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Overview
- Faced tech inefficiencies and data handling complexities.
- Introduced advanced data integration and automation for operational improvement.
- Elevated sales performance and financial data management, improving client services.
Pure Financial Advisors: Staff Augmentation
Sales Cloud | Financial Services
Overview
- Growth stalled by Salesforce, requiring improvements
- Audited to uncover problem areas and suggested improvements
- Roadmap implemented, Salesforce now responsive and scalable
Belay: Salesforce Audit
Sales Cloud | Experience Cloud | Professional Services
