Services

Sales Cloud

Implement the Sales Cloud to grow your business. Each project focuses on customizing the solution to improve the productivity of your sales and marketing department. Navirum’s agile approach to delivery ensures each Sales Cloud solution exceeds customer expectations while delivering a solution as efficient as possible

Custom Implementations

The Navirum agile development approach focuses on delivering each Sales Cloud solution in small phases or iterations so we get constant feedback from our Client and deliver a product that creates a lot of value. Each phase includes the following milestones

  • Discovery sessions
  • Solution Design
  • Customization and development
  • Testing
  • Training and enablement

Key Benefits

  • Gain a 360-degree view of the customer
  • Improve sales and marketing productivity
  • Streamline deal and opportunity managed
  • Create end-to-end customer journeys
  • Gain a 360-degree view of the customer
  • Gain real-time insights into the performance of your business
  • Streamline deal and opportunity managed
  • Integrate with other systems using the AppExchange e.g. DocuSign, Conga

Service Cloud

Implement the Service Cloud to provide fast, scalable customer service from anywhere. Each project focuses on customizing the solution to improve the productivity of your customer service department. Navirum’s agile approach to delivery ensures each Service Cloud solution exceeds customer expectations while delivering the solution as efficient as possible

Custom Implementations

The Navirum agile development approach focuses on delivering each Service Cloud solution in small phases or iterations so we get constant feedback from our Client and deliver a product that creates a lot of value. Each phase includes the following milestones

  • Discovery sessions
  • Solution Design
  • Customization and development
  • Testing
  • Training and enablement

Key Benefits

  • Gain a 360-degree view of the customer
  • Improve service agent productivity
  • Streamline the case management process
  • Create an amazing service experience for your customers
  • Provide instant support with self-service portal
  • Enable staff to respond to clients on any channel
  • Gain real-time insights into the performance of your business
  • Integrate with other systems using the AppExchange e.g. DocuSign, Conga

Pardot

Pardot implementations help companies create meaningful connections, generate more pipelines, and empower sales and marketing to close more deals together. Each project focuses on customizing the solution to improve the productivity of your sales and marketing department. Navirum’s agile approach to delivery ensures each Pardot solution exceeds customer expectations while delivering the solution as efficient as possible

Custom Implementations

The Navirum agile development approach focuses on delivering each Pardot solution in small phases or iterations so we get constant feedback from our Client and deliver a product that creates a lot of value. Each phase includes the following milestones

  • Discovery sessions
  • Solution Design
  • Customization and development
  • Testing
  • Training and enablement

Cloud Specialities

  • Create an amazing engagement process to mature and improve lead quality for sales
  • Design compelling email templates to attract prospects
  • Capture Clients efficient using custom landing pages
  • Gain real-time insights into the performance of your business
  • Streamline the customer journey with Salesforce integration.
  • Market at scale – connect to a far searching audience with email marketing and search engine optimization.

Financial Services Cloud

Our Financial Services Cloud implementations help firms to achieve their client’s financial goals by creating a 360-degree view of the customer, delivering meaningful 1:1 client experiences, and supercharging agent productivity. Each project focuses on customizing the solution to improve the productivity of your organization. Navirum’s agile approach to delivery ensures each Financial Services solution exceeds customer expectations while delivering the solution as efficiently as possible

Custom Implementations

The Navirum agile development approach focuses on delivering each Financial Services Cloud solution in small phases or iterations so we get constant feedback from our clients and deliver a product that creates a lot of value. Each phase includes the following milestones

  • Discovery sessions
  • Solution Design
  • Testing
  • Training and enablement

Key benefits

  • Focus on achieving the client’s financial goals, not technology
  • Gain a 360-degree view of the customer’s data
  • Automate routine processes and activities e.g. semi-annual meetings
  • See life events, financial information, and key relationships in 1 place
  • Collaborate efficiently as a team to best serve your client
  • Engage with your client from anywhere – mobile, PC, or tablet
  • Create an amazing employee experience with FSC’s easy to use interface
  • Integrate with other systems using the AppExchange e.g. DocuSign, Conga
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