CRMIT SolutionsCRMIT Solutions
Financial Services
Develop winning strategies and approach towards faster decisions and rapid deployment of financial services cloud to bring client information in the fingertips of a wealth manager.
Wealth Management
Streamline processes, expand communication and give you unmatched access into client profiles. Automatically generate a list of tasks for you based on the client and referral projects you have coming down your pipeline.
Credit Unions
Offer a customized and collaborative approach
that combines deep industry expertise and
experience Leverage Salesforce and enhance
the way credit unions interact with customers.
Insurance Agencies
Access to every policy and claim linked with a customer profile with omnichannel integration secured customer portal and a 360-degree view of customers; ensure proper coverage for each policy
Banking
Allow your customers to gain access to their finances, including accounts and loans, through a secured client portal at any time, at any place and by any device
Mortgage Lenders
Create time and deadlines in Salesforce based on your customer preferences access dashboards for a real-time update on tasks and deadlines
Field Sales Acceleration
Ensure productive field meetings, superior customer engagements and 7X likely to convert field sales opportunities
Enterprise Mobility
Organize and improve efficiency of key sales processes.
Customization
Customize page layouts, business processes sections, fields etc.
From an idea to an unforgettable and measurable customer experience
Successful Customers
Engagements
AppExchange
CSAT
Salesforce
Certifications
Years Of
Customer Success
