Salesforce for Private Equity and Investment Banking
See how we are enabling fully remote and virtual services
WORKING WITH US
Sikich has developed its own Salesforce templates for Private Equity and Investment Banking firms. How does it work? Both templates run on Salesforce’s Sales Cloud licenses and can be installed as part of our project with your firm. Having implemented over 50 firms in this space, Sikich has taken much of the feedback from our clients and developed offerings that provide functionality specific to each use case.
Case Study: Stratos Wealth PartnersWith Salesforce and Sikich, Stratos was able to streamline operations and empowers client advisors. Learn how Stratos partnered with Sikich to deploy a smart, intelligent system that helps them with their clients.
Serving the Private Equity and Investment Banking Industry
“We were glad to have Sikich engaged on our project as we customized Salesforce.com. Additionally, loading our existing data into the new environment turned out to be more complicated than we originally anticipated, so it was wonderful to have your help with this.”
– Erica McClurkin, Blue Point Capital Partners LLC
HOW Salesforce can help Organization
“We hired Sikich after another Salesforce partner wasn’t meeting our needs. They stepped in and were able to complete the project and deliver exactly what we needed.”
Richard Finch, President, Green Square Capital.
Ready To Get Started?
Sikich Salesforce templates are offered as a complimentary part of our implementation service. Interested in a demo? Contact us today to get started