Your A to Z Salesforce
Experts for Financial Services

Whether it’s consultation, implementation, integration, or managed services, Platinum Cubed has you covered.
Call: (949) 390-9380
Get the Most Out of Salesforce

Get the Most Out of Salesforce

Salesforce is one of the most critical investments you will ever make.

Implemented correctly, Salesforce will transform your business by making you more consumer-centric, increase the value of every customer interaction, and create a superior experience for every one of your customers by optimizing your communication.

Our deep expertise with all facets of Salesforce combined with our narrow industry focus makes Platinum Cubed the clear choice for real estate and financial services businesses.

INDUSTRY LEADER
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Implementation

Our lean, process-driven team will help you go live in less time.

Start Seeing Results Sooner

Platinum Cubed has extensive experience in designing and implementing optimized Salesforce architecture for real estate and financial services clients. We understand how businesses like yours use Salesforce to maximize the value of every customer interaction, and we use that deep knowledge to get your system up and running quickly so you can start seeing the return on your Salesforce investment.

All of our engagements operate on a fixed fee, fixed scope, and fixed timeline, so there are never any surprises.

 

Advisory

Your business is unique, and we’ll provide you a custom Salesforce implementation roadmap based on your needs.

The Perfect Roadmap

Would you ever start out on a journey without a map? Of course not. So why start a business transformation project without one?

Platinum Cubed’s Prepare service dives deep into your business processes, allowing us to determine the exact Salesforce functionality and workflow you need to get from where you are now to where you need to go. We then take this knowledge and provide you with the ultimate roadmap for your Salesforce implementation and the journey ahead.

 

 

Managed Services

Our Salesforce experts will provide ongoing technical support and guide future innovation in your Salesforce system.

The Partner You Need for the Long Haul

Salesforce is the most powerful tool on the market for optimizing customer relationships, but managing your system does take a significant ongoing time commitment. With Platinum Cubed’s Pathfinder managed services, you get the same expertise and peace of mind of having an internal team of Salesforce specialists, at a fraction of the price.

 

Integration

Integrate your most important software applications to make Salesforce the single point of engagement for your business.

Streamline Operations Through Integration

Integration with your core systems is key to bringing Salesforce to life as the single system your team interacts with.

Platinum Cubed brings a wealth of experience integrating all of the most common enterprise software platforms used by real estate and financial services businesses, including existing customer databases, Enterprise Resource Planning (ERP) software, and marketing automation software, among others. Platinum Cubed’s ParallelI integration service will ensure that your employees’ workflow is as streamlined, uniform, and efficient as possible.

Common Integrations

  • Orion
  • FiServ
  • Encompass
  • Applied Epic

Health Check

We’ll take a look under the hood to diagnose the health of your system, suggesting ways to make Salesforce work better and more efficiently for you.

The Ultimate Salesforce Diagnostic Service

Sometimes an outside perspective is exactly what you need to solve your biggest challenges and gain insight into new opportunities. With Platinum Cubed’s Probe service, you get an extra set of eyes on your system to uncover potential blind spots and areas for improvement that can help you get even more value out of Salesforce.

 

Training Content

Custom training content for instructor led or on demand learning through myTrailhead.

Customized myTrailhead content to help your employees up their skills

myTrailhead is a comprehensive learning experience platform, allowing you to create and deliver vital workplace training and establish a culture of continuous learning. Platinum Cubed will develop custom training content for your business to help your employees level up their skills in the most impactful areas, so your business can continue to grow and thrive.

 

Implementation
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Advisory
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Managed Services
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Integration
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Health Check
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Training Content
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Clouds Supported

Clouds Supported

  • myTrailhead

  • Financial Services Cloud

  • Sales Cloud

  • Service Cloud

  • Community Cloud

  • Lightning Platform

  • Pardot

Connect with Platinum Cubed

Contact us today to learn why Platinum Cubed is the right choice for financial services providers.
Let's Talk