Industries

Financial services

The world of financial services has completely changed over the past 10 years. In the post financial crises world and era of Covid-19, customers expect a complete digital experience from all financial services. Whether it’s accessing loans or insurance products from your phone or speaking to a financial adviser on Zoom, the key theme is delivering a connected digital experience across the board.

Solution Specialities

  • Client Onboarding
  • Lead and Referral Management
  • Account and Portfolio Management
  • Lending Submission & Approval
  • Underwriting Process
  • Automation Customer
  • Service Solutions
  • Marketing Automation

Cloud Specialities

  • Financial Services
  • Sales Cloud
  • Pardot
  • Communities

Focus Area

  • Wealth Management
  • Lending
  • Insurance
  • Fintech

Real Estate and Construction

The real estate and construction industry is rapidly changing. The winners are moving towards end-to-end digital experiences for their employees and clients. From real estate brokers automating the underwriting process, to construction companies streamlining the sale of new builds, we work with a variety of companies that want to be more efficient, competitive and productive, while delivering innovative client solutions.

Solution Specialities

  • Underwriting Automation
  • Loan Applications
  • Regulatory Document Generation
  • Broker and Client Self Service
  • Vendor Onboarding
  • Demand Generation and Sales
  • Site Management
  • Document Generation and eSignatures

Cloud Specialities

  • Sales and Service Cloud
  • Pardot
  • Communities

Focus Area

  • Real Estate Brokers
  • Commercial Real Estate Acquisition
  • Construction

Healthcare and Life Sciences

At Navirum we work with some of North America’s leading Healthcare and Life Science customers to grow and scale their operations using Salesforce. Patient expectations have changed. Individuals expect to access Healthcare services in a click from their phone or laptop. Life science and researchers expect real time scientific insights and the ability to collaborate with peers on complex subjects. In collaboration with our clients and partners, we deliver innovative solutions that allow healthcare and life science companies to differentiate their products and services and be more competitive in their industry.

Solution Specialities

  • Patient Onboarding
  • Lead and Referral Management
  • 360 degree Patient View
  • Patient and Research Insights
  • Customer Service Solutions
  • Marketing Automation

Cloud Specialities

  • Sales Cloud
  • Pardot
  • Communities
  • Tableau

Focus Area

  • Telemedicine
  • Patient and Care Management
  • Medical Devices and Equipment
  • Medical Insurance And Services
  • Pharmaceuticals and Biotech

General Industries

We work with a variety of companies across different industries to implement Salesforce. The key theme is a trend of companies moving to Salesforce to deliver a complete digital experiences across sales, service and marketing.

Other Industries

  • High Tech
  • Real Estate and Construction
  • Retail
  • Non-Profit

Cloud Specialities

  • Sales Cloud
  • Service Cloud
  • Pardot
  • Communities
  • Tableau
  • Quip
navirum_adminIndustries