We help you reach your goals and create outstanding customer experiences using Salesforce technology
At the core of our expertise is a deep understanding of Salesforce solutions and of our customers’ businesses. Regardless of whether your focus is sales, marketing, or customer care, we can combine your data, processes, and technology to make meaningful customer moments and drive your success.
We are a leading Salesforce Summit Consulting Partner in Europe and we are also a Trailhead Academy Authorized Training Provider. In addition to the official Salesforce courses, we deliver tailor-made training courses to maximize user adoption and the potential of your Salesforce investment.
Developed on the Salesforce platform, Fluido Wealth360 leverages and provides core capabilities required by any modern advice business. Features include a single view of the client and connected relationships, consistent processes with a clear and comprehensive audit trail, task allocation and orchestration, automation and enhanced reporting. The opportunity to integrate disparate......