In a competitive financial services world, you need to think strategically, so we were excited to attend as first-time exhibitors at the Conference (PMAC) on November 16, 2022, at the Royal York Hotel in Toronto, Ontario. Formed in 1952, the PMAC shares financial industry knowledge and best practices. They currently represent over 300 portfolio management […]
Position Description:
The Salesforce Analyst is responsible for supporting the end-to-end delivery of a Salesforce implementation. A successful candidate must be highly motivated, detail-oriented, and able to juggle multiple projects and working within project deadlines. The ability to thoroughly execute a solution design with high accuracy and quality are critical to this role.
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Position Description:
The Salesforce Consultant is responsible for leading and owning the end-to-end delivery of a Salesforce implementation. A successful candidate must be highly motivated, experienced with scoping and understanding business objectives, and intelligently mapping those goals to Salesforce solutions. The ability to clearly communicate and build client relationships while efficiently managing scope and budget are critical to this role.
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Salesforce is the most popular CRM in the world. From the largest enterprises to ones with just 2 employees, these businesses take advantage of Salesforce’s cloud applications to manage sales, marketing, customer service and other critical business functions. Knowing how to administer Salesforce within your company is a critical skill that will help you achieve
Is Salesforce Training Worth it? Read More »
For many Salesforce customers, a large part of their budget is spent on supporting – and making changes – to their Salesforce dashboard. This often looks like tackling it (and stressing) in-house before calling a consultant to fix things. Everyday, companies and organizations reach out to Salesforce consultants for a multitude of issues. But it’s
Why Effective Training Makes (or Breaks) Your Salesforce Implementation Read More »
Position Description:
The primary goal of the Associate, Client Engagement is to support the Manager, Client Engagement and VP, Client Engagement in their roles, helping clients transform their businesses with Salesforce.
Associate, Client Engagement Read More »