Support for Medium to Large Companies

Medium and enterprise organizations operate Salesforce at a different scale—multiple clouds, multiple teams, complex integrations, compliance requirements, high user volume, and constant delivery pressure. Orbit, Navirum’s enterprise managed services platform, is designed specifically for companies that need a highly specialized, deeply experienced, always-available Salesforce partner.

Orbit gives enterprises the ability to tap into a multidisciplinary team of Salesforce experts, covering the full stack: Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Marketing Cloud, MuleSoft, OmniStudio, Tableau, Data Cloud, and the expanding Agentforce AI ecosystem. Our team brings expertise across hundreds of AppExchange tools and modern integration technologies—Microsoft, Google, AWS, Vinton, FormAssembly, DocuSign, and financial systems like LPL, Schwab, Fidelity, MoneyGuidePro, Addepar, eMoney, and more. This breadth is rare, and it reduces the need for multiple vendors, accelerates delivery, and ensures architectural consistency end-to-end.

Discover Orbit FAQs

Orbit Benefits

For enterprises with ongoing project demands, Orbit provides three critical advantages:
project delivery acceleration, team augmentation, and flexible, high-availability support. Our consultants can join existing workstreams to increase velocity, lead complex implementations, or provide niche expertise your internal team may not have. This is especially valuable during peak periods—product launches, compliance cycles, integrations, seasonal workloads, and quarter-end pushes.

Orbit is designed around enterprise operational realities. Our team works flexibly across multiple time zones, including evenings, early mornings, and extended hours when required. We can also staff work over weekends, public holidays, and bank holidays, enabling continuous delivery even when internal teams are unavailable. This is particularly valuable during North American downtime such as Christmas, New Year’s, or August vacation periods. With proper planning, Orbit keeps mission-critical projects on track while your staff rests.

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Our pricing model is structured for enterprises: fair during quiet periods, scalable during spikes, and always aligned to value, not volume. You are not locked into rigid headcount or unused retainers. Instead, Orbit adapts to your operating rhythm—supporting heavy periods of innovation, lighter periods of maintenance, and everything in between.

The Orbit team invests heavily in ongoing skills development. Our consultants pursue continuous Salesforce certifications, AI training, and platform specialization aligned with Salesforce’s seasonal releases. This ensures that enterprises benefit from a team that remains ahead of platform changes, security updates, and emerging best practices. In a rapidly evolving Salesforce ecosystem, this alone can materially reduce risk and technical debt.

Orbit also brings a multinational, multilingual advantage. Our team speaks English, French, Spanish, and additional languages, supporting global or distributed organizations with diverse staff and customer bases. Every team member is a trained engineer, computer scientist, business analyst, or project manager, combining technical depth with strong delivery discipline. Beyond financial services, our expertise includes healthcare, technology, government, manufacturing, and nonprofit—industries where reliability, security, and compliance matter deeply.

For enterprises, Orbit is more than a managed service. It is a high-performance extension of your Salesforce capability—flexible, specialized, globally aware, and built for continuous delivery in complex environments. Whether you need to stabilize operations, accelerate transformation, or simply keep your Salesforce ecosystem moving during high-demand periods, Orbit delivers the expertise, availability, and consistency your team can depend on.

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ACT! to Salesforce Migration Challenges_Navirum

What are ACT! to Salesforce Migration Challenges

December 16, 2025

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ACT! to Salesforce Migration Challenges, Compliance, and Security: What Your Firm Must Know

Migrating from ACT! to Salesforce is a strategic move for organizations looking to improve efficiency, automation, scalability, and reporting. However, a successful migration requires more than simply exporting and importing data. Without proper planning, the process can create data inconsistencies, relationship issues, and compliance risks—especially for financial services, wealth management firms, and other regulated industries.

This guide explores the common challenges of ACT! to Salesforce migrations and the key compliance and security considerations you must address to protect your data, users, and organization. Whether you’re a small team upgrading systems or an enterprise executing a complex transition, these insights will help ensure a smooth, secure, and compliant migration.

7 Powerful Tips for Migrating from ACT! to Salesforce in 2025

7 Common Challenges in ACT! to Salesforce Migration (and How to Avoid Them)

Migrating from ACT!—a legacy CRM with unique data structures—to Salesforce’s modern cloud ecosystem can be transformative, but it also presents several pitfalls. Addressing these challenges early improves data quality, minimizes disruption, and ensures users are ready for the new platform.

1. Duplicate or Low-Quality Data

ACT! databases often contain duplicate contacts, outdated records, and inconsistently formatted fields. If not resolved before migration, these issues transfer directly into Salesforce, harming data integrity.

How to Avoid It:

Run deduplication early using specialized tools or Excel.
Standardize format types (phone, email, address).
Clean out old or irrelevant records before export.
Apply Salesforce duplicate rules after import.

SEO tip: Clean data ensures your Salesforce CRM becomes a powerful single source of truth—not a messy version of your ACT! database.

2. Incorrect Field and Object Mapping

ACT! and Salesforce organize data differently. Contacts, companies, notes, and activities often don’t map cleanly between the two systems.

How to Avoid It:

Build a detailed ACT! → Salesforce mapping document.
Identify one-to-one, one-to-many, and many-to-many relationships.
Run a small test import before migrating production data.
Include subject-matter experts who understand your ACT! fields.

Pro tip: Proper mapping is the backbone of a successful migration.

3. Broken Record Relationships

In ACT!, relationships between contacts, companies, opportunities, and activities may be loosely structured. If these relationships aren’t preserved, Salesforce receives “orphaned” records that lose context.

How to Avoid It:

Export data with unique IDs.
Use VLOOKUP or ID mapping during transformation.
Import Accounts first, then Contacts, then Activities and Notes.
Test the hierarchy inside Salesforce before finalizing.

Get Your ACT! Salesforce Migration Readiness Checklist

4. Activities, Notes, and Attachments Failing to Import

Complex ACT! fields—especially history items and attachments—don’t always translate cleanly into Salesforce Tasks, Events, or Files.

How to Avoid It:

Convert activities into Salesforce-compatible formats.
Use tools like Salesforce Data Loader for large imports.
Validate attachment formats and file sizes.
Store large documents via Salesforce Files or a connected DMS.

5. Over-Customizing Salesforce Too Early

Many firms try to fully customize Salesforce before migrating ACT! data. This increases the risk of validation rule conflicts, errors, and delayed timelines.

How to Avoid It:

Create only essential fields and automation before migration.
Disable validation rules during import.
Adopt a “migration first, optimization second” approach.

6. Low User Adoption After Migration

Switching platforms is a major change—especially for teams that have used ACT! for years. Even the best migration fails without user adoption.

How to Avoid It:

Provide early communication about the benefits of Salesforce.
Offer role-based training sessions.
Create dashboards that deliver immediate value to users.
Build quick-reference guides and internal FAQ documents.

SEO takeaway: A successful ACT! to Salesforce migration is as much about users as it is about data.

7. Underestimating Time and Resource Requirements

ACT! systems vary widely in structure and completeness. Many firms underestimate the time needed for data cleansing, mapping, testing, and user training.

How to Avoid It:

Build a realistic project timeline.
Assign internal owners for data prep, testing, and training.
Work with a migration partner if needed.
Add buffer time for unexpected complexities.

Book Your FREE ACT! – Salesforce Migration Consultation

Compliance & Security Considerations for ACT! to Salesforce Migration

Migrating sensitive customer information requires strict compliance, governance, and data protection. This is especially true for financial advisors, wealth managers, healthcare providers, and other regulated industries. Failure to plan properly can lead to regulatory violations, breaches, and reputational damage.

Below are the key compliance and security considerations your organization must address.

1. Aligning With Regulatory Frameworks

Your ACT! to Salesforce migration must follow all relevant data protection and industry regulations, including:

SEC and FINRA communication and retention rules
GDPR (for EU clients)
CCPA and state-level privacy laws
Corporate data governance policies

Best Practices:

Understand what must be retained, what can be deleted, and what must be archived.
Document consent and data-handling procedures.
Maintain audit logs of data transformations and migrations.

2. Securing Data Transfers

Exporting and transferring data poses significant security risks if not handled correctly.

Best Practices:

Encrypt data files at rest and in transit.
Use secure transfer methods (SFTP, VPN, encrypted cloud).
Restrict access to migration files to essential personnel only.
Delete temporary files after verification.

3. Proper Salesforce Security Configuration

Salesforce offers robust security features—but only if properly configured.

Key areas include:

Profiles, roles, and permission sets
Field-level security (FLS)
Data encryption (via Salesforce Shield, if needed)
MFA for all users
IP and session restrictions

Recommendation: Follow the principle of least privilege—grant users only the access required for their roles.

Book Your FREE ACT! – Salesforce Migration Consultation

4. Communication and Recordkeeping Compliance

Financial services firms must ensure notes, communications, and activity histories remain compliant after migration.

Best Practices:

Make sure imported activity timelines include dates and authors.
Integrate Salesforce with compliant email/communication archiving tools.
Ensure notes and attachments remain searchable for audits.

5. Data Retention and Archiving

Not all ACT! data belongs in Salesforce. Some should be archived securely.

Best Practices:

Determine regulatory retention periods.
Store archived ACT! data in encrypted, secure locations.
Document where archives are stored for future audit readiness.

6. Post-Migration Compliance Review

After import, verify that Salesforce is fully aligned with compliance rules.

Checklist:

Are all required records present and correct?
Are record permissions accurate and secure?
Do automations follow compliance standards?
Is the migration fully documented for auditors?

7. Vendor and Tool Risk Management

If you use third-party migration tools or consultants:

Ensure vendors meet your compliance standards.
Request SOC 2 or ISO 27001 certification if handling sensitive data.
Revoke vendor access immediately after project completion.

Final Thoughts: A Secure, Clean Migration Sets Salesforce Up for Success

Migrating from ACT! to Salesforce can dramatically improve your CRM capabilities—from automation and reporting to scalability and user experience. But the migration must be executed thoughtfully, with a strong focus on data quality, user adoption, compliance, and security.

By identifying common challenges early and following compliance best practices, your organization will transition smoothly and unlock the full power of Salesforce as your new CRM foundation.

Book Your FREE ACT! – Salesforce Migration Consultation

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Go-Live: The Compounding Value of a Full-Lifecycle Salesforce Partnership

Beyond Go-Live: The Compounding Value of a Full-Lifecycle Salesforce Partnership

Introduction: The Real Salesforce Journey Begins After Launch

There is a common misconception that a Salesforce implementation project concludes the moment the system goes “live.” The project plan is complete, and the core objective is met. In reality, this is only the beginning. The real journey—and the real test of your investment’s value—starts the day after launch.

Without continuous, strategic oversight, even the best-architected Salesforce platforms begin to diminish in value. They accumulate technical debt as business needs evolve. Critical institutional knowledge is lost as internal staff, consultants, and even Salesforce account executives change over time. This is precisely why many organizations eventually see their powerful CRM platform as a cost center rather than a strategic value creator.

Navirum Orbit introduces a fundamental shift. It is not a conventional support service; it is the essential governance layer that de-risks a multi-million dollar Salesforce investment. It is a comprehensive partnership that spans the entire Salesforce lifecycle, from the first day of an implementation to the platform’s long-term evolution, guaranteeing its compounding return year after year.

The Problem with Post-Project Support

The traditional support model involves a handover: the implementation team that designed and built the system departs, and a new support team takes over. This transition is a critical point of failure where invaluable context is permanently lost. This instability is compounded by the constant turnover of internal staff, contractors, or even your Salesforce AEs.

This loss of “institutional memory” creates inefficiency and risk. The new team, lacking the original context, must spend time and money re-discovering what the initial team already knew. Key information that disappears during this handover includes:

The “why” behind specific design decisions and architectural choices
The complete project history, including past constraints and trade-offs
The rationale for how and why specific systems were integrated

What Is A Salesforce Health Check? Why Does Your Salesforce Org Needs One?

The Orbit Model: A Single Thread from Day One

The Navirum Orbit philosophy is built to prevent this loss of knowledge by embedding support from the very beginning of any engagement. This high-touch model, which includes a dedicated Account Manager and direct Slack access, is structured into two distinct but connected phases:

Orbit Project Assist: Support is integrated during the implementation lifecycle, ensuring every decision and detail is captured from day one.
Orbit Post Go-Live: The same foundational support continues seamlessly after the project launch, focusing on continuous optimization and growth.

This approach creates a single, persistent “system of record” for your entire Salesforce journey. The central hub is the Orbit Portal, which does more than just store files—it creates a persistent, searchable memory and a clean, structured communication layer. It captures all files, design rationales, and communication, ensuring that no matter who joins or leaves the project, the institutional memory of your Salesforce environment remains intact and accessible.

Full Lifecycle Support- From Day One and Beyond_Navirum

Streamlining Projects and Eliminating Ambiguity with Orbit Project Assist

During the active project phase, the Orbit Portal enforces the discipline necessary for enterprise-grade project delivery. In complex projects, ambiguity is the enemy of progress, and email kills velocity. The Orbit Portal replaces the inefficiency of email threads by acting as the “single source of truth.”

By centralizing all communication for stakeholders across leadership, IT, and compliance, the portal eliminates the primary points of project failure. This disciplined model shortens feedback loops, creates clear accountability, and measurably accelerates project delivery timelines. It ensures everyone sees the same information at the same time, driving the project forward with clarity and purpose.

Discover Navirum Orbit: A General Overview (FAQs)

From Maintenance to Momentum: Driving Value After Go-Live

After launch, Orbit Post Go-Live transforms Salesforce from a maintenance burden into a dynamic, strategic asset. For any firm serious about leveraging the full power of the Salesforce platform, this is not a helpful addition—it is an essential capability, achieved through three key pillars.

Proactive Platform Evolution

Salesforce is not static. It evolves relentlessly, with three major releases per year and constant innovation in AI. Orbit is your strategic vanguard, proactively navigating this release cycle to shield your platform from instability while arming you with its latest innovations. This is the foundation for your AI roadmap. Most organizations cannot adopt AI because their data and automations are messy. Orbit’s proactive governance is the necessary groundwork to prepare your firm for the future of Salesforce and successfully adopt game-changing tools like Agentforce—the largest platform shift since Salesforce launched.

Strategic Growth with a Value Roadmap

An Orbit partnership moves beyond simple break-fix support to strategic growth. We work with you to develop a “Salesforce Value Roadmap,” a strategic blueprint that aligns every platform enhancement with your most important business goals. Whether the objective is to increase sales, improve productivity, or reduce customer acquisition costs, this roadmap ensures that every dollar invested in Salesforce delivers a measurable return.

Cost-Effective, On-Demand Expertise

Hiring an experienced, full-time Salesforce Administrator can cost upwards of $100,000 per year in salary alone—a significant expense for a resource that may not be fully utilized. Orbit provides a more flexible and cost-effective alternative. With our fractional model, you gain access to an entire multi-cloud team of certified experts for as little as 10 hours a month. With plans starting from as little as one month, you pay only for what you need, turning a fixed overhead cost into a variable, high-impact investment.

Book Your FREE Salesforce Health Check Now

A True Partnership Manages the Entire Ecosystem

A modern Salesforce instance does not operate in a silo; it is the central hub of a wider technological ecosystem. This is especially true for financial services firms that rely on a network of specialized applications to run their business.

Navirum Orbit provides comprehensive support not just for Salesforce itself, but for the entire connected ecosystem of AppExchange and partner applications. Our broad integration expertise ensures that all your apps, APIs, and data flows work together seamlessly. We have deep experience and partnerships with key platforms including DocuSign, TaskRay, AWS, Conga, Box, NDEX, and Croesus, ensuring your entire technology stack operates as a single, integrated engine.

The Compounding Power of a Long-Term Relationship

The ultimate value of the Orbit partnership is that it compounds over time. This “Relationship Capital” is the foundation of our most successful client engagements. In fact, Navirum’s longest-serving clients are Orbit clients, with some partnerships lasting for more than half a decade.

This enduring relationship is comparable to the one you have with a trusted professional, like a family doctor or lawyer, who knows your history and context. With every project and release cycle, our understanding of your business deepens. We know your data models, compliance needs, and workflows. This continuity is the key to making better decisions, moving faster, and creating lasting value that outlives any single project.

Conclusion: Your Constant in a Changing Environment

People will come and go inside your company. Your Salesforce Account Executive will inevitably be replaced. Leadership will rotate. But the one constant that carries forward the institutional memory of your Salesforce program is Orbit. Amid constant change, we provide the stable, knowledgeable, and continuous partnership required to maximize the long-term value of your platform, ensuring it remains a powerful engine for growth.

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Redtail vs Salesforce WHY WEALTH MANAGEMENT FIRMS ARE MAKING THE SWITCH_Navirum

Redtail vs. Salesforce: Why Growing Wealth Management Firms Are Making the Switch

December 10, 2025

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Redtail vs. Salesforce: Discover Why Growing Wealth Management Firms Are Making the Switch

The 15 Most Researched Questions Advisors Ask Our Consultants— Answered in One Place

As wealth management firms evolve, build multi-advisor teams, adopt more sophisticated planning tools, and face increasing compliance pressure, one question comes up more and more:

“Have we outgrown Redtail — and is it time to move to Salesforce?”

This is one of the most researched topics in the advisor technology space, especially among RIAs, broker-dealers, and hybrid firms that are scaling. In this in-depth blog post, we break down the top 15 questions firms ask when comparing Redtail to Salesforce, why so many teams are reassessing their CRM, and what the transition really looks like.

As a Salesforce consulting partner specialized in financial services, we’ve helped dozens of firms migrate from Redtail to Salesforce. The patterns are clear — and the insights below will help you determine whether staying on Redtail or upgrading to Salesforce is best for your organization’s future.

1. Redtail’s Limitations vs. Salesforce’s Capabilities

Redtail is a great entry-level CRM for small firms and solo advisors, but it was never designed to support complex operational models, multi-advisor teams, compliance workflows, or enterprise-grade integrations.

The most common limitations firms cite include:

Workflows are basic and rigid
Reporting capabilities are minimal
Integrations often require manual workarounds
The system is contact-based, not household-based
The data model does not scale well as teams grow

Salesforce, in contrast, offers:

Configurable, multi-step workflows
Dynamic dashboards and advanced reporting
Deep native integrations with Orion, eMoney, MoneyGuide, DocuSign, custodial platforms, and more
A robust, flexible data model tailored for wealth management
Enterprise-grade automation through Flow, AI, and custom logic

This gap grows more pronounced as firms scale.

Why Salesforce Is A Better CRM Than Redtail for Wealth Management Firms?

2. Understanding the Complexity of Redtail → Salesforce Data Migration

One of the most researched questions is:
“Is migrating our Redtail data into Salesforce difficult?”

The answer: it depends on your data quality and history, but with the right team, it’s very manageable.

Key challenges include:

Redtail uses a contact-first data structure, while Salesforce FSC uses Household → Account → Contact hierarchy.
Notes, activities, and email history must be extracted and restructured.
Attachments may need special handling.
Duplicate contacts are common in Redtail and need cleansing.

A well-run migration typically includes:

Discovery and data assessment
Data mapping
Cleansing and transformation
Migration to a test environment
Validation
Final cutover

Our team uses proven migration frameworks that ensure no historical context is lost, which is often advisors’ biggest fear.

3. Data Mapping: Redtail’s Flat Model vs. Salesforce’s Hierarchical Model

Redtail stores nearly everything at the contact level.
Salesforce, especially Financial Services Cloud (FSC), uses a relational data model:

Household (Client)
Accounts (Financial, Retail, Investment)
Contacts
Relationships
Activities & Interactions

This structure allows wealth management teams to see:

Multi-generational family relationships
Multiple advisors servicing the same client
A full financial account view
Client segmentation and profitability insights

Firms researching this topic often discover that Salesforce’s model matches the reality of their business far more closely.

4. Notes, Emails & Activity History — Can It All Be Preserved?

Another top concern:
“Will we lose historical notes or email logs if we move off Redtail?”

The short answer: No — not with the right migration approach.

A complete Salesforce migration can preserve:

Notes (with dates, authors, and attachments)
Completed activities
Email history
Task history
Document attachments
Important custom fields

For compliance-heavy environments, this is essential. We also perform data validation checkpoints to ensure integrity and traceability.

4 Essential Tips for Migrating From Redtail To Salesforce

5. Households & Multi-Account Clients — Where Salesforce Prevails

One of Redtail’s biggest weaknesses is its lack of flexible householding.

Examples issues include:

A household cannot easily have multiple accounts
Multiple advisors cannot collaboratively work a household without sharing everything
Complex family structures require custom workarounds
“Client” vs. “Prospect” vs. “Related Contact” is often blurred

Salesforce Financial Services Cloud was explicitly designed for this challenge.

You can model:

Multi-account families
Centers of influence
Lead households
Minor dependents
Wealth entities
Trusts & corporations

For firms with high-net-worth or ultra-high-net-worth clients, this is often the deciding factor.

6. Workflow Automation — A Major Area Where Redtail Falls Short

Redtail workflows are simple, linear, and not designed for complex operational processes.

Firms often ask:

“Can Salesforce automate things Redtail can’t?”
Absolutely — by a wide margin.

Salesforce automation enables:

Client onboarding workflows
Annual review reminders with compliance tasks
Multi-step KYC/AML workflows
Email sequences
Task assignments based on role, team, or capacity
Real-time alerts
Automated pipeline management

In our implementations, automation alone typically frees 10–20 hours per advisor per month.

7. Integrations — Salesforce Offers a Different League of Connectivity

Redtail connects to many advisor tools, but often in a basic, one-way manner.

The most researched integration questions include:

“Does Salesforce integrate with Orion / Black Diamond?”
“Can MoneyGuide or eMoney push plan data into Salesforce?”
“Does Salesforce integrate directly with DocuSign?”
“Can we centralize marketing automation inside Salesforce?”

Salesforce’s integration ecosystem is significantly more advanced:

Bi-directional syncing
Real-time data exchanges
Deeper metadata support
Automated triggers

For fast-growing firms, this is a major factor in switching.

8. Reporting & Dashboards — A Night and Day Difference

Redtail’s reporting is widely described as:

Limited
Basic
Non-visual
Manual

Salesforce provides dynamic, real-time dashboards with visuals that advisors, leaders, and compliance staff love.

Common use cases:

Revenue dashboards
AUM and household segmentation
Pipeline forecasting
Advisor productivity
Compliance oversight reporting
Client service level adherence
Annual review tracking

This is often a CEO or COO’s main reason for switching.

Book Your FREE Redtail Salesforce Consultation

9. Compliance Tracking — A Growing Priority

Redtail offers activity history, but not robust compliance oversight.

Salesforce can support:

Automated supervisory queues
Time-stamped, immutable logs
KYC/AML workflow enforcement
Role-based approvals
Document tracking
Compliance dashboards

In our migrations, compliance officers consistently say:
“Salesforce gives us the controls we’ve been missing.”

10. User Adoption — Salesforce Is More Complex, But Far More Powerful

A common fear is:
“Will advisors find Salesforce too hard to use?”

The truth:
Salesforce is more powerful and therefore has a steeper learning curve.
But with the right configuration and training, adoption skyrockets.

We tailor Salesforce to:

Minimize clicks
Simplify navigation
Hide unnecessary features
Provide task-driven advisor interfaces

Once advisors see what Salesforce can automate, they rarely want to return to Redtail.

11. Salesforce FSC vs. Core Salesforce — Which Should Wealth Firms Choose?

This is a heavily researched topic.

Salesforce Financial Services Cloud (FSC) is usually the best choice because it provides:

Client, household, & relationship models
Compliance-friendly data structures
Pre-built advisor workflows
Financial product and account objects
Wealth-specific dashboards

Core Salesforce is suitable for smaller firms or unique models, but FSC is the standard for fast-growing wealth management teams.

Book Your FREE Redtail Salesforce Consultation

12. Cost Comparison — Redtail Is Cheaper, But That’s Only Part of the Story

Redtail:
$50–$65 per user/month

Salesforce + implementation:
Higher — but also provides 10–20× the automation and scale potential.

Firms ask “Is it worth it?”

The answer usually comes down to ROI:

Fewer manual tasks
Better advisor efficiency
More automation
Stronger compliance tracking
Better growth visibility
Better integration ecosystem

Most growing firms conclude Salesforce is an investment in scale, not a cost.

13. API & Customization — Salesforce Offers Unlimited Flexibility

Redtail is limited in customization.
Salesforce is virtually limitless.

You can build:

Custom objects
Approval paths
Automated triggers
Compliance rules
Advisor capacity models
Integration connectors
Client segmentation engines

For firms with unique processes, Salesforce becomes a competitive advantage.

14. Scalability — Why Growing Firms Outgrow Redtail

Once a firm hits:

5+ advisors
Multi-office growth
Complex household structures
Multi-custodial relationships
High client volume

Redtail becomes less effective.

Salesforce offers the structure, automation, and capabilities needed to grow efficiently — and sustainably.

Book Your FREE Redtail Salesforce Consultation

15. Real User Experiences — Honest Pros & Cons

Users staying on Redtail appreciate:

Simplicity
Familiarity
Low cost

Users switching to Salesforce report:

Better operational efficiency
Stronger compliance oversight
Better visibility into business performance
Improved advisor experience
Centralized data
Better client management

One sentiment we hear consistently:
“Redtail worked when we were small. Salesforce is what we need to grow.”

Conclusion: Is It Time to Move From Redtail to Salesforce?

If your firm is growing, adding complexity, or preparing for digital modernization, Salesforce provides capabilities Redtail simply cannot match.

To summarize:

If your firm is small and simple → Redtail is fine
If your firm is scaling → Salesforce becomes essential

Our team specializes in helping wealth management firms migrate from Redtail to Salesforce with zero data loss, and building customized advisor experiences that improve productivity, compliance, and client service.

If you’re exploring this transition, we’d be happy to walk you through a tailored roadmap.

Book Your FREE Redtail Salesforce Consultation Now

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

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Orbit Managed Services for Wealth Management_Navirum

Orbit Managed Services for Wealth Management: A Comprehensive Overview

December 9, 2025

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Discover Orbit Managed Services for Wealth Management: A Comprehensive Overview

Introduction: Beyond Traditional Support

In today’s complex financial services landscape, a Salesforce implementation is not a one-time event but the beginning of an ongoing journey. As wealth management firms grow, their Salesforce environments accumulate layers of customization, integrations, and data, making expert management essential. Standard support models, which often react to problems after they arise, are no longer sufficient.

Navirum Orbit is a personalized consulting and support service designed to address this challenge. It acts as a dedicated Salesforce concierge, providing personalized, on-demand assistance to keep a firm’s system optimized, compliant, and aligned with its strategic goals. Orbit is more than a managed service; it is a continuous partnership that preserves institutional knowledge, accelerates project delivery, and ensures firms extract maximum long-term value from their Salesforce investment.

How Can Navirum Orbit Help You Get More Value From Salesforce?

This service is engineered for a range of wealth management scenarios:

Firms implementing Salesforce for the first time.
Existing Salesforce customers requiring ongoing, specialized help.
Clients who have just completed a project and need expert support post-go-live.

Core Scenarios: How Wealth Management Firms Use Orbit

Orbit is built on a flexible framework that adapts to the diverse and dynamic needs of wealth management firms, from short-term augmentation to long-term strategic partnership.

Long-Term Strategic Partnership & Continuity

The most significant value of Orbit is realized over time. Many Orbit clients have been with Navirum for over five years, leveraging the service as a constant in an environment of change. Orbit builds and preserves Institutional Memory, capturing years of project history, design rationales, and integration decisions. In an industry where staff turnover is common, Orbit becomes the stable memory layer, ensuring that knowledge isn’t lost when employees or account executives change. This long-term relationship, built on deep commercial, technical, and cultural understanding, allows Orbit to function as a true strategic partner, proactively aligning the Salesforce platform with the firm’s evolving strategy.

Team Augmentation

For firms with internal Salesforce teams, Orbit provides critical team augmentation. Clients can tap into a multidisciplinary team of experts to supplement their own staff, providing niche expertise that may not exist in-house. This is invaluable for:

Increasing project velocity by adding skilled consultants to existing workstreams.
Leading complex implementations that require specialized knowledge.
Handling peak periods such as compliance cycles, new product launches, integrations, or quarter-end pushes.

Flexible Short-Term & High-Availability Support

Wealth management operations are often seasonal. Orbit’s flexible commercial model is designed to mirror this reality, scaling support up or down as needed. This model provides better cash flow management without long-term lock-ins.

Furthermore, Orbit is designed for enterprise operational realities, offering high-availability support across multiple time zones. The team can staff work during:

Evenings and early mornings.
Weekends and public holidays.
North American downtime periods like Christmas, New Year’s, and August vacations.

This ensures that mission-critical projects remain on track even when internal teams are unavailable.

Full-Lifecycle Support: From Day One

Unlike models that begin after a project is live, Orbit is embedded from the start of every engagement.

Orbit Project Assist: During an implementation, Orbit acts as the system of record, centralizing client information, design decisions, meeting notes, and the history of every change.
Orbit Post Go-Live: After a project launches, the same engine transitions seamlessly to provide ongoing support, ensuring a smooth handover and continuous optimization.

Eliminating Ambiguity: How Orbit Streamlines Communication on Salesforce Projects

The Orbit Differentiators: 8 Value Levers for Success

The Orbit model is built on eight core principles that deliver value beyond what typical support models can offer.

Value Lever	Description	Key Benefits
Institutional Memory	Captures and preserves project history, design rationales, integrations, and decisions, acting as a stable memory layer amidst staff turnover.	Faster enhancements, fewer errors, lower onboarding costs, consistent governance.
Lower Cost of Ownership	Eliminates redundant re-discovery and re-analysis costs by leveraging deep, existing knowledge of the org, systems, and business context.	More output per dollar, predictable budgeting, less dependency on expensive consultants.
Communication Efficiency	Centralizes files, meeting notes, decisions, and media in one communication hub, eliminating the velocity-killing nature of email.	Faster decisions, clear accountability, reduced misalignment, shorter delivery timelines.
Release Readiness	Proactively monitors Salesforce’s three major annual releases and continuous Agentforce rollouts to protect the org and leverage new features.	Stronger platform stability, better license utilization, reduced risk from breaking changes.
Governance & Compliance	Continuously validates and maintains data pathways with FSC, PMS, accounting, and compliance systems under strict financial services requirements.	Stronger audit posture, cleaner data, reduced regulator risk, higher business trust.
AI & Agentforce Enablement	Maintains a clean, well-structured Salesforce environment, which is the foundational requirement for adopting AI and Agentforce effectively.	Readiness for AI-driven efficiency, cleaner automations, faster adoption of innovations.
Flexible Commercial Model	Adjusts with business seasonality, allowing firms to scale support up or down predictably to match demand without long-term lock-ins.	Better cash flow management, predictable budgeting, operational agility.
Relationship Capital	Creates a long-term partnership based on a deep understanding of the firm’s leadership, workflows, compliance needs, and operating rhythm.	Zero time wasted on re-explanation, partnership-level trust, faster problem-solving.

Supercharge Your Salesforce Engine With 6 Powerful Benefits

The Orbit Portal: A Single Source of Truth

The Orbit Portal is the central nervous system of the service, designed to eliminate ambiguity and streamline communication.

Key Features:

Centralized Hub: A single source of truth for all project communication, including text, video, images, files, and embedded media. All information is timestamped, organized, and searchable.
Simple & Intuitive Interface: Users can easily submit requests, track the real-time status of their tickets, and view an overview of key features and navigation options.
Instant Context & Velocity: When a ticket is raised, it flows directly into Navirum’s internal Slack and Salesforce channels. This provides the project team with immediate visibility and context, eliminating queues and delays. Work starts immediately without the need for re-explanation.

Future Enhancements to the Portal will include:

1:1 Expert Support sessions.
Access to robust training resources.
A personalized Salesforce roadmap tailored to individual goals.
Enhanced service and support request capabilities.

Navirum Orbit – A General Overview (FAQs)

Orbit in Action: Customer Scenarios & Success Stories

Use Case Scenarios

Navirum Orbit in Action_Customer Scenario

Growing Mortgage Franchise (100 Experience Cloud Users)

Profile: A fast-growing business with a heavily customized org that requires frequent Salesforce training for its users.
Orbit Solution: An ongoing program providing 4 hours per month dedicated to continuous user training, ensuring high adoption and proficiency across the franchise.

Mid-Market Financial Services Firm (50 Financial Services Cloud Users)

Profile: A firm with a multi-year roadmap requiring significant implementation work, change management, and org-specific training.
Orbit Solution: A comprehensive 30-hour-per-month program covering a detailed roadmap of projects (Client Onboarding, KYC, Pitchbook integration), change management for new releases, user training, contextual support, and documentation.

Discover Our Client Success Stories

Client Success Stories

Main Management LLC – Wealth & Asset Management

Challenges: Main Management struggled with inefficient marketing operations, leads falling through the cracks, difficulty segmenting data in their previous CRM (SalesNexus), and a lack of Outlook integration.
Solutions Provided: Navirum implemented a bespoke Sales Cloud solution for 10 users, set up Pardot for scalable marketing, integrated Salesforce and Pardot, and provided post-project support.
Results: The firm achieved a successful and smooth transition from SalesNexus, enabled scalable marketing campaigns via Pardot, and saw stronger user adoption and productivity.

PACE Equity – Commercial Lending

Challenges: The company was unable to connect with clients at scale, had inefficient marketing operations, and lacked CRM and Outlook integration, which led to a “pipeline evaporating.”
Solutions Provided: Navirum implemented a bespoke Sales Cloud solution, integrated it with Outlook, conducted team training, and offered post-project support to ensure a strong start.
Results: PACE Equity successfully implemented Sales Cloud for 30 people in just 8 weeks, achieved a smooth transition from HubSpot, and saw strong user adoption post-go-live.

How Orbit Helps Businesses Turn Salesforce Into a Value Creator and Reduce Costs

Orbit Plans & Services

Navirum Orbit offers a cancellable monthly subscription model designed for flexibility.

Recommended Services

Technical Services	Consulting & Advice
Support technique	Roadmap Management
Ongoing Implementations	Strategic Salesforce Advice
Environment Management	Industry Advice
Salesforce Documentation	Salesforce Education
Ongoing User Training	Multi-Cloud Support
Compliance & Privacy Solutions

Subscription Tiers

Orbit Standard Plan: Includes 2 hours of support per month, ideal for small businesses with straightforward Salesforce needs.
Orbit Flex Plan: Provides 10-15 hours of monthly support, offering flexibility for growing teams with evolving needs.
Tailored High-Touch Service: Both plans are customizable to ensure clients receive personalized service that aligns with their unique business operations and goals.

Book Your FREE Orbit Consultation Now

About Navirum: Your Customer Success Partner

Founded in 2018, Navirum is a registered Salesforce Consulting Partner specializing in enabling financial innovation. With a dedicated focus on financial services—including Wealth Management, Private Equity, and FinTech—Navirum helps customers generate long-term value from their Salesforce investment.

Key Facts:

Locations: USA, Canada, EMEA
Certifications: >30
Top Differentiators:
1. Dedicated teams for emerging, small, and mid-market businesses.
2. Seasoned sales and technical teams.
3. Deep specialists in Financial Services.
Average Customer Results:
- 25% Improvement in sales
- 26% Uptick in marketing ROI
- 34% Better customer service agent productivity

Book Your FREE Orbit Consultation Now

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

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How Can Navirum Orbit Help You Get More Value From Salesforce?

December 8, 2025

Lavinia Picu

How Can Navirum Orbit Help You Get More Value From Salesforce?

The Salesforce Paradox – Introducing Navirum Orbit: Beyond Support, A Strategic Salesforce Partnership

Salesforce is the world’s leading CRM platform, essential for financial services companies to streamline their business processes. When executed properly, it supercharges profits, improves cash flow, and boosts team morale. However, there’s a common paradox: without the right expertise, Salesforce’s vast capabilities and complexity can lead to high maintenance costs, underutilized features, and communication breakdowns, turning a powerful asset into a cost center.

This is the challenge Navirum Orbit was designed to solve. It’s a strategic partnership that ensures you maximize the return on your investment, month after month. But let’s be clear: Orbit isn’t support. Orbit is continuity. It’s the framework for transforming Salesforce from a technical platform into a true value-creating engine for your business.

Navirum Orbit – A General Overview (FAQs)

#1 Why Managing Salesforce is More Complex Than You Think

In a mature Salesforce organization, complexity accumulates quietly, then bites hard. Years of custom objects, flows, and quick fixes build technical debt, making even small changes risky. Most internal teams simply can’t stay ahead while delivering day-to-day work. The key challenges include:

Accumulating Technical Debt: Years of custom objects, flows, validation rules, and fixes create a tangled web of dependencies, making even minor enhancements risky and difficult to manage.
Multi-Cloud and AppExchange Complexity: Most firms operate across multiple clouds—Sales Cloud, Service Cloud, Financial Services Cloud, and Marketing Cloud—and use various AppExchange packages. This requires a team with diverse skills spanning configuration, data, security, and AI.
Integration Challenges: Reliably connecting Salesforce with middle- and back-office systems like portfolio management (PMS), accounting, and compliance tools multiplies complexity. Data must flow correctly and remain trustworthy across the entire customer lifecycle.
The Pace of Innovation: Salesforce pushes three major releases every year and is now rolling out Agentforce—the largest platform shift since Salesforce launched. This forces every team to constantly adapt and rethink their strategy to avoid falling behind.
Regulatory and Compliance Demands: Financial services and healthcare firms must operate within tight regulatory guardrails where a misstep can have serious consequences.

Eliminating Ambiguity: How Orbit Streamlines Communication on Salesforce Projects

#2 What is Navirum Orbit? Your Complete Salesforce Enablement Program

Navirum Orbit is not a traditional support service—it’s a complete Salesforce enablement program and your dedicated “Salesforce Concierge.” It delivers continuity by moving beyond reactive fixes to provide a proactive, strategic partnership that ensures your Salesforce ecosystem scales with your business.

Orbit combines managed services, strategic roadmap development, and on-demand consulting into a single, integrated program. Every client receives a dedicated Account Manager and direct access to our team of experts via Slack, ensuring clear, responsive communication and accountability for outcomes.

#3 A Look Inside the Orbit Engine

The MyOrbit Portal: A Single Source of Truth

Ambiguity is the enemy of progress. Scattered email threads and lost files kill project velocity. The MyOrbit Portal, the central desk for your Salesforce Concierge, solves this by providing a single source of truth for all project communication. It centralizes every file, design decision, meeting note, and historical change into a clean, searchable, and persistent record.

Here’s how the engine behind the portal delivers unmatched efficiency:

Log In and Raise a Ticket: A user logs into the secure portal to submit any request through a simple, intuitive interface, from an “issue with Sprint 1 testing” to “how do I schedule a discovery call?”
Instant Notification and Triage: The moment a ticket is raised, it is wired directly into Navirum’s operating system. It flows straight from the portal into our internal Slack and Salesforce channels, where automation instantly routes it to the correct team member already familiar with your organization. No queues. No lag. Work starts immediately.
Collaborate and Track: Clients can track the real-time status of their tickets, receive updates, and collaborate directly with the Navirum team inside the portal. This creates complete transparency and shortens the feedback loop, leading to faster resolutions.

Full Lifecycle Support: From Day One and Beyond

Unlike support models that only engage after a project goes live, Orbit is embedded from the very beginning. This ensures continuous, knowledgeable support throughout the entire lifecycle.

Orbit Project Assist: Provides support during an active implementation.
Orbit Post Go-Live: Delivers ongoing support after the project is complete.

This approach creates true continuity. Because Orbit is there from day one, future projects build on a known foundation rather than rediscovering history every time. It establishes a persistent, searchable “institutional memory” of your Salesforce environment, saving time and eliminating redundant work.

Implement Salesforce with reduced cash flow and staff time consumption

#4 The 8 Value Levers: How Orbit Delivers Measurable ROI

Orbit is built to deliver tangible business value. The program is structured around eight key levers that ensure you get more from your Salesforce investment.

1. Institutional Memory (The Compounding Asset)

Orbit captures and preserves years of project history, design rationales, and key decisions. This creates a stable memory layer that outlasts staff changes, reducing errors, lowering onboarding costs for new client employees, and ensuring consistent governance over time.

2. Lower Cost of Ownership

Hiring a full-time internal Salesforce administrator can cost upwards of $100,000 per year, an investment many businesses can’t fully utilize. Orbit offers a smarter, more flexible alternative. With fractional plans starting from as little as 2 hours a month, you get access to a full team of multidisciplinary experts at a fraction of the cost, eliminating waste and ensuring predictable budgeting.

3. Communication Efficiency (The Hidden Multiplier)

Email kills velocity. By centralizing all communication in the MyOrbit Portal, Orbit eliminates the delays caused by scattered conversations. This leads to faster decisions, clear accountability, and measurably shorter delivery timelines. The bottom-line impact is faster time-to-value, reduced project costs, and a higher ROI on your Salesforce initiatives.

4. Release Readiness & Platform Evolution

Salesforce releases major upgrades three times a year, plus continuous Agentforce AI rollouts. Orbit monitors these changes, protects your org from breaking updates, and ensures you proactively leverage new features instead of falling behind, maximizing the value of your licenses.

5. Data, Integration & Compliance Governance

For financial services firms operating under strict regulatory pressure, Orbit provides essential governance. We continuously validate and maintain the pathways between Salesforce and your critical systems (FSC, PMS, accounting, compliance), strengthening your audit posture and reducing regulatory risk.

6. AI & Agentforce Enablement

Most orgs can’t adopt AI because their data and automation are messy. Effective AI requires clean data and well-structured processes. Orbit provides the foundational maintenance and optimization required for your AI roadmap, ensuring that new tools like Agentforce can perform effectively and drive real efficiency gains.

7. Flexible Commercial Model

Business needs fluctuate. Orbit’s monthly subscription model adjusts with your seasonality, allowing you to scale support up or down predictably. With no long-term lock-ins, you get better cash flow and a financial model that fits your operating rhythm.

8. Relationship Capital

As your Salesforce Concierge, we develop a deep understanding of your commercial, technical, and cultural needs. We know your leadership, workflows, and operating rhythm. This compounding context builds partnership-level trust and means there is zero time wasted re-explaining your business.

Book Your FREE Orbit Consultation Now

#5 Is Orbit Right for You? Flexible Plans for Every Business Need

Orbit is designed for any company that wants to ensure its Salesforce investment delivers long-term value. The ideal Orbit client includes:

Companies implementing Salesforce for the first time.
Existing Salesforce customers needing ongoing help and strategic guidance.
Small, fast-growing companies that can’t commit to an expensive project or a full-time expert.
Mid-market companies with 1-2 year implementation roadmaps and multi-cloud needs.

To meet these diverse needs, we offer several flexible plans:

Orbit Standard Plan: Ideal for small businesses with straightforward needs, starting with as little as 2 hours of support per month.
Orbit Flex Plan: Provides 10-15 hours of monthly support, offering greater flexibility for growing teams with evolving requirements.
Tailored High-Touch Service: For unique business operations, we offer a personalized service aligned with your specific goals and workflows.

Turn Your Salesforce Investment into Your Biggest Asset

Implementing Salesforce is just the beginning. Realizing its full potential requires continuous, strategic effort. Navirum Orbit provides the ongoing partnership and continuity needed to navigate complexity, drive adoption, and maximize value.

With Orbit, you can finally turn Salesforce from a maintenance burden into a powerful, value-creating engine for growth.

Take the Next Step

Ready to see how a strategic partnership can unlock the full power of your Salesforce investment?

Book Your FREE Orbit Consultation Now

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

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How Orbit Streamlines Communication on Salesforce Projects

December 5, 2025

Lavinia Picu

Eliminating Ambiguity: How Orbit Streamlines Communication on Salesforce Projects

In the world of Salesforce projects, technical complexity often gets the spotlight. Yet, one of the most underestimated—and potentially project-derailing—challenges is communication. Even a “small” Salesforce implementation can involve half a dozen people between Navirum and the client. Larger engagements easily balloon to 20–30 stakeholders, spanning leadership, subject matter experts (SMEs), compliance, IT, and delivery teams. With so many moving parts, it’s easy for information to get lost, misunderstood, or delayed. Without a disciplined communication model, things slow down, get lost, or become ambiguous—and ambiguity is the enemy of progress.

Orbit Supercharges Your Salesforce Engine With 6 Powerful Benefits

The Hidden Cost of Poor Communication

Traditional project communication often relies on a patchwork of emails, scattered chat threads, and ad hoc meetings. This approach creates several pain points:

Important updates get buried in inboxes or lost in endless reply-all chains.
Multiple versions of documents circulate, leading to confusion about which is current.
Stakeholders aren’t always sure who to contact for specific questions or approvals.
Decisions and feedback can be missed or delayed, stalling project momentum.

These issues are magnified as project complexity grows. When teams are distributed across different departments, time zones, or even companies, the risk of miscommunication increases exponentially. The result? Delays, rework, frustration, and sometimes, project failure.

Orbit: A Purpose-Built Solution

Orbit solves this problem head-on.

The Orbit Portal becomes the single source of truth for project communication. Each side—Navirum and the client—has clear point people and defined communication channels. No guessing who to contact. No conflicting email threads. No information disappearing into someone’s inbox.

We’ve refined this model over years of real-world delivery, and it consistently accelerates project timelines. By centralizing all project-related conversations and documentation, Orbit ensures that everyone is on the same page—literally and figuratively.

Discover Our Client Success Stories

How Orbit Works in Practice

Inside the portal, teams can collaborate using text, video, images, files, and embedded media. Clients can upload screenshots, share screen recordings, or attach documents directly to the relevant task or conversation. Everything is timestamped, organized, and searchable. Everyone sees the same information at the same time.

For example, if a client has a question about a Salesforce customization, they can post it directly in the relevant project thread. The Navirum team can respond with annotated screenshots or a quick video walkthrough. All related files and discussions are linked to the specific task, making it easy to track progress and revisit decisions.

Orbit also supports structured workflows for approvals, requirements gathering, and feedback. Instead of chasing down stakeholders via email or waiting for someone to reply to a group thread, Orbit notifies the right people at the right time. This keeps the project moving and ensures that nothing falls through the cracks.

Navirum Orbit – A General Overview (FAQs)

The Benefits: Clarity, Speed, and Accountability

This eliminates the delay, confusion, and duplication that email inevitably creates. Instead of managing multiple threads and trying to reconcile different versions of the truth, Orbit provides a clean, structured communication layer that keeps the project moving.

This is one of the unsung advantages of Orbit: you get a common denominator for communication—a central hub that removes ambiguity, increases clarity, and shortens the feedback loop. Stakeholders always know where to look for updates, what’s expected of them, and how to provide input.

Orbit’s transparency also increases accountability. Every action, comment, and decision is logged and visible to the relevant parties. This makes it easy to track who approved what, when, and why—reducing the risk of misunderstandings or disputes later on.

What Is a FREE Salesforce Health Check? Why do I need one?

Real-World Results

Teams using Orbit report faster decision-making, fewer misunderstandings, and a smoother overall project experience. By reducing the friction in communication, Orbit helps projects stay on track and deliver results more quickly.

For instance, in a recent Salesforce rollout for a financial services client, Orbit enabled the project team to resolve requirements questions in hours instead of days. The client’s compliance team could review and comment on documentation directly in the portal, eliminating the need for lengthy email chains and version confusion. As a result, the project finished ahead of schedule and with higher stakeholder satisfaction.

Why This Matters

In today’s fast-paced business environment, the ability to deliver Salesforce projects quickly and accurately is a competitive advantage. Orbit’s disciplined approach to communication is not just a “nice to have”—it’s a critical enabler of project success. By eliminating ambiguity and providing a single source of truth, Orbit empowers teams to collaborate more effectively and achieve their Salesforce project goals with confidence.

Takeaway

Better communication equals faster delivery. Orbit gives you both. By providing a central hub for all project interactions, Orbit removes the guesswork, reduces delays, and ensures that everyone is working from the same playbook. The result is a smoother, faster, and more successful Salesforce project—every time.

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Orbit FAQ: Top 10 Questions

What is Orbit?

Orbit is a centralized portal designed to streamline communication on Salesforce projects, serving as the single source of truth for all project-related interactions.

How does Orbit improve project communication?

Orbit eliminates ambiguity by providing clear point people, defined communication channels, and a structured environment where all stakeholders can collaborate and access the same information in real time.

Who uses Orbit during a Salesforce project?

Both Navirum and client teams—including leadership, SMEs, compliance, IT, and delivery—use Orbit to coordinate, share updates, and resolve issues efficiently.

What types of collaboration does Orbit support?

Teams can communicate using text, video, images, files, and embedded media. Clients can upload screenshots, share screen recordings, and attach documents directly to relevant tasks or conversations.

How does Orbit help prevent miscommunication?

By centralizing all project communication, Orbit removes the confusion of multiple email threads and ensures everyone sees the same, up-to-date information.

Is information in Orbit organized and searchable?

Yes. All content in Orbit is timestamped, organized, and fully searchable, making it easy to find past discussions, files, or decisions.

Can Orbit accelerate project timelines?

Absolutely. By reducing delays, confusion, and duplication, Orbit helps teams make faster decisions and keeps projects moving forward.

How does Orbit handle feedback and approvals?

Orbit shortens the feedback loop by allowing stakeholders to comment, review, and approve directly within the portal, ensuring clarity and accountability.

How does Orbit compare to email communication?

Orbit eliminates delays, confusion, and duplication caused by email, providing a clean, structured communication layer.

How has Orbit’s model been developed?

It’s been refined over years of real-world delivery and consistently accelerates project timelines.

Book Your FREE Orbit Consultation

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How To Avoid Redtail Failures in Wealth Management Firms?

December 4, 2025

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Why Redtail Falls Short for Modern Wealth Management—And How Salesforce Solves the Gaps

The wealth management industry is changing faster than ever. Advisors today rely on a complex mix of planning tools, portfolio reporting platforms, custodial systems, marketing automation tools, and compliance applications. With clients expecting real-time communication, personalized insights, and seamless digital experiences, advisory firms need a CRM that functions as the central nervous system of their business—not just a digital Rolodex.

For many years, Redtail CRM was a popular choice for RIAs and independent advisors. It offered simplicity, affordability, and basic contact management tailored to financial professionals. But as the industry has matured and firms require deeper automation, integrated tech stacks, and enterprise-level scalability, Redtail’s limitations have become increasingly clear.

In this article, we break down the most common Redtail challenges we see across wealth management firms—and how Salesforce Financial Services Cloud (FSC) addresses each pain point with a modern, scalable solution built for the future of advice.

Planning a Redtail to Salesforce Migration? Read Our Migration Tips First!

#1 Redtail’s Workflow Limitations Slow Down Teams

One of the biggest complaints we hear from advisors and operations teams is that Redtail’s workflows are simply too basic. They require manual steps, lack flexibility, and often fail to support complex onboarding or compliance processes. Many firms still rely on spreadsheets or ad-hoc checklists to fill in the gaps.

How Salesforce Fixes It

Salesforce’s Flow Builder, automation engine, and approval processes allow firms to automate the entire client lifecycle—from lead qualification to onboarding to servicing. Tasks can be automatically assigned based on roles, SLAs can be enforced, and workflows trigger from real events, such as custodial account openings or updates to a client’s risk profile.

The result: greater consistency, less manual work, and more time for advisors to focus on clients.

#2 Redtail’s Data Model Isn’t Built for Modern Wealth Management

Redtail stores contacts and notes effectively, but its data model is limited for firms managing households, multi-account relationships, multi-advisor teams, or complex client structures. This becomes a major issue when firms expand or when service teams rely on detailed account-level data.

How Salesforce Fixes It

Salesforce FSC offers a purpose-built data architecture for wealth management, including:

Households and related persons
Financial accounts and held-away assets
Financial goals
Needs, life events, and client preferences
Compliance interactions

This provides a true 360-degree view of the client, enabling deeper insights and more personalized service.

Salesforce or Redtail for Wealth Management Firms?

#3 Integrations With WealthTech Tools Are Shallow or Unreliable

The average wealth management firm uses between 6 and 12 pieces of software daily. Redtail does integrate with several platforms, but users consistently report syncing issues, shallow connections, and delayed data transfers—especially with portfolio management and planning tools.

How Salesforce Fixes It

Salesforce is the leading integration ecosystem in the industry. Deep, API-driven connections link FSC with:

Planning platforms like eMoney and MoneyGuide
Reporting tools like Orion, Tamarac, and Addepar
Compliance systems like Smarsh and Global Relay
Marketing automation platforms like Account Engagement and Marketing Cloud

Salesforce becomes the unified data hub for the entire advisor tech stack.

#4 Reporting Limitations Make Insights Hard to Access

Redtail’s reporting is functional but basic. Firms looking for pipeline forecasting, AUM growth insights, segmentation analytics, or compliance dashboards often find the platform limiting. This creates a challenge for leaders needing real-time visibility into the business.

How Salesforce Fixes It

Salesforce transforms reporting and analytics with:

Custom dashboards
Real-time metrics
Drill-down analytics
Compliance audit logs
Predictive AI insights through Einstein and CRM Analytics

Firms can monitor client engagement, revenue trends, household segmentation, advisor activity, and compliance workloads—all on a single dashboard.

Assess Your Salesforce FSC Implementation Readiness – FREE Checklist

#5 Limited Personalization & Marketing Capability

With Redtail, segmentation and nurturing capabilities are minimal. Advisors often struggle to run structured campaigns or deliver tailored communication at scale.

How Salesforce Fixes It

Salesforce enables deeply personalized client engagement:

Trigger-based journeys (birthdays, market volatility, life events)
Automated review reminders
Segmentation using demographic, behavioral, and financial data
Dynamic content in emails and nurturing flows

When connected to Marketing Cloud or Account Engagement, firms can run sophisticated digital campaigns that strengthen relationships and drive referrals.

#6 Scalability Issues for Growing Advisory Firms

Redtail is a strong fit for smaller firms, but challenges appear as organizations grow. Multi-branch structures, OSJ compliance processes, and cross-team collaboration become difficult to manage.

How Salesforce Fixes It

Salesforce is designed to scale with the company:

Enterprise-level permissions
Flexible team structures and book splits
Complex workflows across departments
Branch-level oversight and escalations

Whether a firm has five advisors or 500, Salesforce supports growth without constraints.

Book Your Redtail Salesforce Migration FREE Consultation

#7 Compliance Tracking and Audit Capabilities Are Limited

Compliance is one of the biggest operational burdens in wealth management. Redtail’s logging and tracking tools help, but many compliance tasks still happen outside the CRM—leaving firms vulnerable during audits.

How Salesforce Fixes It

Salesforce provides a comprehensive compliance toolkit:

Automated reminders for KYC updates, annual reviews, risk assessments
Full interaction history
Multi-level approval workflows
Archiving via Global Relay or Smarsh
Complete audit trails

Firms reduce risk while improving operational efficiency.

#8 User Experience and Advisor Adoption Challenges

Advisors often describe Redtail’s interface as dated or unintuitive. This directly impacts adoption: many advisors use it only for basic notes.

How Salesforce Fixes It

Salesforce Lightning Experience delivers:

A modern, intuitive UI
Mobile access for on-the-go advisors
Personalized dashboards by role
Configurable layouts that match firm processes

This improves user experience, adoption, and productivity.

Book Your Redtail Salesforce Migration FREE Consultation

Salesforce Is the CRM Built for the Future of Wealth Management

Redtail has served the industry well for many years. It’s simple, accessible, and familiar. But today’s wealth management firms require more: more automation, deeper integrations, smarter insights, and stronger compliance processes. They need a CRM that connects every part of the business—from marketing to onboarding to servicing to compliance.

Salesforce Financial Services Cloud delivers that unified ecosystem.
And with the right implementation partner, firms can unlock the full value of the platform to drive growth, scale operations, and deliver a world-class client experience.

Redtail CRM vs Salesforce Financial Services Cloud (FSC) Comparison Chart

Feature / Capability	Redtail CRM	Salesforce FSC	Benefit of Salesforce
Workflow Automation	Basic, mostly manual	Advanced, automated flows, approvals, triggers	Reduces admin work, ensures consistency, enforces SLAs
Data Model	Contact-focused, limited householding	Purpose-built for wealth: households, accounts, goals, relationships	Provides 360-degree client view, supports complex client structures
Integrations	Limited & shallow	Deep API integrations + AppExchange ecosystem	Centralized data hub across planning, portfolio, compliance, marketing tools
Reporting & Analytics	Basic static reports	Real-time dashboards, predictive analytics, compliance reporting	Better decision-making, pipeline visibility, audit-ready insights
Client Segmentation & Personalization	Minimal	Advanced segmentation, automated campaigns, trigger-based journeys	Delivers personalized client experience, stronger engagement
Scalability	Best for small firms, limited multi-branch support	Enterprise-grade, multi-branch, multi-advisor support	Supports firm growth without CRM constraints
Compliance & Audit	Limited logging, often manual	Automated reminders, full audit trails, integration with archiving systems	Reduces risk, ensures regulatory compliance
User Interface & Adoption	Dated, basic	Modern Lightning UI, mobile-ready, role-based dashboards	Improves adoption, productivity, and user experience
Pricing & Licensing	Affordable for small firms	Higher cost, but flexible & scalable	ROI through efficiency, growth enablement, and reduced risk

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What is a Salesforce Health Check?

December 2, 2025

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What Is A Salesforce Health Check? Why do I need one?

Is Your Salesforce Org Truly Optimized for Financial Services in 2025? Unlock Efficiency, Security, and Compliance Across Your Salesforce Environment

In today’s fast-paced financial services landscape, your Salesforce platform is more than a CRM—it’s a strategic asset. Yet even high-performing organizations risk inefficiencies, security vulnerabilities, and compliance gaps as business requirements evolve. A Salesforce Health Check provides a comprehensive, expert-led assessment that ensures your platform is not only fit for today but positioned to drive growth tomorrow.

The Imperative for Financial Services Leaders

For executives in banking, insurance, wealth management, and fintech, the stakes are high:

Regulatory Compliance: Misaligned permissions or incomplete audit trails can expose your organization to significant risk.
Data Integrity: Duplicate records, outdated client data, or fragmented reporting hinder confident decision-making.
Operational Efficiency: Complex workflows, over-customization, or underutilized functionality can slow your teams.
Platform ROI: Without proactive oversight, organizations risk exceeding limits or underleveraging Salesforce investments.

A Salesforce Health Check provides visibility into these critical areas, benchmarking your organization against industry best practices and delivering actionable recommendations that mitigate risk while unlocking untapped potential.

What a Financial Services-Focused Salesforce Health Check Looks Like

Navirum’s Health Check is designed specifically for the nuanced needs of financial services organizations. We provide a detailed evaluation across key dimensions:

Security & Access Control: Ensure only authorized personnel can access sensitive data, supported by multi-factor authentication and role-based governance.
Data Privacy & Regulatory Alignment: Verify compliance with PCI, HIPAA, GDPR, and other regulatory frameworks relevant to your business.
Internal Data Sharing & Governance: Implement effective “who sees what” policies, including secure structures like Chinese Walls.
Benchmarking Against Financial Services Best Practices: Compare your implementation to peers across wealth management, insurance, banking, fintech, lending, and private equity.
Customizations & System Architecture: Assess workflows, automation, and code to optimize scalability, maintainability, and performance.
Capacity & Platform Limits: Review storage, custom objects, and automation usage to identify cost-saving opportunities and avoid disruptions.

Supported Salesforce Products:

Nuage de vente
Service Cloud
Financial Services Cloud
Community Cloud
Revenue Cloud
Marketing Cloud
Marketing Cloud Engagement (Pardot)

Strategic Value Delivered

A Health Check is not just a technical audit—it’s a strategic roadmap for maximizing your Salesforce investment:

Mitigate Compliance and Security Risks: Protect your organization and your clients with industry-aligned controls.
Elevate Data Confidence: Drive insights and decision-making from accurate, reliable data.
Streamline Operations: Reduce bottlenecks, simplify workflows, and enhance employee productivity.
Maximize ROI: Ensure your Salesforce environment supports growth without unnecessary spend.
Future-Proof Your Org: Position your platform to scale as business demands evolve.

Schedule Your FREE Salesforce Health Check Now!

Deliverables for Executives

Engaging Navirum provides you with clear, actionable insights:

Executive Summary: Key opportunities for optimization and risk mitigation.
Detailed Risk Analysis: Specific actions to address vulnerabilities and inefficiencies.
Strategic Roadmap: A high-level plan to enhance performance, adoption, and compliance.

These deliverables give leadership the confidence to make informed, strategic decisions about Salesforce investments and operations.

Why Financial Services Firms Trust Navirum

Deep expertise in Salesforce for financial services, across banking, insurance, wealth management, fintech, and private equity.
Tailored assessments designed to drive measurable business outcomes, not just technical improvements.
Guidance for ongoing optimization, ensuring your Salesforce org remains agile, secure, and compliant in a constantly evolving market.

Take Control of Your Salesforce Org in 2025! Request a Health Check to uncover risks, streamline operations, and maximize your Salesforce investment.

Schedule Your FREE Salesforce Health Check Today!

Discover Navirum Orbit FAQs: A General Overview

What is Navirum Orbit?

What makes Orbit different from traditional Salesforce support services?

Who is Orbit for?

When does the Orbit service start?

Value Proposition & Key Benefits

What are the core value levers of the Orbit support model?

How does Orbit help businesses that are struggling with Salesforce?

Can Orbit help reduce the cost of Salesforce maintenance?

Services & Features

What specific services are included in Navirum Orbit?

What is the Orbit Portal and what can clients do with it?

How does Orbit keep my Salesforce system optimized and up-to-date?

What are Salesforce Accelerators?

Can Orbit help with poor Salesforce adoption or a legacy CRM migration?

Commercial Model & Practicalities

What are the available Orbit Support Plans?

What is included in a monthly Orbit subscription?

How does the Orbit commercial model work?

Can Orbit provide support outside of standard business hours?

Technical Expertise & Integrations

What technical and industry expertise does the Navirum team hold?

How does Orbit handle integrations and third-party apps?

How does Orbit prepare organizations for AI and Agentforce?

How does Orbit address security and compliance?

Read more about Orbit:

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Discover Orbit Enterprise Managed Services

High-Performance Salesforce Support for Medium to Large Companies

Orbit Benefits

Read more about Orbit:

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ACT! to Salesforce Migration Challenges, Compliance, and Security: What Your Firm Must Know

7 Common Challenges in ACT! to Salesforce Migration (and How to Avoid Them)

1. Duplicate or Low-Quality Data

2. Incorrect Field and Object Mapping

3. Broken Record Relationships

4. Activities, Notes, and Attachments Failing to Import

5. Over-Customizing Salesforce Too Early

6. Low User Adoption After Migration

7. Underestimating Time and Resource Requirements

Compliance & Security Considerations for ACT! to Salesforce Migration

1. Aligning With Regulatory Frameworks

2. Securing Data Transfers

3. Proper Salesforce Security Configuration

4. Communication and Recordkeeping Compliance

5. Data Retention and Archiving

6. Post-Migration Compliance Review

7. Vendor and Tool Risk Management

Final Thoughts: A Secure, Clean Migration Sets Salesforce Up for Success

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Beyond Go-Live: The Compounding Value of a Full-Lifecycle Salesforce Partnership

Introduction: The Real Salesforce Journey Begins After Launch

The Problem with Post-Project Support

The Orbit Model: A Single Thread from Day One

Streamlining Projects and Eliminating Ambiguity with Orbit Project Assist

From Maintenance to Momentum: Driving Value After Go-Live

Proactive Platform Evolution

Strategic Growth with a Value Roadmap

Cost-Effective, On-Demand Expertise

A True Partnership Manages the Entire Ecosystem

The Compounding Power of a Long-Term Relationship

Conclusion: Your Constant in a Changing Environment

Read more about Orbit:

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Redtail vs. Salesforce: Discover Why Growing Wealth Management Firms Are Making the Switch

1. Redtail’s Limitations vs. Salesforce’s Capabilities

2. Understanding the Complexity of Redtail → Salesforce Data Migration

3. Data Mapping: Redtail’s Flat Model vs. Salesforce’s Hierarchical Model

4. Notes, Emails & Activity History — Can It All Be Preserved?

5. Households & Multi-Account Clients — Where Salesforce Prevails

6. Workflow Automation — A Major Area Where Redtail Falls Short

7. Integrations — Salesforce Offers a Different League of Connectivity

8. Reporting & Dashboards — A Night and Day Difference

9. Compliance Tracking — A Growing Priority

10. User Adoption — Salesforce Is More Complex, But Far More Powerful

11. Salesforce FSC vs. Core Salesforce — Which Should Wealth Firms Choose?

12. Cost Comparison — Redtail Is Cheaper, But That’s Only Part of the Story

13. API & Customization — Salesforce Offers Unlimited Flexibility

14. Scalability — Why Growing Firms Outgrow Redtail