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Wealth Management Salesforce Financial Services Cloud Trends

Top 9 Salesforce FSC Trends Revolutionizing Wealth Management

In the fast-paced world of wealth management, Salesforce Financial Services Cloud is reshaping the sales, marketing, and services functions. Imagine

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5 Intriguing Marketing Cloud Takeaways from Duke’s CMO Survey

Recently, the results of The CMO Survey were released. The CMO Survey is directed by Duke University professor Christine Moorman,

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3 Most Insightful Banking Trends for Financial Services Cloud Users

Spherical Insights recently released a market research study identifying top banking trends in 2024.  Among the most intriguing front office

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3 Ways Salesforce Einstein can be Impactful for Sellers

In the old “horse-and-buggy days” most sellers despised their CRM.  The CRM was primarily viewed as an oversight tool, where

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Salesforce Managed Services

Need Salesforce support?

Frontline 1st will work with your Salesforce team to provide the right level of support for your business.  We will proactively resolve issues and ensure all users are empowered to leverage the platform.  We can also maintain all of your integrations with Salesforce and custom front office applications.

Salesforce Configuration

Need to make impactful improvements to the Salesforce platform you already have?

Frontline 1st will use strategic, functional, and Salesforce best practices to help prioritize enhancements.  We will expose and take advantage of underutilized capabilities that help your business get more out of Salesforce.

Salesforce Assessment

Need to identify and solve critical
platform issues?

Frontline 1st will diagnose your Salesforce platform to identify technical and usage gaps.  We will provide a full health assessment and help you prioritize optimization options.

Salesforce Integration

Need to integrate Salesforce with the rest of your IT environment?

Frontline 1st will help you develop an integration plan to determine which critical applications Salesforce should be integrated with to maximize your ROI.  We will provide a seamless solution that gives a 360-degree customer view and enables your sales journey.

Application Development

Developing a custom application for the front office?

Frontline 1st will take your application concept and bring it to fruition using  Java, Python, JavaScript, C, C++, HTML, SQL, or Ruby.  After building the application, we can integrate it with Salesforce and even help you market it on Salesforce AppExchange.

Salesforce Customization

Unique functional challenge that can’t be solved with Out-Of-The-Box capabilities?

Frontline 1st works with you to understand your distinct functional pain point and design a catered solution to overcome it.  We also help you measure results, iterate, and further improve your ROI.

Salesforce Enhancement

Need to optimize your current Salesforce platform?

Frontline 1st will assess your platform and use benchmark data to develop a maturity model to help you understand where you stand relative to peer firms.  Then we will work with you to develop a modernization roadmap that improves your competitive position over time.

Salesforce Migration

Need to migrate from a legacy CRM to Salesforce?

Frontline 1st will leverage its proven migration methodology to guide you through the journey.  We will work with you to design, build, test, execute and support the migration to Salesforce.  We will train your users on the new platform and develop a Long-Term Evolution Plan to keep your competitive edge.

Salesforce Implementation

Implementing Salesforce for the first time?

Frontline 1st collaborates with your leadership team to create a CRM from the ground up.  We apply years of sales expertise to design a practical solution that supports your unique sales strategy and processes.  We apply Salesforce knowledge to bring the design to life, support it, and train your users.