Blog

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

There are many benefits to using a CRM like Salesforce. However, in order to get the most out of it, you need help from an expert.

In this week’s podcast, we interview Jamie Meldrum, President of Meldrum Horne, an employee benefits, insurance, and financial planning firm based in Ottawa, Canada.

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

The Navirum Salesforce Health Check is designed to help you get the most out of your Salesforce investment and ensure you are using the system most effectively.

 The Salesforce CRM offers a huge amount of functionality. It’s really important to understand what your business goals are so these can be aligned with specific functionality in Salesforce

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

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

Speed is the new currency in today’s digital world. DocuSign is a simple solution that allows you to take paper out of your supply chain

We are delighted to announce that Navirum is hiring 5 new team members this summer, including Project Managers, Business Analysts, and Salesforce Consultants.