Solution introduction

Boutique Salesforce Consulting firm serving the financial services industry

Mosaik Consulting was founded in 2010 by Amanda Butler, a Salesforce Expert with more than 7 ​​years' experience in CRM database migration and integration. Based out of Chester, New Jersey, the company delivers ​affordable CRM solutions by leveraging Salesforce.com.  The team also includes Salesforce certified consultants.

Salesforce.com is a cloud-based, all-in-one CRM platform that optimizes customer contact information and provides on-demand functionality. Whether you are building a client database from scratch or transferring customer data from a legacy system, Mosaik will help you transform current CRM operations to state-of-the-art reality.

Salesforce.com implementations can be complex and time-consuming. Mosaik collaborates with your staff to (1) translate your internal processes into CRM functionality, (2) provide implementation, training, and support services, and (3) evaluate third party application software to enhance the overall customer experience. We employ "process design" techniques to identify requirements and implement desired features promptly and efficiently. Both workforce productivity and customer service are enhanced due to real-time access to robust customer profiles and back office integration.

Find out how Mosaik's expertise can help you transform sales operations by establishing a modern, reliable, and proven CRM capability.​

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.