Salesforce CRM Implementation – Wealth Management Company
Case Study: Salesforce CRM Implementation for Sales, Marketing & Operations Project Overview: MaxCorp led the end-to-end implementation of Salesforce CRM across Sales, Marketing, and Operations teams, including Business Development and Advisor Support (IIROC & MFDA). The initiative involved integrating multiple legacy systems and enterprise platforms into a centralized, scalable CRM using Salesforce Service Cloud and…
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