Financial Services specialists
Salesforce implementation for professional and enterprise editions
Starting you off on your Salesforce journey
Benefits of a Salesforce for Financial Services
Consolidate customer information from every part of your organisation to gain a complete understanding of your clients.
Ensure adherence to stringent financial regulations with Salesforce's built-in compliance features.
Build stronger relationships with clients, whilst maintaining optimal efficiencies with automation workflows and close deals faster.
Unlock the advantages of Salesforce for your business
Explore the tailored steps your financial company can take to maximize Salesforce’s full potential.
Leads, Accounts & Contacts
creation of record types, fields, objects, lead conversion mappings, validation rules, layouts and list views.
Case Management
creation of record types, custom fields, validation rules, layouts, list views and tracking dashboard.
Email Templates
case creation link, case closure confirmation and cases-related communication.
Dashboards & Reports
reports built to drive visualisations showing operational volumes and KPIs.
Data Migration
for leads, accounts, contacts and cases using our predefined migration CSV.
Security
users, profiles and roles will be built into the hierarchy setup.
Alan Cooper
Fullerton Cooper Legal
Nothing was missed…
“The guys at Apex were excellent. They really got to know my business and care was taken to ensure nothing was missed from my requirements. I won’t hesitate to contact them when I’m ready for further upgrades to my system”
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Our dedicated team is committed to helping you maximise the potential of Salesforce, providing continuous support and strategic insights every step of the way. Trust us to be your partner in transforming your business with Salesforce