Skip to the content

MENUMENU

MENUMENU

Services
- - - ASVP SERVICES
    - ASVP Improve
    - Improve decision-making with proactive & personalized expertise
    - ASVP Innovate
    - Innovate for better & faster decision-making processes to unlock new business values
    - ASVP Secure
    - Earn the trust of your customers, employees, and partners
    - ASVP Quick Start
    - Fast-track user deployment for uninterrupted work productivity
  - - Specialized Services
    - Global Capability Center
    - A flexible, pay-as-you-grow subscription model designed for seamless scalability & success
    - BI & Analytics
    - Drives business efficiency and resource optimization, delivering growth and profitability
    - Salesforce Integration
    - Enable the seamless connection of Salesforce solutions to other business-critical systems
    - Salesforce Digital 360
    - Cross-cloud, digital experience that delivers customer-centric solutions
- - - Powered by Customer360++ Framework
Solutions
- - - ABHA Integrations Serives
    - Where Technology Meets Compassionate Health Decisions
    - Contact to Cash
    - Integrate mission-critical apps and banks for complete customer data visibility
    - Salesforce Data Cloud
    - Unify & optimize customer data, empowering enhanced insights & strategic customer engagement
  - - Digital-First Field Service
    - Delight customers to raise satisfaction and build a relationship of trust
    - Transformative Solutions for Private Equity
    - For private equity (PE) anchor and portfolio companies
- - - Powered by Customer360++ Framework
Products
- - - FieldForcePro
    - Digitizing field service operations to boost productivity
    - HealthCARE360
    - Personalized healthcare & patient experience solutions for Salesforce
    - ToolSchedulerPro
    - Manage tool booking seamlessly & efficiently for any service appointments
    - SigmaERP365
    - An ERP Cloud natively built on the Salesforce platform to automate core business processes
  - - FieldSalesPro
    - Field sales app for financial advisors to ensure productive field meetings
    - TaskOnPro
    - Project management & customer onboarding solution for Salesforce
    - InsideSalesPro
    - Amplify customer outreach, improving productivity and conversion rate
    - SmartDataLoader
    - Simple and effective template-based data loading for Salesforce. Easy Implementation
- - - Powered by Customer360++ Framework
Industries
- - - Financial Services
    - Manage finance the best way! The Salesforce way!
  - - Healthcare & Life Sciences
    - Impacting lives with a connected patient care experience
  - - Manufacturing
    - Drive business operations at full swing for reduced time to market
Insights
- - - Success Stories
    - Prioritizing customer and partner success above all
    - Blog
    - Check out the latest Salesforce news and helpful information
  - - Press Release
    - Stay up-to-date with the latest CRMIT news and releases
    - Podcast
    - Your gateway to expert insights and innovations in the Salesforce ecosystem
About
- - - About Us
    - Building trust and adding value to the customers with Salesforce Managed Services
    - Careers
    - Work with a team of seasoned Salesforce experts and open the doors to new career opportunities
  - - Contact Us
    - Connect with a Salesforce Managed Service partner for peerless Salesforce solutions
    - Corporate Social Responsibility
    - Every day is a chance to be better and create an impact! So, let’s make the change together
- Global

Search for:

MENUMENU

MENUMENU

Services
- - - ASVP SERVICES
    - ASVP Improve
    - Improve decision-making with proactive & personalized expertise
    - ASVP Innovate
    - Innovate for better & faster decision-making processes to unlock new business values
    - ASVP Secure
    - Earn the trust of your customers, employees, and partners
    - ASVP Quick Start
    - Fast-track user deployment for uninterrupted work productivity
  - - Specialized Services
    - Global Capability Center
    - A flexible, pay-as-you-grow subscription model designed for seamless scalability & success
    - BI & Analytics
    - Drives business efficiency and resource optimization, delivering growth and profitability
    - Salesforce Integration
    - Enable the seamless connection of Salesforce solutions to other business-critical systems
    - Salesforce Digital 360
    - Cross-cloud, digital experience that delivers customer-centric solutions
- - - Powered by Customer360++ Framework
Solutions
- - - ABHA Integrations Serives
    - Where Technology Meets Compassionate Health Decisions
    - Contact to Cash
    - Integrate mission-critical apps and banks for complete customer data visibility
    - Salesforce Data Cloud
    - Unify & optimize customer data, empowering enhanced insights & strategic customer engagement
  - - Digital-First Field Service
    - Delight customers to raise satisfaction and build a relationship of trust
    - Transformative Solutions for Private Equity
    - For private equity (PE) anchor and portfolio companies
- - - Powered by Customer360++ Framework
Products
- - - FieldForcePro
    - Digitizing field service operations to boost productivity
    - HealthCARE360
    - Personalized healthcare & patient experience solutions for Salesforce
    - ToolSchedulerPro
    - Manage tool booking seamlessly & efficiently for any service appointments
    - SigmaERP365
    - An ERP Cloud natively built on the Salesforce platform to automate core business processes
  - - FieldSalesPro
    - Field sales app for financial advisors to ensure productive field meetings
    - TaskOnPro
    - Project management & customer onboarding solution for Salesforce
    - InsideSalesPro
    - Amplify customer outreach, improving productivity and conversion rate
    - SmartDataLoader
    - Simple and effective template-based data loading for Salesforce. Easy Implementation
- - - Powered by Customer360++ Framework
Industries
- - - Financial Services
    - Manage finance the best way! The Salesforce way!
  - - Healthcare & Life Sciences
    - Impacting lives with a connected patient care experience
  - - Manufacturing
    - Drive business operations at full swing for reduced time to market
Insights
- - - Success Stories
    - Prioritizing customer and partner success above all
    - Blog
    - Check out the latest Salesforce news and helpful information
  - - Press Release
    - Stay up-to-date with the latest CRMIT news and releases
    - Podcast
    - Your gateway to expert insights and innovations in the Salesforce ecosystem
About
- - - About Us
    - Building trust and adding value to the customers with Salesforce Managed Services
    - Careers
    - Work with a team of seasoned Salesforce experts and open the doors to new career opportunities
  - - Contact Us
    - Connect with a Salesforce Managed Service partner for peerless Salesforce solutions
    - Corporate Social Responsibility
    - Every day is a chance to be better and create an impact! So, let’s make the change together
- Global

Flex Solution Card 5

Post date August 24, 2024

Financial Services

Manage finance the best way! The Salesforce way!

← Flex Solution Card 4 → Higher Education

Search

Recent Posts

Recent Comments

No comments to show.

Recent Blog Posts

Archives

No archives to show.

Categories

About
Industries
Insights
Solutions

Get Started
Request A Demo

About CRMIT

About Us Events Careers Contact

Follow Us

Disclaimer
Privacy Policy

Copyright © 2024 CRMIT Solutions. All Rights Reserved.

Get Started
Request A Demo
Join Us