mosaik sf presentation 2014
DESCRIPTION
DemoTRANSCRIPT
Salesforce.com For Wealth Management V Successful
• Founded in 2010, Mosaik is a boutique Salesforce.com consulting firm focusing on providing Wealth Management firms with end to end Salesforce.com consulting services.
• Salesforce.com Evangelists preaching the value of
Salesforce.com to Wealth Management firms • Facilitating Successful deployments, professional services, and
training
• Certified Salesforce Consultants and Administrators passionate about making Advisors successful with the best of breed cloud technology
Who We Are……….
• 300,000 + financial advisors in the US
• <5% of Firms have adopted Salesforce.com
• Employment of personal financial advisors is projected to grow 22 percent from 2012 to 2022*.
• Advisor Success is founded by the “Know your Customer” rule.
• Increasing competition will require Advisors to use technology to become more efficient, leverage social media and marketing automation.
• Technology was noted as one factor in measuring Advisor satisfaction with their firm.
The Market……….
Market Potential
Potential Users
Current Users
*According to AdvisorPerspective.com
Key Cornerstones of Success
The Success Factor….
• Client Service Efficiencies that lay the framework for more personal and frequent client interactions
• Planning Holistic view of client information to provide proactive planning
• Social Media and Marketing Effective use of social media and email marketing to facilitate a strategic marketing plan
The Challenge……….
• User Adoption • User Frustration from lack of training • Lack of application specific reference guides
• Ongoing System Management • Lack of internal IT resources • No Long term Strategy
• Utilization • Lack of personal customization • Misunderstanding of capabilities • Lack of feature knowledge
Key Risks
Customer Success Roadmap:
Migration
Basic
Configuration Support
Standard Help Desk
Advanced Advanced Admin on Demand
Premium Premium Strategic Support Service
The Solution……
Migration Services
Migrate Household & Individuals
• Migrate Households • Migrate Individuals • Migrate Activity
History • Migrate Notes • Migrate one other
custom objects
• Migrate Household • Migrate Individuals • Migrate Activity
History • Migrate Notes • Migrate Attachments • Migrate up to three
other custom objects • Migrate Users
Basic Advanced Premium
Providing Personal Transition Support to make the process as pain
free as possible.
Configuration & Implementation Services
• Custom Fields • Page Layouts • Roles & Profiles • Reports &
Dashboard
• Custom Fields • Record Types &
Page Layouts • Roles & Profiles • Reports &
Dashboards • Security • Mail Merge &
Templates
• Custom Fields • Page Layouts • Roles & Profiles • Reports &
Dashboards • Security • Mail Merge &
Templates • Workflow Rules • Business Processes • Custom Objects • 3rd Party Apps
Standard Advanced Premium
Taking a great product and making it even better by tailoring it to your needs.
Help Desk Admin-On-Demand Strategic Support Service
• Basic Email & Phone Support
• Basic Email & Phone Support
• Minor Configuration • Report & Dashboard
Creation Assistance • Basic Training • User Cheat sheets
• Basic Email & Phone Support
• Minor Configuration • Report & Dashboard
Creation • Basic Training • User Cheat sheets • Customized User
Guides • Bi-Monthly Webinar
Training Sessions • Email Newsletter
“Tip of the Month”
Providing Success Services, not just Customer Support
SUCCESS SERVICES