Question 1

What Salesforce consulting and implementation services does Navirum provide?

Accepted Answer

Navirum delivers end-to-end Salesforce services for financial services firms. That includes strategic consulting and architecture, Financial Services Cloud (FSC) implementations, Sales Cloud and Service Cloud deployments, Agentforce and Data Cloud enablement, data migrations from legacy CRMs and spreadsheets, integrations with middle and back-office financial systems (custodians, portfolio management platforms, compliance tools, accounting systems), and ongoing managed services through Orbit. Whether you’re implementing Salesforce for the first time or optimizing an existing environment, we cover the full lifecycle from strategy through long-term support.

Question 2

How do we know whether we’re ready for implementation or need Salesforce strategy first?

Accepted Answer

If you have a clear picture of your business goals, user workflows, and the systems you need Salesforce to connect with, you may be ready to move directly into implementation. If you’re unsure which Salesforce products fit your operating model, whether your data is ready, or how to sequence the work, a strategy engagement is the better starting point. Navirum offers a free 30-minute Compass session to help you determine where you are. We also offer focused strategy services like requirements workshops, FSC assessments, and solution design sprints that give you a clear roadmap before committing to a full build.

Question 3

Can we start with a pilot or phased Salesforce implementation?

Accepted Answer

Yes. Navirum supports phased delivery as standard practice. Many firms begin with a focused first phase — such as core CRM setup, a single business line, or a specific workflow like client onboarding — and expand from there. We also offer a Salesforce Pilot program that configures a working trial environment in a few hours so you can validate business processes and build internal confidence before committing to a larger engagement. Every phase is scoped, budgeted, and signed off independently, so you maintain control at each step.

Question 4

How long does a Salesforce or Financial Services Cloud implementation take?

Accepted Answer

Timelines vary based on scope, complexity, and the number of integrations involved. A focused implementation for a smaller firm with straightforward requirements can be delivered in 8 to 12 weeks. A more complex engagement involving multiple business lines, data migration, and integrations with custodians or portfolio systems typically runs 4 to 6 months across multiple sprints. Navirum structures every project into a design phase followed by time-boxed development sprints, so you have visibility into progress and can adjust as you go.

Question 5

How much does a Salesforce implementation cost?

Accepted Answer

Navirum works on a time-and-materials basis, which means you pay for the work delivered rather than a fixed price that builds in padding for unknowns. Costs depend on the scope of the project: a focused quickstart or single-cloud implementation for a smaller firm may start in the range of $10,000 to $30,000, while a multi-phase FSC implementation with data migration, integrations, and custom development for a larger organization can range from $75,000 to $250,000 or more. Every project begins with a detailed design phase where scope, budget, and sprint schedule are agreed before any build work starts, so there are no surprises.

Question 6

What internal team and time commitment will we need?

Accepted Answer

A successful implementation requires active participation from your side, but it doesn’t need to be a full-time commitment. At minimum, you’ll need a project sponsor (typically a senior leader who can make decisions), one or two subject matter experts who understand your workflows and data, and availability for discovery workshops, sprint reviews, and user acceptance testing. Most clients allocate a few hours per week during the design phase and slightly more during testing and go-live preparation. Navirum manages the project, drives the timeline, and minimizes the burden on your team, but your input on requirements and sign-offs is essential to delivering the right solution.

Question 7

What does a typical Navirum engagement look like from kickoff to go-live?

Accepted Answer

Every engagement follows the Navirum Delivery Lifecycle (NDL), guided by our N8 methodology: Plan, Discovery, Design, Build, Test, Deploy, Iterate, Maintain. In practice, this means:

Onboarding and kickoff: Portal access is provisioned, communication channels are established, and the project team is introduced.
Design phase (Sprint 0): Collaborative discovery workshops capture your requirements. These are translated into a detailed project backlog, solution design, data model, and sprint schedule. Both sides sign off before any build work begins.
Build sprints: Development is executed in time-boxed sprints. Each sprint delivers a defined set of functionality and requires your sign-off before the next one starts.
Testing and training: User acceptance testing is conducted with your team. Training is delivered to ensure adoption from day one.
Go-live and handoff: The solution is deployed to production and transitioned to Orbit managed services for ongoing support.

This structure ensures alignment, transparency, and control at every stage.

Question 8

Can you migrate data from our legacy CRM, spreadsheets, or proprietary systems?

Accepted Answer

Yes. Data migration is a core part of what we deliver. We’ve migrated firms from Redtail, Microsoft Dynamics, HubSpot, ACT!, Trello, proprietary databases, and complex spreadsheet environments. Our process includes discovery and field-level mapping, data cleansing and deduplication, transformation rules, dry runs in a sandbox environment, validation with your team, and a controlled cutover to production. Every migration includes traceable sign-offs so you have confidence in the data before it goes live.

Question 9

Can Salesforce be integrated with our existing financial systems?

Accepted Answer

Yes. Integration with middle and back-office financial systems is central to Navirum’s delivery model. We connect Salesforce to custodians (Schwab, Fidelity, Pershing), portfolio management platforms (Orion, Addepar, Black Diamond), core banking systems, compliance and surveillance tools, accounting platforms, document management systems (DocuSign, CloudFiles), and communication tools (RingCentral, Slack). The goal is a connected front-to-back technology stack where your client-facing teams work from a single source of truth. Integration work includes data mapping, sync frequency design, error handling, and operational runbooks so the connections are reliable and maintainable over time.

Question 10

How are security, compliance, and data governance handled during implementation?

Accepted Answer

Compliance is embedded from day one, not added at the end. Navirum uses a “regulatory-first” design approach where profiles, permission sets, audit trails, approvals, and data lineage are documented during Discovery and Design. We build digital guardrails that block prohibited actions before they occur, automate KYC/AML processes, enforce data residency rules, and generate audit-ready records. Whether you’re subject to FINRA, SEC, OSFI, PCI-DSS, or GDPR, the architecture is designed around your regulatory obligations from the start.

Question 11

How do you manage testing, user acceptance, training, and adoption?

Accepted Answer

Testing is built into the sprint cycle, not left until the end. Each sprint includes internal QA before anything is presented to your team. User acceptance testing (UAT) is then conducted with your subject matter experts using structured test scripts so nothing is missed. Training is delivered before go-live and tailored to your users’ roles and workflows, not generic Salesforce training. Post-launch, Orbit managed services provide ongoing support, answer user questions, and address adoption gaps as they emerge. The goal isn’t just a working system but a system your team actually uses every day.

Question 12

What happens if requirements or scope change during the project?

Accepted Answer

Change is expected and managed, not penalized. The design phase produces a detailed, agreed backlog with a defined budget. If new requirements emerge during the build (and they often do), they’re captured, estimated, and discussed transparently. If the new work fits within the existing budget, it’s prioritized into the sprint schedule. If it exceeds the original scope, we present the options: adjust priorities within the current budget, extend the engagement, or defer to a future phase. You always have visibility and control over what’s being built and what it costs.

Question 13

What happens after Salesforce goes live?

Accepted Answer

Navirum’s philosophy is that the real Salesforce journey begins after launch. At go-live, your project transitions seamlessly into Orbit managed services. Orbit provides ongoing support, proactive release management, security monitoring, user enablement, continuous enhancements, and strategic guidance. Because Orbit is embedded from day one of the project, the team supporting you post-launch already has full context on your environment, design decisions, and business goals. There’s no knowledge gap and no re-discovery cost. Support scales with your needs on a flexible, month-to-month basis.

Question 14

How is Navirum different from a generalist or global Salesforce systems integrator?

Accepted Answer

Navirum is a financial-services-only Salesforce consultancy. Our team includes ex-bankers and former Salesforce Financial Services team members who understand complex, relationship-driven operating models. Unlike large global SIs, we provide senior-led delivery (not junior resources learning on your project), direct access to decision-makers, and a team that already speaks your language around compliance, custodians, portfolio systems, and regulatory workflows. Unlike generalist partners, we don’t need to learn your industry on your budget. With a 5/5 AppExchange rating and over half our business from repeat clients, our deep specialization means faster time-to-value, fewer surprises, and a partner who understands what’s at stake when financial data and client trust are involved.

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The Navirum Delivery Method

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Orbit Continuity

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Agentforce Consulting

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Service Cloud

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Experience Cloud

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MuleSoft & Informatica Integration

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