CUSTOMER STORY

Salesforce Financial Services Cloud implementation

Company Profile

Fundata Canada Inc. is the leading provider to Canadian fund companies, financial professionals and investors of investment research, analysis and marketing tools for stocks, ETFs and mutual funds through their suite of products and services which is backed by their robust and comprehensive database.

Over the past two decades, Fundata has grown into the leading investment fund and analytics provider in the Canadian marketplace, providing information that reaches over 80,000 advisors, millions of investors, and scores of institutions every day through our network of newspapers, web and corporate clients across North America.

Fundata has historically had a primary focus on the Canadian mutual fund industry, but has more recently expanded into Canadian stocks and the US market as well. Services offered include the distribution of raw data feeds, performance and risk data, specialized analytics, the development of customized web content as well as the web and desktop-based application FundProfiler.

The Challenge

Fundata was using several disjointed systems like Microsoft Dynamics, Sharepoint, Outlook, and other homegrown systems, etc. in their business operations. A large number of these systems were poorly implemented and often misfits for the business needs. Different systems being used in different departments meant that the business was suffering from inefficiency. In addition, a great deal of the information available was not being captured in Fundata’s CRM, leading to potential loss of opportunities; to ensure success, the client needed a system to capture this missing data and make it only available to those needing it in a standard format. Fundata also required some automations to be put in place, in order to make their sales and service more crisp and competent, and to track client engagement for self-evaluation and consistent improvement in their processes.

The Solution

With Fundata’s end goal of integrating all their processes and operating the business from a single entity in mind, App Solve set up their Salesforce org and integrated the necessary systems with it. Custom objects were created to enable the capture of specific information regarding data and its distribution, and to address any data related issues and logging requests in a systematic, orderly manner. Automation was set up for the agreement renewal process, thus cutting down on time spent generating proper, error-free documents. Additionally, App Solve built reports and dashboards to track activity of the salespeople, track success and lost opportunities, and record interactions with customer service. Counsel on data migration was also provided to Fundata to help them move their existing data into Salesforce.

The Results

The team at App Solve was able to turn a highly cumbersome sales cycle into a much more efficient and integrated process. Fundata can now benefit from faster sales deployment and shorter post conversion stabilizing periods. With a broader access to shared data, Fundata has access to better sales metrics and can better forecast areas of revenue growth. Furthermore, the custom dashboards make all this data easily accessible to all members of the team. With one year of data under our belt, we now have a baseline to measure our efficiency going forward.

Products Utilized

Sales Cloud

As the core foundational CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.

Financial Services Cloud

Financial Services Cloud is an integrated platform designed to drive stronger, lasting client relationships. Financial Services Cloud benefits from continuous innovation, providing users, often financial advisors, ongoing access to new features and enhancements designed to grow your business faster.

Services Provided

Custom Solutions

Whether we’re building custom applications in Salesforce like in Chatter, building API integrations from scratch or custom 3rd party application integrations – we bring technology to the business to ensure all company objectives are exceeded.

Salesforce.com Training

App Solve includes training in every implementation project that we do, to ensure that our customers achieve the best possible ROI on their Salesforce platform. We also provide training as stand-alone projects.

Name*

Toronto Office – Head Office
146 Thirtieth Street
1st Floor
Toronto, ON M8W 3C4

What Our Customers Are Saying

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions