Maximize Salesforce
Transform Your Business

Platinum Cubed provides Salesforce implementation, integration, and management services that help businesses in the real estate and financial services sectors unlock their full value.
Let's Talk
Call: (949) 390-9380
Let's Talk

Targeted Salesforce expertise for financial services

Platinum Cubed offers the highest level of Salesforce expertise for businesses in the real estate and financial services industries. We offer comprehensive Salesforce consulting services — including supporting all of the most common integrations — for the following verticals:

Targeted Salesforce expertise for financial services

Platinum Cubed offers the highest level of Salesforce expertise for businesses in the real estate and financial services industries. We offer comprehensive Salesforce consulting services — including supporting all of the most common integrations — for the following verticals:

Real Estate

Lending

Wealth Mgmt.

Capital Markets

Banking

Real Estate

  • REITs
  • Commercial RE
  • Property Management
  • Brokerage
  • Vacation Rentals

Lending

  • Residential Mortgage
  • Commercial Lending

Wealth Mgmt.

  • RIA
  • Broker Dealer
  • Family Office
  • Financial Planning

Capital Markets

  • Asset Management
  • Private Equity
  • Venture Capital

Banking

  • Commercial Banking
  • Retail Banking

Why Platinum Cubed

INDUSTRY FOCUS
Platinum Cubed only works with businesses in the real estate and financial services industries. Our targeted expertise allows us to be the foremost experts in configuring and managing Salesforce for businesses in this niche.
Let's Talk +
EXPERT GUIDANCE
Platinum Cubed offers much more than the typical routine Salesforce setup. We’re genuine Salesforce experts who will recommend the best implementation roadmap to unlock maximum value on your investment.
Let's Talk +
FAST IMPLEMENTATION
Get your Salesforce system set up and ready to go in a matter of weeks, not months.
Let's Talk +
SAVE MONEY
Due to Salesforce’s complexity, some companies employ a dedicated Salesforce expert. Platinum Cubed offers the same level of value and expertise for your business at a fraction of the price.
Let's Talk +
ONGOING VALUE
Platinum Cubed offers ongoing managed services to ensure you continue reaping the maximum value from Salesforce month after month, year after year.
Let's Talk +
CLIENT FOCUSED
Platinum Cubed doesn't reduce your company to a number on a spreadsheet. We pride ourselves on having an immense level of focus on our clients and their needs.
Let's Talk +

Services

Platinum Cubed offers the highest level of Salesforce expertise for businesses in the real estate and financial services industries. We offer comprehensive Salesforce consulting services — including supporting all of the most common integrations — for the following verticals:

Prepare

Get a custom roadmap to the ideal Salesforce implementation for your business.

Propel

Put your roadmap to work and get Salesforce up and running fast.

Parallel

Streamline your business’ workflow by integrating all of your key software applications into Salesforce.

PROBE

Receive a deep dive analysis of your existing configuration to see how you can make Salesforce work even better for you.

Pathfinder

Maintain Salesforce at an optimal level and continue making improvements as your business needs evolve.

Proficient

Take your business to the next level with customized online learning via MyTrailhead.

Our Clients

Client Logo
"The team at Platinum Cubed is incredibly proactive in seeking creative, practical, and pragmatic solutions both in the implementation of applications and in seeking ways to integrate and maximize efficiencies between SalesForce and other applications used by our platform."
-Xebec
Client Logo
"Platinum Cubed is a customer-oriented team, dedicated to ensuring client satisfaction."
-Alden Pacific
Client Logo
Client Logo
"Adding Salesforce to our software suite and workflows is a big change for our organization. We had a vision but were not sure we could achieve 100% of the results. The P3 team has helped us lay a foundation of use in Salesforce that will help our team focus on the critical information we need to succeed as a company!"
-BLVD Capital
Client Logo
Client Logo
Client Logo
"Platinum Cubed demonstrated their knowledge of the institutional marketplace during our first phone call. They were proactive and forthcoming with information to help us make an informed decision. References are also very valuable whenever they can be provided."
-Acuitas
Client Logo
Client Logo
Client Logo
Client Logo
Client Logo
"Platinum Cubed delivered our Lightning Conversion seamlessly on time and within budget. Brittany was extremely collaborative and responsive throughout the process."
-Financial Fitness
Client Logo
Client Logo
Client Logo
Client Logo
"Easy to work with and knowledgeable about salesforce."
-Acra Lending
Client Logo
"Professional, complete service."
-Avanath Capital Management
Client Logo
"Happy we chose Platinum Cubed."
-GT Securities
Client Logo
Client Logo
"Platinum Cubed was a valued partner in helping us design and build our Salesforce solution. We had a number of unique challenges to address, and they always looked for an appropriate solution."
-Illumination Wealth Management
Client Logo

Our
Leadership

At Platinum Cubed we develop a strong sectoral specialization, allowing us to combine our speciality and strategy for each of our clients.
Brittany Hart
Founder
Sharon Lorenz
Co-Founder