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